@ReitBros Avatar @ReitBros REIT Bros.

REIT Bros. posts on X about reit, dividend, strong, $eqix the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 99.08% stocks 55.05% cryptocurrencies 11.01% currencies 4.59% premier league 3.67% technology brands 2.75% travel destinations 2.75% exchanges 1.83% countries 1.83% luxury brands 0.92%

Social topic influence reit #11, dividend #460, strong 11.93%, $eqix #1, top 10 8.26%, $abr 7.34%, q4 #228, $frmi #1, $psa #4, $ntst #1

Top accounts mentioned or mentioned by @kalshi @mrneutralman @brianferoldi @specialsitsnews @kobeissiletter @jhains2 @wolffinancial @ft @fluentinfinance @herodividend @fcnightingale @mikezaccardi @adahihandekar @unusualwhales @dailyreitbeat @longequity @chandanomics @thesonofwalkley @zerohedge @dividendology

Top assets mentioned Equinix Inc (EQIX) Arbor Realty Trust, Inc. (ABR) Fermi Inc. (FRMI) Public Storage (PSA) NetSTREIT Corp. (NTST) Prologis Inc (PLD) Simon Property Group Inc (SPG) WELL3 (WELL) Invitation Homes, Inc. (INVH) Healthpeak (DOC) Essential Properties Realty Trust, Inc. (EPRT) VICI Properties, Inc. (VICI) Apple Hospitality REIT, Inc. (APLE) Extra Space Storage, Inc. (EXR) Highwoods Properties Inc. (HIW) STAG INDUSTRIAL, INC. (STAG) WP Carey, Inc. (WPC) Community Healthcare Trust Incorporated (CHCT) Eigenpie (EGP) Rexford Industrial Realty, Inc. (REXR) Digital Realty Trust Inc (DLR) American Tower Corp (AMT) Crown Castle Inc (CCI) Host Hotels and Resorts Inc (HST) Lineage, Inc. (LINE) Kilroy Realty Corp. (KRC) Autonomous Virtual Beings (AVB) Cousins Properties Inc. (CUZ) Alexander's Inc. (ALX) Earth [--] Essence (ESS) COPT Defense Properties (CDP) Rithm Capital Corp. (RITM) STARWOOD PROPERTY TRUST, INC. (STWD) Welltower Inc (WELL) American Homes [--] Rent (AMH) Omega Healthcare Investors Inc. (OHI) AGNC Investment Corp. Common Stock (AGNC) Innovative Industrial Properties, Inc. Common stock (IIPR) Alexandria Real Estate Equities Inc (ARE) Litecoin (LTC) AudioCoin (ADC) Americold Realty Trust, Inc. (COLD) Camden Property Trust (CPT) Easterly Government Properties, Inc. (DEA) Equity Residential (EQR) Mid-America Apartment Communities Inc (MAA) National Health Investors (NHI) SBA Communications Corporation (SBAC) National Storage Affiliates Trust (NSA) SL Green Realty Corp. (SLG) Boston Properties, Inc. (BXP) Everton FC Fan Token (EFC) National Retail Properties, Inc. (NNN) Ventas, Inc. (VTR) Brandywine Realty Trust (BDN)

Top Social Posts

Top posts by engagements in the last [--] hours

"It's early [----] and the REIT world is shaking off the dust from a bumpy [----]. Valuations remain appealing after a year of lagging broader equities balance sheets are healthy new supply is limited http://x.com/i/article/2015819712634998784 http://x.com/i/article/2015819712634998784"
X Link 2026-01-26T18:01Z [---] followers, 34.4K engagements

"$PSA Public Storage Q4/FY25: Same-store headwinds but core remains resilient Core FFO grew modestly +1.8% YoY to $16.97/sh buoyed by non-same-store NOI +16.5% and ancillary strength. Same-store softness weighed heavily: Revenue flat (0.0% FY) NOI -0.5% as expenses rose 1.8% (property taxes & indirect costs outpacing revenue). Margins held at 78.2%. Net income fell sharply -15.3% FY to $9.01/sh dragged by $215.6M foreign currency losses (Euro debt hedging Shurgard exposure). Bright spots: First occupancy uptick in 4+ years (89.0% YE) positive rev growth in 56% of markets (up from 49% YoY)."
X Link 2026-02-12T22:49Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $EPRT $FBRT $HST $LINE $NTST $PSA $RITM $STWD $VICI Reduced: SPG Exited: CUBE ORC TWO WY Dividend received: ACRE ADC AGNC APLE ARE AVB CDP COLD CPT CUBE EGP EQR FBRT FCPT GNL HST IIPR INVH JBGS LXP MRP O ONL PEB REXR RHP STAG STWD WPC Portfolio Performance Weekly: +2.93% Total return YTD: +6.66% Total return since inception (Feb 2022): +11.85% (+3.04% annualized) Forward dividend yield: 6.38% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $EXR $MPW $O $OHI $PLD $SPG $VICI"
X Link 2026-01-17T14:36Z [---] followers, [---] engagements

"Kilroy Realty $KRC Q4 [----] Earnings: Cautious [----] Guidance in Focus KRC's initial [----] outlook reflects ongoing pressures in the office sector: FFO guided at $3.25-$3.45 per diluted share down from 2025's $4.20. Key drivers include $300M in planned dispositions (diluting NOI) development carry costs and same-property cash NOI growth projected at -1.5% to 0.0%. Average occupancy is expected at 76.0%-78.0% (80.0%-81.5% excluding KOP 2) pointing to a transitional year amid persistent West Coast market challenges. On occupancy the stabilized portfolio ended [----] at 81.6% occupied and 83.8%"
X Link 2026-02-10T15:01Z [---] followers, [---] engagements

"A mega-cap healthcare REIT $WELL Welltower's Q4 [----] earning results showcase exceptional performance with normalized FFO surging 22.5% annually and seniors housing driving outsized growth amid a strategic pivot to a pure-play rental housing platform. Here are the [--] key takeaways: [--]. Strong Financial Growth: Welltower achieved a 28.3% YoY increase in normalized FFO to $1.45 per diluted share in Q4 [----] with full-year normalized FFO up 22.5% to $5.29 per share. This was bolstered by 15.0% total portfolio Q4 SSNOI growth (full-year at 14.0%) led by 20.4% in the Seniors Housing Operating segment"
X Link 2026-02-10T23:49Z [---] followers, [---] engagements

"$EPRT delivered an exceptional Q4'25: AFFO/share up 9% to $0.49 FY AFFO at $1.89 (+9% YoY) $1.3B investments at 7.9% cap rates and portfolio grew to [----] properties with 99.7% occupancy & 3.6x coverage. Revenues soared 25% YoY leverage low at 3.8x pro forma. Raised '26 guidance to $1.99-2.04 (+5-8%). One nitpick: same-store rent growth muted at 1.5% avg (trailing 4Q) relying more on acquisitions for lift. Still crushed peers9% AFFO growth laps NTST's 4% & ADC's 4.6%. EPRT's service-focus (92% ABR) & long WALT (14.4 yrs) = long-term compounding machine. It's my top [--] holding; eyeing adds on"
X Link 2026-02-12T01:36Z [---] followers, [---] engagements

"$STAG down 5% at midday post-earnings on soft [----] guidance despite strong Q4 beatCore FFO $0.66 (+8% YoY) same-store NOI +5.4% YoY 24% cash leasing spreads and 4% dividend hike (now quarterly). Acquisitions $449M at 6.5% cap rate. Guidance: Core FFO $2.602.64 (23.5% growth) same-store NOI 2.753.25% occupancy 9697% acquisitions $350650M. Call highlights: CEO dubbed [----] a 'record year' with strong leasing (14M+ sq ft). Cautious H1 '26 on record expirations (9M sq ft) & vacancy peaks but optimistic for H2 rebound. Data centers boosting tenant activity as suppliers ramp up. Overall solid"
X Link 2026-02-12T19:03Z [---] followers, [---] engagements

"My take on $MRP Millrose Properties unique pure-play land-banking REIT. #REIT $INVH $AMH $TPH https://t.co/P91bd5aEtH https://t.co/P91bd5aEtH"
X Link 2026-02-13T16:55Z [---] followers, [---] engagements

"I remember that Berkshire bought Activision Blizzard a few years ago (out of the blue in my view) and then just a few weeks later Microsoft announced they were acquiring the company. It felt so timely at the time especially since Berkshire hardly invests in video game companies. https://twitter.com/i/web/status/2022733483009839543 https://twitter.com/i/web/status/2022733483009839543"
X Link 2026-02-14T18:03Z [---] followers, 42.9K engagements

"Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $MPT $O $OHI $PLD $SPG $STAG $VICI Holdings 11-20 (in alphabetical order): $ABR $AGNC $EPRT $EXR $IIPR $INVH $LTC $NTST $PSA $WPC Holdings 21-40 (in alphabetical order): $ADC $AVB $CHCT $COLD $CPT $DEA $EGP $EQR $FBRT $FCPT $GLPI $GMRE $HIW $LINE $MAA $NHI $NLY $REXR $STWD $TRNO https://twitter.com/i/web/status/2020128756703080914 https://twitter.com/i/web/status/2020128756703080914"
X Link 2026-02-07T13:33Z [---] followers, [---] engagements

"$FRMI up +13% midday. Started a small position on Feb [--] added a slightly larger one on Feb [--]. Still a minuscule holding in my REIT portfolio (1%) but its definitely catching my attention now. Will dig deeper this weekend. #REIT #DataCenter $EQIX $DLR"
X Link 2026-02-13T17:31Z [---] followers, [---] engagements

"REIT Sector Performance: Week Ending Feb [--] [----] Weekly Best [--] Performers (market cap $100M+): $FRMI 28.63% $RWT 16.43% $IRM 14.67% $CIM 13.73% $EQIX 12.74% $AMT 12.16% $CCI 11.75% $SBAC 11.08% $GTY 7.89% $WELL 7.55% Weekly Worst [--] Performers (market cap $100M+): $HPP -19.26% $RC -17.96% $FBRT -13.06% $CUZ -12.40% $HIW -11.11% $KRC -9.29% $ALX -8.31% $CMTG -7.55% $LXP -7.55% $SLG -7.25% Weekly Performance by Sector (weighted): Specialty 9.85% Healthcare Facilities 5.81% Diversified 2.09% Hotel & Motel 2.03% Industrial 1.67% Residential 1.36% Retail 1.21% Mortgage 0.19% Office -6.58% ALL"
X Link 2026-02-15T16:19Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Aug [--] to Aug [--] Transactions Initiated: $AMH Added: $ELME $FBRT $GMRE $IIPR $INVH $LXP $REFI Dividend received: None Portfolio Performance Weekly: +0.36% vs. -0.13% S&P Comp. [----] REITs Total return YTD: -1.50% Total return since inception (Feb 2022): 2.97% (0.86% annualized) Forward dividend yield: 6.92% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $DOC $MPW $O $OHI $PLD $SLG $SPG $VICI $WPC Holdings 11-20 (in alphabetical order): $ABR $AGNC $BXP $HIW $IIPR $INVH $LTC $NHI $REXR $STAG Holdings 21-40 (in alphabetical order): $ADC $AFCG"
X Link 2025-08-09T11:09Z [---] followers, [---] engagements

"Largest pp increase/decrease in short interest as % of float among REITs between Jul [--] and Jul [--] $NTST $JBGS $KRC $ALX $CMCT $KREF $ORC $REXR $GOOD $LAND $MDV $ESS $PSTL $WPC $NSA $ARR $ABR $SLG $DRH $GNL $FPI $INN $SITC $RLJ $FCPT $CHCT $SKT $SACH $AFCG $NXDT"
X Link 2025-08-16T12:11Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Dec [--] [----] to Dec [--] [----] Transactions Initiated: $NTST Added: $ABR $DOC $EPRT $EXR $INVH $NSA $PLD $PSA $VICI Exited: EPR BNL BRX FRT Dividend received: None Portfolio Performance Weekly: +0.41% Total return YTD: +2.89% Total return since inception (Feb 2022): +6.34% (+1.65% annualized) Forward dividend yield: 6.75% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NHI $NLY $REXR $STAG $WPC Holdings 21-40 (in alphabetical order):"
X Link 2025-12-27T13:21Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Dec [--] [----] to Jan [--] [----] Transactions Added: $CHCT $DOC $GMRE $HR $HST $LTC $MPW Exited: $BXP $CUZ $ESS Dividend received: AMH DOC EFC EXR GOOD LTC NSA NXRT ORC OUT PINE PLD PSA SPG Portfolio Performance Weekly: -0.16% Total return YTD: +0.72% Total return since inception (Feb 2022): +6.39% (+1.65% annualized) Forward dividend yield: 6.82% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NHI $NLY $REXR $STAG $WPC Holdings 21-40"
X Link 2026-01-03T14:08Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $APLE $DEA $EXR $LINE $NTST Exited: $CDP $EFC $KIM $NNN $NXRT Dividend received: AHH ELS GMRE MPW OLP TRNO VICI Portfolio Performance Weekly: +2.21% Total return YTD: +3.15% Total return since inception (Feb 2022): +8.67% (2.23% annualized) Forward dividend yield: 6.64% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NLY $NTST $REXR $STAG $WPC Holdings 21-40 (in alphabetical order):"
X Link 2026-01-10T13:50Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $APLE $COLD $EGP $PLD $STAG Exited: $RITM Dividend received: FR LINE Portfolio Performance Weekly: -1.45% Total return YTD: +5.16% Total return since inception (Feb 2022): +10.42% (+2.66% annualized) Forward dividend yield: 6.45% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $EXR $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $IIPR $INVH $LTC $NTST $PSA $REXR $STAG $WPC Holdings 21-40 (in alphabetical order): $ABR $ADC $AVB $COLD $CPT $DEA $EGP"
X Link 2026-01-24T18:10Z [---] followers, [---] engagements

"StorageMart partnering with an unidentified sovereign wealth fund acquired a 15-property self-storage portfolio in New York City from Carlyle Group for $1.03 billion the largest such deal in five years. It signals robust valuations and investor interest which validates strong local demand amid regulatory hurdles limiting new development. It could also support higher multiples for public REITs in similar markets like $EXR $PSA $CUBE and $NSA. Although supply constraints are already a tailwind this adds a major operator with young high-quality assets that might pressure occupancy or rental"
X Link 2026-01-28T16:33Z [---] followers, [---] engagements

"The transaction priced $ARI's loans near par signaling that high-quality CRE portfolios may not be as impaired as feared. This could encourage investors to reassess discounts in similar REITs like $ABR $FBRT $BXMT $LADR etc. that currently trade at a 20-50% discount to book values. Apollo Commercial Real Estate Finance Exits $9B CRE Book Via Portfolio Sale https://t.co/yE6O16ykC8 Apollo Commercial Real Estate Finance Exits $9B CRE Book Via Portfolio Sale https://t.co/yE6O16ykC8"
X Link 2026-01-28T20:42Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $PSA Dividend received: DOC EFC GOOD LTC MAA NHI NLY ORC RC RITM TWO Portfolio Performance Weekly: -0.88% Total return YTD: +4.39% Total return since inception (Feb 2022): +9.68% (+2.46% annualized) Forward dividend yield: 6.52% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $MPW $NTST $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $ABR $AGNC $EPRT $EXR $IIPR $INVH $LTC $PSA $STAG $WPC Holdings 21-40 (in alphabetical order): $ADC $AVB $COLD $CPT $DEA $EGP $EQR"
X Link 2026-01-31T14:18Z [---] followers, [---] engagements

"Simon Property Group $SPG the REIT giant focused on high-end shopping centers delivered a robust finish to [----] underscoring its resilience in a dynamic retail landscape. The company's Q4 and http://x.com/i/article/2018765497408557056 http://x.com/i/article/2018765497408557056"
X Link 2026-02-03T19:33Z [---] followers, [---] engagements

"$REXR vs. $EGP Q4 [----] Earnings Highlights https://t.co/99yEPDYrRY https://t.co/99yEPDYrRY"
X Link 2026-02-04T23:04Z [---] followers, [---] engagements

"In the world of multifamily residential REITs the close of [----] has brought a mix of resilience and headwinds as coastal and Sunbelt markets navigate varying supply pressures economic shifts and http://x.com/i/article/2019187996239482880 http://x.com/i/article/2019187996239482880"
X Link 2026-02-05T00:25Z [---] followers, [----] engagements

"Multifamily Residential REIT $ESS $AVB $MAA Q4 [----] Earnings Highlights 🏘 https://t.co/aAUhbc509f https://t.co/aAUhbc509f"
X Link 2026-02-05T00:28Z [---] followers, [---] engagements

"Omega Healthcare $OHI delivered impressive Q4 and FY [----] results. The REIT capped off a banner year with strong performance and an optimistic outlook. It's one of my top [--] holdings delivering phenomenal total returns of over 100% since [----]. Here are [--] key takeaways"
X Link 2026-02-05T20:03Z [---] followers, [---] engagements

"Digital Realty $DLR delivered Q4 and FY [----] results. Overall the earnings reinforce the company's strong positioning in the high-growth data center sector but they also highlight near-term profitability pressures and capital demands typical of aggressive expansion plays. I have no position and the results support my current view that risk-adjusted reward is not attractive. In short it's higher-beta growth vs. the defensive mid-single digits elsewhere and I would take 7% AFFO growth with industrials over 9% with data centers. That said the company's international exposure could provide"
X Link 2026-02-06T02:58Z [---] followers, [---] engagements

"Loving the shareholder-friendly moves like buybacks and dividends by $EQR and $CPT a signal of confidence in undervalued shares. Both REITs in my portfolio 🏘 https://t.co/l7PpfFL7D7 https://t.co/l7PpfFL7D7"
X Link 2026-02-06T16:16Z [---] followers, [---] engagements

"Ventas $VTR delivered strong Q4 and FY [----] results. Two things stood out to me. [--]. Exceptional Senior Housing Operating Portfolio (SHOP) Growth: The portfolio delivered over 15% Same-Store Cash NOI growth in both Q4 and full-year [----] marking the fourth straight year of double-digit gainshighlighting strong demand from aging demographics and operational excellence for sustained organic upside. [--]. Dividend Hike and Bullish Outlook: An 8% increase in the quarterly dividend to $0.52 backed by a [----] Normalized FFO guidance of $3.78$3.88 per share (up 8% YoY at midpoint) underscores confidence"
X Link 2026-02-06T17:33Z [---] followers, [---] engagements

"@FT Not just cheaper faster smarter and potentially better. until the first material misstatement slips through 😬"
X Link 2026-02-06T17:51Z [---] followers, [----] engagements

"@FluentInFinance Wild that the average is over $88K when the median is just $955"
X Link 2026-02-06T19:48Z [---] followers, [---] engagements

"Many REITs hit 52-week highs today including [--] of my top [--] holdings: $O $PLD $SPG. Is REIT rotation REAL Others include $NTST $STAG $WPC $NHI $EGP $HST $FR $CDP $VTR $CTRE $HASI and a few more. 📈 https://twitter.com/i/web/status/2019878380330709259 https://twitter.com/i/web/status/2019878380330709259"
X Link 2026-02-06T20:58Z [---] followers, [---] engagements

"Cold storage REITs: unintended casualties of the data center surge. Power-hungry AI is driving up electricity costs and undermining grid stability. On-site alternative energy adoption is not just smart but now necessary to stay competitive. Lineage is navigating tariff headwinds by evolving import/export services including bonded warehouses that give customers flexibility to hold goods under customs supervision until market conditions improve. The cold storage REIT operates 485+ locations across 86M sq ft globally. Lineage is navigating tariff headwinds by evolving import/export services"
X Link 2026-02-06T21:43Z [---] followers, [---] engagements

"My Portfolio Weekly Summary - Feb [--] [----] to Feb [--] [----] Added: $AVB $CHCT $DOC $VICI Reduced: $SPG Exited: $ELS Dividend received: UDR Portfolio Performance Weekly: +2.68% Total return YTD: +7.18% Total return since inception (Feb 2022): +12.20% (+3.08% annualized) Forward dividend yield: 6.38% Number of Holdings: [--] https://twitter.com/i/web/status/2020128754840838522 https://twitter.com/i/web/status/2020128754840838522"
X Link 2026-02-07T13:33Z [---] followers, [---] engagements

"REIT Market Pulse: Week Ending Feb [--] [----] Weekly Best [--] Performers (market cap $100M+): $PKST 33.42% $BDN 15.55% $ONL 15.25% $PINE 11.46% $OUT 10.57% $SVC 10.55% $BHR 9.74% $DHC 9.64% $VRE 9.55% $BFS 9.14% Weekly Worst [--] Performers (market cap $100M+): $KREF -11.59% $FRMI -8.26% $CCI -6.83% $LADR -6.38% $HPP -5.45% $RPT -5.10% $AMT -4.47% $REXR -3.85% $TWO -3.75% $RC -3.29% Weekly Performance by Sector (weighted): Hotel & Motel 4.68% Retail 3.97% Industrial 3.96% Healthcare Facilities 3.93% Diversified 2.51% Office 1.17% Residential 0.29% Specialty 0.26% Mortgage -0.16% ALL REITs 2.30%"
X Link 2026-02-07T16:32Z [---] followers, [---] engagements

"@Mr_Neutral_Man It's time to revive Parking REIT"
X Link 2026-02-07T23:02Z [---] followers, [---] engagements

"The overarching theme in the office REIT sector is the bifurcation and "flight to quality". Leasing activity and occupancy showed meaningful signs of stabilization and recovery in 2025especially for quality assetswhile profitability remained mixed. $SLG $CUZ $CDP $BXP $BDN https://t.co/j7JGXPWxqo https://t.co/j7JGXPWxqo"
X Link 2026-02-07T23:58Z [---] followers, [---] engagements

"@BrianFeroldi Great list May I add three classics: The Intelligent Investor (Benjamin Graham) One Up on Wall Street (Peter Lynch) and A Random Walk Down Wall Street (Burton Malkiel)"
X Link 2026-02-08T01:29Z [---] followers, [---] engagements

"@Kalshi Biggest drops in professional/business services retail and finance/insurance exactly the office and strip mall tenants REITs rely on"
X Link 2026-02-08T02:07Z [---] followers, [----] engagements

"@HeroDividend It's a sign of an asymmetric boom a massive one that is: one part of the economy explodes higher while another gets crushed for it"
X Link 2026-02-08T02:27Z [---] followers, 27.7K engagements

"Love the episode $DOC and $VICI are in my top [--]. $APLE is yielding nearly 8% and even $O still delivers over 5%. Honestly the proliferation of ETFs may be contributing to capital misallocationpassive flows ignore fundamentals and keep many quality assets persistently undervalued. https://twitter.com/i/web/status/2020331310519103509 https://twitter.com/i/web/status/2020331310519103509"
X Link 2026-02-08T02:58Z [---] followers, [--] engagements

"@FCNightingale Echoing trends across other real estate sectors industrial is bifurcating with a flight to qualitytop-tier assets like $PLD outperforming while lower-tier ones lag"
X Link 2026-02-08T03:34Z [---] followers, [---] engagements

"BLS CPI has heavy emphasis on shelter (34% vs. Truflation 23%) which has been one of the last major sticky components in official data ironically in part because of the high interest rates. The BLSs heavier shelter weighting could continue masking underlying cooling elsewhere in the consumption basket for longer. https://twitter.com/i/web/status/2020472961644318924 https://twitter.com/i/web/status/2020472961644318924"
X Link 2026-02-08T12:21Z [---] followers, [----] engagements

"@MikeZaccardi Ive been loading up real estate like it's Black Friday at the mall nobody wants anymore"
X Link 2026-02-08T12:44Z [---] followers, [---] engagements

"@SpecialSitsNews Record shorting + chronic underperformance vs. S&P It's the hedge-fund special: get squeezed and prove 'this time is no different'"
X Link 2026-02-08T15:04Z [---] followers, [---] engagements

"@adahihandekar It seems to me that it is P/FFO. Regarding the discount the following article might interest you. Cheers https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/2/nav-monitor-us-reits-end-january-at-median-16-2-discount-to-net-asset-value-97852413 https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/2/nav-monitor-us-reits-end-january-at-median-16-2-discount-to-net-asset-value-97852413"
X Link 2026-02-08T20:05Z [---] followers, [--] engagements

"Why invest in #REIT REITs democratize real estate investingletting everyday people own slices of premium commercial properties (data centers offices hospitals malls etc.) without million-dollar down payments tenants or management hassles. Created by Congress in [----] to open real estate to Main Street they're especially compelling in [----] with potentially falling rates boosting valuations and growth. Here's why they're a smart long-term play 👇 https://twitter.com/i/web/status/2020600806815260987 https://twitter.com/i/web/status/2020600806815260987"
X Link 2026-02-08T20:49Z [---] followers, [---] engagements

"1. High & Reliable Dividend Income REITs must distribute 90% of taxable income as dividends steady often monthly payouts perfect for compounding passive income. Many deliver yields well above bondscheck my profile for current high-conviction picks https://twitter.com/i/web/status/2020600809398911263 https://twitter.com/i/web/status/2020600809398911263"
X Link 2026-02-08T20:49Z [---] followers, [--] engagements

"2. Easy Diversified Real Estate Exposure Stock purchase gives you instant diversified access to income-producing properties across sectors: industrial retail residential etc.no landlord headaches required. It allows wealth-building without the traditional barriers"
X Link 2026-02-08T20:49Z [---] followers, [--] engagements

"@BrianFeroldi Interesting concept Grok pegged me as pure Dividend Investor but I'd say I'm 40% Dividend 30% Value 30% Quality. REITs let you blend all three nicely 😏"
X Link 2026-02-09T01:30Z [---] followers, [--] engagements

"@unusual_whales For many Americans over [--] their residence is the sole or major financial asset around 7075% of seniors consider their home their most valuable asset and broader economic stability increasingly comes from sustained housing values"
X Link 2026-02-09T04:09Z [---] followers, [----] engagements

"@DailyREITBeat Spot onOver 50% next-gen shift is huge secular change. Broader REIT setup looks supportive in [----] but dispersion may stay wide. Picking right names (and avoiding legacy laggards) will be key"
X Link 2026-02-09T14:09Z [---] followers, [--] engagements

"Shares of $ALX fell over 13% to $222 in mid-morning following the underwhelming Q4 earnings. The company attributed the 5% YoY revenue drop to lower rental revenue from lease expirations at two New York City properties occupied by Home Depot and IKEA. Tenant concentration risk remains significant for $ALXheavy reliance on Bloomberg (61% of revenue). https://twitter.com/i/web/status/2020897774976295258 https://twitter.com/i/web/status/2020897774976295258"
X Link 2026-02-09T16:29Z [---] followers, [---] engagements

"How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in investing too. Starting early + consistent contributions + the power of compounding = massive wealth over time. Let's use real data from $O (Realty Income) which has delivered reliable monthly dividends for decades to show why. #Investing #REIT"
X Link 2026-02-09T19:49Z [---] followers, [---] engagements

"2/8: Scenario [--] (full [--] years): Start with $1000 on Feb [--] [----]. Add $1000 every month (total contributions $361000). All dividends reinvested. End: Feb [--] [----]. Result: $3007359 portfolio value Annualized total return: 11.89% That's life-changing wealth from discipline and time. https://twitter.com/i/web/status/2020948070809108501 https://twitter.com/i/web/status/2020948070809108501"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"3/8: Scenario [--] (start [--] years later): Begin Feb [--] [----] with $1000. Same $1000 monthly additions (total contributions $241000 over [--] years). Dividends reinvested. End: Feb [--] [----]. Result: $710220 Annualized return: 9.84% Still impressive over 2.9x your invested capital but far less than the 30-year version"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"4/8: The difference Time in the market. Those extra [--] years let compounding work harder: more dividends reinvested more shares bought more growth on growth. The 30-year run turned $361K invested into $3M+ while [--] years got $710K from $241K. Time is the investor's ultimate multiplier. https://twitter.com/i/web/status/2020948074089115869 https://twitter.com/i/web/status/2020948074089115869"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"5/8: To highlight reinvestment magic (from the full 30-year scenario): Without reinvesting dividends (holding as cash) final value drops to $1547186 (8.48% annualized) share value $917K + $630K in accumulated dividends. Reinvesting added $1.46 million extra $O's monthly payouts make reinvestment effortless and potent. https://twitter.com/i/web/status/2020948075834163504 https://twitter.com/i/web/status/2020948075834163504"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"7/8: Not everyone has [--] years ahead but starting TODAY beats waiting. The gap between [--] vs. [--] years shows how quickly the advantage grows. Pick resilient dividend-growing assets stay invested and let compounding do the work"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"8/8: Past performance isn't a guarantee of future results markets fluctuate and $O has had tough periods too. But history illustrates the edge of early consistent reinvested investing. Follow me for REIT news and more posts like this. Just sharing information; always do your own research. https://twitter.com/i/web/status/2020948080791544272 https://twitter.com/i/web/status/2020948080791544272"
X Link 2026-02-09T19:49Z [---] followers, [--] engagements

"@SpecialSitsNews Excel already feels like enough punishment during the workday for most people"
X Link 2026-02-09T20:01Z [---] followers, [--] engagements

"Brixmor Property $BRX reported Q4 & FY [----] earningsrecord results across the board in open-air retail. Key standouts: [--]. Same-property NOI surged 6.0% YoY in Q4 (strongest quarterly print of the year; full-year +4.2%) driven by base rent strength and ancillary gains. [--]. Excellent rent spreads of 24.2% blended on comparable space in Q4 (34.7% on new leases); full-year 21.7% blended / 38.7% on new leasesclear pricing power and mark-to-market upside rolling through. [--]. Record small shop leased occupancy hit 92.2% (up from 91.1% in Q4 2024)highest in company history with total leased at 95.1%"
X Link 2026-02-09T21:50Z [---] followers, [---] engagements

"@long_equity $EXR is one of my top holdings (along with $PSA). Self-storage REITs are some of the most recession-resilient asset classes out there"
X Link 2026-02-09T23:06Z [---] followers, [---] engagements

"$UDR Q4 [----] earnings spotlight a stark geographic divide: coastal markets like the West (+3.9% SS NOI YoY) and Northeast (+3.8%) powered strong growth while Sunbelt regions (Southeast -2.2% Southwest -2.1%) dragged due to oversupply. This disparity with 23% of the portfolio in the Sunbelt could temper overall [----] performance as guidance hints at flat SS NOI (midpoint 0.125%) amid higher expenses. Financial Performance Q4 2025: Net income $0.67/share (beat guide $0.13$0.15); FFO $0.62/share (low end of $0.63$0.65); AFFO $0.64/share; revenue $433.1M (+2.5% YoY) Full-Year 2025: Net income"
X Link 2026-02-10T00:12Z [---] followers, [---] engagements

"Excellent news boosting supply to improve affordability is the right move. This also could act as solid tailwinds for $INVH and other residential REITs looking to expand their BTR portfolios. #REIT The Housing for the 21st Century Act aims to make a significant dent in the nations housing shortage through a comprehensive approach that addresses barriers at all levels of government. https://t.co/JSNXlqR0Ss The Housing for the 21st Century Act aims to make a significant dent in the nations housing shortage through a comprehensive approach that addresses barriers at all levels of government."
X Link 2026-02-10T00:48Z [---] followers, [---] engagements

"Concentrated high-conviction bets in tech carry real danger: big drawdowns that test conviction and portfolios. High-quality diversified real estate names quietly endure recessions rate shifts and hype cycles. Diversification in REITs isn't sexy but surviving (and compounding) across decades usually is. #REIT $O $PLD $SPG $EQIX $WELL Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over"
X Link 2026-02-10T01:35Z [---] followers, [---] engagements

"@KobeissiLetter The massive short buildup amplifies squeeze risk considering the duration of $TLT around [--] years"
X Link 2026-02-10T13:40Z [---] followers, [---] engagements

"$ACRE is up 13% at midday on the Q4 [----] earnings. What stood out for me is the update on their loan portfolio: Portfolio repositioning and de-risking: [----] was described as a year focused on "addressing risk-rated [--] and [--] loans" (higher-risk categories) reducing office property exposure and minimizing real estate owned (REO) holdings. This allowed a pivot back to new investments in the second half of the year. Management aims to continue this in [----] to drive earnings. Office sector exposure: Specific efforts to reduce office loans which have been a drag. Office represented 38% of the"
X Link 2026-02-10T16:23Z [---] followers, [---] engagements

"Alphabet $GOOG Google just priced its debut sterling issuance featuring a landmark [--] billion 100-year bondthe first by a tech company since Motorola in [----]. It was 10x oversubscribed; the spread tightened by 25-30 bps from IPT to [---] bps (yielding just over 6%). It's such an elite execution and a huge bullish signal for hyperscaler credit appetite in this arms race. The 1bn size is modest next to the massive USD haul but that's what makes this special. Century bonds are ultra-rare for corporatestypically reserved for governments universities or utilitiesdue to massive obsolescence risk over"
X Link 2026-02-10T18:34Z [---] followers, [---] engagements

"$ABR "The yield spread between high-cap-rate and low-cap-rate regions compressed meaningfully in recent years." #REIT #Housing Regional multifamily cap rates have converged around a middle point with tighter high-low spreads across the four major sections of the U.S. Read more from @Chandanomics: https://t.co/j3dsvAg577 #ArborResearch #MultifamilyInvesting #CRE https://t.co/LgLm7C83Rw Regional multifamily cap rates have converged around a middle point with tighter high-low spreads across the four major sections of the U.S. Read more from @Chandanomics: https://t.co/j3dsvAg577 #ArborResearch"
X Link 2026-02-10T19:09Z [---] followers, [---] engagements

"$EQIX "Dating apps require edge infrastructure for low-latency connectivity ensuring real-time matching experiences for [---] million global users across multiple platforms." 🤣 #REIT Roses are red servers are humming. This Valentine's Day see how the right digital infrastructure makes sure your perfect match comes running. https://t.co/6fE50Bzedl https://t.co/bhzX9zsfig Roses are red servers are humming. This Valentine's Day see how the right digital infrastructure makes sure your perfect match comes running. https://t.co/6fE50Bzedl https://t.co/bhzX9zsfig"
X Link 2026-02-10T19:11Z [---] followers, [---] engagements

"$SPG is the most materially exposed REIT to Saks Global's restructuring: big full-line/Off 5th presence + prior $100M stake (now written off). Yet $SPG sees net upside: Saks paid $18M annual rent; they project $30M from new tenants using just half the space. No other public REITs show material exposure in the current narrative. #REITs https://twitter.com/i/web/status/2021312909079613612 https://twitter.com/i/web/status/2021312909079613612"
X Link 2026-02-10T19:58Z [---] followers, [--] engagements

"$WPC Q4 and FY [----] Earnings Results W. P. Carey delivered strong financial performance with revenues rising 9.4% YoY to $444.5 million in Q4 and 8.9% to $1.72 billion for the full year primarily driven by accretive net investment activity and contractual rent escalations. Normalized pro rata cash NOI reached $378.1 million in Q4. AFFO grew 5.0% to $1.27 per diluted share in Q4 (from $1.21 in Q4 2024) and 5.7% to $4.97 per diluted share for the full year (from $4.70 in 2024) supported by record $2.1 billion in annual investment volume and 2.4% contractual same-store rent growth. The portfolio"
X Link 2026-02-10T23:08Z [---] followers, [---] engagements

"Opened a small position in $FRMI today. A 'moonshot' REITif such a thing exists. Keeping a close eye on it. $FRMI Fermi America Secures $500M Equipment Loan from MUFG Financing: $500M non-recourse equipment loan Lender: MUFG Use: [--] Siemens Energy SGT6-5000F turbines repay prior loan construction Capacity: First 2.3GW toward 11GW private energy campus Timing: Turbine $FRMI Fermi America Secures $500M Equipment Loan from MUFG Financing: $500M non-recourse equipment loan Lender: MUFG Use: [--] Siemens Energy SGT6-5000F turbines repay prior loan construction Capacity: First 2.3GW toward 11GW private"
X Link 2026-02-11T02:30Z [---] followers, [---] engagements

"Politics aside it's genuinely sad to watch places like Santa Monica Place turn into ghost towns. This upscale outdoor malljust two blocks from the iconic pier and beachsits at around 70% vacancy right now. Once owned by $MAC its a stark reminder that even prime real estate isnt foolproof. This is shocking California resident shows the once busy Santa Monica mall is now almost completely empty Nearly every single store front is now empty due to Gavin Newsom and Democrat policies This mall is only [--] blocks from the Santa Monica Pier and water https://t.co/CFV5bI68c5 This is shocking California"
X Link 2026-02-11T03:56Z [---] followers, [---] engagements

"Solid results overall for $NNN. 3% AFFO growth feels a bit underwhelming versus some peers yet the 36th consecutive annual dividend increase (consistency similar to $O) and the healthy 70% payout ratio offset it. I have no position for now but $NNN exemplifies the power of compounding: 25-year total return (with dividends reinvested) at 12% annual17X initial investment. NNN REIT Inc. (NYSE: NNN) announced 4Q and YE [----] results and initial [----] guidance. Fourth quarter FFO Core FFO and AFFO were each $0.87 per share. In [----] NNN closed on $931.0 million of investments at an initial cash cap"
X Link 2026-02-11T14:34Z [---] followers, [---] engagements

"https://x.com/ReitBros/status/2020948068158390298s=20 How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in investing too. Starting early + consistent contributions + the power of https://t.co/VAs17JibvQ https://x.com/ReitBros/status/2020948068158390298s=20 How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in"
X Link 2026-02-11T14:35Z [---] followers, [--] engagements

"@Kalshi The rise of local craft beer is one factordiscerning drinkers are flocking to unique local flavors small-batch innovation and authentic experiences ditching mass-produced lagers. 🍻"
X Link 2026-02-11T15:26Z [---] followers, [--] engagements

"Despite no income tax and affordable housing (Las Vegas median home prices at $465000 vs. Los Angeles over $1 million) Las Vegas is currently a buyers' market due to oversupply rather than lack of interest. Affluent California homebuyers are pouring into Las Vegas as wealth tax looms https://t.co/R90lDgiAxL https://t.co/ocofrIvrTn Affluent California homebuyers are pouring into Las Vegas as wealth tax looms https://t.co/R90lDgiAxL https://t.co/ocofrIvrTn"
X Link 2026-02-11T16:16Z [---] followers, [---] engagements

"NETSTREIT Corp. (NTST) excels in achieving high acquisition yields at 7.5% blended cash cap rates enabling accretive growth through off-market deals and capital recycling supported by a conservative http://x.com/i/article/2021633158555295744 http://x.com/i/article/2021633158555295744"
X Link 2026-02-11T18:18Z [---] followers, [---] engagements

"$HIW down 5%+ at midday on dilution fears from a $300M ATM equity offering despite a solid Q4 earnings and strong rent growth. Its focus on best business districts in the Sun Belt continues to gain traction with impressive leasing momentum and record net effective rents"
X Link 2026-02-11T19:35Z [---] followers, [---] engagements

"@Mr_Neutral_Man A classic churn-flip Cross-traffic from Costco must be crazy"
X Link 2026-02-11T19:51Z [---] followers, [---] engagements

"@jhains2 Agree. One of few office REITs left in my portfolio. Just added a small size at $23.50. $HIW"
X Link 2026-02-11T20:44Z [---] followers, [--] engagements

"@WOLF_Financial Feels like by [----] a [--] GW data center will mainly power regional-scale inference operations. We're heading toward 5+ GW clusters fast. #DataCenters $META $EQIX $DLR $FRMI"
X Link 2026-02-12T14:16Z [---] followers, [---] engagements

"@TheSonOfWalkley @Kalshi Imagine if $MCD offered every employee stock options"
X Link 2026-02-12T14:55Z [---] followers, [--] engagements

"@WOLF_Financial $LUV it's obvious"
X Link 2026-02-13T17:40Z [---] followers, [---] engagements

"Crown Castle REIT $CCI released Q4 [----] earningshere are the key takeaways. [--]. Outperformance Amid Headwinds: CCI beat its [----] guidance across key metrics driven by stronger services contribution ($18 million increase YoY) and SG&A reductions ($52 million decrease from advisory fees and June [----] staff/office cuts). This resilience highlights operational efficiency despite Sprint/DISH drags with organic growth (excluding impacts) at 3.8% in 2025expected to moderate to 3.5% in [----]. https://twitter.com/i/web/status/2019417255893717067 https://twitter.com/i/web/status/2019417255893717067"
X Link 2026-02-05T14:26Z [---] followers, [---] engagements

"@KobeissiLetter FWIW roughly 90% of hedge funds underperform the S&P. The other 10% are shorting themselves 😉"
X Link 2026-02-06T11:58Z [---] followers, [---] engagements

"@zerohedge When they're all this crowded on the short side There are reasons 90% of hedge funds underperform the S&P"
X Link 2026-02-07T02:11Z [---] followers, [----] engagements

"4. Portfolio Diversification + Inflation Hedge REITs often move differently from stocks/bonds reduces overall risk and adds balance. Real estate assets benefit from rising rents/prices in inflationary timesacting as a natural hedge where bonds struggle to keep up with purchasing power erosion. REITs often beat bonds long-term: Growing dividends strong inflation protection higher total returns (historical 9-12% annualized in many periods vs. bonds' lower fixed yields) and upside in rate-cut cycles (falling borrowing costs + sector tailwinds like data centers such as $EQIX and $DLR or logistics"
X Link 2026-02-08T20:49Z [---] followers, [--] engagements

"5. Professional Management + Moderate Long-Term Growth Potential Seasoned industry experts handle acquisitions leasing and operationsinvestors just enjoy reliable income today + moderate capital appreciation over time. https://twitter.com/i/web/status/2020600816814702958 https://twitter.com/i/web/status/2020600816814702958"
X Link 2026-02-08T20:49Z [---] followers, [--] engagements

"$NTST & $ADC: FY [----] double-digit top-line & strong accretive growth with conservative balance sheets with 99%+ occupancy. Net lease momentum into [----] #REIT #REITs https://t.co/u5vPCLHf1r https://t.co/u5vPCLHf1r"
X Link 2026-02-11T18:21Z [---] followers, [---] engagements

"@dividendology Bifurcation continuesdata centers and senior housing ripping while office and mREITs tanking. $EQIX $WELL"
X Link 2026-02-12T19:20Z [---] followers, [---] engagements

"$EQIX CRUSHED IT (again) Equinix reported strong Q4 [----] results: annualized gross bookings reached a record $474M (+42% YoY) with full-year bookings at $1.6B (+27%). Q4 MRR increased 10% YoY and full-year MRR rose 8% on a normalized basis with full-year AFFO per share of $38.33 (+9% YoY). The quarterly dividend was raised 10% to $5.16 per share marking the 11th consecutive year of increases. [----] guidance includes revenues of $10.12B$10.22B (+10-11% YoY) AFFO per share of $41.93$42.74 (+9-12%) and total capex of $3.66B$4.16B to support ongoing expansions. At approximately 22x trailing P/AFFO"
X Link 2026-02-11T23:40Z [---] followers, [---] engagements

"The Waldorf Astoria NYC (hotel portion) is hitting the marketlikely drawing elite buyers like sovereign funds family offices and major REITs. But the mixed-use reality (hotel on lower floors [---] condos above) adds governance complexities that could turn off some pure-play investors. Still true NYC luxury icons are ultra-rare. With strong post-reopening metrics in a rebounding market and Hilton's 100-year management this could be a generational opportunity for those who can underwrite the overlay. NYCs Waldorf Astoria Set to Hit the Market Last Sold for Nearly $2B https://t.co/uQ1uFs9Eis NYCs"
X Link 2026-02-12T14:47Z [---] followers, [---] engagements

"$FBRT down over 15% at midday on 44% dividend cut (from $0.355 to $0.20) and earnings pressure from realized losses & tight spreads. BV holds at $14.15/sh. Major pivot via NewPoint acquisition (July '25) builds recurring fee-based platform: agency origination ($1.1B Q4) + $47.8B servicing/MSRs. Leadership refresh: new CEO Michael Comparato. Earnings call emphasized durable earnings & BV growth over high yield; [----] as inflection year via NewPoint ramp-up & legacy REO resolutions. #REIT #mREIT https://twitter.com/i/web/status/2022005480940351869"
X Link 2026-02-12T17:50Z [---] followers, [---] engagements

"Millrose Properties $MRP presents an interesting case. Spun off from Lennar in early [----] it's the sole public pure-play in residential land banking. With a high dividend yield (around 8%) and http://x.com/i/article/2022346686173937664 http://x.com/i/article/2022346686173937664"
X Link 2026-02-13T16:50Z [---] followers, [---] engagements

"(1/2) REIT Bros. Portfolio Weekly Summary - Feb [--] [----] to Feb [--] [----] Transactions Initiated: $FRMI Added: $EPRT $EXR $HIW $INVH Reduced: $PSA Exited: $FCPT $RHP Dividend received: ADC AGNC O Portfolio Performance Weekly: +0.75% Total return YTD: +8.05% Total return since inception (Feb 2022): +12.99% (+3.27% annualized) Forward dividend yield: 6.27% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $EXR $MPT $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $ABR $AGNC $EPRT $IIPR $INVH $LTC $NTST $REXR $STAG $WPC Holdings 21-40 (in alphabetical"
X Link 2026-02-14T14:47Z [---] followers, [---] engagements

"(2/2) Comments [--]. While not a fan of short-term performance benchmarkingmy focus is long-term positioning I just want to note that my portfolio underperformed significantly last week compared to other REIT ETFsmostly because data centers and cell towers (which I don't own) rallied hard: $EQIX +13% $AMT +12% $CCI +12% $SBAC +11%. That said my portfolio is still outperforming (or on par) many REIT ETFs YTD at +8%. [--]. $FRMIStarted a small position; taking a deeper look before any further actions. [--]. Trimmed $PSA into the surprising strength after their underwhelming Q4 earnings. Recycling"
X Link 2026-02-14T14:48Z [---] followers, [---] engagements

"This is exactly the vibe that I love Converted FDNY Fire Station in Manhattan Sells for $19 Million https://t.co/iYfkBksFRV https://t.co/wCIh7P5gLK Converted FDNY Fire Station in Manhattan Sells for $19 Million https://t.co/iYfkBksFRV https://t.co/wCIh7P5gLK"
X Link 2026-02-14T18:16Z [---] followers, [---] engagements

"Okay this is not something you see every daya pre-revenue REIT. REITs are supposed to distribute at least 90% of their taxable income to shareholders yet $FRMI has no revenue let alone income. But http://x.com/i/article/2022819565785231360 http://x.com/i/article/2022819565785231360"
X Link 2026-02-15T00:40Z [---] followers, [----] engagements

"Took a deeper look at $FRMI. Pre-revenue REIT trying to build [--] GW of private power grids for AI data centers. Bold Yes. Risky Very. #REITs #DataCenters $FRMI $EQIX $DLR https://t.co/LzemxOf1Qg https://t.co/LzemxOf1Qg"
X Link 2026-02-15T00:51Z [---] followers, [---] engagements

"Quick poll: Best self-storage REIT for [----] #REITs #Dividends #RealEstate $CUBE-CubeSmart $EXR-Extra Space Storage $PSA-Public Storage $NSA-National Storage $CUBE-CubeSmart $EXR-Extra Space Storage $PSA-Public Storage $NSA-National Storage"
X Link 2026-02-15T02:48Z [---] followers, [---] engagements

"Reposting for those who missed it. $FRMI https://t.co/LzemxOf1Qg https://t.co/LzemxOf1Qg"
X Link 2026-02-15T19:05Z [---] followers, [---] engagements

"@MarkCalabria The key point of the new policy direction is to encourage institutional capital to focus on BTR rather than competing with small investors in the housing market"
X Link 2026-02-15T20:42Z [---] followers, [---] engagements

"Do you think the Magnificent [--] is too dominant commanding a third of the S&P [---] Heres the Majestic [--] in REITs: The top [--] (Welltower $WELL Prologis $PLD Equinix EQIX American Tower AMT Simon Property SPG Realty Income O Digital Realty DLR Public Storage PSA) now command 44% of the entire US-listed REIT market cap The other [---] REITs share 56%. Concentration hits real estate hard too. #REIT #Majestic8"
X Link 2026-02-16T14:43Z [---] followers, [----] engagements

"Exploring J-REIT exposure through ETFs. Looking at $SCJ with 9% real estate tilt. $VNQI has too much exposure outside Japan. Any better plays or underrated picks #REITs"
X Link 2026-02-16T15:17Z [---] followers, [---] engagements

"If the trend persists it's a highly constructive setup across mREITs including $EFC and $AGNC among others. #REITs Pssst the housing market already started thawing. Pass it on. https://t.co/mKQRCpJCsv Pssst the housing market already started thawing. Pass it on. https://t.co/mKQRCpJCsv"
X Link 2026-02-16T17:54Z [---] followers, [---] engagements

"Yes such concentration carries real risk if things go south. That said I'm optimistic about the broader industry. In my view the leaders are more likely to raise the whole tide by inspiring innovation across the sector (like what $WELL and $EQIX are doing) rather than sinking the ship. https://twitter.com/i/web/status/2023504640386466259 https://twitter.com/i/web/status/2023504640386466259"
X Link 2026-02-16T21:07Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing