GearingCap @GearingCap

@MattLasky How would you compare the asset quality and management quality of the two public REITs you mentioned? Are they pursuing the same strategy, or any meaningful differences between the two?

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GearingCap @GearingCap

2 years ago

@ArrakisGlobal @evantindell @marketplunger1 Hey, trying to DM you re: $GRAL, but am not able to. Can you message me?

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GearingCap @GearingCap

2 years ago

@LA_Banker What's your ETF allocation? All S&P or any international/value/size factor stuff in there?

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GearingCap @GearingCap

2 years ago

@anidesh7 Hey Ani, tried DM'ing but wasn't able to. Could you share what your upside case on this looks like (what NOLs are worth) and how long a deal could take?

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My favority Pitch of Sohn 2024: Couche-Tard by Nikhil Daftary (NK Capital) This pitch is simple to follow and presents a differentiated perspective. A true investing masterclass. Let's dive in -----> 1/n Big Pitcure Let's learn how a convenience store chain has outperformed Microsoft and Google over the last 15 years and why it will continue to do so.

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GearingCap @GearingCap

2 years ago

@Restructuring__ Interested

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GearingCap @GearingCap

3 years ago

@MRossG199 @thepupil11 @Mr_Neutral_Man Believe you've mentioned CPT, UDR, EQR as REITs you've liked in the past. Fair to assume you like their management teams as well? Would be really helpful to know from the perspective of an operator/competitor who you think the better capital allocators in the space are.

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GearingCap @GearingCap

3 years ago

@MRossG199 @Mr_Neutral_Man @thepupil11 Could you point to any tweets on this topic that you've made (or what to search your post history for)? I'm going through the exercise of trying to normalize cap rates between REITs and private deals right now, so would be really helpful to see your thoughts on this.