Neutral8/7/2026
Covered some details coming out of the ELME 10-Q following their liquidation update on the 24th https://t.co/ehHLkoS2sd https://t.co/CLVQLU9kFv
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Trying to build wealth and learn something investing in listed real estate
Covered some details coming out of the ELME 10-Q following their liquidation update on the 24th https://t.co/ehHLkoS2sd https://t.co/CLVQLU9kFv
View original →As we see more data on where US MF starts are levelling off, I'm getting more skeptical of REIT management claims that the next ~5 years could look like the post-GFC period of super-charged rent / NOI growth... 1/
View original →Iran War has cost ~$25bn (so far), the Defense Department's FY2027 budget request is ~$1.5 TRILLION (+$440bn vs. 2026), and the name-change to Department of War will cost taxpayers ~$50m. Call it 5, 88, and 0.01 DOGE's respectively. WH ballroom? ~$400m or 0.1 DOGE's. https://t.co/BT4WPSq5jM https://t.co/1rP4b9VSOH
View original →$PLD commentary around distribution warehouses a beneficiary of data center construction. Gone from 5% to 10% of their new leasing and even higher share of pipeline. "A new structural driver of logistics real estate demand" https://t.co/knKbICuNoA
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