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@RecoveryTrade Another value investorAnother value investor posts on X about $alex, reit, nav, $brt the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% countries XXX% travel destinations XXXX%
Social topic influence $alex #8, reit #41, nav #235, $brt 13.04%, brt 13.04%, china 8.7%, $0753hk #5, $0293hk #84, $0019hk #1, at a XXX%
Top accounts mentioned or mentioned by @tsxman @nuggetcapital @niurnwrites @arenamancapital @dailyreitbeat @mrneutralman
Top assets mentioned ALEX Lab (ALEX) LXP Industrial Trust (LXP) EPR Properties (EPR) 501 (23) Blackstone, Inc. (BX) Mid-America Apartment Communities Inc (MAA) Earth X Essence (ESS) Camden Property Trust (CPT) Equity Residential (EQR) UDR, Inc. (UDR) Autonomous Virtual Beings (AVB) Rexford Industrial Realty, Inc. (REXR) Americold Realty Trust, Inc. (COLD)
Top posts by engagements in the last XX hours
"Admiring Swire Pacific's buyback activity"
X Link 2023-05-23T17:46Z 2955 followers, 3855 engagements
"Air China owns XXXX% of Cathay Pacific while Cathay Pacific owns XXXX% of Air China"
X Link 2025-11-07T14:11Z 2954 followers, XXX engagements
"Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc)"
X Link 2025-10-09T08:37Z 2956 followers, 1793 engagements
"Another mid cap REIT drops from the list with $BX acquiring $ALEX at a XX% premium but XX% NAV discount. Fewer high quality mid-cap opportunities remain. Alexander & Baldwin to be taken private in $XXX billion all-cash buyout -"
X Link 2025-12-09T08:57Z 2956 followers, 4768 engagements
"Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap"
X Link 2025-06-25T06:57Z 2954 followers, 10.2K engagements
"Interesting chart from GS on historical low multiples for US multi-family vs. broader REIT universe. $MAA $CPT $ESS $EQR $UDR $AVB $VRE $CSR $BRT"
X Link 2025-11-06T11:13Z 2954 followers, 7885 engagements
"@DailyREITBeat $BRT has three generations of Gould family members in board and management seats"
X Link 2025-11-20T19:43Z 2954 followers, XXX engagements
"Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here"
X Link 2025-07-17T05:30Z 2952 followers, 8701 engagements
"Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE X% dividend yield) and decent historical compounding"
X Link 2025-10-04T13:03Z 2954 followers, 2792 engagements
"Swire Pacific / subsidiary Cathay Pacific announces substantial XXX% share repurchase of Qatar Airlines stake. Possibly a precursor to takeover by Air China which would be a game changer for Swire"
X Link 2025-11-06T11:39Z 2954 followers, XXX engagements
"Swire Pacific trades at a crazy XX% market NAV discount. Class B share price for Swire Pacific is equivalent to buying X share of Swire Properties (54% of TEV) and getting all remaining subs for free"
X Link 2025-11-06T11:41Z 2954 followers, XXX engagements
"Next question is whether there are any other similarly investable mid-cap REITs offering a similar yield and event driven upside $HOM.UN $NRR.UN $MRG.UN $LXP $EPR $ALEX $AHH $BRT $NEN"
X Link 2025-11-11T22:49Z 2952 followers, XXX engagements
"@Mr_Neutral_Man Wow fantastic news to wake up to this. I just doubled down in $ALEX last week was one of my largest REIT positions and was trading at a fantastic yield above its peers. Mid cap is the way to go"
X Link 2025-12-09T05:57Z 2952 followers, XXX engagements
"@NuggetCapital Admittedly I did not expect $ALEX to be taken private but happy to reallocate into other opportunities. Sharing my list of mid-cap REIT take-private candidates for 2026: $VRE $HOM.UN $HR.UN $NRR.UN $AHH $EPR $GNL $FVR $LXP $REXR $PEB $COLD .anyone have others to add"
X Link 2025-12-09T17:22Z 2957 followers, XXX engagements