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LAForeverHall's profile
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist. My investing articles: https://lizardbrain.substack.com/ 

Joined March 2012

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    1. Raphael Kahan‏ @RaphaelKahan Mar 26
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      • Report NetzDG Violation

      A company that made several billions € profits last year, and which stock price is down a cataclysmic 20% from its highs, Just asked us to gift (not postpone) rent for 2Q Absolutely shameless I'm this close to outing them in public

      12 replies 1 retweet 78 likes
    2. theunemployedanalyst‏ @theunemployeda1 Mar 26
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      Replying to @RaphaelKahan

      Not sure if you saw it but @LAForeverHall had a thread today on the gambit retailers can play with landlords. In US, in BK landlords only entitled to 3.5 yrs of lease payments. Avg lease term is >>3.5y. So tenant is betting the landlord will give them a pass rather than file

      2 replies 0 retweets 2 likes
    3. Innocent Bystander‏ @innoc_bystander Mar 26
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      Replying to @theunemployeda1 @RaphaelKahan @LAForeverHall

      Where are you getting this info re: BK awards? The vary MASSIVELY state to state, most leases have liquidated damages provisions and OpCov penalties, and attorneys fees awarded to winner (slam dunk LL wins). In MA it’s probably a safe strategy. In NY you will be killed.

      1 reply 0 retweets 1 like
    4. Innocent Bystander‏ @innoc_bystander Mar 26
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      Replying to @innoc_bystander @theunemployeda1 and

      Also, I would say that 90% of cases are settled before they ever get to judgement so it’s not public record. But say it is 3.5 yrs and use Cheesecake as ex. Avg store ~10k sf. $50psf gross. $500k ann. That $1.75MM due immediately, plus lost depreciation. Per store. Suicide.

      2 replies 0 retweets 1 like
      Liz‏ @LAForeverHall Mar 26
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      Replying to @innoc_bystander @theunemployeda1

      Think the confusion here is that is specifically in Chapter 11 and doesn’t have to be paid immediately; usually just gets thrown in the GUC pool. Dependent on master lease agreements co can choose to assume or reject leases; unlikely to reject them all. Becomes game theory IMO.

      6:32 PM - 26 Mar 2020
      • 1 Like
      • theunemployedanalyst
      1 reply 0 retweets 1 like
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        2. Innocent Bystander‏ @innoc_bystander Mar 26
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          Replying to @LAForeverHall @theunemployeda1

          I was assuming T is bluffing and leveraging the environment to take advantage of LLs with poor debt service coverage ratios. In Ch. 11 they still cannot be in default of the Lease. Need to continue to pay rent, and then Leases go to auction a la Toys R Us.

          1 reply 0 retweets 1 like
        3. Innocent Bystander‏ @innoc_bystander Mar 26
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          Replying to @innoc_bystander @LAForeverHall @theunemployeda1

          If you don’t pay your rent and are in default of the Lease then Ch. 11 does not save you you from eviction in the event of default any more than filing bankruptcy stops a mortgage company from foreclosing.

          2 replies 0 retweets 1 like
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