While all of FinTwit is making generational wealth in Quantum, Rare Earth, AI Circular Economy, Flying Cars I recently "Leaned Into" my autistic self and bought more REITs. I gained a lot of Zen once I realized that this is what my investors pay me to do Also the most sane

This is so funny. Our value portfolio tend to track the $IWM and $VNQ Sometime this year, it stopped tracking. No wonder!

I’m at a point where I can tell if my analyst made a mistake on an IRR calculation without looking at the model, like my boss from 2 decades ago I’ll just tell him “that 21% looks off, check the math again” My hunch is right more than 90% of the time I guess you do enough

This is probably closer to the bottom than the top for Sunbelt rent dynamics New supply falls dramatically in the coming years

How someone’s apt can look like this good with young kids is beyond me. But I also know that I will never “outcool” Hunter even if I add two more digits to my networth

There is probably some Chinese families who bought a small apt building and took out 30 yr fixed rate mortgages with 2.0x dscr and large reserve funds Just chill, took the pain, persevered and probably done a 10-40x equity return since 1995

Can buy $CUBE at around a 6 cap with lots of high barrier market exposure in NYC and SOCAL. But 99.9% sure it will be invested in an actual SS deal.

Quick shrimp taco lunch a couple days ago with my analyst Stone grind guac and wild gulf shrimp hit different

Maybe the aluminum can makers are the real beneficiaries of this price war in energy drinks $AMBP $BALL

Fintwit: You can't use 5.0% as exit cap rate assumption for MF REITs CBRE: 4.75% going in cap rate assumption for Core deals for Q2 2025 Tagging EB () Back to doing PPT presentations

Everything that we said about Millenials, we're saying about Gen Z now Remember Boomers are the generation that dropped acid and went to Woodstock Maybe it's not the generation, it's just 18 yr olds vs 60 yr olds Oneday, you will yell at kids to get off your lawns as well

Kind of wild that Franklin BBQ sells brisket at $39/lb and Fette Sau in Brooklyn sells it at $30/lb Has Austin gotten this much more expensive? At least rent has fallen in the past few years.

Find it interesting that slim can volume are up quite a lot this year (energy drinks) while normal 12 oz are flat/down according to Beverage Insights Energy seems to be in a price war while CSD is electing to raise prices Kind of makes sense given $BALL has traded around annual

I am either taking crazy pills or we are about to go into a period of 2-5 years where new supply in multifamily, warehouses, self storage, office, retail, etc will all be about 30-60% below average supply delivery. This is simply a function of tracking construction starts and

Im eating BBQ with my analyst and he told me that a girl he went on a few dates with gave him a Loro Piana simply because it was a bit too big for her Some girl bought me Korean food once, she’s my wife now

$SITC announced a $1/share special dividend - its third for the year!

$1 distribution announced

Gotcha Another Value Investor says something nice about MF REITs

Revenge of the sad sausage $BYND Again missing out on another generational wealth creation opportunity to stay invested in REITs

I would say this a totally fine allocation Not saying you should always have a ton of REITs in there But at today’s valuation, I think 30% large blue chip REITs would be fine “set it & forget it” for the next 5 years