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IT BEGINS… NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community"

@rfkenmore Wanna look like a rat?

What the hell is going on at Rag & Bone Men’s

I suggested that if each resident chipped in $2k toward a lobby remodel, our unit values would increase by at least 10x that. The room erupted with uncontrollable screams, and one guy literally fell out of his chair in pure anger. Welcome to HOA!

@EllliotttB A PLD, EQIX, O, WELL, AVB blend wouldn’t have been awful

@EllliotttB If you’re going to defer the main benefit of real estate by giving money to someone else; which is depreciation Then you should only give it to one of like 5 companies And they happen to be the 5 largest REITs in the world

Now that I’m a millionaire, I need to get even richer. No S&P 500 ETF for me, I’m no schmuck like the other new money! I do my own research Aha! I’ve found it, passive generational income in real estate with this guy I discovered on social media

@CamdenCaps Rodger’s mowed them down tonight thank you

Mmhm

My wife mentioned a nice private school over dinner this week She said the campus was beautiful I asked what's the tuition She said we should look at it as an investment in him not a cost I made a note She said don't make a note I said I always make notes She said this isn't a deal I said everything is a deal She closed her eyes She said we'd discuss it Saturday I agreed Saturday 7:02am She came downstairs in her Saturday robe Coffee in hand I had my cargo shorts on The dining room had been cleared The projector was on The analyst was at the head of the table Quarter zip on, three iced coffees, a legal pad, and two laptops He had been there since 6:44am I texted him at 11:14pm Friday The text said dining room 6:45am bring the model He sent a thumbs up My wife stopped in the doorway She said what is this I said you said you wanted to discuss it She said this is not a discussion I did not respond She sat down anyway The analyst stood He said good morning ma'am She did not respond He sat back down A printed deck in front of each seat A fourth copy in case Slide 1 Tuition Schedule $38,500 per year Thirteen years $500,500 nominal Before escalators The school has raised tuition 4.2% per year for a decade With escalators $648,000 My wife said okay I said I'm not done Slide 2 Opportunity Cost Even before escalators $38,500 invested annually 10% nominal return S&P long-run average since 1928 By his eighteenth birthday $944,000 My wife said we can afford it I said I know that's not the slide Slide 3 Terminal Value at Age 65 $83 million She was quiet The analyst slid the sensitivity tables across the table 8% return $31 million 10% return $83 million 12% return $222 million She did not look She said this isn't about money I said it's always about money She said no it isn't I said then what is it about She did not answer She said you can't put a dollar value on his teachers his classmates his environment I said I can the analyst already did slide 6 He flipped to slide 6 She did not look She said the school is the best in the city I said best is a feeling She said it produces the best students I said the students were already the best before they got there She said our son deserves it I said our son deserves $83 million My son walked in He is five Dinosaur pajamas He looked at the projector He looked at the open deck on the table He looked at slide 3 He said are we modeling pre-tax or after-tax The analyst opened a new tab My wife looked at the ceiling He said what's the discount rate The analyst set down his pen She closed her eyes He said is this the same return assumption from the 529 conversation The analyst stopped typing He looked at me I did not say anything She stood up Sat back down He said dad can I help I said yes He pulled up a chair The analyst handed him a printout He started reading My wife watched him read She watched him for a long time She said his name He looked up She said do you like school He said the work is too easy and the kids don't ask questions She did not respond She looked at the ceiling She walked out of the room The analyst started packing up He said should I follow up Monday sir I said no follow up needed He'll be fine Sent from my iPhone

@TicTocTick We have NANC, why can’t we have TTOC

@TicTocTick TicToc should make an etf; or one of his followers should. Simple, TicToc ETF

Meanwhile, who else said “Boy Micron is great”! At $666!!

“A homeless man died of hunger but there was food at his funeral.” - Oscar Wilde

@askjussi If asts and spacex don’t eat their lunch

Helios Towers is our largest international REIT position. It owns cell towers across Africa and the Middle East, where population growth and mobile data consumption are both set to surge. Despite doubling over the past year, I think its best days are still ahead.

@realEstateTrent @TicTocTick only person I trust on it

Anyone who tells me what the bond market will do loses all credibility immediately.

@OInvests @antibearthesis There will be a multiple “re-rating” on the whole space eventually They need to build out first. Once they’re more like a REIT where dev capex = max 15%, then they’ll get re rated. For now it’s execution. These are long term holds

@Notorious_B0b @antibearthesis I haven’t looked into Talen enough to comment but I’ll take a look, thanks for the suggestion. $VST is looking strong especially at current prices. Although, I don’t think the sector rotation is yet. I still think these names have more to drop first

$NVDA CEO is telling you to buy energy stocks He is literally saying demand will 1000x Stocks positioned to benefit: - $CEG - $VST - $OKLO - $BE - $GEV - $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ “This is the best time in the history of humanity to invest in sustainable energy” In 2025, he was early on semis and neoclouds: - $NBIS at $22 → +600% - $INTC at $23 → +500% - $SNDK at $275 → +400% - $CRWV at $40 → +200% - $TSM at $240 → +80% He’s not guessing. He’s showing you the roadmap. Are you going to ignore him again?

@OInvests @antibearthesis I liked VST already, but spent the last 24 hrs looking into them more - I’d agree with you that they’re likely the #1 option. But I’d prob equal weight Talen as well. More upside at current EV and multiple based on forward guidance. Strong execution

@Notorious_B0b @antibearthesis What do you like about Talen? What makes it stand out for you?

@GothamCityVig Aberg

@OInvests @antibearthesis Why does nobody ever mention Talen TLN? I agree like VST best of this list but like TLN better

@antibearthesis I like $VST the most out of this list. $CEG 2nd and $BE would be slightly different category

@GolfRamble Right? He never does that either, they juice his ball?

What was that 2nd from Hideki? Like, he's hit it 30 yards long on an 85-yard shot. Did Bryson sub in and hit it for him?

@JD_Patrick They’d all be cool if the logos and font were 50x smaller Every club even the nice ones buy merch from same place it seems with logos and font 50x too big Bryson’s merch dealer

New hat styles for this month... "WE USED TO BE A SOCIETY" Lighten up, Francis

@askjussi No idea why they don’t all do this. Most of the top 3 REITs in any asset type could if they wanted to.

This changes everything for Realty Income. Instead of relying only on its own capital, it is now earning fees by managing capital for others. That means higher returns, faster growth, and less dependence on market conditions. $O

@betmystic Lit your money on fire with everyone except reed

Outrights Cantlay Reed Hovland Theegala