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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Activity
13 itemsLiked NVDA: the bottleneck moved downstream Paid by Kenji Aoyama
Reposted NVDA: the bottleneck moved downstream Paid by Kenji Aoyama
Liked GOOGL: the search moat argument has changed Paid by Priya Nair
Commented on Payments volume growth is decoupling from retail by Tomas Rivera
The second point is the one most people are going to skip over.
Liked Why RTX's build rate re-rates it Paid by Conor Walsh
Liked KMI: distributions are covered Paid by Hank Brooks
Commented on MSFT — trimming into strength (Part 2) Paid by Sam Whitfield
Reading this again with hindsight. The risk section aged nicely.