HardAssetsOnly @OnlyAssets
Real estate, shipping man, faux oenophile Joined May 2019-
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Le colonial Houston > le colonial Atlanta Not even a comparison. Lounge singer in Houston is very good
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BGO and Bell. Greensboro and NYC should be interesting
Congrats to those that have been calling $DALN. Y’all were 100% right. Great work on this name and understanding how much value was there (overfunded pension, owned RE, etc.)
HardAssetsOnly retweeted
🚀 @cohenandsteers Commits $300M to Hudson Pacific Properties to Strengthen Balance Sheet Recapitalization 💼 Cohen & Steers, a leading global real assets investment manager, has invested $300 million on behalf of its clients in $HPP Hudson Pacific Properties — a cornerstone…
Bought some CODI prefs on Friday. Hopefully the issue at Lugano is contained. Also got long JBGS and CDP given I think DOGE has effectively been neutered
When did the Sky Club turn into a worse version of an airport Applebee’s?
IPI, Artemis, who is next…? Pennybacker roughly same vintage. Congrats to Penny, Deb, Nish and the rest of the Artemis team on a liquidity event. Long way from New York Common emerging manager program!
Kemosabe this, Kemosabe that. Real ones know the spot is Rand’s in Billings. m.youtube.com/watch?v=YKhi9I…
In a Fidelio era
In a Fidelio era https://t.co/f4RyMPfFXd
HardAssetsOnly retweeted
Just take out $HPP already, and put me out my misery
Just take out $HPP already, and put me out my misery
Knowing something about the port-a-John business, I would ask the following: 1) duration - this is all QofE stuff. One off concerts / rallies or consistent 24mo+ deals with national GC firms 2) why am I the buyer? United Site Services is the roll up here so why me vs. them
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