# ![@yenoms Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::54300222.png) @yenoms yenoms

yenoms posts on X about $lft, $cmtg, guess, $ari the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::54300222/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:interactions.svg)

- [--] Week [-----] -28%
- [--] Month [------] -18%
- [--] Months [-------] +46%
- [--] Year [-------] +95%

### Mentions: [--] [#](/creator/twitter::54300222/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] no change
- [--] Months [---] +61%
- [--] Year [---] +71%

### Followers: [---] [#](/creator/twitter::54300222/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +3.70%
- [--] Months [---] +28%
- [--] Year [---] +102%

### CreatorRank: [-------] [#](/creator/twitter::54300222/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28.13% [stocks](/list/stocks)  19.53% [cryptocurrencies](/list/cryptocurrencies)  5.47% [technology brands](/list/technology-brands)  2.34% [financial services](/list/financial-services)  0.78% [social networks](/list/social-networks)  0.78%

**Social topic influence**
[$lft](/topic/$lft) #2, [$cmtg](/topic/$cmtg) #1, [guess](/topic/guess) 6.25%, [$ari](/topic/$ari) #4, [$nen](/topic/$nen) 5.47%, [reit](/topic/reit) #127, [if you](/topic/if-you) 4.69%, [$rc](/topic/$rc) #3, [$trtx](/topic/$trtx) #1, [$bhr](/topic/$bhr) 3.13%

**Top accounts mentioned or mentioned by**
[@ibladesi](/creator/undefined) [@shortbusace](/creator/undefined) [@polarisbear87](/creator/undefined) [@tomking84](/creator/undefined) [@mrneutralman](/creator/undefined) [@leylakuni](/creator/undefined) [@77augustwest72](/creator/undefined) [@bigbamboointern](/creator/undefined) [@nbeachny](/creator/undefined) [@rhunterh](/creator/undefined) [@codytrades](/creator/undefined) [@goodhousecap](/creator/undefined) [@tsxman](/creator/undefined) [@treyhenninger](/creator/undefined) [@laziestofdans](/creator/undefined) [@leveragedbets](/creator/undefined) [@lebronex](/creator/undefined) [@theotheraharon](/creator/undefined) [@jayparsons](/creator/undefined) [@blondesnmoney](/creator/undefined)

**Top assets mentioned**
[Claros Mortgage Trust, Inc. (CMTG)](/topic/$cmtg) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Braemar Hotels & Resorts Inc. Common Stock (BHR)](/topic/$bhr) [Healthpeak (DOC)](/topic/$doc) [Ares Commercial Real Estate Corporation (ACRE)](/topic/$acre) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Bridge Oracle (BRG)](/topic/$brg) [Carvana Co. (CVNA)](/topic/$cvna) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Main Street Capital Corporation (MAIN)](/topic/$main) [AhaToken (AHT)](/topic/$aht) [Cross The Ages (CTA)](/topic/$cta) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Newmark Group, Inc. Class A Common Stock (NMRK)](/topic/$nmrk) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [Jones Lang LaSalle, Inc. (JLL)](/topic/$jll) [CBRE Group Inc (CBRE)](/topic/$cbre) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Raymond James Financial, Inc. (RJF)](/topic/$rjf) [AMP Token (AMP)](/topic/$amp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Market returning to normal; $CVNA back to $50BN market cap"  
[X Link](https://x.com/yenoms/status/1879946503202173377)  2025-01-16T17:39Z [---] followers, [----] engagements


"3:50 hit and then all hell broke loose. $pff special Many blew through these prices and were still avail AH. Id expect some mispricing to linger next week"  
[X Link](https://x.com/yenoms/status/1928625812837904605)  2025-05-31T01:33Z [---] followers, [----] engagements


"Had to pay up for it. but still love the rel value of this IG issue. read the fitch report if interested. https://www.fitchratings.com/research/corporate-finance/fitch-affirms-south-jersey-industries-inc-subsidiaries-ratings-outlook-stable-10-06-2025 https://www.fitchratings.com/research/corporate-finance/fitch-affirms-south-jersey-industries-inc-subsidiaries-ratings-outlook-stable-10-06-2025"  
[X Link](https://x.com/yenoms/status/1956387872937845240)  2025-08-15T16:09Z [---] followers, [----] engagements


"For mREIT credit I think baby bonds represent the best value when considering the protection. but within prefs still some decent value. here are a few I am eyeing to add or initiate: $LFT.A at 9.1% w 10/1 ex $TRTX.C at 8.6% w 9/19 ex $CHMI.B at $24.3 w 9/30 ex floater"  
[X Link](https://x.com/yenoms/status/1966668019230273989)  2025-09-13T00:59Z [---] followers, [---] engagements


"my shitco REIT rebal"  
[X Link](https://x.com/yenoms/status/1988343011689079260)  2025-11-11T20:28Z [---] followers, [----] engagements


"Pref investing and special sits often dont mix well 😬😬 $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw"  
[X Link](https://x.com/yenoms/status/2008570761733419158)  2026-01-06T16:06Z [---] followers, [----] engagements


"@jimdelisle Yup. and unlike BDC's or CEF's rare for a agency mREIT to stay at a large premium for a while. whY they step on the ATM hard. don't see that as much from a $MAIN or $RCS. they may sell some via ATM or rights offering here and there but nothing crazy like the mREITs"  
[X Link](https://x.com/yenoms/status/2009688419530612976)  2026-01-09T18:07Z [---] followers, [---] engagements


"$AHT w/ the alphabet soup of prefs. and king of the unlisted. and oh a new suspension lol"  
[X Link](https://x.com/yenoms/status/2011096434393874564)  2026-01-13T15:22Z [---] followers, [---] engagements


"@tomking84 $RC- I trade the equity & $RCD(still hold 2028s) have lost a decent amount trying to time bottom. thinking "it can't be this bad." weird price action on $RCB/C makes me think co buying back. I will be pissed if RC pops and I miss it but also pissed if I throw away more $$"  
[X Link](https://x.com/yenoms/status/2011106806924525686)  2026-01-13T16:03Z [---] followers, [--] engagements


"$lpre with some impressive flow growth.fund launched last April $55m of inflows since the start of 4Q25. AUM now up to $117m Hope this continues to succeed and more specialist managers bring ideas/ products to the market"  
[X Link](https://x.com/yenoms/status/2012161458130321666)  2026-01-16T13:54Z [---] followers, [---] engagements


"I have used it as a spot to access smart REIT beta and source new ideas. yes no shame in my game. 😬 This includes their recent addition of $DOC. upside with senior spin upcoming"  
[X Link](https://x.com/yenoms/status/2012162605066895736)  2026-01-16T13:58Z [---] followers, [---] engagements


"@2021baby_yoda Research them if you feel the market is mispricing buy/sell accordingly. Ive traded all (except for busted) but my confidence level is low and dont hold any w size rn. I find bhr.d as most intereting given its CoC and strategic review but sacred of shenanigans"  
[X Link](https://x.com/yenoms/status/2012881871495897314)  2026-01-18T13:36Z [---] followers, [--] engagements


"@2021baby_yoda I posted because these are all names that could move based on an upcoming event. granted $CTA prob wont move much regardless. Good names to research or keep an eye on. There are others I left off. esp those even less liquid"  
[X Link](https://x.com/yenoms/status/2012882555305877563)  2026-01-18T13:39Z [---] followers, [--] engagements


"$DOC flat on a day of red and a big print 👀"  
[X Link](https://x.com/yenoms/status/2013660701336703481)  2026-01-20T17:11Z [---] followers, [----] engagements


"@nbeachny @rhunterh @Mr_Neutral_Man $stwd probably the least worst external manager.although $TRTX growing on me. And the internal ones have highly questionably portfolios not sure liquidation worth it. $gpmt $sach"  
[X Link](https://x.com/yenoms/status/2015429791130730922)  2026-01-25T14:21Z [---] followers, [--] engagements


"@nbeachny @rhunterh @Mr_Neutral_Man For external managers $LFT trading at a 50% to BV with an extremely sub scale operation (double digit expense ratio) would be my top pick for activism. Book isnt that bad. but thats not happening . they just did another CLO"  
[X Link](https://x.com/yenoms/status/2015430363816902886)  2026-01-25T14:23Z [---] followers, [--] engagements


"@codytrades Apollo is one of the better CRE organizations not too worried about them going outside their core competency. I cant say the same for Ares. and the issues w $acre. they have no large insurance company to buy it and their current marks are less believable"  
[X Link](https://x.com/yenoms/status/2016857463820079537)  2026-01-29T12:54Z [---] followers, [--] engagements


"@GoodHouseCap I dont see that as likely. Not enough of a discount to bribe $TRTX to give up the AUM. And TRTX has no issues to work with as you said. the play would be to create value via a troubled portfolio where the discount is massive. 50%+. enough exist"  
[X Link](https://x.com/yenoms/status/2017630082202767864)  2026-01-31T16:04Z [---] followers, [---] engagements


"🙏 Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl"  
[X Link](https://x.com/yenoms/status/2017659472345252041)  2026-01-31T18:01Z [---] followers, [----] engagements


"@LeylaKuni Athene is paying inclusive of CECL meaning reserves are part of the deal. And even if Athene is overpaying. that would hurt Apollo/ Athene the most as they incur losses first before policyholders"  
[X Link](https://x.com/yenoms/status/2018044918850101688)  2026-02-01T19:32Z [---] followers, [---] engagements


"@LeylaKuni For most CRE mREITs. market is saying marks r inflated. so ARI gets the marks for shareholders. and Athene/Apollo would be first loss if the marks are inflated (not policyholders) and people still complain. 😮💨 I could be wrong. @ExcessDefaults much more knowledgeable than me"  
[X Link](https://x.com/yenoms/status/2018050027067756600)  2026-02-01T19:53Z [---] followers, [---] engagements


"@lebron_ex @LeylaKuni Now if $ari goes out and does something dumb w the $$ then I will give them shit. but that hasnt happened yet"  
[X Link](https://x.com/yenoms/status/2018115353411227708)  2026-02-02T00:12Z [---] followers, [--] engagements


"@LeylaKuni @lebron_ex I like TRTX because they have a relatively clean book have dry powder and are a decent manager. granted I dont love the REIT wrapper as its generally more expensive. would much prefer a separate account w a highly skilled manager or an open end fund w no legacy issues"  
[X Link](https://x.com/yenoms/status/2018122647339466804)  2026-02-02T00:41Z [---] followers, [--] engagements


"@Mr_Neutral_Man @tsxman My only hesitation w $wsr is that its already run a bit 25%+ since last October. Any guess whether Blackstone would pay up for $bhr Luxe hotels are hot"  
[X Link](https://x.com/yenoms/status/2018419631996694820)  2026-02-02T20:21Z [---] followers, [---] engagements


"$bhr new activist letter shows how absurdity of Ashfords fee proposal. https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm"  
[X Link](https://x.com/yenoms/status/2018450320662405145)  2026-02-02T22:23Z [---] followers, [----] engagements


"@theotheraharon @stoked_on_waves Why not own Bhr as well"  
[X Link](https://x.com/yenoms/status/2018506982097912281)  2026-02-03T02:09Z [---] followers, [--] engagements


"@tsxman This article on front page of the Boston globe. not life science but its in east Cambridge which is life science based. brand new and they are looking at a 50% hit. Office and affordable housing. https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/ https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/"  
[X Link](https://x.com/yenoms/status/2018707983895552386)  2026-02-03T15:27Z [---] followers, [---] engagements


"@shortbus_ace @GoBirds555 @77AugustWest72 what you think about these tickers"  
[X Link](https://x.com/yenoms/status/2018708349802434605)  2026-02-03T15:29Z [---] followers, [---] engagements


"2/2/26 UBS Pref Valuation Report Good to source issues esp if you dont have terms or calcs handy. https://www.ubs.com/us/en/wealth-management/insights/market-news/article/_jcr_content.0412566922.file/PS9jb250ZW50L2RhbS9pbXBvcnRlZC9jaW9yZXNlYXJjaC9wZGYvMzAvNTIvNjAvMy8zMDUyNjAzL2VuLzMwNTI2MDMucGRm/3052603.pdf https://www.ubs.com/us/en/wealth-management/insights/market-news/article/_jcr_content.0412566922.file/PS9jb250ZW50L2RhbS9pbXBvcnRlZC9jaW9yZXNlYXJjaC9wZGYvMzAvNTIvNjAvMy8zMDUyNjAzL2VuLzMwNTI2MDMucGRm/3052603.pdf"  
[X Link](https://x.com/yenoms/status/2019048829967118686)  2026-02-04T14:02Z [---] followers, [---] engagements


"@nbeachny you have another take i haven't spent as much time on them last few months"  
[X Link](https://x.com/yenoms/status/2019082235601735830)  2026-02-04T16:14Z [---] followers, [--] engagements


"@nbeachny mostly been buying $KREF today. just getting to the call tho. it's small. but respect for the buyback"  
[X Link](https://x.com/yenoms/status/2019083423545967007)  2026-02-04T16:19Z [---] followers, [--] engagements


"@nbeachny par for the course. but i just hate when things like this happen. $95M loan at S+250 yet their term financing is the same rate. I know this allows for more repo at hopefully lower. but we are talking very small margins. unless they got a ton of fees for underwriting"  
[X Link](https://x.com/yenoms/status/2019086451376349622)  2026-02-04T16:31Z [---] followers, [--] engagements


"@TreyHenninger don't take this the wrong way. I am new to the name. wondering why that wasn't spent on repurchases. if stock is so cheap and they have spare cash and have a value oriented framework. repurchases have been small"  
[X Link](https://x.com/yenoms/status/2019115269218791490)  2026-02-04T18:26Z [---] followers, [---] engagements


"@TreyHenninger Without more info cant ascertain how good that 13% is"  
[X Link](https://x.com/yenoms/status/2019129367524438017)  2026-02-04T19:22Z [---] followers, [--] engagements


"@Polarisbear87 I find it funny the stock still trades w the beta of other c mREITs yet they are mostly a bag of cash sprinkled with free REO thrown in"  
[X Link](https://x.com/yenoms/status/2019206600092012899)  2026-02-05T00:29Z [---] followers, [--] engagements


"@iBladesi @shortbus_ace RPT and LFT are completely different from an investment perspective"  
[X Link](https://x.com/yenoms/status/2019215999283917144)  2026-02-05T01:06Z [---] followers, [---] engagements


"@Polarisbear87 @iBladesi @shortbus_ace LFT parent owns a lot more than RPT parent. Just basing this on memory without looking at data. LFT did a horrendous rights offering of which Orix put in about $40m in 2022"  
[X Link](https://x.com/yenoms/status/2019229853602509300)  2026-02-05T02:01Z [---] followers, [---] engagements


"@Polarisbear87 @iBladesi @shortbus_ace Its less about gaea for me. I hate the paramount transaction for RPT. its compete strategy creep also believe its a signal liquidation not in play. Given the disco RPT should be OK over the long term.just have less trust and prefer deploy risk elsewhere"  
[X Link](https://x.com/yenoms/status/2019235969296396801)  2026-02-05T02:25Z [---] followers, [---] engagements


"@Polarisbear87 @iBladesi @shortbus_ace And RITM can elect to get paid its mgmt in shares.so ask yourself how they get more shares"  
[X Link](https://x.com/yenoms/status/2019237277604659355)  2026-02-05T02:30Z [---] followers, [--] engagements


"A good day for pref baggies https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed"  
[X Link](https://x.com/yenoms/status/2019242813435887787)  2026-02-05T02:52Z [---] followers, [---] engagements


"@AdvisorsMidwest Good catch. Are you playing the common or pref"  
[X Link](https://x.com/yenoms/status/2019908472897433619)  2026-02-06T22:58Z [---] followers, [---] engagements


"@MSVCap And thinking back on all this. the fact they never tendered shows how insignificant these issues were for them. focused much more on building the business than financial engineering. Said another way. the equity value dwarfs these issues. BTW grats on the 7"  
[X Link](https://x.com/yenoms/status/2020145186806878548)  2026-02-07T14:38Z [---] followers, [--] engagements


"@MSVCap I am prob kinda wrong on this last point. they prob engaged investor sentiment about a tender for the ladenburg bonds and the price was too high to make it work. then investors wouldve just held until maturity knowing they money good. Who knows"  
[X Link](https://x.com/yenoms/status/2020152229643051385)  2026-02-07T15:06Z [---] followers, [--] engagements


"@BigBambooIntern @iBladesi @LaziestofDans you mean "stupider" thanks a lot hey there is a probably a good reason there are no distressed pref funds (no protection 🫣)"  
[X Link](https://x.com/yenoms/status/2021256680911020247)  2026-02-10T16:15Z [---] followers, [--] engagements


"@77AugustWest72 They have high leverage no doubt. but seem to be a decently run BDC.and somewhat small. always tradeoffs I prefer them over runway which has a much higher tech allocation"  
[X Link](https://x.com/yenoms/status/2021411256553570715)  2026-02-11T02:29Z [---] followers, [--] engagements


"@GoodHouseCap Im not saying this is likely. but Im sure $RC has been approached. they need time $$ and credibility. not many have $1bn+ laying around and deep RE expertise"  
[X Link](https://x.com/yenoms/status/2017632311412432907)  2026-01-31T16:13Z [---] followers, [---] engagements


"@lebron_ex @LeylaKuni In terms of incentives. they were incentivized to pay under the carrying values. that didnt happen. Thats what makes this deal unique. And again without knowing their port well. I think this is also a win for Athene. spreads everywhere are tight. getting 300+ is solid"  
[X Link](https://x.com/yenoms/status/2018115127262732313)  2026-02-02T00:11Z [---] followers, [--] engagements


"This is a VERY valuable piece of land. just a matter of how much all the expenses eat into the $ARI equity. https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the former site of Carney Hospital with plans to build a new healthcare facility as well as housing and retail on the property. https://t.co/bnaRqcYiY9 https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the"  
[X Link](https://x.com/yenoms/status/2021349973531689236)  2026-02-10T22:26Z [---] followers, [---] engagements


"In the non-exciting but decent category. added to $SRJN at [-----] in IRA. I am showing about [--] cents accrued. so the yield is 6.5%. https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm"  
[X Link](https://x.com/yenoms/status/2021662139350761727)  2026-02-11T19:06Z [---] followers, [---] engagements


"We seeing any major insider buys of these companies getting Claued Like all the CRE brokers. anything $JLL $CBRE $NMRK $CBRE Or the investment managers $TROW etc Or wealth managers / brokers $SCHW $RJF $LPLA $AMP Did a quick skim yesterday and havent seen much"  
[X Link](https://x.com/yenoms/status/2021988102940897376)  2026-02-12T16:41Z [---] followers, [----] engagements


"snip from todays Matt Levine on 401k lawsuits and alts. Not many people appreciate the magnitude of how these lawsuits have impacted 401k plan design sponsors get sued for underperformance. which incentivizes passive or bm hugging. CC @rhunterh @ShitFund"  
[X Link](https://x.com/yenoms/status/2022137283433181495)  2026-02-13T02:34Z [---] followers, [----] engagements


"Value names I've gotten wrong (so far) in [----]. $NEN. super illiquid. port is undervalued but governance/alignment is messy. it was trading in the low $80s for a month then a seller popped up in the mid 70's. I bot assuming it was a liquidity trade and could flip"  
[X Link](https://x.com/yenoms/status/1970517706647519420)  2025-09-23T15:56Z [---] followers, [---] engagements


"OK riddle me this. $BHR declares a monthly divvy for $BHR-D and B yet both are quarterly. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx"  
[X Link](https://x.com/yenoms/status/2017377862190264521)  2026-01-30T23:22Z [---] followers, [----] engagements


"@GoodHouseCap Yeah. its not a natural fit. but you never know. I mentioned $RC because they may be at a stage where dont have a choice.Others like $LFT $GPMT $ACRE can kick the can further. continue to collect fees $CMTG may take a deal do the right thing. have large deals w hair"  
[X Link](https://x.com/yenoms/status/2017644708227387518)  2026-01-31T17:02Z [---] followers, [---] engagements


"@iBladesi @BigBambooIntern @LaziestofDans Divvy why do you only associate me w TRASH names"  
[X Link](https://x.com/yenoms/status/2021254887183376798)  2026-02-10T16:08Z [---] followers, [---] engagements


"@iBladesi @BigBambooIntern @LaziestofDans I couldn't afford $ACRE too broke from $LFT"  
[X Link](https://x.com/yenoms/status/2021255213080871417)  2026-02-10T16:09Z [---] followers, [--] engagements


"Comments from $APO on $ARI deal. highlights the demand for high quality CRE Debt. also this @jayparsons podcast Granted. ARI you know this means you need to create something extra special if you decide to not liquidate and return $. https://www.youtube.com/watchv=8Nb_K3YpE6s https://www.youtube.com/watchv=8Nb_K3YpE6s"  
[X Link](https://x.com/yenoms/status/2021273056107266407)  2026-02-10T17:20Z [---] followers, [---] engagements


"@blondesnmoney REITs r next"  
[X Link](https://x.com/yenoms/status/2021332330309468632)  2026-02-10T21:15Z [---] followers, [---] engagements


"Ridiculous overreaction How many people solely use an advisor or broker to run tax strategies or analytics $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual"  
[X Link](https://x.com/yenoms/status/2021380292515332515)  2026-02-11T00:26Z [---] followers, [---] engagements


"@stoked_on_waves $bhr next 😬"  
[X Link](https://x.com/yenoms/status/2021387454415241231)  2026-02-11T00:54Z [---] followers, [--] engagements


"@shortbus_ace Overall market too froth. people forget market sentiment can get violent down for extended. try to rationalize valuations but thats overconfidence. But pockets of good value abound. but those get caught up w beta so tricky. Stay underweight beta and keep powder"  
[X Link](https://x.com/yenoms/status/2021978370175868960)  2026-02-12T16:03Z [---] followers, [--] engagements


"@shortbus_ace Still have a chunk of $$ in an employer 401k. no SDBA. have been reluctantly allocated to the REIT mutual fund.REITs are cheap but I never loved the composition. well I didnt mind it today 😉. $EQIX $AMT $NNN #ImaGenius"  
[X Link](https://x.com/yenoms/status/2022087804520701994)  2026-02-12T23:17Z [---] followers, [--] engagements


"@FredinHeaven4 Ha. oh that will def happen. FBRT happens to have solid financing so its a risk but not top of the list"  
[X Link](https://x.com/yenoms/status/2022062185401475119)  2026-02-12T21:36Z [---] followers, [--] engagements


"👏 👏 Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube"  
[X Link](https://x.com/anyuser/status/2002553127011258437)  2025-12-21T01:34Z [---] followers, [----] engagements


"$CMTG is wild. many 20%+ swings this year. Im sure most is just noise. but also some is warranted. RE investing is the Wild West. if you work in the industry not too difficult to legally get intel on their important deals"  
[X Link](https://x.com/yenoms/status/2008315885103002022)  2026-01-05T23:13Z [---] followers, [---] engagements


"@tomking84 $CMTG - margin of safety is very large but they just have so much hair and idiosyncratic events it's hard to get a handle on the risk. like this holding. https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/ https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/"  
[X Link](https://x.com/yenoms/status/2011105521064190449)  2026-01-13T15:58Z [---] followers, [---] engagements


"@hitsamty this is a major positive transaction for $ARI shareholders IMO. We all like to make fun of how illiquid widgets marks are fake and not indicative of value. well ARI is getting paid 100% of value (CECL inclusive) and getting instant liquidity"  
[X Link](https://x.com/yenoms/status/2016664076449989070)  2026-01-29T00:05Z [---] followers, [---] engagements


"random mREIT thoughts: lower downside/ medium upside: $ARI $TRTX medium downside/ medium upside: $CMHI $KREF large upside / large downside: $LFT $CMTG $RC I own all mostly ARI and LFT and begrudgingly have small RC. don't want to miss a pop its bad i know"  
[X Link](https://x.com/yenoms/status/2019078774784925815)  2026-02-04T16:01Z [---] followers, [---] engagements


"@tomking84 So much weirdness with this name. the main one being that they havent been able to get off a large refi. Also why havent they sold the SBL unit by now Does this unit back their secured loan And then they were likely buying back RCB and RCC on the open market"  
[X Link](https://x.com/yenoms/status/2021346839094755713)  2026-02-10T22:13Z [---] followers, [---] engagements


"@codytrades I started buying as soon as I saw. names I dont even know well"  
[X Link](https://x.com/yenoms/status/2022088005155270949)  2026-02-12T23:18Z [---] followers, [--] engagements


"Alight Financial - My condolences if they are your 401k provider. Platform is a 💩 so is the stock. $ALIT (wonder if they are a takeover target simply for the assets/contracts)"  
[X Link](https://x.com/yenoms/status/2008946001600749987)  2026-01-07T16:57Z [---] followers, [----] engagements


"@jay_21_ You like $DOC"  
[X Link](https://x.com/yenoms/status/2012712701466640684)  2026-01-18T02:24Z [---] followers, [---] engagements


"@qorka I wouldnt be surprised fi it traded up but rather go with a ute with a higher yield esp if I have IRA money to invest"  
[X Link](https://x.com/yenoms/status/2021664604619948499)  2026-02-11T19:16Z [---] followers, [--] engagements


"Guess which mREIT Im buying pre market Could be stupid. but just gotta do it"  
[X Link](https://x.com/yenoms/status/2021944198380097916)  2026-02-12T13:47Z [---] followers, [---] engagements


"Pure comedy. $GPMT She basically asks the most important question and he doesnt even answer it. Seems like Blake is too junior to know or afraid to go off the script"  
[X Link](https://x.com/yenoms/status/2022069024042205386)  2026-02-12T22:03Z [---] followers, [----] engagements


"Can anyone with good access to the tape Make sense of this Paging @leveragedbets"  
[X Link](https://x.com/yenoms/status/2022333528449671459)  2026-02-13T15:34Z [---] followers, [---] engagements


"I dont see many prints above $30"  
[X Link](https://x.com/yenoms/status/2022335929453859208)  2026-02-13T15:43Z [---] followers, [---] engagements


"Major shifts happening in CRE lending. really a tale of two cities. new vintage high quality in size is super tight. legacy w hair still in the distress zone. Time for those w opportunistic mandates (and powder) to shift accordingly. $trtx $ari $fbrt $ladr $ritm"  
[X Link](https://x.com/yenoms/status/2022342939163439438)  2026-02-13T16:11Z [---] followers, [---] engagements


"Please do the right thing and wind up $LFT if the price stays near 50% BV. No more rights offerings. time to turn a new page. You guys are a good shop act like it. In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping an eye on the future and the evolving financing needs of clients. https://t.co/uxGH7BRuka #MFE https://t.co/iS4hBRdkhu In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping"  
[X Link](https://x.com/yenoms/status/2019809200113954829)  2026-02-06T16:23Z [---] followers, [---] engagements


"Crazy to see some of the carnage in REITs today and then I see VNQ is +80bps. Idiosyncratic risk in play"  
[X Link](https://x.com/yenoms/status/2021976019310460994)  2026-02-12T15:53Z [---] followers, [---] engagements


"Most bombed out REIT names Forget fundamentals just talking names sold hard capitulation by the sellers tax loss whatever you want to call it. A few that come to mind both equity and mortgage names: $CLPR $HPP $RC $LFT $COLD $ARE $LINE $ABR $FRPH $NEN $NXRT"  
[X Link](https://x.com/yenoms/status/1996203165373571477)  2025-12-03T13:01Z [---] followers, [----] engagements


"$ARI transaction Im a fan. bot shares this morning. https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf"  
[X Link](https://x.com/yenoms/status/2016528499641577974)  2026-01-28T15:07Z [---] followers, [----] engagements


"Doesnt seem to be anything too alarming for CRE mREITs which got smoked today. Maybe he doesnt cut as much as others wouldve but it still seems like he will keep cutting rates which is good for troubled multi owners. If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of"  
[X Link](https://x.com/yenoms/status/2017356894797549702)  2026-01-30T21:58Z [---] followers, [---] engagements


"$CMTG term loan refi w HPS Ehhh. not great but at least they have liquidity"  
[X Link](https://x.com/yenoms/status/2018321408472846714)  2026-02-02T13:51Z [---] followers, [---] engagements


"$KREF Should give a little stop to the bleeding once this finally gets signed. and then the div cut ofc. OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD"  
[X Link](https://x.com/yenoms/status/2021767005339079081)  2026-02-12T02:03Z [---] followers, [---] engagements


"They will lease and sell"  
[X Link](https://x.com/yenoms/status/2021789451538542824)  2026-02-12T03:32Z [---] followers, [---] engagements


"A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0 A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0"  
[X Link](https://x.com/yenoms/status/2021946869547741450)  2026-02-12T13:57Z [---] followers, [---] engagements


"CEO been on a lot of podcasts recently"  
[X Link](https://x.com/yenoms/status/2021948193928302621)  2026-02-12T14:03Z [---] followers, [--] engagements


"Heres the thing just because you disagree with something in principal doesnt mean it will work. 😬😬😬😬😬"  
[X Link](https://x.com/yenoms/status/2021948364326154683)  2026-02-12T14:03Z [---] followers, [---] engagements


"Yikes . ceo just said multi spreads are at multi year tights similar to comments from jay parsons and Apollo"  
[X Link](https://x.com/yenoms/status/2021949208895349210)  2026-02-12T14:07Z [---] followers, [---] engagements


"They been buying CRE equity. honestly makes sense. Buy that CMTG hotel port"  
[X Link](https://x.com/yenoms/status/2021949546994033038)  2026-02-12T14:08Z [---] followers, [---] engagements


"Yikes spreads tighter than pre GFC days"  
[X Link](https://x.com/yenoms/status/2021949858509185075)  2026-02-12T14:09Z [---] followers, [--] engagements


"Steve Delaney first comment: good morning and congratulations on all the promotions. as the stock price craters"  
[X Link](https://x.com/yenoms/status/2021953611107065921)  2026-02-12T14:24Z [---] followers, [---] engagements


"I know my $ritm buddies will take exception to this. but market forgetting they have a whole lot of office and private credit now . Well kind of. its down but not lots and doesnt move w office and private credit daily. and ye I know its only a portion"  
[X Link](https://x.com/yenoms/status/2021972043445809410)  2026-02-12T15:37Z [---] followers, [---] engagements


"@shortbus_ace And back to REITs/ RE. the blue chips crushing it"  
[X Link](https://x.com/yenoms/status/2021979404633878674)  2026-02-12T16:07Z [---] followers, [--] engagements


"@jay_21_ TLT has been moving. Ironically. a move down in rates might save the equity for offices with decent WALTs"  
[X Link](https://x.com/yenoms/status/2022075205510996222)  2026-02-12T22:27Z [---] followers, [--] engagements


"@west4thstreet @rhunterh @ShitFund Its true. but its not just fees. Some great managers (w reasonable fees) will underperform for [--] years. getting sued for that is ridiculous. Granted. I am fine w passive for equites. but passive for FI esp credit. is irresponsible IMO"  
[X Link](https://x.com/yenoms/status/2022148469067325483)  2026-02-13T03:18Z [---] followers, [--] engagements


"$JBK folks this is a [----] 6.345% Goldman bond. Whats the explanation 1) mistaken for another company 2) fake prints 3) something happened w the underlying like Lehman legal claims 4) other"  
[X Link](https://x.com/yenoms/status/2022332044593049872)  2026-02-13T15:28Z [---] followers, [---] engagements


"@leveragedbets @blondesnmoney So a busted trade. which may get reversed. but the vwap was legit and will get screwed. 😂 I sold some into it. no reverse me"  
[X Link](https://x.com/yenoms/status/2022359117516738698)  2026-02-13T17:16Z [---] followers, [--] engagements


"@thepupil11 @jeff964 Just peeked at the AIMCO Boston suburban assets. the $NEN locations are much more desirable. no offense to bridgewater Worcester or Marlborough"  
[X Link](https://x.com/yenoms/status/1953246001956782532)  2025-08-07T00:05Z [---] followers, [---] engagements


"$LFT 😜😜😜😂😂 #mreits"  
[X Link](https://x.com/yenoms/status/1954994468051963931)  2025-08-11T19:52Z [---] followers, [---] engagements


"$LFT down only 3% on a div cut from [--] cents to [--]. My guess is this implies a decent negative economic return for Q3. they only recently started to experience stresses in their port. so q3 could be the biggest one to date. Q2 BV was $3.27"  
[X Link](https://x.com/yenoms/status/1967958317013274735)  2025-09-16T14:26Z [---] followers, [---] engagements


"$LFT down 25% since Q2 earnings. On the one hand is it really the bad On the other hand the equity is levered 5x so I guess its possible and they do have lots of TX multi"  
[X Link](https://x.com/yenoms/status/1982867941583663358)  2025-10-27T17:52Z [---] followers, [---] engagements


"@SliceTransverse @thepupil11 @PrivateEyeCap @shortbus_ace @Mr_Neutral_Man Some of the best opps arise after the stock has tanked extremely hated by retail mgmt has some weird compensation scheme which gives them a lot of shares at a quick pace and voila. we now have alignment and a sale happens. $brg and $aaic come to mind"  
[X Link](https://x.com/yenoms/status/1984006365376082407)  2025-10-30T21:15Z [---] followers, [--] engagements


"sigh I used to come to X "to learn." But it really is just a cope mechanism isn't it. In that spirit will the $LFT independent directors "do the right thing." stock down to $1.52 and MC at $79m. I mean can they every achieve scale at this point stop pretending"  
[X Link](https://x.com/yenoms/status/1985747423957029117)  2025-11-04T16:34Z [---] followers, [---] engagements


"Dont know why I bother w these bombed out mREITs definition of playing w fire. have had a few good scores in the day so Im addicted. well until I lose it all back🫢🫢 Anywho. am watching $LFT for a big drop today. have the gloves ready"  
[X Link](https://x.com/yenoms/status/1988977002595119393)  2025-11-13T14:27Z [---] followers, [----] engagements


"$MSEX boring water ute. pricey but hey that's the market. and possible for a takeout down the line. both T Rowe and Neuberger added this quarter.can display negative beta w equities. own via the convert pref but just added a smidge more"  
[X Link](https://x.com/yenoms/status/1989403864643314026)  2025-11-14T18:43Z [---] followers, [---] engagements


"$LFT averaging about $3m per quarter in expenses so about $12m /yr. Total common equity is $170m so we are looking at a 7% expense ratio. and you wonder why most of the smart $ swears off mREITs"  
[X Link](https://x.com/yenoms/status/1989879026844946575)  2025-11-16T02:11Z [---] followers, [---] engagements


"$LFT was able to refi their [----] CLO going up from SOFR +179 to SOFR +191 which is slightly higher than the market but not a surprise given their book. This is still a positive as so much negative already priced in w the stock at 47% to BV. https://www.lumentfinancetrust.com/investor-relations/press-releases/2025/11/lument-finance-trust-announces-pricing-of-664-million-commercial-real-estate-clo/ https://www.lumentfinancetrust.com/investor-relations/press-releases/2025/11/lument-finance-trust-announces-pricing-of-664-million-commercial-real-estate-clo/"  
[X Link](https://x.com/yenoms/status/1992998678898913636)  2025-11-24T16:48Z [---] followers, [---] engagements


"@conorsen $NEN"  
[X Link](https://x.com/yenoms/status/1995708542137888941)  2025-12-02T04:16Z [---] followers, [---] engagements


"@Mr_Neutral_Man Wellington bought it years ago. so they got comfortable w/ him. doesnt matter to me. he is top of the list in terms of shady asset managers"  
[X Link](https://x.com/yenoms/status/2000959203931025757)  2025-12-16T16:00Z [---] followers, [---] engagements


"@Mr_Neutral_Man Does anyone know how much addtl comp/ payout gets dondero and crew gets in a takeout I mean I made good money w other shady managers in the past. $brg included"  
[X Link](https://x.com/yenoms/status/2000960265433833598)  2025-12-16T16:04Z [---] followers, [---] engagements


"@jayparsons Mass is a rather independent state. my guess is those poll numbers come way down once more education is done. most people dont appreciate the nuances of being a landlord and how (on the surface) a inflation cap is too restrictive. esp when considering maintenance expenses"  
[X Link](https://x.com/yenoms/status/2002335315164606764)  2025-12-20T11:08Z [---] followers, [---] engagements


"@jayparsons I think the ballot organizers shot themselves in the foot by not making it inflation + a percent (like Wus proposal) and by not having a carve out for maintenance and improvements. Seriously old dilapidated housing would get worse and worse under this plan. No bueno. $NEN"  
[X Link](https://x.com/yenoms/status/2002336856357192079)  2025-12-20T11:14Z [---] followers, [--] engagements


"@iBladesi @daveymac62 @GardinerIsland And I know I know. there are exceptions to the norm. my $lft 💼 s are growing"  
[X Link](https://x.com/yenoms/status/2006148939435700363)  2025-12-30T23:42Z [---] followers, [---] engagements


"@berkie1 $nen"  
[X Link](https://x.com/yenoms/status/2006167928937308440)  2025-12-31T00:58Z [---] followers, [--] engagements


"My $LFT thoughts. As long as they dont do another rights offering or some dilutive bs it should be fine. Am I screwed"  
[X Link](https://x.com/yenoms/status/2007166678158004726)  2026-01-02T19:06Z [---] followers, [---] engagements


"My unrealized losses on $LFT are growing. Been buying more in the mid [----] level and now down to [----]. buying these bombed out cockroaches with OK enough assets/structure but horrible alignment can be painful. #sigh if they do another rights offering would be truly comical"  
[X Link](https://x.com/yenoms/status/2008584703281164333)  2026-01-06T17:01Z [---] followers, [---] engagements


"I often think some high coupon prefs are overpriced but then I think closer. $LNC.D is $26.90 w 9% coupon and callable in [--] yrs. seems expensive on the surface. But the YTC is 5%. which isnt bad for [--] yr paper and the taxes are great. qual div & losses on the principal"  
[X Link](https://x.com/yenoms/status/2009298382796243126)  2026-01-08T16:17Z [---] followers, [---] engagements


"or if you want more certainty. at [-----] (thats the ask you can prob get lower) $KTN is about 5% YTM w maturity of 1/1/2027. about [---] bps spread. not bad for BBB+ paper"  
[X Link](https://x.com/yenoms/status/2009301044887437516)  2026-01-08T16:27Z [---] followers, [---] engagements


"$LFT Nice job Walter. 👏"  
[X Link](https://x.com/yenoms/status/2009315718492508552)  2026-01-08T17:26Z [---] followers, [---] engagements


"@GardinerIsland @Dollar_Bill_100 @vanckzhu @iBladesi Heck even I bot $orc today premarket. lets call it a [--] day rental. just take a quick shower and the ick goes away a @LaziestofDans pointer"  
[X Link](https://x.com/yenoms/status/2009654597695193099)  2026-01-09T15:52Z [---] followers, [---] engagements


"@tomking84 I've recently had a larger position in $LFT. feel like a can get a better grasp on risk albeit less upside. and also $KREF"  
[X Link](https://x.com/yenoms/status/2011107198894797230)  2026-01-13T16:04Z [---] followers, [--] engagements


"Yup it was the $CMTG REO port. https://podcasts.apple.com/us/podcast/the-promote-podcast/id1801355295i=1000716478900 @EllliotttB Why would $fbrt be buying a port of hotels And was the seller $cmtg https://podcasts.apple.com/us/podcast/the-promote-podcast/id1801355295i=1000716478900 @EllliotttB Why would $fbrt be buying a port of hotels And was the seller $cmtg"  
[X Link](https://x.com/yenoms/status/1943081692576538692)  2025-07-09T22:55Z [---] followers, [----] engagements


"@ValueStalker The Malden comp isnt bad. $NEN locations are better tho. The $AIV locations werent comparable at all"  
[X Link](https://x.com/yenoms/status/1961067212816494661)  2025-08-28T14:03Z [---] followers, [---] engagements


"@nopain_n0gain86 $CMTG up 30% in the last week. Easy$"  
[X Link](https://x.com/yenoms/status/1996393235787431954)  2025-12-04T01:36Z [---] followers, [---] engagements


"The $CMTG CA property discussed on recent calls. juicy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy"  
[X Link](https://x.com/yenoms/status/2002417802481979824)  2025-12-20T16:36Z [---] followers, [---] engagements


"@SinaiLawFirm @MoralOverdraft The lender is claros mortgage trust symbol $cmtg. The stock has already taken a beating so a lot of bad news is priced in. As of 3Q25 they were carrying it at $366.8M. They need the $$$ so will look to put it on the market. What is your best guess they will get"  
[X Link](https://x.com/yenoms/status/2002749550856167932)  2025-12-21T14:34Z [---] followers, [---] engagements

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