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@RealAssetsValue Avatar @RealAssetsValue Real Assets Value

Real Assets Value posts on X about $vre, $bx, reit, $rexr the most. They currently have XXXXX followers and XXX 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: XXXXX #

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Social Influence #

Social category influence stocks finance countries

Social topic influence $vre #1, $bx #3, reit #8, $rexr #4, $bboxl #1, nav, debt #1604, $400m #36, mf #89, $450m

Top assets mentioned Blackstone, Inc. (BX) Rexford Industrial Realty, Inc. (REXR) Prologis Inc (PLD) Autonomous Virtual Beings (AVB) SBA Communications Corporation (SBAC) American Tower Corp (AMT) Crown Castle Inc (CCI) Southern Co (SO)

Top Social Posts #

Top posts by engagements in the last XX hours

"$REXR update ahead of NAREIT - sky isn't falling. yet: -Leasing 600k sq ft/month down XX% vs. Q2 2024 -Consistent with $PLD comments -Lease spreads suggest focus on occ. not price (but still +ve) -Rent bumps X% sticking -Small wins in redev./repos. portfolio & asset sales"
X Link @RealAssetsValue 2025-05-29T15:03Z 3584 followers, 2730 engagements

"$VRE buys out minority interest in Urby Harborside for price in line with earlier reporting of a $430m price tag. Price equates to XXX% cap rate on TTM NOI and $565k per unit"
X Link @RealAssetsValue 2025-04-22T13:36Z 3585 followers, 1914 engagements

"The pricing of the share consideration also gives a view into a valuation $BX are willing to accept for the pre-deal $BBOX.L portfolio. 1.61/share is a XX% disc. to portfolio value/15% disc. to NAV XXX% NIY XXX PSF and a XXX% EPRA earnings yield. 5/5"
X Link @RealAssetsValue 2025-10-14T18:17Z 3585 followers, XXX engagements

"Tritax are paying 632m in cash (funded by a 1yr XXX debt facility at SONIA + XX bps XXX% all-in) and 375m in shares to be issued to $BX at XXXX per share a XX% premium to the prevailing share price. 2/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3585 followers, XX engagements

"Discount at $ASLI.L continues to widen as distributions are made. At XXXX I see trading at XX% disc. to my NAV. I think worth XXX% NIY trades @ 6.7%. This is XX% disc. to Q2 mgmt NAV (adj. for distributions). Poland & French assets the question marks with no sales yet"
X Link @RealAssetsValue 2025-09-15T15:21Z 3588 followers, XXX engagements

"You shouldn't be reading anon investment write ups on a summer weekend so bumping my Friday post on $VRE which announced earnings and significant sales last week. Feedback welcome"
X Link @RealAssetsValue 2025-07-28T13:32Z 3585 followers, 1462 engagements

"Signs of life in DC multifamily with $AVB selling a portfolio for $450m. Breaks down to $355k per unit. Cap rate quoted from buyer is XXXX% but based on $AVB DC revenue and their mid-Atlantic segment NOI margins of XX% I see XXX% nominal / XXX% adj. for pm expense"
X Link @RealAssetsValue 2025-08-20T13:06Z 3582 followers, 8513 engagements

"Tritax Big Box $BBOX.L announced a 1bn industrial/logistics acquisition from $BX after losing out to them on their bid for Warehouse REIT. 6.5m sq ft portfolio skews urban XX% occupancy 6yr WALT. They highlight in-place rents are XX% below market. 1/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3585 followers, XXX engagements

"Blackstone still a relentless acquiror of European industrial RE - 2bn acquisition of French light industrial & logistics portfolio from Proudreed. Looks like XXX% cap rate and XXX per sq m based on info reported"
X Link @RealAssetsValue 2025-10-03T15:51Z 3585 followers, 1679 engagements

"Why is the $SBAC AFFO multiple now -2.3x lower than $AMT and almost -7.0x lower than $CCI Historically valuations have been similar and they've even traded at a slight premium"
X Link @RealAssetsValue 2025-10-09T19:47Z 3585 followers, XXX engagements

"Original post: Latest update:"
X Link @RealAssetsValue 2025-09-15T15:21Z 3588 followers, XXX engagements

"Mgmt cite a X% NIY which is XXX PSF and a XXX% earnings yield. This drives "mid single digit" EPS accretion. However backing out the reversionary bridge but marking share consideration to market indicates a X% NIY XXX PSF and XXX% earnings yield on contracted rent. 4/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3588 followers, XXX engagements

"@bradford_hardin Well the problem is $REXR is a REIT and as you know those only go one way (it's a top X position for me)"
X Link @RealAssetsValue 2025-10-03T18:45Z 3583 followers, XX engagements

"$PKST sells more office properties and achieve attractive pricing. X additional sales incl. small Ind/Flex building but most importantly largest asset leased to Southern Co. in Birmingham. Blended disposal cap rate of XXX% REIT trades at an XX% cap rate"
X Link @RealAssetsValue 2025-09-03T11:43Z 3585 followers, 2058 engagements

"LT rates up from their lows earlier this month but cost of capital for NNN REITs - both big and small - not looking too shabby: $O secures $800m of 5yr debt at XXX% lower rate than $550m Nov maturity (4.625%). $NTST secures $450m of 6yr debt at XXX% - 4.9%"
X Link @RealAssetsValue 2025-09-26T13:15Z 3585 followers, 5309 engagements

"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"
X Link @RealAssetsValue 2025-07-25T21:03Z 3585 followers, 5908 engagements