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@Mr_Neutral_Man Avatar @Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs”

Mr Neutral Man aka "Howard Marks of REITs” posts on X about $are, $cpt, $cube, $alex the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies #3754 technology brands XXXX%

Social topic influence $are #18, $cpt 5.06%, $cube #1, $alex #1, dividend #69, reit #90, $maa 3.8%, $clpr 3.8%, $vno 3.8%, mf #115

Top accounts mentioned or mentioned by @johndoeknowsguy @tsxman @ghostofcmgi @thebenschmark @yenoms @thepupil11 @csouzazep @privateeyecap @realassetsvalue @ragingventures @bonhoefferkds @ellliotttb @sfarringtonbkc @jasongreenwal12 @toffcap @theweezguy @taobanker @slicetransverse @lebronex @onyxaurelius

Top assets mentioned Alexandria Real Estate Equities Inc (ARE) Camden Property Trust (CPT) Somnium Space CUBEs (CUBE) ALEX Lab (ALEX) Mid-America Apartment Communities Inc (MAA) Veno Finance (VNO) Rexford Industrial Realty, Inc. (REXR) Lineage, Inc. Common Stock (LINE) Americold Realty Trust, Inc. (COLD) Apartment Investment and Management Company (AIV) Alexander's Inc. (ALX) Self Crypto (SELF) SITE Centers Corp. Common Shares (SITC) Autonomous Virtual Beings (AVB) Innovative Industrial Properties, Inc. Common stock (IIPR) Blackstone, Inc. (BX) United Rentals, Inc. (URI) Ardagh Metal Packaging S.A. (AMBP) Builders FirstSource, Inc. (BLDR) Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) TJX Companies, Inc. (TJX)

Top Social Posts

Top posts by engagements in the last XX hours

"Great story I've been channeling this energy and going near autistic with undervalued REITS and bought more $MAA and $CPT recently within X% of the recent lows There are other names that are really interesting $WSR $CLPR $FRPH $CUBE $VRE $VNO pref $SELF $NLOP $AIV $SITC $NXRT $HR.UN $ALX (a few anon for now) Right now it's an exercise of selling something less undervalued to buy something really undervalued Just staying in my lane and doing my thing"
X Link 2025-11-05T14:59Z 11.2K followers, 11.8K engagements

"$CPT bought back $XX mm of shares in Q3 $AVB bought back $150mm IIRC there is your incremental buyer You can also divvy reinvest yourself They are increasingly open to the idea of selling older assets and using proceeds to buy back shares From my experience it always feels like the buyers will never come back in reality they always do as long as 1) valuation is cheap 2) mgt quality is B+ 3) large and liquid enough"
X Link 2025-11-21T02:27Z 11.2K followers, 2286 engagements

"@philbak1 Come on Phil I own one of these Also $VNO is the other near pure play NYC office"
X Link 2025-11-04T23:00Z 11.2K followers, XXX engagements

"@JasonGreenwal12 MF REITs Self Storage some artisanal ones like $ALEX Certain high quality preferred like Vornado I like net lease REITs like $O I think warehouse REITs on a pullback $REXR has a great footprint but near term headwind Clip the dividend and don't sell the shares"
X Link 2025-12-04T19:11Z 11.2K followers, 21.3K engagements

"@LeylaKuni Got a call with a client today and told him about a REIT It boils down to buying at over XXX% cap rate for a market/product that's XXX% cap rate and get paid X% dividend for the stock to rerate"
X Link 2025-12-04T22:54Z 11.2K followers, 1592 engagements

"@Corp_Raider99 @DojiCat4 @HedgeyeREITs Many such cases $ARE $IIPR rexford sunbelt MF"
X Link 2025-12-08T21:27Z 11.2K followers, XXX engagements

"Another year another mid teens size position get bought out by Blackstone $ROIC and $ALEX X in a row at year end This is the 4th Blackstone deal since 2018"
X Link 2025-12-08T23:26Z 11.2K followers, 20.1K engagements

"Probably why public REITs dont work no scarcity value"
X Link 2025-12-09T20:31Z 11.2K followers, 9191 engagements

"This $ALEX spread to closing price of $XXXXX is tight tight tight XXX% for likely a quarter to close. $BX merger arb yield is around US Treasury rates Still working on the punching line "We're the toll booth for Blackstone on their way to world domination""
X Link 2025-12-10T15:06Z 11.2K followers, 2346 engagements

"$URI usually trades in lock step with Ashtead until recently. But the two companies started to diverge around late 2022. Any thoughts on the out performance of $URI over Ashtead in recent times Seems like multiple compression on Ashtead's part from about 10x EV/EBITDA to 7.1x Gun to my head I prefer Ashtead over URI due to culture @Bonhoeffer_KDS @sloth_cap"
X Link 2024-01-18T13:59Z 11.2K followers, 6642 engagements

"Interesting chart from Ashtead Group on the expected construction spend from 2022 to 2029 Major decel from 26-29. Does anyone have breakdown on how much IIJA and Data Center spends account for overall construction spend @taylor_hndrson @Bonhoeffer_KDS"
X Link 2025-07-29T14:51Z 11.2K followers, 1438 engagements

"I'm compiling a list of names that will benefit the most from rate cuts some of these moved quite a bit today already but likely more upside $CLPR up XXX% levered MF REIT XXX% $AMBP up XXX% levered alumin can XXXX% divvy $NXRT up XXX% levered MF REIT XXX% divvy $BLDR - up XXXX% building product distributor @jay_21_ @Bonhoeffer_KDS @RealAssetsValue @thepupil11"
X Link 2025-08-22T16:43Z 11.2K followers, 6582 engagements

"@ActuallyFinance $MAA $CPT (Any of the large cap MF REITS are fine) $VRE $VNO Preferred $FRPH $CLPR $CUBE $ALEX Got a few that I'm keeping private for the newsletter"
X Link 2025-10-10T18:30Z 11.2K followers, XXX engagements

"The great capital allocator that is $BN and $BAM I remember when many of these deals were done particularly Forest City Realty Trust"
X Link 2025-11-06T23:28Z 11.2K followers, 3599 engagements

"Dreading when 2009 is no longer the starting year in the classic view on The 2008/2009 stats were always good reminder to stress test your investments"
X Link 2025-11-19T21:51Z 11.2K followers, 4167 engagements

"Lots of really solid REITs trading with X% dividend yield on 60-80% payout of FFO with the remaining retained for maintenance and growth cap ex FFO yield actually around 7-8% for some large blue chip REITs like $O with very little leverage This is 300-400 bps over XX yr Treasuries"
X Link 2025-11-20T23:27Z 11.2K followers, 34.6K engagements

"@csouzaZEP @ToffCap Coild you elaborate I added to Univar at around X to X times normalized earnings during Covid Winded up being one of my better winners"
X Link 2025-12-01T13:31Z 11.2K followers, XXX engagements

"Everyone knows that $ARE has gotten smoked in the past few years down about XX% from its peak in XX I went to check the 2050 bonds and it trades at a XXX% yield which is only about 130bps spread over 20-30 years US Treasury yield"
X Link 2025-12-03T17:40Z 11.2K followers, 8855 engagements

"Spending a whole day looking at $ARE with my analyst and tried to put 10-K into ChatGPT to look for something Didn't work Ultimately just used some old school elbow grease keyword search and found what I needed Like @akramsrazor said still need the old dog's experience"
X Link 2025-12-03T20:00Z 11.2K followers, 5637 engagements

"Investors asking if $ARE has bottomed (Luckily just a 40bps position for us)"
X Link 2025-12-04T15:05Z 11.2K followers, 4060 engagements

"@SFarringtonBKC @tralalacollie @Ashton_1nvests My limited understanding is that specialty distributors are the better biz like IMCD Azeklis Over XX% EBITDA margins generally conveys true specialties lots of 10-15% EBITDA margin biz will try to pass as specialties. Need to put them where they belong commodities"
X Link 2025-12-07T04:13Z 11.2K followers, XXX engagements

"@shaxmatist @BichonRedux What REIT was trading at 7x p/ffo in early 2016"
X Link 2025-12-08T03:00Z 11.2K followers, XXX engagements

"When there were no women only wrestling girls would have to wrestle boys. There were a few XXX state champs in HS. But I don't recall any girls over XXX pounds winning states or successfully competing at the college level. Once you get over XXX lbs the male/female hormone upper body strenght etc likely make it tough for her to win a match against top XX mens wrestlers in D1 at 157lbs Vs XXX lbs gets very interesting"
X Link 2025-12-08T18:58Z 11.2K followers, 2165 engagements

"I used to shop at Marshalls growing up in the 90s. It was full of slightly imperfect surplus from other retailers back then. You really had to dig to find the bargain. Not in a million years would I dream that it would be a XXX bagger not including dividends. $TJX"
X Link 2025-11-19T14:28Z 11.2K followers, 6441 engagements

"I think I finally figured out when to buy $MAA and $CPT I monitor how much @EllliotttB makes fun of investing in REITs The more he does it the better the signal. Love you buddy and thank you for the tell"
X Link 2025-11-20T16:01Z 11.2K followers, 7557 engagements

"What are we even doing Neutral rating for X years. PT equals current price + some spread. Have a backbone JPM. $CUBE"
X Link 2025-11-26T19:49Z 11.2K followers, 2750 engagements

"@ToffCap @csouzaZEP Azelis and IMCD"
X Link 2025-12-01T03:13Z 11.2K followers, XXX engagements

"@csouzaZEP @ToffCap Why IMCD over Azelis"
X Link 2025-12-01T15:02Z 11.2K followers, XXX engagements

"Got two inbound calls from smart generalist investors today asking about X different REIT ideas Probably a sign of some sort"
X Link 2025-12-02T01:18Z 11.2K followers, 8911 engagements

"Totally agree You can buy $CUBE which owns this foot print (NY/NJ is XX% of NOI) at roughly XXX% cap rate today Miami/DC/San Diego/SoCal Boston and NYC/NJ which forms their high barrier to entry markets are XX% of their total NOI Overall occupancy at XXXX% and could have 3-6% of upside in occupancy over time"
X Link 2025-12-02T19:43Z 11.2K followers, XXX engagements

"@underdemolished @akramsrazor What could an unseasoned LL screw up I want to Eurofins investor day and toured their X mm sqft campus in Lancaster PA. These buildings are complex"
X Link 2025-12-04T04:36Z 11.2K followers, XXX engagements

"No positions in $ARE $LINE or $COLD But tracking When something is down 60-80% peak to trough its worth paying attention My generalist friends have not called yet"
X Link 2025-11-20T00:03Z 11.2K followers, 14.2K engagements

"@yummyCenturyEgg @OnodaCapital And century eggs takes a century to make It is literally in the name"
X Link 2025-12-10T15:08Z 11.2K followers, XX engagements

"@JoaoBBarroso1 @evfcfaddict Why is IMCD better"
X Link 2025-11-28T02:34Z 11.2K followers, XX engagements

"@lebron_ex Trust me EBITDA is a very good metric to value REITs On the private side NOI is widely used which is before SG&A Everyone has to make adjustments/estimates for what they think cap ex is"
X Link 2025-12-02T17:20Z 11.2K followers, XXX engagements

"The outcome for onetime FinTwit favorite that revolves around Buffett's PA and cloning Monish Pabrai $SRG is brutal roughly $X of recovery for shareholders This was once written up on VIC for over $XX per share I am glad that we're coming to an end as I won't be asked to give my opinion on this company People would get angry at me after I explain that "it's too hard and I don't see the value""
X Link 2025-12-04T22:55Z 11.2K followers, 24.9K engagements

"@SFarringtonBKC @tralalacollie @Ashton_1nvests Spoke to someone who mentioned that yoy comp wont go positive till Q2 next year Been brutal X years for chemicals Would love to collab on this Everything is bombed out in this sector"
X Link 2025-12-07T03:07Z 11.2K followers, XXX engagements

"@GhostofCMGI @RagingVentures Hypothetically speaking if you are short $ARE when would you cover"
X Link 2025-12-08T16:44Z 11.2K followers, XXX engagements

"@somecuriousgirl Classic bull whip effect combined with over building due to low interest rates Follow @TheBenSchmark for amazing commentaries on both $LINE and $COLD"
X Link 2025-12-10T15:12Z 11.2K followers, XXX engagements

"@tsxman @TheBenSchmark Bat Signal for @EllliotttB"
X Link 2025-12-10T19:47Z 11.2K followers, XXX engagements