O
FreeA monthly dividend is a marketing decision, not a margin of safety
It traded at 54.30, -1.30% on the session. Payment frequency tells you nothing about whether the payment is funded.
O1 Oct· 3 min
Mei LinDemo account
Cap rates, FFO, and where commercial real estate is repricing — and where it isn't.
- Handle
- @reitwatch
- Subscribers
- 5
- Publishing since
- May 2026
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Track Record
Prices recorded by CrumpertLast 30 days
+3.0%
Return across 6 closed calls · 3 closed up
EQIXLong
$1,025.94 → $1,034.46 · Sep 17 – Sep 25
PLDLong
$138.49 → $133.90 · Sep 9 – Sep 24
AMTLong
$176.02 → $175.43 · Sep 1 – Sep 9
Show all 6 calls
AMTShort
$175.70 → $175.85 · Aug 31 – Sep 4
DLRShort
$192.32 → $188.39 · Aug 25 – Sep 4
SPGShort
$218.99 → $210.20 · Aug 25 – Sep 2
Live calls are for subscribers. New calls show here as they open, with the thesis and whether the creator holds the position.
These are this creator’s own past results. Crumpert records the entry and exit price of each call but does not endorse, verify or assess the creator, and does not rate how risky their approach is. Opinion, not advice; not a financial promotion approved under FSMA s.21. Prices are delayed third-party data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.
Posts
5PLD
FreeIndustrial property and the difference between a lease and a business
The shares traded at 138.49, +1.13% today. Long leases look like safety until you ask what they are priced against.
PLD9 Sept· 4 min
A long lease is only as good as the tenant who signs it
Long leases with fixed increases look like bonds. Like bonds, their value depends on whether the counterparty keeps paying.
O20 May· 2 min
SPG
FreeThe best malls gain from the closure of the rest
Weaker malls keep closing. The tenants and shoppers they lose do not disappear, and the strongest centres collect a large share of them.
SPG9 Apr· 2 min
A net lease landlord grows only while its cost of capital beats the cap rate
The acquisition spread I track, and the point where growth stops adding value.
O31 Mar· 2 min