[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![PrivateEyeCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1287942046381035522.png) Private Eye Capital [@PrivateEyeCap](/creator/twitter/PrivateEyeCap) on x 4430 followers
Created: 2025-07-23 17:25:38 UTC

$ELS trading at ~5 nominal / ~4 economic cap rate w/ XXX% LT SSNOI implied unlevered IRR of XXX% which is pretty pretty good IMO. Of course an improvement in its trading multiple could drive much better returns over 5yr horizon. 
$SUI $VNQ 



XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948072021918728617/c:line.svg)

**Related Topics**
[prob](/topic/prob)
[pld](/topic/pld)
[sui](/topic/sui)
[$byg](/topic/$byg)
[$tlt](/topic/$tlt)
[$rexr](/topic/$rexr)
[$invh](/topic/$invh)
[$eqr](/topic/$eqr)

[Post Link](https://x.com/PrivateEyeCap/status/1948072021918728617)