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🏀 An NCAA Stock Play?
Plus, turns out, BlackRock isn't buying up all the homes after all. Here's who is...

Hi All - Happy Saturday and welcome back to Street Tweets from The Street Sheet.
TIL the guy who founded JetBlue $JBLU ( ▼ 3.75% ) has founded four additional budget airlines in his storied career. His most recent, Utah’s Breeze Airways, launched in 2017.
Good to know for when I’m inevitably still writing a finance newsletter in three decades. Sometimes you gotta just stick with what you know.
Sponsored by RYSE
We all remember when the Sharks passed on Ring, only to watch Amazon scoop it up for $1.2 billion (Kevin O’Leary called it his most costly mistake!). Now, there’s another smart home disruptor making waves — meet RYSE.
With patented technology that transforms ordinary window shades into smart shades without costly replacements, RYSE is positioning itself as the next big buyout target. Backed by $10M+ in revenue, a staggering 200% growth rate, and partnerships with retail giants like Best Buy and Home Depot, they’re just getting started.
The smart home market is projected to grow 23% annually, and RYSE’s retrofit solution taps into a $158 billion opportunity that big tech has overlooked.
Don’t repeat the Sharks’ mistake — invest now at $1.90/share before it’s too late!
Market Review:
Wall Street had a volatile week, with the S&P 500 eking out a small gain on Friday, narrowly avoiding its fifth consecutive weekly loss.
Concerns over trade policy, recession risks, and a slump in megacap tech shares kept markets on edge for much of the week. "Quadruple witching" — the expiration of options and futures — added to the turbulence.
But the market kept its comeback attempt alive throughout the week, as the Federal Reserve meeting contained few surprises, and President Trump hinted at some flexibility on tariffs, although economic worries persisted.
Overall, the S&P 500 is about 8% off its record high, narrowly avoiding a correction.
Market Preview:
On Monday, the S&P Flash U.S. Services and Manufacturing PMIs for March will be released.
Tuesday will bring the S&P Case-Shiller Home Price Index for January, along with Consumer Confidence and New Home Sales for February.
On Wednesday, Durable Goods Orders for February will be reported.
Thursday will feature Initial Jobless Claims for the previous week, the second revision of Q4 GDP, and various trade and inventory data for February.
Finally, on Friday, the Fed’s preferred inflation gauge will come in: PCE, which contains inflation readings, as well as personal income and spending data.
No, BlackRock isn't buying up all the homes.
Here’s who actually is—and where.
(via @glennhull_ on LI)
— Amanda Orson (@amandaorson)
9:57 PM • Mar 17, 2025
Interesting tidbit from the original thread:
Unlike institutional SFR funds, 4 of 5 are wholesalers and iBuyers, who aren’t holding onto the properties for any significant amount of time.
Empty-nesters own twice as many 3 bedroom homes as young families with children.
— Josiah Lippincott (@jlippincott_)
5:07 PM • Mar 15, 2025
As for who is sitting on those properties…
But can you really blame them? A two-bedroom house definitely would not have room for my stepdad’s antique banjos.
WARNING: Housing defaults have skyrocketed
This is unlike anything we’ve seen in a decade
A thread 🧵
— Bravos Research (@bravosresearch)
8:38 PM • Mar 21, 2025
Meanwhile…
Here’s your friendly reminder of how the rest of the housing market is looking.
Together With Centurion Publishing
This isn’t some AI data center, government facility, Tesla factory or Amazon plant… But the technology being implemented here could soon begin to usher in $24 trillion of new wealth.
The world’s best investor is selling his bet levered to US home prices
— Chamath Palihapitiya (@chamath)
4:21 PM • Mar 16, 2025
We conclude this special edition of “REIT Tweets” with this little tidbit.
Is Buffett betting on housing prices to fall? On automation to overtake the real estate industry? Or does he just need more pocket change for his next McDonald’s $MCD ( ▼ 1.43% ) run?
You're picking #13 seed Grand Canyon to upset Maryland in your bracket. I'm buying their publicly traded $LOPE stock in anticipation of a Round 1 victory. We are not the same.
— Daniel Racz (@Danielracz_)
1:37 PM • Mar 18, 2025
Galaxy brain stuff right here.
Maybe I’ll look into buying some $DPZ ( ▼ 3.43% ) . When Michigan pulls out the win, I know which Ann Arbor-based pizza chain I’m hitting up to celebrate. Go Blue!
(JK. Cottage Inn. It’s always Cottage Inn.)
QUESTION
Which of these publicly traded companies is also headquartered in Ann Arbor, Michigan? |
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