Gotham Partners @fintwit_wannabe
NYC family real estate business | Trying my hand in the stock market en.wikipedia.org/wiki/Bill_Ackm… Joined January 2018-
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The people that impress me the most in this industry are the ones that make a 💩 load of money, then lose it all. Then make a 🛥️ load again, but lose it all again. The more often they go through that cycle the more impressed I become.
I know it’s fashionable to dunk on MMT people now but if the US can run a $1.6 trillion budget deficit with sub-4% unemployment and only see 1.5% incremental inflation they’re kind of on to something, right?
Who said public REITs are an obsolete structure?
Who said public REITs are an obsolete structure?
Union Square the new Times Square? x.com/nextdoorsv/sta…
Union Square the new Times Square? x.com/nextdoorsv/sta…
Don’t forget about $HHH — wild how much it stands out from his other big positions
Don’t forget about $HHH — wild how much it stands out from his other big positions
will be interesting to see how this finances. w/ the ZIRP era floating rate CMBS arb gone, leverage not rly contributing to returns here Looks like "buy it, fix it, sell it" is back, although not sure how you find enough of these to deploy $30b of equity x.com/rhunterh/statu…
will be interesting to see how this finances. w/ the ZIRP era floating rate CMBS arb gone, leverage not rly contributing to returns here Looks like "buy it, fix it, sell it" is back, although not sure how you find enough of these to deploy $30b of equity x.com/rhunterh/statu…
Bill Ackman runs a $20+ billion hedge fund and has a staggering net worth of $5+ billion What most people don't know is he started a hedge fund right out of biz school w/ a relatively modest sum of capital He explains how he raised money for his first fund: "We raised a total…
trying to explain my dating life to all my friends in relationships
50% LTP loan on Blackstone's 2015 purchase price taking a 50% loss... w00f x.com/danjmcnamara/s…
50% LTP loan on Blackstone's 2015 purchase price taking a 50% loss... w00f x.com/danjmcnamara/s…
To be a good institutional real estate investor, you need to express a view on rates Saying "I'm not a rates trader" is a great way to lose a lot of money doing things that otherwise look fairly smart I don't make the rules x.com/fintwit_wannab…
To be a good institutional real estate investor, you need to express a view on rates Saying "I'm not a rates trader" is a great way to lose a lot of money doing things that otherwise look fairly smart I don't make the rules x.com/fintwit_wannab…
only a true legend would put his OWN BOOK on the list of 10 best investing books... (and by the way, he's right) x.com/StockJabber/st…
only a true legend would put his OWN BOOK on the list of 10 best investing books... (and by the way, he's right) x.com/StockJabber/st…
@WaterworldCapi1 Ackman is like Batman going after Woke Gotham and I F’ing love it They can’t cancel him. It’s incredible.
@BillAckman @Harvard General, I know I give you a lot of shit, especially when you long form it on here, but this tweet is very well done. Well worth reading (which I have done, quickly) and more thoughtful contemplation (which I have yet to do). I hope people who are both praising and criticizing
Activist campaign of the year looks like it's going to end in near-total victory -- Ackman's still got it! Somewhat bittersweet though, as I will need to find a new way to constantly remind people what school I went to... x.com/thecrimson/sta…
Activist campaign of the year looks like it's going to end in near-total victory -- Ackman's still got it! Somewhat bittersweet though, as I will need to find a new way to constantly remind people what school I went to... x.com/thecrimson/sta…
If your circle isn’t talking about Manhattan ground lease deals during the holidays… you might be celebrating the wrong holidays! 😉
If your circle isn’t talking about Manhattan ground lease deals during the holidays… you might be celebrating the wrong holidays! 😉
Mass capitulation - has to be the top for PE Originating a bunch of levered credits, taking most of the excess spread as a fee, and paying urself with a stock thru which those fees get capitalized at a growth multiple can't work forever people!! x.com/JerryCap/statu…
Mass capitulation - has to be the top for PE Originating a bunch of levered credits, taking most of the excess spread as a fee, and paying urself with a stock thru which those fees get capitalized at a growth multiple can't work forever people!! x.com/JerryCap/statu…
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
EB (On Loan) @EllliotttB
23K Followers 940 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Jerry Capital @JerryCap
41K Followers 569 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Matthew Gottesdiener @MRossG199
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Mr Neutral Man aka "H.. @Mr_Neutral_Man
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Mezz @for_yield
15K Followers 1K Following Finance, real estate, random musings, and various delights. Debt guy by trade. It's subjective and not advice.
🅿️ @the_P_God
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Searching @NegativeGW
7K Followers 745 Following No advice or original thought. Views are borrowed or stolen. Pot stirrer. Despite what you may have heard I'm really a generalist. DMs open. 自称保険の専門家
D @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.
Dashiell Schulte @das_boot__
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alex @alexgarlnd
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REITweets @REITweeter
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Tenacity Capital @TenacityCapital
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Kerr Richard @johnprlender
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xuitec67yv3yeo8w @1le2nnun4r7mr
16 Followers 776 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
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Capital Projects Guy .. @CapexGuy
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Arrakis Global 🇺�.. @ArrakisGlobal
73 Followers 160 Following AI | Energy | Infrastructure | Financials | Yield & Income Global Investor 🌕🪨🏜 "He who controls the spice controls the universe"
gainonsale @gainonsale
225 Followers 391 Following My opinion only, this is not advice. DMs welcome.
leocanto kosta @kostacapital
304 Followers 945 Following I’m just here for the free investment research
G @MosesZukhmir
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Tt @aa3773636282836
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Back to Front @jmanfg
185 Followers 1K Following Ended up at the bottom of the world, watching M&A all over
Patrick @Pdockray
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Lamine Bajinka @BajinkaLamine
52 Followers 4K Following 🙏🏿✝️❤️ Always giving thanks to our beloved lord the father and the Christ🙏🏿✝️☦️💪💪 May there protection and Marcy be upon with us in the earth 🌍 💯🙏🏿
rodauna_malek @rodauna_malek
8 Followers 804 Following 📍| Newyork US 🇺🇸 🌎| Empower & Enrich People Daily 💎| Creating a Legacy ⚜️| Platinum Leader and Crypto miner 🎓I DM to learn how to Mine Crypto⬇️
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Tmac @TimmyMcCarthy
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Chris Lo @sealowe79
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💎Mind the GAAP💎 @Mind_Da_GAAP
803 Followers 1K Following L/S. Views are my own and do not represent those of employers past or present.
jeflonzuckergate @v3167014
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scott Hutchinson @scottHutch25181
118 Followers 1K Following I am a rea estate investor and owner on lending company.
Deaden @Deaden46012
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Nicole Smith @NicoleSmit39046
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Py_Fi @Py_Fi_nance
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Byratte @Byratte171147
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slac @slachterman
150 Followers 1K Following Field CTO at @datavolo building multimodal pipelines for AI
Charlotte_Joh @joh_charlo29633
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Cal Leveen @CalgaryLeveen
780 Followers 993 Following Mostly sits around. Occasionally dives in after small things. Boy dad x2.
Doosmou @doosmou47409
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Joshua Chaffin @JoshuaChaffin
4K Followers 2K Following New York Correspondent, Financial Times. Former FT London, Brussels and DC. Views entirely my own
Taylor Jones (Short T.. @housinghost
4K Followers 860 Following Acquired over $65M worth of Airbnb properties ▪️8.7 Handicap ⛳️ ▪️Passively Invest in our portfolio. Check out our live performance
ZachNumber3 @Number3Zach
103 Followers 259 Following
Levered Landlord @leveredlandlord
23 Followers 233 Following Associate at institutional LP with heavy focus on NYC MF. GP on a handful of side deals w/ friends & family capital.
TheFakeDeal @TheFakeDealNYC
91 Followers 264 Following Primarily Insider Insight. RE Egos Can’t Keep Secrets.
Richard Luo @luoruizhe
85 Followers 753 Following
Jonny Batts @batts_jonny
53 Followers 290 Following
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
EB (On Loan) @EllliotttB
23K Followers 940 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Eric Weatherholtz @iononrecourse
33K Followers 659 Following Retail redevelopment since 1992. ULI Development of Excellence Award winner. World-famous newsletter: Asphalt Jungle. @realestateanon @automaticmeetup
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Scott Rechler @ScottRechler
5K Followers 318 Following Chairman & CEO of RXR; Director at the NY Fed; former RPA Chair; former MTA Board Member; former Vice-Chairman of the Port Authority of New York and New Jersey
Avery Haskell 🖖�.. @AveryHaskell
2K Followers 5K Following CXO @TheArenaApp | Founder @ShuttleIO | VC: Early-Stage AI, DeepTech, Space | @Stanford Computer Science, AI ‘16. “We are a way for the cosmos to know itself.”
OldtimeREITster @OldtimeREITster
16 Followers 7 Following
Brad Dunkley @BradDunkley
4K Followers 1K Following Truth seeking investor; CIO at Waratah Capital Advisors. Not investment advice. I believe in small business and small government.
REITweets @REITweeter
77 Followers 144 Following Here to talk REITs but will argue about sports as well
Lauren Balik @laurenbalik
11K Followers 1K Following Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal5SsL
Safkhet Capital @SafkhetCapital
14K Followers 0 Following “My impression is that she’s definitely intelligent, but also… overzealous and argumentative. I find her a difficult person to be around.” DMs open.
Hoya Capital 🏙️ @HoyaCapital
2K Followers 850 Following Real Estate Research & Market Commentary $RIET and $HOMZ Index 🏡 #Housing 🏙️ #REITs 📊 #Dividends 🌇 #ETFs Full Disclosures: https://t.co/g2ywDNE40V
Ben Carlos Thypin @SoBendito
5K Followers 4K Following Moral high ground?!? That's the most expensive real estate on the face of the earth! - Larry Ellison (who otherwise sucks but this is a good quote)
AltayCap @AltayCapital
8K Followers 922 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
name’s fred, and im.. @nonfamousseamus
502 Followers 4K Following raising strong daughters, raconteur
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
Adelante Capital @AdelanteCapital
213 Followers 482 Following Founded in 1995, Adelante is a 100% minority-owned investment management firm specializing in real estate securities. #REITs Disclosure: https://t.co/ZxYObhvFia
Twann @TwannsWorld
2K Followers 702 Following Software fanatic, poker enthusiast, chess tourist and aspiring L/S analyst
Jason ☀️ Blevins @jasonblevins
7K Followers 4K Following writer at The Colorado Sun: local journalism directed by readers, owned by journalists. E: [email protected]
Joshua Chaffin @JoshuaChaffin
4K Followers 2K Following New York Correspondent, Financial Times. Former FT London, Brussels and DC. Views entirely my own
Heilbrunn Center for .. @CenterDodd
2K Followers 71 Following Columbia Business School's Heilbrunn Center bridges the theory and practice of investing
Mario Stefanidis @covered_call
2K Followers 683 Following MBA Candidate @Columbia_Biz. Electronic music enthusiast. 🇺🇸 🇬🇷 🇨🇾
Simon Wagner @WagnerSimonRE
1K Followers 543 Following Granite Oak owns and operates $250 million worth of real estate in Ireland.
Dirtcheapstocks @dirtcheapstocks
21K Followers 216 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.
DCP @Dcpcooks
10K Followers 1K Following Dad & PaPa, Ex CME local, Eurodollar guy, MBS during the GFC. Small biz owner, Co-Founder COO of Tonality Brewing co.
CRED iQ @cred_iq
3K Followers 801 Following CRED iQ is a CRE & CMBS data & analytics platform that has property, loan, tenant, financial, comps, valuation, maturity, borrower contact info and much more.
The Sohn Idea Contest @SohnIdeaContest
35K Followers 3K Following The 2024 Sohn Idea Contest is presented by @GLG
Rusholme Capital @rusholmecapital
3K Followers 493 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
Geiger Capital @Geiger_Capital
49K Followers 422 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
3NDeveloper @3NDeveloper
5K Followers 141 Following Real Estate developer who specializes in retail ground-up / value-add. Average unlevered IRR (no debt) of ~40%. Just sharing my thoughts and experiences.
BM @REITMafia
167 Followers 130 Following REIT-dedicated buyside 2013-era crypto enthusiast 2006-era 4chan shitposter
Sam @SamI_0893
79 Followers 63 Following
Guy Baron @Gbaronscout
1K Followers 2K Following Guy Baron is the founder of Springview Capital Management LP.
Carmen Gutierrez @carmguti
7K Followers 1K Following founding @ResiduaAI, prev ms cs @StanfordEng, physics @stanford
Hunter SPX Thompson �.. @CoorsLightCEO
8K Followers 3K Following mutual fund (Northwestern) analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)
Dave Kellogg @Kellblog
22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.
Proxy Battle Associat.. @BattleProxy
465 Followers 4K Following Association of micro cap hedge funds doing proxy contests. DMs are open
jeff gramm @jeff_gramm
8K Followers 949 Following author of Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism
☠️REAPER☠️CAP.. @ReaperCapital
6K Followers 1K Following **TradWife** "Life does not cease to be funny when people die any more than it ceases to be serious when people laugh”
Fraser Perring - Gran.. @AIMhonesty
28K Followers 102 Following No specific talent, inquisitive @ViceroyResearch. Obsessive on #Fraud. Persecuted by #BaFin.Researcher @Wirecard #Steinhoff #Adler $SBB $MPW Disclaimer in Link
Niko Fotopoulos 💥 @nikofotos
331 Followers 403 Following building @usesparx | building the best insurance experience for businesses
Form 4 @Form4Alerts
384 Followers 1 Following Giving you a-meow-zing instant information on significant insider trading forms filed at the SEC! If lost, please return to my owner @PetrifyTCG
Mat Roiss @InvestRoiss
7K Followers 275 Following Value Speculator. Inspired by Druckenmiller and deep value. Love shorting and getting burnt by it. 🇺🇦 Fennecs are a awesome
CleanTo2ndLien @CleanTo2ndLien
4K Followers 246 Following RE special sits originator focusing on top 25 MSAs
David Moradi @DM10011
568 Followers 93 FollowingAby: "I know I signed a confession of judgement but I don't have the money." Other guy's lawyer: "Here's Aby's insta grid from the last five years." Judge: "Case closed."
Pay your lenders or pay your former partner? Aby Rosen and Michael Fuchs owe $20M to RFR's ex-prez as their bills pile up therealdeal.com/new-york/2024/…
Fed getting the memo here: can’t get inflation to target with this much fiscal unless you destroy asset prices Fiscal and Monetary are now entering a period of conflict. Honeymoon phase is over Going to need to marriage counseling
Kaplan on CNBC saying we must "slow the implementation of the Inflation Reduction Act to slow inflation."
Kaplan on CNBC saying we must "slow the implementation of the Inflation Reduction Act to slow inflation."
During the AIDS crisis many sold their beneficiary rights to afford uncovered medical care. Moral "lines in the sand" are very hard to draw in financial capitalism. You start asking too many questions about "what should be leveraged?" and the whole thing starts coming apart
"Apollo Accused in Lawsuit of Illegal Human Life Wagering Scheme" Creditors to APO portcos have been subject to this for decades
I started out w/small sub 20 unit stuff but the problem is unless they're in the West Village or Brentwood they're most likely a trade, and the leakage on sale is just crazy. Legal costs what it costs, even if simple, and brokerage fees as a % are so high to make it worthwhile
Over $700B in Energy PE has been raised since 1990. What would you guess the IRR/MOIC to be? And who are the best/worst amongst the GPs? THREAD
Wonder how that guy who didn’t understand private equity structure and said KKR was going to go bankrupt is doing
@rev_cap peak size. I don't really regard there to have been "massive" losses anywhere. long end owned by Fed, liability matchers, speculators, etc. not in size / of significance.
@rev_cap $TLT is niche bond total return index is -12% peak to trough, t-bills total return obviously at ATH. in nominal terms, bonds haven't really lost anything. even some banks I'm looking at w/ long duration securities, their HTM losses are like 10-12% on a portfolio that's 70-80% of
What’s the point where asset managers start to reduce allocations to US duration given career risk? How many years of massive losses will bond managers fund before attitudes change? The Treasury and Fed are just not that serious on inflation. Why do people keep holding the bag?
When bonds/REITs/other stuff yielded 3% and margin was “almost free” I had little desire to go levered long. With bonds/REITs yielding 5% and margin at 6.3%, every high quality bond/REIT tempts me, even though carry is negative. IDK what that says about me.
Right now you are basically getting everything non-operating real estate for "free" in $PLD. That includes in-process dvlp't, the land bank, strategic capital and whatever "other" is.
Thank you, Hunter (@rhunterh), for publishing such a thoughtful piece on the senior living sector and for highlighting all the positive change that’s resulted from Sonida and Conversant’s partnership. Lots more to do! $SNDA
A vicious capital cycle has caught most senior living investors offside. Sonida $SNDA, along with their capital partner Conversant, have leaned against the wind creating a platform for growth just as demand ramps and distress works through the sector. lewisenterprises.blog/p/sonida-senio…
The people that impress me the most in this industry are the ones that make a 💩 load of money, then lose it all. Then make a 🛥️ load again, but lose it all again. The more often they go through that cycle the more impressed I become.
Feels like a perfect night to post Roelof Botha’s 2005 YouTube memo to the Sequoia Investment Committee, made public as part of the Viacom/YouTube lawsuit One of the great pieces of business/investing writing and tech lore shadesofgraylaw.com/wp-content/upl…
I have come to the conclusion that the key to life is getting an MBA and then a cushy job somewhere within Silicon Valley where you convince people you are extremely smart but all you do is eat kale salad and review powerpoints, and then dump 8 figures of SBC on the market
$MTH crushing Also reminding everyone that rates are still too low
$MTH Meritage Homes Revenue: $1.468B vs $1.277B estimate EPS: $5.06 vs $3.52E These homebuilder results lol
Yeah not really sure what else to say about the judgment of people who can't tell thendifferebce between the Austin Police Department and the KKK....
BREAKING: UT Austin students link arms as Texas State Troopers approach on horseback after making several arrests. But the students are undeterred. “APD, KKK, IDF they’re all the same!”
You laughed, you taunted Mezz as he said "gardening leave" for years And now your savior, your North Star, Matt Levine, says "gardening leave" instead of "garden leave" and all of you are silent ... wow
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