AAPLLoadingMSFTLoadingNVDALoadingGOOGLLoadingAMZNLoadingMETALoadingTSLALoadingAMDLoadingNFLXLoadingCOINLoadingPYPLLoadingSPYLoadingQQQLoadingIWMLoadingJPMLoadingVLoadingDISLoadingKOLoadingJNJLoadingNKELoadingXOMLoadingASMLLoading
Mei Lin

REITs & property

Mei Lin

Cap rates, FFO, and where commercial real estate is repricing — and where it isn't.

@reitwatch5 subscribersSince May 2026

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Track record

· last 30 days Verified
Shares
+928.2%Verified cumulative return · 9 closed
56%Win rate
+51.5%Avg return
+272.2%Best call
+95.8%Avg win
-3.8%Avg loss
3WStreak
11dAvg hold

Closed calls

9 in 30 days
Nasdaq 100 (QQQ)weeklyLong
$190.33 → $708.49 · May 30–Jun 9 · 10d hold
+272.2%
NVDAmonthlyLong
$72.96 → $217.83 · May 27–Jun 3 · 7d hold
+198.6%
Natural Gas (UNG)monthlyLong
$120.70 → $121.79 · Jun 1–Jun 2 · 1d hold
+0.9%
Crude Oil (WTI) (USO)Short
$57.09 → $58.77 · May 15–Jun 1 · 17d hold
-3.0%
TSLAShort
$305.97 → $315.20 · May 15–May 31 · 16d hold
-3.0%
Natural Gas (UNG)weeklyShort
$70.11 → $72.77 · May 20–May 29 · 9d hold
-3.8%
Gold (GLD)weeklyLong
$257.89 → $265.90 · May 2–May 22 · 20d hold
+3.1%
AAPLweeklyLong
$407.16 → $423.31 · May 9–May 20 · 11d hold
+4.0%
S&P 500 (SPY)dailyShort
$256.12 → $270.33 · May 11–May 19 · 8d hold
-5.5%
+Shares vs options — what's the difference?
SharesYou own the stock. The return is the underlying's move (entry → exit), linear, and you can hold as long as you like. Steadier, lower leverage.
OptionsYou buy a contract (a call or put at a strike, expiring on a date). The return is on the premium — leveraged (a small stock move can be a huge % on the option) and time-sensitive (value decays toward expiry). Higher risk and reward; here the premium is modeled, not self-reported.

Live calls

1 open
Live calls are subscriber-only

The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.

3 notes REIT income tracker6-36 months average holdPosition sizing
FreeReal EstateOMay 20

O: the cap-rate repricing is mostly done (Part 2)

The distribution is well-covered even under a conservative occupancy case.

Neutral / hedgedMedium convictionPosition sizing risk 10 min read
OOLoading delayed quote
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FreeReal EstateSPGApr 9

SPG: the cap-rate repricing is mostly done

Quality assets are being painted with the same brush as the troubled ones.

Neutral / hedgedMedium convictionPosition sizing risk 4 min read
SPSPGLoading delayed quote
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PaidReal EstateOMar 31

O: the cap-rate repricing is mostly done

Subscribers get the full thesis, the levels, and my positioning on O. Subscribe to read on.

Neutral / hedgedMedium convictionPosition sizing risk 5 min read
OOLoading delayed quote
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