O: the cap-rate repricing is mostly done (Part 2)
The distribution is well-covered even under a conservative occupancy case.
O20 May· 10 min
Mei Lin
3 notes · 5 subscribers · publishing since May 2026
Cap rates, FFO, and where commercial real estate is repricing — and where it isn't.
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3SPG
FreeSPG: the cap-rate repricing is mostly done
Quality assets are being painted with the same brush as the troubled ones.
SPG9 Apr· 4 min
O: the cap-rate repricing is mostly done
Subscribers get the full thesis, the levels, and my positioning on O. Subscribe to read on.
O31 Mar· 5 min
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Track Record
VerifiedLast 30 Days · Shares-28.7%
Cumulative Return · 7 Closed
29%
Win Rate
+4.0%
Best Call
12d
Average Hold
100
Closed Calls · 7 in 30 Days
V Long
$457.06 → $439.28 · Jul 9 – Jul 23 · 15d Hold
-3.9%
PYPL Long
$186.46 → $175.09 · Jul 18 – Jul 23 · 5d Hold
-6.1%
Russell 2000 (IWM) Long
$428.59 → $383.55 · Jul 6 – Jul 19 · 13d Hold
-10.5%
SCHW Long
$234.34 → $211.84 · Jul 3 – Jul 13 · 9d Hold
-9.6%
Russell 2000 (IWM) Short
$43.81 → $42.05 · Jun 21 – Jul 6 · 15d Hold
+4.0%
CRM Long
$296.96 → $300.35 · Jun 21 – Jul 3 · 12d Hold
+1.1%
Russell 2000 (IWM) Long
$374.18 → $347.54 · Jun 16 – Jul 1 · 15d Hold
-7.1%
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Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.