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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 $maa, reit, $cpt, $gil the most. They currently have XXXXXX followers and 3227 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence #

Social category influence stocks finance cryptocurrencies currencies #1477 automotive brands fashion brands social networks technology brands

Social topic influence $maa #1, reit #3, $cpt #10, $gil #4, $hbi #8, $rexr #10, $wow #5, $drru #1, $vre #2, $vno #1

Top assets mentioned Mid-America Apartment Communities Inc (MAA) Camden Property Trust (CPT) Gildan Activewear Inc. (GIL) Hanesbrands Inc. (HBI) Rexford Industrial Realty, Inc. (REXR) Wownero (WOW) Veno Finance (VNO) Unifi Protocol DAO (UNFI) Fermi Inc. Common Stock (FRMI) Somnium Space CUBEs (CUBE) ALEX Lab (ALEX) Sable Offshore Corp. (SOC) Happy Cat (HAPPY) Builders FirstSource, Inc. (BLDR) First Industrial Realty Trust, Inc. (FR) Lululemon Athletica Inc (LULU) Align Technology, Inc. (ALGN) Comfort Systems USA, Inc. (FIX) Self Crypto (SELF) Invitation Homes, Inc. (INVH)

Top Social Posts #

Top posts by engagements in the last XX hours

"@John_Chungus_5 Acura MDX which we love driving. Sucks bc we got all of my kids baseball gear in it and had to skip practice this week for my son. Hes making good progress and was looking forward to it"
X Link @Mr_Neutral_Man 2025-10-11T16:01Z 10.7K followers, 2965 engagements

"Very happy for my friend @kingdomcapadv on getting $UNFI right In a market where many real economy names are dead money the market is rewarding the comapny Feels like cheap on a DCF value names doesn't work Need to add inflection or growth to these value names"
X Link @Mr_Neutral_Man 2025-10-01T18:32Z 10.7K followers, 2763 engagements

"My Kids: Dad why are we poor Me: Because I was committed to buying MF REITS and doing REIT liquidations when anyone could've made generational wealth on grift frauds and pumps. My Kids: I guess child labor do build character"
X Link @Mr_Neutral_Man 2025-10-14T20:08Z 10.7K followers, 6463 engagements

"We shared this 2025 Hunches memo with our subscribers earlier this year where we mentioned that warehouses are interesting and specifically called out $REXR If someone at Elliott is reading my memos I'd appreciate a success fee of some sort"
X Link @Mr_Neutral_Man 2025-08-27T14:15Z 10.7K followers, 2580 engagements

"@50CaliberCowboy @JamesHMackay "REITs are usually run by some REITard from New England with a few too many fancy degrees and way too much willingness to buy mid-tier assets at X% yields with no value add" Fixed it for you. But I disagree. The art is to find the ones that don't do this"
X Link @Mr_Neutral_Man 2025-10-15T14:48Z 10.7K followers, XX engagements

"What I hear a lot is REIT mgt team are idiots What I see sometimes $22.5mm to $144.2mm unlevered ($39.7mm all in with 190k sqft addition) Probably $9mm of NOI or XX% unlevered yield If you can't tell good REIT mgt from bad mgt you're the patsy Tagging @EllliotttB"
X Link @Mr_Neutral_Man 2025-10-08T17:07Z 10.7K followers, 6003 engagements

"Totally done with my $HBI position Added to $HBI after Q2 earnings at $XXXX sold around $XXXX in a month. Bought calls at $XXXX sold at $XXXX in a few days Incredible IRR but felt short changed. Putting $ to work Even crappy deals generate returns for deep value names"
X Link @Mr_Neutral_Man 2025-08-19T16:26Z 10.7K followers, 2855 engagements

"My analyst and I have a healthy debate every week on whether dumpster diving for deep value is the best use of our time/resource XX days - X take privates $WOW by Digital Bridge $HBI by $GIL $DRR.U by Morgan Properties Maybe we should be dumpster diving - famous last words"
X Link @Mr_Neutral_Man 2025-08-22T01:09Z 10.7K followers, 4307 engagements

"This one is for you @EllliotttB $FRMI $MAA @JMihaljevic @Greenbackd"
X Link @Mr_Neutral_Man 2025-10-02T17:26Z 10.7K followers, 7280 engagements

"@JamesHMackay How low are REIT margins What is the CAGR of owning XX yr bonds XX yrs ago vs owning $MAA"
X Link @Mr_Neutral_Man 2025-10-15T12:01Z 10.7K followers, XXX 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 @Mr_Neutral_Man 2025-10-10T18:30Z 10.7K followers, XXX engagements

"Some investors have asked my thoughts on deportation and impact on multifamily REITs and interest rates in general. $MAA $CPT $TLT @rhunterh As a naturalized citizen who has seen my fair share of immigration status my gut feel is that deporting the cohort with criminal past (current focus althought will also deport unlucky bystanders without proper documents) will likely be net positive for society interest rates etc. What most investors fail to see is that the criminal cohort of the immigrant population often act as a de facto tax on that same immigrant population. There was a time in the"
X Link @Mr_Neutral_Man 2025-01-31T19:42Z 10.7K followers, 3739 engagements

"This 870000 sqft big box shopping center in Long Beach sold for $143mm which is about $164/sqft feels kind of too cheap Anyone has color on this asset and location Separately if anyone knows about Pike Outlet in Long Beach would love some color"
X Link @Mr_Neutral_Man 2025-10-08T20:08Z 10.7K followers, 1767 engagements

"Buy a Faraday box go into debt if you have to. Our SUV was stolen in under X minutes parked right in front of our house"
X Link @Mr_Neutral_Man 2025-10-11T15:23Z 10.7K followers, 41.5K engagements

"Whats hot Nicotine stocks Whats not REITs $CPT $MAA both trading below tariff tantrum lows was not in my bingo card But will be buying more"
X Link @Mr_Neutral_Man 2025-08-11T14:55Z 10.6K followers, 16K engagements

"@jay_21_ @BuffaloBillCo @CapitalValor You need nicotine"
X Link @Mr_Neutral_Man 2025-10-06T01:20Z 10.6K followers, XXX engagements

"One thing that I should talk about more is the "mid tail" dynamic of investing in REITs Over X yrs I'm pretty sure the low leverage REITs will do X to Y% IRR Take $SOC for example. If it worked it could have been a multibagger but it looks like there is real impairment. I respect many of the SOC investors. Sometimes stuff just happens. But how do you impair a portfolio of 105000 apt units spread over dozens of cities This mid tail trait of REITs is not appreciated enough. On a risk-adjusted basis I think there are a ton of REITs offering some of the best risk-adjusted returns"
X Link @Mr_Neutral_Man 2025-10-15T03:17Z 10.7K followers, 7107 engagements

"Deal/transaction volume in my portfolio lately @ProfPaulNary 1) $ELME sold $XXX billion of MF 2) $AIV sold $740mm of Boston assets 3) $DRR.U sold for $XXXXX per share 4) $REXR targetted by Elliott 5) $BHR initiate sale process (picked up shares today) 6) $GIL bought $HBI 7) $WOW sold to DigitalBridge 8) Roth said that $ALX is selling assets 9) $SEG sold XXX Water St 10/11) Couple more unnamed"
X Link @Mr_Neutral_Man 2025-08-28T02:12Z 10.7K followers, 7726 engagements

"@LeylaKuni Guide to artists Seurat = Dots Van Gogh = Sunflowers Rothko = Horizontal bars Andy Warhol = Campbells soup and Monroe Richard Serra = Giant rusty iron plates Damien Hirst = dead shark in blue liquid Jeff Koons = Baloon animals Roy Lichtenstein = comic books"
X Link @Mr_Neutral_Man 2025-09-29T21:21Z 10.6K followers, XXX engagements

"The art of stock picking $haypp Find tickers that can also spell $happy"
X Link @Mr_Neutral_Man 2025-09-05T13:38Z 10.6K followers, 2121 engagements

"A lot can change in X years"
X Link @Mr_Neutral_Man 2025-10-09T20:20Z 10.7K followers, 9458 engagements

"@JasonGreenwal12 Honestly $MAA and $CPT is so much easier for you than managing it yourself and picking up rent from Section X folks with possibly a gun pulled on you (didn't that happen to you one time)"
X Link @Mr_Neutral_Man 2025-09-16T19:00Z 10.7K followers, XXX engagements

"@thepupil11 @SliceTransverse But seriously the only time that $MAA had a HSD IRR was if you bought at pre GFC peak and sold after the stock was down XX% peak-to-trough from 2022 to early 2024 You could've bought in any other time period and done better. I think you need to look at your assumptions"
X Link @Mr_Neutral_Man 2025-09-10T00:09Z 10.7K followers, XXX 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 @Mr_Neutral_Man 2025-08-22T16:43Z 10.6K followers, 6393 engagements

"@JasonGreenwal12 $CPT and $MAA I've been talking about a lot Sent out a memo on $VRE $FR and $NXRT are the other two"
X Link @Mr_Neutral_Man 2025-09-16T18:57Z 10.7K followers, XXX engagements

"You guys know that I'm gonna go buy more REITs with these proceeds so that @EllliotttB can make fun of me even more"
X Link @Mr_Neutral_Man 2025-08-12T14:30Z 10.6K followers, 1062 engagements

"@SliceTransverse In MF would you say that a business that can be consistently XX% occupied and on the bottom of Maslow's hierarchy an essential business I don't care much for B/C offices But there are some legit crown jewels in public REITs like Fifth Ave Retail by $VNO"
X Link @Mr_Neutral_Man 2025-09-09T23:48Z 10.7K followers, XXX engagements

"Large X% shareholder Loews Corporation changed their 13G filing to 13D filing in $HBI Good to know there are concerned shareholders who will be watching out for their interest (which benefits minority) $X price probably won't get enough votes to pass"
X Link @Mr_Neutral_Man 2025-08-13T02:42Z 10.6K followers, 3101 engagements

"@ragnarisapirate Which name Well if Solar can be price competitive without subsidies going forward then it's capitalism then (yes I get it was nutured with lots of government help which is exactly what you want)"
X Link @Mr_Neutral_Man 2025-10-10T20:31Z 10.7K followers, XXX engagements

"Big nicotine all engaging in price wars for market share This likely results in market share being more fragmented and faster adoption of pouches $HAYPP benefits the most IMO"
X Link @Mr_Neutral_Man 2025-09-30T19:07Z 10.7K followers, 5078 engagements

"Compounder stocks that look like amazing only to turn out to be 2-3 baggers over XX years $ALGN $LULU LVMH Worst case is Brown Forman down on a XX year horizon"
X Link @Mr_Neutral_Man 2025-10-10T18:11Z 10.7K followers, 3176 engagements

"Spoke with a Twitter member about Canadian REITs I think I'm gonna go North of the border for a bit The problem I'm trying to optimize for is which low risk 15-40% IRR idea do I allocate capital to and what gross exposure (It's over XXX% recently) do I run my portfolio at These are "fish in a barrel" moment for me in REIT world"
X Link @Mr_Neutral_Man 2025-09-04T00:53Z 10.7K followers, 32.9K engagements

"@SolutionOrganic Btw my view is if you buy MAA CPT today and just turn on dividend reinvest my model says over XX% irr over X yrs. But would be surprised if it does worse than XX% IRR Just my opinion"
X Link @Mr_Neutral_Man 2025-10-10T23:10Z 10.6K followers, XX engagements

"Could've just bought $LMB or $FIX in the past few years"
X Link @Mr_Neutral_Man 2025-10-15T03:21Z 10.7K followers, 3464 engagements

"Thats an inflation protected $1.35mm in annual dividends per year if you simply bought $MAA backed by 105000 apt units with around XX% LTV which means the odds of blowing up is near zero"
X Link @Mr_Neutral_Man 2025-10-11T15:57Z 10.7K followers, 26.6K engagements

"@ActuallyFinance Free newsletter that is Also adding $SELF for those who truly like illiquid XXXX% cap rate self storage"
X Link @Mr_Neutral_Man 2025-10-10T18:34Z 10.7K followers, XXX engagements

"@JulianLinStocks I am more interested in why you like $INVH more"
X Link @Mr_Neutral_Man 2025-10-15T02:51Z 10.7K followers, XX engagements

"$MAA exists today and will continue to exist in 20-30 years I think REITs do need to recycle their asset base sell older buy newer develop new ones (lowers avg age) They do a good job of this where the assets don't become overly dilapidated over time In terms of buyback yes they can do it. But they don't need to to create the value. Trust me there will be a day when every PM wants exposure to $MAA and that's when you feed the ducks"
X Link @Mr_Neutral_Man 2025-09-04T01:22Z 10.7K followers, 2709 engagements

"There is so much comedy in this article SREIT gates investors MacKenzie Realty Capital a public REIT with $9.5mm market cap that has lost over XX% of its value since IPO is launching a tender offer to get lps out at a XX% discount. It has $3mm of cash @LeylaKuni @EllliotttB"
X Link @Mr_Neutral_Man 2025-10-14T20:11Z 10.7K followers, 10.3K engagements