Private Eye Capital @PrivateEyeCap
Rarely in doubt, Frequently wrong. Stock & REIT ideas. #FinTwit DJ. Mainly followed by TwitterX ladybots privateeyecapital.com Miami, FL Joined July 2020-
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@BondKingJanusH1 It's just EV/homes owned so ~$279k/home at 25.60
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@yenoms i'm still holding mine
According to the people of Twitter, there's an 85% chance Whitestone $WSR being acquired and most folks think it'll be done north of $17 seekingalpha.com/article/487984…
@ajobst the Grandstanding Liars Bill to Displace Working Families is not to be questioned
@yenoms With a 9.2% owner who knows the asset well having bid $15.20 fundamental downside is quite limited I think, making for a good r/r
@RealAssetsValue overall, i think they've been selling the bottom quartile of their properties so even if those deals have been struck in the low 7s, to me that suggests the overall portfolio should go in the 6s
Grabbed some more $WSR AH. IMO mgmt was wise to reject the lowball $15.20 bid. Sunbelt shopping centers (Austin/Dallas/Houston) are hot. I'll say this fetches $17.50-22 (6-7 cap). $BX $TPG $KIM $BRX $KRG $SITC
$CBRE 2H Cap Rate survey Cl A sunbelt retail $WSR
@yenoms I think it is D. I think these are the right assets in the right markets at a time when shopping centers are hot (many of the shopping center reits are near multiyear highs). But idk what the probability of a sale is so I didn't go ballz deep.
What will Whitestone $WSR fetch?
With $WELL CEO Mitra (he likes accretive deals) taking over as Chair of $PSA coupled w/ historically wide imp cap rate spread (nearly 8 for $SHUR v. low 5s PSA) makes me think there is a good chance $PSA tries to buy the 65% it doesn't own of Shurgard. privateeyecapital.com/does-ps4-0-por…
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