Calls
7
#907
Alpha Score 50.4
Ryan Serhant
Founder and CEO of Serhant Real Estate
Win Rate
71.4%
return
+4.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 10
$216.78
-23.1%
I am the face of T-Mobile for the mobile enterprise economy now. It's why my phone never loses service now. I used to lose service in tunnels. Now I'm forever reachable. T-Mobile is aggressively targeting the highly lucrative B2B and enterprise sector, leveraging its superior 5G network reliability to steal corporate market share from legacy telecom providers like AT&T and Verizon. LONG. T-Mobile's expansion into the enterprise economy provides a significant growth vector with high-margin, sticky recurring revenue. Intense price competition in the telecom sector could compress margins as carriers fight aggressively for large enterprise contracts.
I am the face of T-Mobile for the mobile enterprise economy now. It's why my phone never loses service now. I used to lose service in tunnels. Now I'm forever reachable. T-Mobile is aggressively targeting the highly lucrative B2B and enterprise sector, leveraging its superior 5G network reliability to steal corporate market share from legacy telecom providers like AT&T and Verizon. LONG. T-Mobile's expansion into the enterprise economy provides a significant growth vector with high-margin, sticky recurring revenue. Intense price competition in the telecom sector could compress margins as carriers fight aggressively for large enterprise contracts.
Telecom Operators
Long
Mar 10
$26.59
+31.0%
Trophy class A in Midtown is 90 bucks a foot, which hasn't moved considerably from early COVID. In trophy in New York City right now, you're seeing like sub-4% vacancy. People are back and they're actually there. The broad narrative that Manhattan office is dead is factually incorrect at the high end. A flight to quality is occurring, meaning REITs that own premium, Class A trophy assets in NYC will maintain pricing power and high occupancy while lower-tier, older buildings suffer. LONG. Premium NYC office REITs are unfairly discounted by the broader commercial real estate panic, despite their specific trophy assets performing exceptionally well. A broader economic downturn could force corporate tenants to downsize even their premium footprints to cut costs.
Trophy class A in Midtown is 90 bucks a foot, which hasn't moved considerably from early COVID. In trophy in New York City right now, you're seeing like sub-4% vacancy. People are back and they're actually there. The broad narrative that Manhattan office is dead is factually incorrect at the high end. A flight to quality is occurring, meaning REITs that own premium, Class A trophy assets in NYC will maintain pricing power and high occupancy while lower-tier, older buildings suffer. LONG. Premium NYC office REITs are unfairly discounted by the broader commercial real estate panic, despite their specific trophy assets performing exceptionally well. A broader economic downturn could force corporate tenants to downsize even their premium footprints to cut costs.
REITs
Long
Mar 10
$38.70
+35.3%
Trophy class A in Midtown is 90 bucks a foot, which hasn't moved considerably from early COVID. In trophy in New York City right now, you're seeing like sub-4% vacancy. People are back and they're actually there. The broad narrative that Manhattan office is dead is factually incorrect at the high end. A flight to quality is occurring, meaning REITs that own premium, Class A trophy assets in NYC will maintain pricing power and high occupancy while lower-tier, older buildings suffer. LONG. Premium NYC office REITs are unfairly discounted by the broader commercial real estate panic, despite their specific trophy assets performing exceptionally well. A broader economic downturn could force corporate tenants to downsize even their premium footprints to cut costs.
Trophy class A in Midtown is 90 bucks a foot, which hasn't moved considerably from early COVID. In trophy in New York City right now, you're seeing like sub-4% vacancy. People are back and they're actually there. The broad narrative that Manhattan office is dead is factually incorrect at the high end. A flight to quality is occurring, meaning REITs that own premium, Class A trophy assets in NYC will maintain pricing power and high occupancy while lower-tier, older buildings suffer. LONG. Premium NYC office REITs are unfairly discounted by the broader commercial real estate panic, despite their specific trophy assets performing exceptionally well. A broader economic downturn could force corporate tenants to downsize even their premium footprints to cut costs.
REITs
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Ryan Serhant has 7 trade ideas tracked on Buzzberg across 7 tickers since February 2026. Ranked #907 on the Buzzberg Alpha leaderboard. Most covered: TMUS, CBRE, JLL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
