FreeOMay 20
O: the cap-rate repricing is mostly done (Part 2)
The distribution is well-covered even under a conservative occupancy case.
Mei Lin
Cap rates, FFO, and where commercial real estate is repricing — and where it isn't.
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@reitwatch
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Posts
3FreeSPGApr 9
SPG: the cap-rate repricing is mostly done
Quality assets are being painted with the same brush as the troubled ones.
PaidOMar 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.
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VerifiedLast 30 DaysNo closed calls in the last 30 days — open a call below and close it later; the verified scorecard builds automatically from real entry and exit prices over a rolling 30-day window.
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.