Hi all - are there any small REITs with only a few MF bldgs that report quarterly or annually? A friend is tasked with quarterly reporting to investors the progress of a single multifamily development, I was wondering if anyone knew some good existing quarterlies which she can use as a starting point to get a sense of what sort of info should be included. Much appreciated for any help ..read more

Interesting article I came upon. The future of healthcare? We saw what piracy did for the media industry, what about medicine?   https://www.404media.co/email/63ca5568-c610-4489-9bfc-7791804e9535 ..read more

A lot has happened recently to the REIT space. Large cap MF REITs like $MAA and $CPT have rerated higher. REITs in general have benefitted from lower rates, or anticipation of lower rates.    What are your favorite REIT, real estate holdco, pipeline, and other hard asset names that own real assets and/or pay dividends?     Tagging @realassetsvalue @thepupil @Gregmal @Spekulatius  ..read more

Oh my goodness....just saw this ad on CNBC...unreal.  I'm speechless...   This is a must-watch for anyone who can rewind to approximately 9:37 pacific time.     I really can't fathom what kind of person puts this kind of stuff out there ..read more

https://www.dallasfed.org/research/economics/2024/0702   A lot has been made from the CBO's estimate of 2023 net immigration of 3.3 million.   Sharing a good explainer on the various estimates and overall effect on gdp ..read more

I have been wondering from time to time whether it's a good idea to quit day job to spend more time managing the stock portfolio. would one get a better return? does the stress of no salary change your investment style? say you have a 100k job and 2mm stock holdings... would somehow spending more time with it create additional 5% return to make it worth while?   thoughts ..read more

I wonder how much Waymo could be worth in 10 Years.  Even if all new cars sold were self driving starting tomorrow, there are still legacy cars that will stay on the road for another decade.  As fewer legacy cars are driving each year, the benefits of self-driving get stronger.    However, If there were only one self driving company, it would be better than several, because they cars could talk to each other and avoid accidents, instead of trying to predict what the other driver, or AI is going to do next.    So if that is the case, and GOOG wins that fight, then ..read more

https://hindenburgresearch.com/smci ..read more

Park Ohio (PKOH) - insider bought $1mm worth of stock. Weyerhauser (WY) - insider bought $1mm worth of stock.   Does anyone have any view on any of these?   ..read more

https://www.savvynewcanadians.com/the-best-money-quotes-of-all-time/?ct=t(EMAIL_CAMPAIGN_2024_8_15_COPY_01)   Cheers ..read more