Frankie⚡️ alphaFortuna @alphafortuna10
Analysis, News, & Opinion on Canadian #REITs 🏰 Interested in business valuation, macro economics, real estate & #bitcoin CBV, CPA, CA 🍁 Joined November 2021-
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$AX.UN I don't know what Samir has planned... but as I see it... this is no longer the REIT that existed on paper as at Q4 2023. The debt to GBV is down to ~35% and the business as I have detailed below is scaling up in terms of assets... *should* Samir continue acquiring $D.UN
$AX.UN Samir wiped out ~half the debt? Lol🍿
$AX.UN continues to acquire $D.UN - another 135k units this week at an average price of $20.84 per unit for a total of $2.8M - brining it's combined ownership (with Sandpiper) of Dream Office to 18.8%. 🍿
$AX.UN continues to acquire $D.UN - another 135k units this week at an average price of $20.84 per unit for a total of $2.8M - brining it's combined ownership (with Sandpiper) of Dream Office to 18.8%. 🍿 https://t.co/t4Yd3FK5YR
$AX.UN I’ve always said - it’s important to know what you own. With respect to how much industrial assets remain post the 8Ninety sale announced formally this morning:
$AX.UN will not be the same REIT once dispositions close. Balance sheet will look nothing like it does today (Q4’23). This has become a highly liquid REIT, in short order, with a willingness to deploy capital in a heavily undervalued public market. 🍿
$AX.UN will not be the same REIT once dispositions close. Balance sheet will look nothing like it does today (Q4’23). This has become a highly liquid REIT, in short order, with a willingness to deploy capital in a heavily undervalued public market. 🍿
$AX.UN deploying capital. 2024 YTD investing activity, summarized below:
$AX.UN keeps buying $D.UN — another 65k units in 3 days… now +105k units since last week. 🍿
Because they can’t. $AX.UN ‘s Samir made it clear in the last press release that selling office at a reasonable price is extremely difficult without vendor financing. $HR.UN ‘s Tom has said the same thing. Willingness to sell industrial to buyback makes $AX.UN different imho.
Because they can’t. $AX.UN ‘s Samir made it clear in the last press release that selling office at a reasonable price is extremely difficult without vendor financing. $HR.UN ‘s Tom has said the same thing. Willingness to sell industrial to buyback makes $AX.UN different imho.
$HR.UN - currently a double digit FFO return and the long-term options fixed in CAD to buy $1B+ of hard assets - I expect H&R will generate a CAGR of 15%+ total return over a 10+ year period. Especially if you lever up the holding using debt in CAD. 🇨🇦 is going to just print 💵
$HR.UN - currently a double digit FFO return and the long-term options fixed in CAD to buy $1B+ of hard assets - I expect H&R will generate a CAGR of 15%+ total return over a 10+ year period. Especially if you lever up the holding using debt in CAD. 🇨🇦 is going to just print 💵
Once the $D.UN investment is moved from equity securities (marked to market) to equity accounted investments (market to equity book value), net asset value (NAV) will increase by the difference between $D.UN ‘s market cap and equity book value, multiplied by $AX.UN ‘s ownership.
Once the $D.UN investment is moved from equity securities (marked to market) to equity accounted investments (market to equity book value), net asset value (NAV) will increase by the difference between $D.UN ‘s market cap and equity book value, multiplied by $AX.UN ‘s ownership.
Whoever is still shorting Canadian REITs 💀
Whoever is still shorting Canadian REITs 💀
Everyone has an opinion. That’s what makes a market. He is welcome to short.
Everyone has an opinion. That’s what makes a market. He is welcome to short. https://t.co/aCI9YNRrz7
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Me celebrating the halving alone tonight because nobody I know has any idea that the halving is happening, what it is, and wtf is even being halved 🎉😞🤣
Hey is passive income in a corporation taxed the same as active business income? Dave doesn't believe me that there's a difference. If anyone has the courage and energy to explain it to him (again), I'd appreciate it because he won't listen to me.
@MarkMcGrathCFP Passive income...LOL All income is treated the same.
The same JPM analyst who said to sell bitcoin at 25K because all the upside is priced in, says that the halving is priced in and there is no further upside
Most Canadians don't really own homes. They rent them from the banks and then lease the land from the local municipality. Sure "they own it" technically but in reality it's an illusion.
@alphafortuna10 Some aggressive accumulation of Dream Office, should be interesting to see how the next couple of quarters shake out!
How is this man going to lead the world 🌎 through WW3? He is barely alive, should be resting on the ⛱️ x.com/WarMonitors/st…
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Large REPE firms continue to invest into Canadian real estate. Goldman Sachs, Blackstone and TPG, who’s next?
69 blocks until the halving. #Bitcoin
Is there any live streams happening during the Halving tomorrow? I don't really wanna enjoy this occasion on my own, and have no one IRL that cares.
@Bret_Sears 1. Implement a flat tax at 19% for all income, capital gains, and dividends. 2. Balance the budget immediately by cutting all new post covid programs and reducing public employment to pre-covid level. 3. Start accumulating both bitcoin and gold as a reserve for the country.…
"The Bank can freeze your bank account" #BTC Crypto Hodlers with $50 in bank account :
Blackstone starting to roll up commercial real estate, including with a new office in Toronto looking more deals in multiple different asset classes. Work from home going bust and multi decade low in new builds. "You need to do it before the all clear sign."
.@blackstone President Jon Gray: "We believe it's a compelling time to invest in commercial real estate. You need to do that before the all-clear sign. People tend to wait till all the bad news works its way through the system, and often that may be too late."
$TNT.UN out with some asset sale announces this evening, including a Burnaby, BC "Class B" office sold for $37 million or $408 per square foot, higher than the price paid in 2018 on all properties. Implied value is about half that on dispositions. Down ~85% off 5-year highs.
@alphafortuna10 @chrisinmontreal @UmbrielCap Companies 1-50x the market cap of $HR.UN run buybacks all the time.. I have emailed CFO, Mr. Froom, to provide insight as to why we are not running buybacks given current unit price, the results would be very accretive for all unit holders. 🫡🙏
@gurgavin we literally just want the doors to stay on the plane
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The dark secret of capital gains tax during inflation—it taxes you for gaining nothing: If you have $400k in retirement assets, and 25% more money is “printed”, your assets are now worth $500k, but you are no richer. The dollar just became 25% less valuable. Although you are no…
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