REIT Bagholder

Hamid is my Buffett, FFO/Share growth is my guiding light, and unsecured debt is my siren song....

[REIT Bagholder @LPInvestor]

@realEstateTrent If you think money markets are dumb, wait til you look at the rate on most checking/savings accounts that most people leave their cash in....

[REIT Bagholder @LPInvestor]

@robbiehendricks @realEstateTrent SGOV or USFR... even simpler...

[REIT Bagholder @LPInvestor]

@airline_king I was dying all morning watching these clips.... 😂

[REIT Bagholder @LPInvestor]

Carleton Sheets is rolling in his grave watching these new age syndicators ruin the Hawaiian Real Estate experience.....

Just look at these happy investors at the 20th Anniversary Hawaiian Gala....

[REIT Bagholder @LPInvestor]

I really feel for the $15m of equity lost by Beardo Capital.

There really were very few warning signs or red flags that this might not be a prudent investment....

[REIT Bagholder @LPInvestor]

@LeylaKuni Bingo......

[REIT Bagholder @LPInvestor]

@khzny Who knows.... according to the video, yes... but I wouldn't trust that beard as far as I could throw it...

[REIT Bagholder @LPInvestor]

I really feel for the $15m of equity lost by Beardo Capital.

There really were very few warning signs or red flags that this might not be a prudent investment....

[REIT Bagholder @LPInvestor]

@ADeermount If you thought Bill Maher doing a podcast high on weed was entertaining, wait til we get Hunter's podcast high on coke....

[REIT Bagholder @LPInvestor]

@stone_maison_ The least they could do is send you on a nice Hawaii vacation with a rented boat and some pie....

[REIT Bagholder @LPInvestor]

@khzny Amazing that the 70 (!?!?!) cabana club members didn't think so....

[REIT Bagholder @LPInvestor]

$REXR back in the $33's while management continues to dispose of assets at 4/5 caps and buy back shares at close to an implied 7 cap....

[REIT Bagholder @LPInvestor]

$REXR at $35 - mid 6% implied cap rate and close to a 5% divy.... $500m buyback program (and selling assets to fund), solid BS, insider buying...

Yes, some short term S. CA industrial headwinds but someone give me a reason not to start backing the truck up on a long horizon..

[REIT Bagholder @LPInvestor]

@mitchdmoore JFC, this must be a joke right?

[REIT Bagholder @LPInvestor]

@ChadGriffiths @CapRateKen @kliwms The bigger question is was it Hula Pie....

Clearly would have been a red flag to rescind the Open Door commitment...

[REIT Bagholder @LPInvestor]

@Wildlaw406 Not sure Carleton would agree.... it really was different in the 90's... 😂

https://t.co/TeQg2eyNOw

[REIT Bagholder @LPInvestor]

Carleton Sheets is rolling in his grave watching these new age syndicators ruin the Hawaiian Real Estate experience.....

Just look at these happy investors at the 20th Anniversary Hawaiian Gala....

[REIT Bagholder @LPInvestor]

@antonia_mdprjct I can't be the only Carleton Sheets fanboy on here...

You couldn't be watching TV at 1am in the 90's without seeing these gems....

[REIT Bagholder @LPInvestor]

@AndleebZah38766 Worth every penny...

[REIT Bagholder @LPInvestor]

https://t.co/TeQg2eyNOw

[REIT Bagholder @LPInvestor]

Carleton Sheets is rolling in his grave watching these new age syndicators ruin the Hawaiian Real Estate experience.....

Just look at these happy investors at the 20th Anniversary Hawaiian Gala....

[REIT Bagholder @LPInvestor]

@ChadGriffiths @CapRateKen @kliwms

[REIT Bagholder @LPInvestor]

All this for a meager $9.95.....

.... Pie not included

[REIT Bagholder @LPInvestor]

Don't let "paralysis of analysis" slow you down from....

... "leaving North America" ❔❔