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![AmaralPartners Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1896142355779948544.png) AMARAL Capital [@AmaralPartners](/creator/twitter/AmaralPartners) on x XXX followers
Created: 2025-07-07 15:10:39 UTC

And this is why the MPT argument about their rents is pure nonsense and a masterclass in gaslighting. 

Yes, it is a fixed cost after MPT strikes it! But how can hospitals running at a X% pre-rent, pre-CAPX margin afford ~5-6% rent as a % of revenues? That later escalates?

It's doomed to fail, and they know it. Yet they do it anyway, and then later lie about the impact. $MPW

![](https://pbs.twimg.com/media/GvQ40mfWAAAYilf.png)

XXX engagements

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**Related Topics**
[$mpw](/topic/$mpw)

[Post Link](https://x.com/AmaralPartners/status/1942239848057745440)

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AmaralPartners Avatar AMARAL Capital @AmaralPartners on x XXX followers Created: 2025-07-07 15:10:39 UTC

And this is why the MPT argument about their rents is pure nonsense and a masterclass in gaslighting.

Yes, it is a fixed cost after MPT strikes it! But how can hospitals running at a X% pre-rent, pre-CAPX margin afford ~5-6% rent as a % of revenues? That later escalates?

It's doomed to fail, and they know it. Yet they do it anyway, and then later lie about the impact. $MPW

XXX engagements

Engagements Line Chart

Related Topics $mpw

Post Link

post/tweet::1942239848057745440
/post/tweet::1942239848057745440