Row 85965

Row ID: 85965 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 85965 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I own it. Almost 50% of their mkt cap is cash. All debt is non-recourse to their balance sheet. 3 properties are debt free (2 in NY, 1 in SF). They recently renewed one of their loans at 4.08% interest what looks like a great deal.

Management seems to be super conservative, insiders were buying in $4-6 range.

If your'e looking at CRE - PGRE and VNO seems to be the most logic choices, PGRE is much cheaper.

I dont see much downside risk with PGRE, 2x easily if rates go down while lots of other CRE go out of business due to over leverage.

FieldValue
text I own it. Almost 50% of their mkt cap is cash. All debt is non-recourse to their balance sheet. 3 properties are debt free (2 in NY, 1 in SF). They recently renewed one of their loans at 4.08% interest what looks like a great deal. Management seems to be super conservative, insiders were buying in $4-6 range. If your'e looking at CRE - PGRE and VNO seems to be the most logic choices, PGRE is much cheaper. I dont see much downside risk with PGRE, 2x easily if rates go down while lots of other …
label r/wallstreetbets
dataType comment
communityName r/wallstreetbets
datetime 2024-05-24
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url_encoded Z0FBQUFBQm5Lak81Rkd3blluNWtPSUxkbGpCaFMwVlFaWmRPTGNPbHFIVXE5ejJxRUJrWE44dU9rQjlEbklOTFozTDFBR2ppazM1SjkzUzJLeEpnT3RkVEZCaFpmRTVDVEJTdUFoQU45MkdEdjdzbVpLZjZlQU1qOUNsVlVrOUg1MDhaY0dfTXA2VV92MnVieGMwaTMtRTNqVTVRblo0N0tjRzNKUmNkclQ3SlhvQ0hoMnJNR2dCQkRTYW9DVmtIeS1VXzNfTU9ITU94

Raw Record

{
  "text": "I own it. Almost 50% of their mkt cap is cash. All debt is non-recourse to their balance sheet. 3 properties are debt free (2 in NY, 1 in SF). They recently renewed one of their loans at 4.08% interest what looks like a great deal.\n\nManagement seems to be super conservative, insiders were buying in $4-6 range.\n\nIf your'e looking at CRE - PGRE and VNO seems to be the most logic choices, PGRE is much cheaper.\n\nI dont see much downside risk with PGRE, 2x easily if rates go down while lots of other CRE go out of business due to over leverage.",
  "label": "r/wallstreetbets",
  "dataType": "comment",
  "communityName": "r/wallstreetbets",
  "datetime": "2024-05-24",
  "username_encoded": "Z0FBQUFBQm5Lak1vYjMwWmZzVzYxcDRRMjhPMXRRaFh0cDRMNTF3SlA0MkFVZUxkNlg3VFBpZmRjV29HNmFzLThaOXMyUDBKbDUyaEoyTm5rOXlqeEFaaDBtNFJwVU5JOGc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak81Rkd3blluNWtPSUxkbGpCaFMwVlFaWmRPTGNPbHFIVXE5ejJxRUJrWE44dU9rQjlEbklOTFozTDFBR2ppazM1SjkzUzJLeEpnT3RkVEZCaFpmRTVDVEJTdUFoQU45MkdEdjdzbVpLZjZlQU1qOUNsVlVrOUg1MDhaY0dfTXA2VV92MnVieGMwaTMtRTNqVTVRblo0N0tjRzNKUmNkclQ3SlhvQ0hoMnJNR2dCQkRTYW9DVmtIeS1VXzNfTU9ITU94"
}
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