GearingCap

Cross capital structure investor. Tweets are not investment advice or solicitations/offers.

[GearingCap @GearingCap]

@Metzjosh2 @jessegenet @mercury @stripe Can you explain a bit more about how this works in practice? I'm not sure i fully follow

[GearingCap @GearingCap]

@DaveWangMIA Guide

[GearingCap @GearingCap]

@intellectronica Hi Eleanor, not sure I'm following. Could you share an example of what you mean by this?

[GearingCap @GearingCap]

@dashboardlim Gemini

[GearingCap @GearingCap]

@joshuamschultz Just sent, thanks!

[GearingCap @GearingCap]

@ankurnagpal Please share

[GearingCap @GearingCap]

@Biohazard3737 I have some experience with this. Feel free to DM and happy to share what I know

[GearingCap @GearingCap]

@MattLasky How would you compare the asset quality and management quality of the two public REITs you mentioned?

Are they pursuing the same strategy, or any meaningful differences between the two?

[GearingCap @GearingCap]

@ArrakisGlobal @evantindell @marketplunger1 Hey, trying to DM you re: $GRAL, but am not able to. Can you message me?

[GearingCap @GearingCap]

@LA_Banker What's your ETF allocation? All S&P or any international/value/size factor stuff in there?

[GearingCap @GearingCap]

@anidesh7 Hey Ani, tried DM'ing but wasn't able to.

Could you share what your upside case on this looks like (what NOLs are worth) and how long a deal could take?

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[GearingCap @GearingCap]

@Restructuring__ Interested

[GearingCap @GearingCap]

@MRossG199 @thepupil11 @Mr_Neutral_Man Believe you've mentioned CPT, UDR, EQR as REITs you've liked in the past. Fair to assume you like their management teams as well?

Would be really helpful to know from the perspective of an operator/competitor who you think the better capital allocators in the space are.

[GearingCap @GearingCap]

@MRossG199 @Mr_Neutral_Man @thepupil11 Could you point to any tweets on this topic that you've made (or what to search your post history for)?

I'm going through the exercise of trying to normalize cap rates between REITs and private deals right now, so would be really helpful to see your thoughts on this.