Mikey Dubs

“Know what you own, and why you own it”

[Mikey Dubs @WillyCapital]

@NWischoff 1000% amazing experience for my daughters, significantly cheaper than US nanny, and more flexible hours than a typical 8-5 nanny. Incredible opportunity for an abroad person to experience US culture thru the program. It’s a win for everyone if patient and find right person

[Mikey Dubs @WillyCapital]

@Mr_Neutral_Man @_justinfishman @jasonmiller15 *most affluent customers

[Mikey Dubs @WillyCapital]

@Mr_Neutral_Man @_justinfishman @jasonmiller15 Market was developed 25 years ago, was dominant corridor then west loop developed last 15 years and took Roosevelt corridors most affluent corridor. Market turning a corner with new life with soccer and baseball stadium being built. Funky floor plates, PSF play not a cap play

[Mikey Dubs @WillyCapital]

@Mr_Neutral_Man @jasonmiller15 Message me. Sale broker in the market

[Mikey Dubs @WillyCapital]

@LindyTasteful Having an au pairs works for several reasons. Au pair is ~40% the cost of local nanny but you have to provide basic needs; housing and food. Local nanny is more traditional hours 8-5, au pair very flexible in how you schedule hours throughout the week.

[Mikey Dubs @WillyCapital]

@OInvests Any other case studies to suggest this is “mechanical”?

[Mikey Dubs @WillyCapital]

@toglesby27 Traffic comps this week 20+ percent after previous week 5% (blended 12-13%)… still comping well above their guidance. Agreed

[Mikey Dubs @WillyCapital]

@Marathonpundit You are clueless and would be shocked real reason it’s closing. Gold Coast one of hottest commercial leasing markets in country

[Paul Vallas @PaulVallas]

Eileen O'Neill Burke today after a Chicago cop was killed by a man on EM with four pending violent felonies:

"Electronic Monitoring system is broken. It does not work. It does not keep people safe."

SA O'Neill Burke gets it. This is why crime has dropped 22 percent in Chicago. Until the EM program is dismantled and progressives are removed from the bench, residents of Chicago will continue to be at the mercy of violent criminals.

[Mikey Dubs @WillyCapital]

@toglesby27 @JonahLupton 👀👀👀👀

[Mikey Dubs @WillyCapital]

@toglesby27 @JonahLupton Meh… I am long term here… net cash position, positive comps, new stores, refresh existing fleet, return capital to shareholders

Lack of a move in short term gives you opportunity if you have conviction

[Mikey Dubs @WillyCapital]

@toglesby27 use https://t.co/ztNlfQh71x.... incredible tool

[Mikey Dubs @WillyCapital]

@toglesby27 I see comps accelerating in q2 vs q1… back half of year is when it gets tough

[Mikey Dubs @WillyCapital]

@kylematthewsceo @CBRE Taking a shot at a competitor on their institutional sales business while suggesting Matthews bread and butter private capital space is insulated feels a bit biased as the owner of said company. 75 bps is not market for a $200m deal across most product types either.

[Mikey Dubs @WillyCapital]

@Stealx Live 2 blocks from here and do multi-tenant retail sales in Chicago/Broader Midwest.... the Southport portfolio just sold south of Addison, great comp for you. Great buy.

[Dave Smith @ComicDaveSmith]

The people blindly defending ICE, even in the most indefensible situations, all seem to think the pay off is much bigger than it is in reality.

I see all this rhetoric about “saving America” as if they believe this is going to restore the demographics of 1987.

In reality, we are getting a big show of performative violence, people are dying and the worst elements of the left are being activated, all for slightly higher deportation number than Biden’s last year.

This is not going to “save America” but it just might give us President AOC.

[Mikey Dubs @WillyCapital]

@toglesby27 Monster foot traffic figures on placer first full week of January