caiguy
2.8K posts
@CarolWalshReal1 Just embrace it for your default look like @shawngorham and his cowboy 🤠 hat
English
Feeling sad because I will never get to sell a house old enough that justifies me wearing this outfit and that hair piece.
English
@engineerinbiz If those things you listed were only things needed for wealth building, then richest places in USA would be the South
English
California sucks for business- regulations, crime, homelessness, taxes etc.
But for some reason I know 100s of self made millionaires here 🤔
English
@Mr_Neutral_Man @yenoms It was at 5% (sizable for me) but as other stocks go up and this keeps going down, it’s closer to 1% nowadays.
English
Deletions of note.. suffering mREITs and REITS ofc
$clpr
$lft
$rpt
$suns
lseg.com/content/dam/ft…
English
@caiguy @EllliotttB Kind of like $CLPR at this price, not joking!!
English
Too many positions working well lately. I have a printout on my wall:
"If you fee like a genius, it is probably time to take chips off the table"
Many positions still cheap, but reducing gross exposure
When @EllliotttB starts making fun of REITs again, I'll be buying
English
“California almonds use 4x-7x more water than all data centers in North America used combined in 2025.”
Golf course owners:
Colin McCarthy@US_Stormwatch
Insane stat of the day: California almonds use roughly 3–5.5 million acre-feet of water per year, depending on methodology. That's ~4-7x more water than all data centers in North America used combined in 2025.
English
@simulx4 @N8RealEstate He’s saying there wasn’t a lease even initially at beginning
English
@N8RealEstate after a year, why sign a new lease? you and your landlord both know:
- getting you out would cost more than 6 months rent in legal fees, and cost you nothing
- if you keep paying, you're better than most tenants
- if they try to raise the rent, you'll walk
English
@mhp_guy @FernyFinance @realEstateTrent Why not focus on that business? why you bother with all these other random business ideas and this online personality thing?
English
@FernyFinance @realEstateTrent you're speaking in theory and in practice and I have done both - SFRs and RV parks many times over.
English
The people who buy single family homes as investment properties haven’t studied commercial real estate
English
@SacAppraiser @LonestarMoney @USAA I shopped with 3 places and everything more than doubled. Or it was tripled 😭
English
@LonestarMoney @USAA Glad to hear. It seems like insurance involves so much more shopping today. Sort of like groceries. There probably isn’t just one store we go to for everything. Bummer that we were overpaying, but at least we figured that out now.
English
Our homeowners insurance went up $600. So, I called an insurance broker friend, and the new policy with a different insurer is going to be $1,000 lower than the existing plan. Gotta love insurance stuff.
English
Austin becoming more like California every day.
Joshua Fechter@JoshuaFechter
In 2020, Austin voters greenlit a 20-mile light rail system — raising their own city property tax bills by 20% to fund it. Costs ballooned, and the project's scope shrank. For now, it will reach less than half the distance — at about 3x the original per-mile cost.
English
@dontflytoohigh Sell everything, sell your REITs, sell your S&P 500, sell your wife, sell your kids, sell your bitcoins
SPACE and AI are gonna be HUGE!!!
English
Given the SpaceX, OpenAI IPO in the near term, and Anthropic later this year, what gets hurt the most as capital need to be raised to pay for these IPOs?
English
@planefag Janet Yellen told me inflation was transitory though
English
Incidentally, that's exactly the amount by which the money supply was inflated by printing money during COVID.
Hedgeye@Hedgeye
The U.S. Dollar has lost 30% of its purchasing power over the last six years
English
Mgmt says the 53k SF under LOI is the 'tip of the iceberg.' Coming from Baker, that’s a notable shift, but Chelsea is still 100% vacant, costing $298k/quarter with $0 revenue. That’s a fail so far.
Q2 is the real test: I’ll be looking for those LOIs to start converting.
English
$FRPH -6%. Market focused on the $687k net loss, Mining NOI: $3.8M (+15%), nearly covering the $4.1M quarterly G&A.
The royalty business requiring minimal effort is carrying the weight while the rest stabilizes. I’m staying patient.
English
@rohindhar Agree. The momentum is palpable. My son works at one of the top catering companies in the city. 4 out of every 5 events in SF is a lavish AI affair. Everything from conferences to happy hours, networking, you name it. It’s literally the fire in the hearth of SF at the moment.
English
For folks waiting to buy a place in San Francisco
Till after the OpenAI and Anthropic liquidity “works its way through the system” and prices then stabilize or decline
I regret to inform you
There are like 98 other juggernaut companies in SF waiting in the wings
English
$BTI $BATS could go straight to $70/£51 over the coming months.
The combined dividend yield + buyback yield at that price would be ~6%.
APFO growth will likely accelerate from 4% to 5%+ given the new realities around FDA guidance and enforcement.
So even at that higher price the expected return will be in excess of 11%. Could even be more.
The countdown has started. Engines are primed. Enjoy the ride!
English