“It's $300 million equity cap ... they'll generate $75 million worth of cash flow over the next year. They've got $100 million of net cash”
♫
Said on Monetary Matters with Jack Farley
“They have 17 million square feet ... each square foot is worth $150 ... they get $300 million of revenues and $200 million of cash flow”
Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC
Play from 39:17
39:17
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Value office-property assets at $150 per square foot and rent income of $300 million revenue / $200 million cash flow
17 million sq ft; $150 per sq ft; $300 M revenue; $200 M cash flow; 10× cash-flow valuation (~$2 billion)
Said nearby on the same subject
“We’re like, perfect. Let’s base it on revenue and base it on a million dollars… if they’re at $75 per million, or if they’re at like $200 per million, their bonus just jumped.”
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Said on Think Like an Owner
“We gifted this kiosk to Madison Square Park philanthropically... Madison Square Park gets just about $1 million in rent just from that one shack.”
♫
Said on Tony Robbins Podcast Daily
“Property manager raises rent every quarter… if you can predict when those rent increases are going to happen, then that can help also with your pro forma and cash flow.”
JW
Jason Williams
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