Trying to build wealth and learn something investing in listed real estate
Cite asCryptoQuant has tracked the directional calls on UDR by @RealAssetsValue on X since Jun 2022: not yet scored on UDR (as of Nov 11, 2026).
4 UDR calls on record, a thin history.
Relative view by default: fewer than 30 UDR calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @RealAssetsValue to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Some comments from $UDR on Texas markets: -Dallas remained their strongest sunbelt market -Austin saw positive NOI growth, blends improving but still negative (-5% to -1%-2%) Bonus take: SF is still red hot with 9% revenue growth! https://t.co/fVpAI93X4d
View original →Ric Campo at $CPT and Tom Toomey at $UDR both selling stock worth ~$3m / ~10% of their ownership over the last couple days... Time to take a little risk off in US MF after a bit of a run-up after NAREIT? https://t.co/Y7sV4MgPZY
View original →@puglover00 Thanks for the more informed view... In that case, NOI underperformed their cap rate target / EQR's portfolio, which despite the strong sale price, means $UDR's return was in fact lower.
View original →FWIW $UDR trades for a ~6.5% implied cap rate and $305k per unit vs. this Denver trade at a ~5.25% cap rate (my estimate, could be wrong) and $630k per unit. https://t.co/ztW76kFgYC
View original →$UDR 2019Q4 supp. gives a snapshot of NOI in lease-up, which was ~$4.65m in 2018, and $5.6m in 2019. If we assume it stabilized at $6.35m in 2020 (equivalent to 5.0% yield on cost) and estimate NOI growth thereafter based on $EQR same store figures (proxy for high end MF)... 4/
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