7Pines Management Team

Tweets are representative of the opinions and thoughts of Rick Louden, co-founder of 7Pines. They may not represent the opinion of the company or its members.

[7Pines Management Team @7PinesRE]

7Pines is a CRE partnership for private investors and other investment entities. The partnership focuses on acquiring triple net properties with tenants running large established franchises. Purchases and operations are dictated by data-driven model-derived rules and processes.

[7Pines Management Team @7PinesRE]

Good list of CRE lenders for future reference. Our 2020 Picks for Lender Influencers | GlobeSt https://t.co/fDZ8atmteu

[7Pines Management Team @7PinesRE]

Net Lease’s Pandemic Deal Flow May Surprise You | GlobeSt https://t.co/1C0Ru2n0Hm

[7Pines Management Team @7PinesRE]

@MikeTownsendCS @LizAnnSonders He must have been thinking about thinking about it to think about saying he was not even thinking about thinking about it.

[7Pines Management Team @7PinesRE]

@LizAnnSonders @JDPower @SoberLook Looks like auto sales are recovering well back to pre-covid trend but appears the industry was already in recession territory pre-covid.

[7Pines Management Team @7PinesRE]

@hussmanjp monthly letter. Great analytical analysis of the market as always. Be sure to read through “Final Thoughts” as he eloquently provides true words of wisdom. I’ll add a final quote from another wise person “it’s always darkest before the dawn” https://t.co/7x7YmgQYjs

[7Pines Management Team @7PinesRE]

Once this recession ends we believe interest rates will stay low and millennials will be buying houses just like prior generations. This article thinks they will rent. Bet? (Family Renters Expected To Explode, Ushering Need For More Development | GlobeSt https://t.co/KyE8Q7pBAc

[7Pines Management Team @7PinesRE]

Florida and Texas leading the US in going back to eating out.

[GlobeSt.com @GlobeStcom]

Commercial Real Estate Investors Should Look Beyond Distressed CMBS Loans https://t.co/es8M9gOpoj

[7Pines Management Team @7PinesRE]

@jessefelder For some balance to this article, there are sectors in the commercial real estate market that are doing fine. We focus on triple net in specific low risk and stable business segments and all are paying rent and doing fine. That said, I see the big problem in certain sectors.

[7Pines Management Team @7PinesRE]

@biotequity Market already expecting some further stimulus. Covid R0 just turned the corner. It’s hard to predict accurately yet but Virus August to November likely to be brutal. Market will recognize all this between now and then and recognize possible Biden + dem senate is very possible.

[7Pines Management Team @7PinesRE]

@larryswedroe Completely agree. S&P is over valued and profit margins will decline over long term. Our stock allocation is half of our normal as is bonds. We believe Triple net CRE in essential services and businesses still thriving are much lower risk and will provide higher 10 yr returns.

[7Pines Management Team @7PinesRE]

Stocks are over valued and profit margins will decline over the long term. Triple net commercial real estate in essential services and businesses that are still thriving are much lower risk and will provide higher 10 yr returns.

[Larry Swedroe @larryswedroe]

Since 1990, declining effective tax rates have accounted for 200 bp of the 400 bp increase in net profit margins and 24% of total S&P 500 earnings growth, if Biden's tax proposals are enacted, Goldman's S&P 500 earnings estimate for 2021 from $170 to $150.
https://t.co/jhjmEbZwuW

[7Pines Management Team @7PinesRE]

From ECRI

[GlobeSt.com @GlobeStcom]

COVID-19 Will Drive Changes in Industrial Real Estate https://t.co/bEhgwrkBLx

[7Pines Management Team @7PinesRE]

Protestors Criticized For Looting Businesses Without Forming Private Equity Firm First https://t.co/kDiNmjuZuL

[7Pines Management Team @7PinesRE]

@nonprofitssay A 2020 college graduate with a laptop and excel.

[7Pines Management Team @7PinesRE]

We always support well done analysis and analytics to make the best decisions. Triangles or Rectangles: What's the Best Way to Cut a Sandwich? https://t.co/37pFQvjs1i

[7Pines Management Team @7PinesRE]

@mdudas Commercial real estate is a very broad term. Some sectors will suffer enormously. Others will continue to do well.

[7Pines Management Team @7PinesRE]

@hussmanjp Very nerdy, bravo!

[7Pines Management Team @7PinesRE]

@CapitalPrivate1 @DiMartinoBooth @Quillintel @SoberLook @MadMoneyOnCNBC @Tyler929394 @AnalysisFin @RottiTrader @Rick_Singa Starbucks has always played hardball with their landlords. Their leases are tough and since their stores are not easily convertible to another franchise, they have the power. We never look at acquiring their stores no matter the price or deal.