Hudson Pacific — West-coast office/studio REIT
“Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either. They have a lot of debt, 85.4% of the debt is fixed so it doesn't really benefit from rate cuts like companies that use floating interest do…” post →
| Date | Tweet |
|---|---|
| 2025-09-22 | Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either. They have a lot of debt, 85.4% of the de… → · 1 likes · 1,331 views |
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