goodfella securities

[goodfella securities @tireddandwired]

@LFGCapitalLLC Said differently: UW vs. Executed

[goodfella securities @tireddandwired]

@moseskagan Any of them 1 bedrooms below $3000 in west LA?? 👀

[goodfella securities @tireddandwired]

@mhprvpmvp I know it smell crazy in there

[goodfella securities @tireddandwired]

@Pigeonomics I like that orb light where’d you get it?

[goodfella securities @tireddandwired]

@aussieflya @MickEnglewood @yimbytweets Data center in 20 years

[goodfella securities @tireddandwired]

@the_transit_guy You will never get rid of that club given who it’s membership is made up of

[goodfella securities @tireddandwired]

@alsynergy2020 @emondryc @EllliotttB @thepupil11 @MattLasky Yea, BX mothership had been taking BREIT fees in shares instead of cash, the $1B guarantee is made of those shares

[goodfella securities @tireddandwired]

@EllliotttB @emondryc @thepupil11 @MattLasky PLD is pure play industrial + a part of that valuation has to be fee income right?

[goodfella securities @tireddandwired]

@BadBoyCarveouts @alasoff

[goodfella securities @tireddandwired]

@AmiDeMaurice Isn’t it true that nord stream was already shut down long prior to this? Like 3 weeks

[goodfella securities @tireddandwired]

@Vinny_Daniel0 @BreakingCRE @rhunterh This idea definitely works in concept when it comes to allocating marginal dollars to real estate (e.g. choosing to put new dollars in REITs when they’re cheaper, and priv RE when that’s cheaper) but actually reallocating money according to NAV premiums a much different endeavor

[goodfella securities @tireddandwired]

@unnamedleftist Sucks to say but I think it’s the other way around. What can’t be sustained are energy bills heading higher than rents in Europe. Putin is fighting an economic war in Europe, rather than a combat war in Ukraine.

[goodfella securities @tireddandwired]

@EllliotttB @jefffeldman Just keep looking at the ODCE indexes and telling yourself everything is OK

[goodfella securities @tireddandwired]

@RE_Ari18 @moseskagan Cap rates are markets pricing risk AND growth, not just risk

By definition cap rate is r - g where r is discount rate (risk) and g is long term growth rate

[goodfella securities @tireddandwired]

@RansomReed67 @NayelySpring910 @Seanmostrander @ScottSeiss In ANY market which is as supply constrained as housing in the US, if demand goes up, prices must also go up.

If you remove the limitations to creating more supply, then you’re argument starts to make a lot of sense. But the fact of the matter is that those limitations do exist

[goodfella securities @tireddandwired]

@RansomReed67 @NayelySpring910 @Seanmostrander @ScottSeiss Yea but how does Amazon increase in size and profitability? There’s two ways - sell more supply, or raise prices.

MASSIVE limitations to increasing housing supply, and therefore increasing demand will necessitate higher rents

Those higher rents cause the house to appreciate

[goodfella securities @tireddandwired]

@NayelySpring910 @Seanmostrander @ScottSeiss Explain how Amazon stock appreciates then - and why the same exact principles don’t apply to a house

[goodfella securities @tireddandwired]

@loggyrhythm Windasea?

[goodfella securities @tireddandwired]

@friedmandave @rhunterh Supply chains being a mess is the reason to hold more inventory.

[goodfella securities @tireddandwired]

@DadInvest I’m sorry but … “MM” for millions 🚩 🚩🚩🚩🚩