#473
Alpha Score 36.7
Willy Walker
CEO, Walker & Dunlop
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 17
$169.59
+10.9%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
Consumer
Long
Feb 17
$317.82
+4.6%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
Consumer
Long
Feb 17
$359.94
+4.6%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
Consumer
Long
Feb 17
$141.77
-1.0%
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption.
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption.
Other
Long
Feb 17
$66.19
+0.8%
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption.
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption.
Other
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