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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7777 followers
Created: 2025-02-04 18:34:00 UTC

Alluvial Capital on Net Lease Office Properties $NLOP US

Thesis: Alluvial Fund's largest holding is Net Lease Office Properties, which is effectively liquidating its assets and significantly reducing debt, positioning itself for potential shareholder distributions despite challenges in the office market.

(Extract from their Q4 letter)

![](https://pbs.twimg.com/media/GieyzNvWcAAsHti.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1886845679403733425/c:line.svg)

**Related Topics**
[debt](/topic/debt)
[$nlop](/topic/$nlop)

[Post Link](https://x.com/StockCompil/status/1886845679403733425)