Mr Neutral Man aka "Howard Marks of REITs” on X
Still waiting on the supplemental to be filed, but these are insane new and renewal leases. Up 9% and 5% respectively I remember getting fun of by peeps when Sunbelt MF was all the rage in 2021. Rate hikes killed $CLPR performance since 2022. But the fundamentals are legit nuts https://t.co/s7ZkjEPc74