Artis Real Estate Investment Pref Shs Series E T.AX.PR.E

DZ You mistimed it by a day

[garyreins]

The dive in every REIT provides a better entry point this morning.  I dont blame you for not seeing it coming.  Those bond  yields are ripping unstop, and quite frankly, its BS

[DZtrader]

Its not that I didn't see anything coming. I have been awaiting a seasonally weak pull back that to date did not arrive. I have too much powder given that we did not get the pull back I was awaiting. This is strictly in lieu of cash replacement and as such daily fluctuations are of little consequence. Sure I could have picked up a tiny fractionally higher yeild today but that is the way it

[Frankie10]

Yo DZ, if u have access to JPN markets check out Metaplanet... they did a 100% equity dilution at just over 5x NAV multiple, meaning they 3x'd their NAV in a single move. Honestly never seen anything like it in my career. Currently trading just above 3x NAV. Also, the company just sold some cash secured puts for a 50%+ annualized yield. I know readers here gravitate to yield the way TJ does

[DZtrader]

Hey Frankie, thanks for the thoughts, nice to hear from you. I admittedly know very little about bitcoin. Having said that, when it had dropped to about 17000 I had contemplated initiating a position. In the end I determined I like to have more knowledge in what I am investing in so backed off, in retrospect, my loss. I am aware of Metaplanet but only through your prior mentioning. With regards

[Frankie10]

You are most welcome bro. Yeah, I get it. I wouldn't invest in anything I don't understand either. This beast (Metaplanet) is a lot to wrap one's head around - between Bitcoin (which takes hundreds of hours of homework imho) + the concept of accretive dilution... the company is very similar to MSTR, but allows for me to borrow in JPY against my REITs (creating a yen carry trade of

[Torontojay]

Frankie trying to create fomo. At least DZ has some level of restraint when it comes to investing.       

[jmkOttawa]

Why so negative TJ?

[Frankie10]

Lol... TJ's mind can't comprehend someone just shooting the sheit with a friend, with no alterior motives, simply bouncing around ideas with the intent of helping each other out.