@rbradthomas Avatar @rbradthomas Brad Thomas

Brad Thomas posts on X about reit, $iret, stocks, $vici 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 stocks cryptocurrencies celebrities technology brands countries social networks automotive brands exchanges currencies

Social topic influence reit #42, $iret, stocks, $vici, $dlr, investment, money, in the, $are, swan

Top accounts mentioned or mentioned by @seekingalpha @moatwide @leonelissen @smartnetworth1 @sltseven @fastgraphs @marketsupchuck @reitsnareit @thedividenddog @elonmusk @realdonaldtrump @adamgalas1 @thecredaily @thedividenddogg @nyse @billackman @ireitinvestor @cvpayne @reit101 @benzinga

Top assets mentioned VICI Properties, Inc. (VICI) Digital Realty Trust Inc (DLR) Alexandria Real Estate Equities Inc (ARE) Prologis Inc (PLD) AudioCoin (ADC) Medical Properties Trust, Inc. (MPW) Essential Properties Realty Trust, Inc. (EPRT) American Tower Corp (AMT) Healthpeak (DOC) TANGER FACTORY OUTLET CENTERS (SKT) Mid-America Apartment Communities Inc (MAA) WP Carey, Inc. (WPC) Innovative Industrial Properties, Inc. Common stock (IIPR) National Retail Properties, Inc. (NNN) Blackstone, Inc. (BX) Simon Property Group Inc (SPG) Crown Castle Inc (CCI) Gaming and Leisure Properties, Inc. (GLPI) Equinix Inc (EQIX) SafeCoin (SAFE) Park Hotels & Resorts Inc. Common Stock (PK) Howard Hughes Holdings Inc. (HHH) STAG INDUSTRIAL, INC. (STAG) EPR Properties (EPR) NetSTREIT Corp. (NTST) Kimco Realty Corp (KIM) Kilroy Realty Corp. (KRC) Public Storage (PSA) Extra Space Storage, Inc. (EXR) Boston Properties, Inc. (BXP) Iron Mountain Inc (IRM) HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) BRIXMOR PROPERTY GROUP INC. (BRX) Rexford Industrial Realty, Inc. (REXR) Omega Healthcare Investors Inc. (OHI) Eigenpie (EGP) STORE Capital, Corp. (STOR) Highwoods Properties Inc. (HIW) Regency Centers Corp (REG) Tesla, Inc. (TSLA) Arbor Realty Trust, Inc. (ABR) Camden Property Trust (CPT) LXP Industrial Trust (LXP) Federal Realty Investment Trust (FRT) Invitation Homes, Inc. (INVH) HashiCorp, Inc. (HCP) American Homes [--] Rent (AMH) Lamar Advertising, Co. (LAMR) Broadstone Net Lease, Inc. (BNL) SPIRIT REALTY CAPITAL, INC. (SRC) Sui (SUI)

Top Social Posts

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

"Barnes & Noble Should Start Thinking Outside of the Big Box Its clear to see that the Barnes & Noble storefront is under attack and in addition to downsizing its larger big box stores the company must continue thinking outside of the box. Amazon and Apple will continue to serve their customers more efficiently and Barnes & Noble must find a stronger model that delivers more than a comfy couch a great book and a grande vanilla latte. The answer lies in the adaptability of the digital storefront as well as the more efficient retail storefront. Perhaps Barnes & Noble can successfully navigate"
X Link 2013-05-09T16:40Z 20.3M followers, [--] engagements

"Who's buying $ICAP"
X Link 2023-02-25T14:49Z 21.2K followers, [----] engagements

"When You Lay Down With Dogs You Wake Up With Fleas πŸ‘‰ @SeekingAlpha https://seekingalpha.com/article/4662397-when-you-lay-down-with-dogs-you-wake-up-with-fleas https://seekingalpha.com/article/4662397-when-you-lay-down-with-dogs-you-wake-up-with-fleas"
X Link 2024-01-12T12:15Z 21.2K followers, [----] engagements

"$AIRC was on our Top [--] REITs for [----] List (and Long) https://twitter.com/i/web/status/1777336271565713578 https://twitter.com/i/web/status/1777336271565713578"
X Link 2024-04-08T14:02Z 21.1K followers, [----] engagements

"What happened and almost happened on Saturday to a man I personally know hit me hard. And its taken several days to come to terms with it all. πŸ‘‰ http://www.widemoatresearch.com/intelligent-income-daily/my-eureka-moment/ http://www.widemoatresearch.com/intelligent-income-daily/my-eureka-moment/"
X Link 2024-07-20T15:09Z 21.2K followers, 66.2K engagements

"Who's buying these SUCKER YIELDS $CMCT: 84.90% $CHMI: 18.90% $IVR: 18.70% $ORC: [--] 7.90% $RC: 15.90% $TWO: 15.10% $AGNC: 15.00% $ARR: 14.80% $DX: 14.20% https://twitter.com/i/web/status/1867745056167235803 https://twitter.com/i/web/status/1867745056167235803"
X Link 2024-12-14T01:34Z 21.1K followers, [----] engagements

"$IRET + .75% $RIET +1.1% $NETL +1.2%"
X Link 2025-01-14T21:47Z 21.1K followers, [----] engagements

"$SACH is a sucker yield 🚨🚨🚨🚨🚨"
X Link 2025-07-09T16:35Z 21.1K followers, 84.5K engagements

"This week on The Wide Moat Show. 🏘 Spotlight on Real Estate REITs. Discover why residential REITs especially in the Sun Beltis attracting investors and renters alike. We highlight top-tier REITs like: πŸ‘‰ $CPT πŸ‘‰ $MAA πŸ‘‰ $ELS πŸ‘‰ $SUI πŸ‘‰ $AMH"
X Link 2025-07-25T00:11Z 21.1K followers, 162.5K engagements

"How to screen for wide moat stocks. (i.e. $ELS) [--]. Look for sustainable earnings history [--]. Look for reliable earnings growth [--]. Look for safe (well-covered) dividend [--]. Look for strong balance sheet [--]. Look for definitive margin of safety @FASTGraphs @MoatWide"
X Link 2025-08-03T13:13Z 21.2K followers, 44.4K engagements

"Buffett bets on billboards (i.e. $LAMR) Read my latest article on Wide Moat Daily (link below)"
X Link 2025-08-21T02:50Z 21.1K followers, 84.2K engagements

"This Thursday I will be conducting a Net Lease REIT masterclass on YouTube. In this 35-minute class I will be discussing all [--] Net Lease REITs: $GIPR $MDV $PINE $FVR $PSTL $OLP $GOOD $GTY $NTST $GNL $CURB $FCPT $BNL $EPR $EPRT $ADC $NNN $GLPI $WPC $VICI $O (Sign up on my YouTube channel below) https://twitter.com/i/web/status/1965162219240382809 https://twitter.com/i/web/status/1965162219240382809"
X Link 2025-09-08T21:15Z 21.1K followers, 88.2K engagements

"REIT spin worked for $DRI (spun off $FCPT on 11-9-15). $SIX spin (or sale-leaseback) makes sense too"
X Link 2025-10-10T12:38Z 21.1K followers, [----] engagements

"REIT earnings today: $LXP $KIM $MPA $CDP $VICI $PK $GLPI $CUBE $CUZ $OHI $ALEX $WY $EPR $HR $UHT"
X Link 2025-10-30T14:48Z 21.1K followers, 90.3K engagements

"Many people have asked me about the $ARE selloff (-25%).I plan to discuss this life science REIT and its peers - $DOC $KRC $VTR - this week on the Wide Moat Show (YouTube). I'll drop the follow page in the comment below"
X Link 2025-11-02T18:00Z 21.2K followers, 103.2K engagements

"I will be speaking with $ARE's CEO Joel Marcus this morning and discussing the life science REIT sector this week on the Wide Moat Show (YouTube). I'll also provide updates on all three REITs - including $KRC and $DOC - and provide followers with my recommendations. Follow me on YouTube (I'll drop the link in the comment section below). https://twitter.com/i/web/status/1985328449565712534 https://twitter.com/i/web/status/1985328449565712534"
X Link 2025-11-03T12:49Z 21.2K followers, 92.5K engagements

"As promised here's my $ARE recommendation (see link below in comment section). Tune into the Wide Moat Show (YouTube) this week as I will be discussing $ARE $KRC $DOC and the life science REIT sector (see link below to my YouTube show)"
X Link 2025-11-04T01:44Z 21.2K followers, 91K engagements

"The U.S. has data center dominance $DLR $EQIX $AMT $IRM $BX $PLD"
X Link 2025-11-04T15:51Z 21.1K followers, 72.7K engagements

"This week on The Wide Moat Show we discuss the life science REIT sector that could be one of the biggest deep value opportunities in [----] In this episode we break down $ARE $DOC and $KRC and we explain why the life science niche a mission-critical industry serving biotech pharmaceuticals and healthcare innovation is facing oversupply issues yet still holds massive long-term potential. From zombie buildings to dividend cuts this episode dives deep into valuation fundamentals and which REITs could deliver market-beating returns as conditions normalize. I'll drop the link below in the comment"
X Link 2025-11-07T16:56Z 21.2K followers, 317.6K engagements

"This week on The Wide Moat Show I interviewed Chris Volk former CEO of three publicly traded net lease REITs (including Store Capital that $BRK.A had invested in). Chris is a leading expert in net lease investing as well as a skilled investor in structured finance and valuation. In my interview with Chris we discuss the evolution of the net lease sector the value proposition for sale-leasebacks how REITs grow earnings and how Chris was able to get $BRK.A to become an investor. I'll drop the link to my YouTube show in the comment section below. As always thank you for the opportunity to be of"
X Link 2025-12-03T02:12Z 21.2K followers, 93.1K engagements

"Maybe it's time for Wide Moat Research to put $CWH on the radar @marcuslemonis @CampingWorld"
X Link 2025-12-09T02:45Z 21.1K followers, [----] engagements

"Mr. Market may not be able to see the forest for the trees quite yet. But I can see $WY's potential to harvest annualized returns of around 30% by the end of next year. Read my latest free article on Wide Moat Daily"
X Link 2025-12-17T22:20Z 21.2K followers, 69.2K engagements

"On average cap rates historically compressed [----] bps during prior Fed cut cycles. It's time to invest in high quality REITs like $O $PSA $FRT $EQIX & $ADC"
X Link 2025-12-24T15:55Z 21.1K followers, [----] engagements

"@Sarlo_007 I like $DLR better at 20x than 23x.as demand for incremental data center capacity remains strong I expect the listed data center REITs to outperform. Check out All the best. http://www.landrush2026.com http://www.landrush2026.com"
X Link 2025-12-24T16:24Z 21.1K followers, [---] engagements

"@MelissaTay62311 1) Data centers (AI) 2) Man Housing (silver tsunsmi) 3) net lease (consolidation and reduced WACC). Outside of REITs I like $HHH and $HASI. All the best"
X Link 2025-12-27T20:27Z 21.2K followers, [---] engagements

"I'm working on my Top [--] REITs for [----] . And my Top [--] BDCs for [----] Subscribe to Wide Moat Daily (link below) for details"
X Link 2025-12-28T16:08Z 21.1K followers, 236.8K engagements

"When it comes to REITs and dividend paying stocks I always screen for consistency predictability and safety. Realty Income ticker $O is a Dividend Aristocrat that has paid and increased dividends for over [--] years in a row. Over the decades the company has become a much higher quality REIT as evidenced by geographic and operator diversification as well as its "fortress" (A-rated) balance sheet. I consider this REIT the ultimate SWAN (sleep well at night) REIT that's also trading at a discount (13.x P/AFFO) and attractive yield (5.7%). I'll be including all of my [----] picks for Wide Moat"
X Link 2025-12-28T16:49Z 21.1K followers, [----] engagements

"REIT exposure in my home state of South Carolina $MAA $O $SPG $SKT $STAG $PLD $WPC $NNN $EPRT $KIM $BRX $LTC $OHI $FCPT $EXR $PSA $CUBE $EGP $AHH $PSTL (source: S&P Capital IQ):"
X Link 2025-12-28T20:47Z 21.2K followers, 274.3K engagements

"@SASchoenfeld @NYSE @MarketVector @ETFhearsay Nice job @SASchoenfeld and the @MarketVector team. iREIT is excited to assist with creating the Index for $TSRS 🏨πŸ₯πŸ«πŸ¬πŸ©πŸ—πŸ€πŸ« #redstate #REITs"
X Link 2025-12-30T13:27Z 21.1K followers, [---] engagements

"@Tiag0Ricard0 I like $LINE too. $COLD a bit cheaper . I'll do a Cold Storage Wars edition for my YouTube show in January"
X Link 2026-01-01T23:53Z 21.2K followers, [---] engagements

"$ARE looks cheap but growth is not likely until [----]. Check out my Top [--] REITs for [----] (click the link below in the comment section to get on the list)"
X Link 2026-01-03T01:29Z 21.2K followers, [----] engagements

"Total Return. For [----] my forecast is 15% (5% div + 5% growth +5% price appreciation). Certain sectors like data centers will generate better returns (3% div +7% growth +10% price appreciation: $EQIX is cheaper). Primary catalyst for the sector are lower WACCs which should drive higher earnings and dividend growth. https://twitter.com/i/web/status/2007896787521290507 https://twitter.com/i/web/status/2007896787521290507"
X Link 2026-01-04T19:27Z 21.1K followers, [---] engagements

"$SILA not a bad pick. 6.8% yield with 5% growth forecasted in [--]. Not to cheap though. I prefer $DOC for the value. also I like $MRP an mREIT that's taking advantage of the asset light homebuilder business model. Nice 10% yield too Here's a Wide Moat article I wrote on $MRP in late October https://www.widemoatresearch.com/wide-moat-daily/this-new-land-banking-reit-is-a-cash-cow/ https://www.widemoatresearch.com/wide-moat-daily/this-new-land-banking-reit-is-a-cash-cow/"
X Link 2026-01-04T19:50Z 21.1K followers, [---] engagements

"@cvpayne $AMH -4.3% and $INVH -6.1%"
X Link 2026-01-07T22:11Z 21.2K followers, [---] engagements

"@EinsteinoWallu See you next week @EinsteinoWallSt with new Red State REIT ETF $TSRS @TruthSocial 😎"
X Link 2026-01-09T00:28Z 21.1K followers, [---] engagements

"New REIT ETF $TSRS earns the majority of income from the [--] states that voted for a Republican presidential candidate in two of the last three elections. South Carolina has experienced strong migration growth (12.91 new residents per 1000) as The Palmetto State offers coastal living lower taxes and a growing economy that appeals to retirees and young professionals alike. The state's affordability compared to northeastern states makes it particularly attractive to people leaving higher-cost areas. Long TSRS https://twitter.com/i/web/status/2011074119912030214"
X Link 2026-01-13T13:53Z 21.1K followers, [---] engagements

"@EinsteinoWallSt 🟒 Red State REITs $TSRS +.81%"
X Link 2026-01-14T21:56Z 21.1K followers, [---] engagements

"$TSRS Red State REIT ETF"
X Link 2026-01-15T15:33Z 21.1K followers, 13K engagements

"Excited to have helped build the $TSRS Index with MarketVector. The combination of declining rates and outsized red state exposure make for a compelling value proposition for this new REIT ETF"
X Link 2026-01-16T22:20Z 21.1K followers, 31.9K engagements

"Brookfields advantage isnt just assets its access. Global scale + local expertise + long-duration capital = a moat thats hard to replicate Core Tickers $BAM Brookfield Asset Management Ltd. $BN - Brookfield Corp (parent company) Related Brookfield Public Securities $BIPC Brookfield Infrastructure $BEP / $BEPC Brookfield Renewable Partners https://twitter.com/i/web/status/2012358709289124279 https://twitter.com/i/web/status/2012358709289124279"
X Link 2026-01-17T02:57Z 21.2K followers, [----] engagements

"It was great to spend time with $VICI management while in NYC this week. We've been covering this REIT since it listed on the NYSE in February [----]. Our "boots on the ground" research is unmatched at Wide Moat Research where we travel to visit assets meet management and attend various conferences. It's this style of research that allows us to generate best-in-class results and to avoid sucker yielding stocks. To learn more about WIDE MOAT click the link below in the comment section. https://twitter.com/i/web/status/2012599877092385226 https://twitter.com/i/web/status/2012599877092385226"
X Link 2026-01-17T18:56Z 21.2K followers, 155.6K engagements

"I just finished my "Tower Time" article for Wide Moat Research. I really like $AMT (earnings chart below) for its disciplined capital structure and integration into the data center business (double-digit growth). Dish is just a small part of the business (2%) as AMT's core business will continue to drive AFFO and dividends per share. To learn more visit Wide Moat (I'll include the link below). https://twitter.com/i/web/status/2012929908285002093 https://twitter.com/i/web/status/2012929908285002093"
X Link 2026-01-18T16:47Z 21.1K followers, 136.5K engagements

"This with on the Wide Moat Show we discuss President Trumps 10% credit card interest rate proposal sending shockwaves through the market as major names like $COF $AXP $V and $MA sell-off. Another hot topic is Trump's targeting single-family housing and several of the REIT's in our coverage spectrum: $INVH $AMH. I'll drop the link below in the comment section. https://twitter.com/i/web/status/2012932500293623848 https://twitter.com/i/web/status/2012932500293623848"
X Link 2026-01-18T16:58Z 21.1K followers, 102.6K engagements

"There's no question that Hershey's $HSY is a great company (with wide moats) but shares appears to priced-in for the anticipated growth of 16% (2026) and 18% (2027). Disciplined investors should wait for a pullback"
X Link 2026-01-19T02:22Z 21.2K followers, [----] engagements

"REITs - $VNQ - increased +2.9% vs. -0.4% for the S&P [---] - $SPY. YTD REITs have provided a total return of +4.6% vs. +1.4% for the S&P [---] while the 10-year yield increased [--] bps YTD to 4.23%. Best-performing sectors (last week): Cell Towers (+8.6%) Self-Storage (+6.0%) Timber (+5.2%). Worst-performing: Lodging (-0.1%) Malls (+0.2%) Office (+1.6%). As I explained a few weeks ago "REITs have only been cheaper relative to stocks one other time in recent history.all these factors the relative undervaluation the improving rate environment and these long-term tailwinds have me really excited for"
X Link 2026-01-19T13:24Z 21.1K followers, 90K engagements

"REIT winners last week: $FRMI (+10.3%) $DHC (+9.6%) $AMT (+8.9%) $CCI (+8.6%) $NSA (+7.7%) REIT losers last week: $KRC (-5.4%) $MPW (-4.1%) $SHO (-3.0%) $CSR (-2.8%) $VNO (-2.5%)"
X Link 2026-01-19T13:41Z 21.2K followers, [---] engagements

"Follow "REIT Rap" on TikTok My last video had over [-----] views (I'll post the link below in the comment section)"
X Link 2026-01-19T13:48Z 21.1K followers, [---] engagements

"REIT Rapper: https://www.tiktok.com/@reit.rap/video/7596677974640921887 https://www.tiktok.com/@reit.rap/video/7596677974640921887"
X Link 2026-01-19T13:48Z 21.1K followers, [---] engagements

"In volatile markets like today Wide Moat Research seeks to drown out the noise and focus on high-quality compounders like $ADC. This net lease REIT has durable competitive advantages that include highly predictable dividend growth a rock-solid balance sheet (BBB+) diversified customer base (67% IG exposure) and aligned management (dividend paid monthly). Shares are trading at a discount with a current yield of 4.3% which translates into a forecasted annualized TR of 20% to 25%. Visit Wide Moat Research to get our daily dose of investing news (I'll drop the link below in the comment section)"
X Link 2026-01-20T16:05Z 21.1K followers, 11.2K engagements

"Visit Wide Moat Daily: https://www.widemoatresearch.com/wide-moat-daily/ https://www.widemoatresearch.com/wide-moat-daily/"
X Link 2026-01-20T16:05Z 21.1K followers, [---] engagements

"Guest lecturing at Penn State tomorrow"
X Link 2026-01-21T01:53Z 21.1K followers, [---] engagements

"Don't paint all REIT sectors by the same brush In [----] Data Center REITs returned 44.2% In [----] Data Center REITs returned 21.8% In [----] Mall REITs returned 92.1% In [----] Net Lease REITs returned -6.5% In [----] Mall REITs returned 29.9% In [----] Mall REITs returned 27.4% In [----] Healthcare REITs returned 26.7% Read Wide Moat Daily (link below in comment section) to read my sector-by-sector REIT analysis. https://twitter.com/i/web/status/2015479895778824433 https://twitter.com/i/web/status/2015479895778824433"
X Link 2026-01-25T17:40Z 21.1K followers, [----] engagements

"Visit Wide Moat Daily: http://www.widemoatresearch.com/wide-moat-daily/ http://www.widemoatresearch.com/wide-moat-daily/"
X Link 2026-01-25T17:41Z 21.1K followers, [---] engagements

"@Alan24_Cuevas @grok I like $DLR $EQIX and also $PLD $AMT $IRM"
X Link 2026-01-25T21:37Z 21.1K followers, [--] engagements

"REITs have outperformed the S&P [---] over the last [--] [--] [--] [--] and [--] years. However over the past [--] years REITs have substantially underperformed in large part due to higher borrowing costs. We are in the early stages of a REIT revival. Berkshire Hathaway purchased [-------] shares in $LAMR in Q2-25 and another [-----] shares in Q3-25 (shares are +14% since Q2-25). $PLD kicked off Q4-25 earnings with accelerated FFOps growth rising occupancy and re-leasing spreads. Also strong demand from institutional partners (2 new fund vehicles in Q4-25 and exploring up to [--] additional ones). $O closed on an"
X Link 2026-01-27T14:15Z 21.1K followers, 93.6K engagements

"Read the Wide Moat Daily: https://www.widemoatresearch.com/wide-moat-daily/ https://www.widemoatresearch.com/wide-moat-daily/"
X Link 2026-01-27T14:15Z 21.1K followers, [---] engagements

"@EinsteinoWallSt Early stages on REIT Revival @EinsteinoWallSt"
X Link 2026-01-27T15:00Z 21.1K followers, [---] engagements

"@StephenMoore Ticker $TSRS (Truth Social Red State ETF)"
X Link 2026-01-27T15:01Z 21.1K followers, [---] engagements

"Adversity is bitter but its uses may be sweet"
X Link 2026-01-28T01:30Z 21.1K followers, 103.3K engagements

"I will be discussing "lessons learned" in my daily blog tomorrow at Wide Moat: https://www.widemoatresearch.com/wide-moat-daily/ https://www.widemoatresearch.com/wide-moat-daily/"
X Link 2026-01-28T17:53Z 21.1K followers, [---] engagements

"According to the WSJ "South Carolina was the nations fastest grower". Long $TSRS"
X Link 2026-01-28T19:45Z 21.1K followers, 166.6K engagements

"Holed up with all the bread water milk and snacks we could need we ended up scanning Netflix for something to watch. Thats how I found Secret Mall Apartment a documentary about a group of young people who lived rent-free at the Providence Place Mall for four years. The [---] million square-foot Rhode Island retailer in question opened in August [----]. At the time it was the countrys largest indoor mall though that wouldnt be its only claim to fame. As the story goes eight artists discovered a hidden 750-square-foot space inside the expansive building and claimed it for themselves. They hauled in"
X Link 2026-01-29T01:30Z 21.1K followers, 82.9K engagements

"Read more at Wide Moat Daily: https://www.widemoatresearch.com/wide-moat-daily/this-secret-hideaway-was-a-harbinger-to-the-mall-meltdown/ https://www.widemoatresearch.com/wide-moat-daily/this-secret-hideaway-was-a-harbinger-to-the-mall-meltdown/"
X Link 2026-01-29T01:31Z 21.1K followers, [---] engagements

"I used to build shopping centers.before I became a Wall Street writer. It was a terrific way for me to learn how to create value "from the ground up". These days I'm the CEO of Wide Moat Research where my team and I analyze hundreds of companies always looking for the "moats" that generate long-term shareholder value. To learn more about Wide Moat Research and to subscribe to our daily blog (Wide Moat Daily) click the link the comment section below. https://twitter.com/i/web/status/2016689167548268655 https://twitter.com/i/web/status/2016689167548268655"
X Link 2026-01-29T01:45Z 21.1K followers, 97.5K engagements

"Learn more at Wide Moat: https://www.widemoatresearch.com/wide-moat-daily/ https://www.widemoatresearch.com/wide-moat-daily/"
X Link 2026-01-29T01:46Z 21.1K followers, [---] engagements

"I always wanted to be "Monopoly Man" . Check out the Wide Moat Show (I'll drop the kink below in the comment section)"
X Link 2026-01-29T14:27Z 21.1K followers, 137.4K engagements

"Watch the Wide Moat Show: https://www.youtube.com/watchv=2HQDXXBVSN0 https://www.youtube.com/watchv=2HQDXXBVSN0"
X Link 2026-01-29T14:28Z 21.1K followers, [----] engagements

"$TSRS is best-performer today of the Truth Social ETFs TSRS = Truth Social Red State ETF (I'm also Long and co-creator of the Index)"
X Link 2026-01-29T18:13Z 21.1K followers, [---] engagements

"Anybody know what this is"
X Link 2026-01-29T19:32Z 21.1K followers, [---] engagements

"@EinsteinoWallSt 🟒REITs +1.5% $IRET $TSRS (long both)"
X Link 2026-01-29T19:34Z 21.1K followers, [---] engagements

"REIT Rally underway (especially "red state" REITs). $TRSR +3.6% vs $VNQ 1.5% (5-days)"
X Link 2026-02-04T21:52Z 21.2K followers, 33.9K engagements

"In the 19th century railroad stocks dominated the U.S. market. These companies werent mere modes of transportation. They were the infrastructure powering Americas rise as an industrial powerhouse. They linked farms cities factories ports raw materials and production centers together creating an increasingly more efficient system of production and commerce. Investors rewarded that critical infrastructure. Railroads represented about 60% total U.S. stock market capitalization in [----]. Really railroads didnt just dominate the stock market back then. In some sense they were the stock market."
X Link 2026-02-10T01:58Z 21.2K followers, 125.4K engagements

"ChatGPT vs Grok vs Gemini vs Claude vs Perplexity: Source: Special Situations Research"
X Link 2026-02-10T13:27Z 21.2K followers, [---] engagements

"Thursday throwback of me and Peter Malkin chairman emeritus of $ESRT. As editor at Forbes I covered ESRT as a private REIT which listed shares in [----]. I recently published an article on Wide Moat Daily Two Iconic Trophies on Sale. highlighting the benefits for owning $SERT and casino landlord $VICI. To read my article click the link below in the comment section. https://twitter.com/i/web/status/2021983514044801033 https://twitter.com/i/web/status/2021983514044801033"
X Link 2026-02-12T16:23Z 21.2K followers, [---] engagements

"REIT Rap just went LIVE (link below in the comments)"
X Link 2026-02-14T02:47Z 21.2K followers, [---] engagements

"https://www.tiktok.com/@reit.rap/video/7606535272473365790lang=en https://www.tiktok.com/@reit.rap/video/7606535272473365790lang=en"
X Link 2026-02-14T02:47Z 21.2K followers, [---] engagements

"@centrino12345 Halfacre (CEO) has skin in the game. Knew him from Cole & Campus Crest and now $MDV. 8% well-covered dividend.lackluster growth. I prefer $EPRT with has best in class growth and lowest payout ratio in the sector. Happy new year"
X Link 2026-01-01T00:27Z 21.2K followers, [---] engagements

"$COLD could become one of the HOTTEST REITs in [----]. (To view my Top [--] REITs for [----] click the link below in the comment section and join Wide Moat Daily)"
X Link 2026-01-01T22:13Z 21.2K followers, 108.1K engagements

"I recommended $FVR as a Strong Buy back in June [----] and shares have since returned 44%. As I explained back in June ".this one is a Strong Buy. If the company can manage its watch list customers which it should be able to do given the experienced management team shares could fetch $17.00 which translates into annualized returns of 40% to 50%." Shares are now trading at $16.20 n the February edition of Wide Moat Confidential I plan to put together a detailed report on three insanely cheap REITs that could generate similar (or better) results. Sign up for the Wide Moat Daily (details below in"
X Link 2026-01-18T17:53Z 21.2K followers, 134.1K engagements

"Has $ARE bottomed (Learn more at Wide Moat. link in comment section)"
X Link 2026-01-31T17:23Z 21.2K followers, [---] engagements

"REITs were the worst-performing asset class in [----] (+3.3%) as the brick-and-mortar category has returned +9.8% annually over the last [--] years. During the zero-rate environment (2010-2012) REITs returned an average of 18.2%.and I expect to see the sector return 15% in [----] (dividends + growth + price appreciation). However certain sectors with robust demand drivers (silver tsunami AI energy etc.) could see much better returns which could lead to a REIT renaissance similar to [----] (when REITs returned 28%). Keep in mind that in [----] there were no data center or telecom REITs and many other"
X Link 2026-01-04T18:37Z 21.2K followers, 10.2K engagements

"Tune into The Wide Moat Show this week where my cohost (Nick Ward) and I discuss HIGH-YIELD INVESTING. Topics include: πŸ‘‰High-yield REITs with durable cash flow πŸ‘‰A 10%+ yielding mortgage REIT πŸ‘‰Covered call ETFs paying monthly income πŸ‘‰How to use high yield as an income enhancer πŸ‘‰The tradeoff between yield growth and risk (Click the link below in the comment section) https://twitter.com/i/web/status/2020322276705505374 https://twitter.com/i/web/status/2020322276705505374"
X Link 2026-02-08T02:22Z 21.2K followers, [---] engagements

"Listen to me: dont be fooled by high dividend yields Buying sucker yields is a mistake. More often than not dividend yields get very high because the market doesnt have faith in the stock behind them. Focus on safe dividends instead #investing #investor"
X Link 2023-02-10T13:51Z 21.2K followers, [----] engagements

"What Would Charlie Do (WWCD) $WELL returned 50% in [----] and consensus growth estimates are 16% in [----] and [----]. WELL's leadership team received unparalleled guidance from the late Charlie Munger and his influence had a profound impact on the REIT's culture. WWCD has become a "guiding light when seeking perspective or in a dilemma; a constant reminder of core principles helping the company navigate complexities with clarity confidence and purpose." The following principles have had a profound impact on WELL's core values: * The power of multi-disciplinary learning and Latticework of Mental"
X Link 2026-01-04T17:29Z 21.2K followers, 109K engagements

"Wide Moat Daily: https://www.widemoatresearch.com/wide-moat-daily/do-you-know-what-railroads-and-data-centers-have-in-common/ https://www.widemoatresearch.com/wide-moat-daily/do-you-know-what-railroads-and-data-centers-have-in-common/"
X Link 2026-02-10T01:58Z 21.2K followers, [----] engagements

"Check out my weekly TikTok videos on REIT Rap"
X Link 2026-02-16T02:47Z 21.2K followers, [---] engagements

"Check out REIT Rap: https://www.tiktok.com/@reit.raplang=en https://www.tiktok.com/@reit.raplang=en"
X Link 2026-02-16T02:51Z 21.2K followers, [---] engagements

"Our conclusion involved a Strong Buy rating at $20.88 per share. And heres what happened after that late March day long $BXMT @laurenthomas @WillFOIA @blackstone @reit101 @SeekingAlpha https://seekingalpha.com/article/4446490-blackstone-mortgage-trust-a-strong-buy-that-returned-60-percent https://seekingalpha.com/article/4446490-blackstone-mortgage-trust-a-strong-buy-that-returned-60-percent"
X Link 2021-08-08T13:58Z 21K followers, [--] engagements

"You don't win by making sensational plays; you win by not making mistakes. Bum Phillips Small Cap #REIT Portfolio has returned 44% annually since 2016: @reit101 @sharesight @NPetallides @cvpayne @SeekingAlpha http://www.widemoatresearch.com http://www.widemoatresearch.com"
X Link 2021-09-29T09:36Z 21K followers, [--] engagements

"@theDividendKid $PW $SAFE $OHI"
X Link 2022-04-05T15:30Z 21K followers, [--] engagements

"3 Mothers Day #REITs For Mom: $STOR πŸ’° $SPG πŸ› $CTRE βš• https://seekingalpha.com/research/330973-brad-thomas/5728681-3-mother-s-day-reits-for-mom https://seekingalpha.com/research/330973-brad-thomas/5728681-3-mother-s-day-reits-for-mom"
X Link 2022-05-08T13:09Z 21K followers, [--] engagements

"A few #REITs are #roaring (half-time report): $DRE +8.8% $BRSP +4.8% $NLCP +4.7% $CHMI +4.5% $EXR +3.3% $XHR +3.2% $EGP +2.8% $FR +2.6% $NXRT +2.6% $CUBE +2.5%"
X Link 2022-05-10T16:28Z 21K followers, [--] engagements

"Who wouldn't want to own this #REIT (picture from latest $ELS investor deck)"
X Link 2022-05-10T23:07Z 20.9K followers, [--] engagements

"Where is big bad Blackstone aka $BX $DRE rejects $DRE"
X Link 2022-05-11T15:46Z 21K followers, [--] engagements

"3 of my top #REIT holdings: $O $AMT $VICI https://seekingalpha.com/article/4516563-dont-let-one-bad-apple-destroy-the-pie https://seekingalpha.com/article/4516563-dont-let-one-bad-apple-destroy-the-pie"
X Link 2022-06-06T14:01Z 21K followers, [--] engagements

"Who's buying REITs"
X Link 2022-06-25T12:27Z 20.9K followers, [---] engagements

"@theDividendKid $SAFE $STAR $IIPR"
X Link 2022-06-28T17:47Z 21K followers, [--] engagements

"My Quest πŸ”Žfor the Best Asset Manager. $AB $BLK $BEN $IVZ $TROW https://seekingalpha.com/article/4520812-my-quest-for-the-best-asset-managersource=all_articles_title https://seekingalpha.com/article/4520812-my-quest-for-the-best-asset-managersource=all_articles_title"
X Link 2022-06-29T15:30Z 20.8K followers, [--] engagements

"Good morning πŸ˜ƒ #westpalmbeach. Who's buying #REITs #realestate #investing"
X Link 2022-07-05T10:51Z 20.9K followers, [--] engagements

"Another "Ground Up" podcast with Jay Hatfield Portfolio Manager & CEO Infrastructure Capital Advisors $ICAP $PFFA $PFFR $AMZA https://seekingalpha.com/mp/1026-ireit-on-alpha/articles/5753393-the-ground-up-podcast-jay-hatfield-ceo https://seekingalpha.com/mp/1026-ireit-on-alpha/articles/5753393-the-ground-up-podcast-jay-hatfield-ceo"
X Link 2022-07-14T21:49Z 20.9K followers, [--] engagements

"$IPR is now sub $90 "
X Link 2022-07-19T17:39Z 21.1K followers, [--] engagements

"Good morningβ˜€#REIT🏨investors Great Q2 earnings for $AVB + $MAA . .validates impressive #sunbelt thesis. πŸ‘‰ strong demand πŸ‘‰ solid pricing power πŸ‘‰ high occupancies πŸ‘‰ steady retention πŸ‘‰ supply imbalance πŸ‘‰ demographic tailwinds"
X Link 2022-07-28T11:50Z 21K followers, [--] engagements

"Who's short $MPW"
X Link 2022-08-03T17:35Z 20.9K followers, [--] engagements

"Thank you for more disclosure $MPW "
X Link 2022-08-03T17:59Z 20.9K followers, [--] engagements

"Boom πŸ”₯πŸ”₯πŸ”₯πŸ”₯ $SAFE + $STAR = πŸ’²πŸ’²πŸ’²"
X Link 2022-08-11T11:22Z 20.9K followers, [--] engagements

"Regal Cinemas Owner Cineworld Prepares for Bankruptcy Filing. Not a good day for $EPR. As per @WSJ: https://www.wsj.com/articles/regal-cinemas-owner-cineworld-prepares-for-bankruptcy-filing-11660910944mod=hp_lead_pos4&mod=djemalertNEWS https://www.wsj.com/articles/regal-cinemas-owner-cineworld-prepares-for-bankruptcy-filing-11660910944mod=hp_lead_pos4&mod=djemalertNEWS"
X Link 2022-08-19T13:51Z 20.8K followers, [--] engagements

"Another "ground up" #CEO interview 🎀🎀🎀 This time it's $NEWT πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅πŸ’΅ https://seekingalpha.com/mp/1026-ireit-on-alpha/articles/5779886-the-ground-up-newtek-business-services-ceo-barry-sloane https://seekingalpha.com/mp/1026-ireit-on-alpha/articles/5779886-the-ground-up-newtek-business-services-ceo-barry-sloane"
X Link 2022-09-21T21:14Z 21.1K followers, [--] engagements

"Good 😌 morning #REIT investors 🏦🏚🏣🏒🏩🏬🏀πŸͺπŸ«πŸ¦πŸšπŸ£πŸ’πŸ›πŸ¬πŸ«πŸ˜πŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺ"
X Link 2022-10-25T11:29Z 21K followers, [--] engagements

"@Smartnetworth1 @theDividendKid @TheDividendDog @DividendsDad @TheAlphaThought @sltseven @SandstoneDavey @DefiDividends @SeekingAlpha Yup it's a $JETS hat. can't wait to wear $IRET πŸ’š"
X Link 2022-12-31T15:35Z 21.1K followers, [---] engagements

"Graham Holdings declared a $1.65 dividend #dividends #stocks"
X Link 2023-02-23T17:33Z 21K followers, [----] engagements

"Eastgroup Properties declared a $1.25 dividend What are your thoughts #dividends #investing"
X Link 2023-03-03T17:58Z 21K followers, [----] engagements

"Week [--] of #REIT earnings.who's buying $REITs"
X Link 2023-05-01T20:51Z 21K followers, [----] engagements

"$CIO slashes dividend by 50% to $0.10 on macro headwinds.there's a reason we have a Dividend Watch list on @SeekingAlpha"
X Link 2023-05-05T13:48Z 21K followers, [----] engagements

"Good 😊 morning #REIT investors"
X Link 2023-05-23T11:32Z 21K followers, [----] engagements

"$ARE: Buy the fear sell the greed"
X Link 2023-06-23T14:16Z 21K followers, [----] engagements

"This is why I own $EXR πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡"
X Link 2023-07-16T00:44Z 21K followers, [----] engagements

"Where are the $ARE shorts"
X Link 2023-07-24T20:42Z 20.9K followers, 14.4K engagements

"@HannahElliott nice article today Very cool ride 2"
X Link 2012-02-11T17:26Z 20.8K followers, [--] engagements

"5 Unique REITs For [--] Unique Kids πŸ§’πŸΌ $SPG πŸ§’πŸΌ $PLD πŸ‘¦πŸΌ $DLR πŸ§’πŸΌ $O πŸ‘¦πŸΌ $HIW https://seekingalpha.com/article/4640060-5-unique-reits-for-5-unique-kids https://seekingalpha.com/article/4640060-5-unique-reits-for-5-unique-kids"
X Link 2023-10-11T16:42Z 20.1K followers, [----] engagements

"4 #REITs on the leader board today: $AMT $EQIX $SBAC $KIM πŸ‘‰πŸΌ $MPW also +15.7%"
X Link 2023-10-26T22:20Z 21K followers, [----] engagements

"Look πŸ™ˆ who's #trending on @SeekingAlpha πŸ‘‡πŸ» "$TPL has been an absolute gem and I must confess that I first heard about this pick from @porterstansb who touted this unknown land trust over a decade ago." +47% annualized returns over [--] years https://seekingalpha.com/article/4654150-texas-pacific-land-buy-land-not-making-anymore https://seekingalpha.com/article/4654150-texas-pacific-land-buy-land-not-making-anymore https://seekingalpha.com/article/4654150-texas-pacific-land-buy-land-not-making-anymore https://seekingalpha.com/article/4654150-texas-pacific-land-buy-land-not-making-anymore"
X Link 2023-11-26T23:40Z 20.9K followers, 13.4K engagements

"$COLD is HOT πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯ Fast Facts: low double-digit growth forecast and 35% annualized total return potential. iREIT Quality Score is [--] @FASTGraphs"
X Link 2023-11-30T11:25Z 20.8K followers, [----] engagements

"In a few weeks I will provide a keynote speech at The MoneyShow in Las Vegas and conduct research on the casino sector. $VICI $GLPI https://seekingalpha.com/article/4667842-vici-properties-vs-gaming-and-leisure-properties-game-on https://seekingalpha.com/article/4667842-vici-properties-vs-gaming-and-leisure-properties-game-on"
X Link 2024-02-07T13:56Z 20.4K followers, [----] engagements

"@kevinolearytv @realDonaldTrump Well done @kevinolearytv . Sunbelt picks include $SKT $MAA $CPT $HIW and $REG. Also like data center REITs $DLR and $EIQ"
X Link 2024-02-19T22:27Z 21K followers, [----] engagements

"$PLD raises dividend by 10.3% πŸš€πŸš€πŸš€πŸš€πŸš€"
X Link 2024-02-22T22:41Z 21K followers, [----] engagements

"My new book is selling like hotcakes (I will send out [--] free books if you can provide me with your favorite REIT. Offer limited to [--] books)"
X Link 2024-02-24T16:58Z 21K followers, 107.2K engagements

"I'm excited to participate in the opening bell ceremonies tomorrow at the @NYSE for $IRET along with @MarketVector and @tidalfg. 🏠🏒πŸ₯🏦🏨🏫🏘🏬πŸͺπŸ©πŸ—πŸ πŸ₯πŸ¨πŸ«πŸ©πŸ¬πŸšπŸ£πŸ‘πŸ›πŸ—πŸ’πŸ πŸ¦πŸ«πŸ©πŸ¬πŸ˜πŸ£πŸ‘πŸ—πŸ’πŸ πŸ¨πŸ˜πŸ¬πŸ©πŸšπŸ πŸ¨πŸ’ #REIT #ETF #realestate #dividend #income #retirement #wealthcreation #CRE #cashflow https://twitter.com/i/web/status/1767892067408072757 https://twitter.com/i/web/status/1767892067408072757"
X Link 2024-03-13T12:34Z 21.1K followers, 48.8K engagements

"I'm excited to ring the bell today at the @NYSE at 9:30 Ticker: $IRET"
X Link 2024-03-14T10:56Z 21.1K followers, 10.5K engagements

"A dream come true Ticker: $IRET #ETF #REIT #dividend #income #WealthManagement"
X Link 2024-03-14T15:28Z 21.1K followers, 29.6K engagements

"It was a blast to ring the opening bell yesterday at the @NYSE for ticker $IRET. Special thanks to @tidalfg @leadlagreport @MarketVector @SASchoenfeld https://www.youtube.com/watchv=SgFI428BH3U&list=PL8VyXhTFhI7CD3ZwcaSBebIHpVmSd3UXT&index=2 https://www.youtube.com/watchv=SgFI428BH3U&list=PL8VyXhTFhI7CD3ZwcaSBebIHpVmSd3UXT&index=2"
X Link 2024-03-15T12:17Z 20.9K followers, 11.4K engagements

"All smiles yesterday at the @NYSE with my friends at @tidalfg @MarketVector @SASchoenfeld @leadlagreport Ticker: $IRET πŸ¨πŸ πŸ©πŸ¬πŸ˜πŸ‘πŸ«πŸ›πŸ¦πŸͺπŸ¨πŸ πŸ’πŸ©πŸ˜πŸ—πŸ«πŸ‘πŸ₯πŸͺπŸ₯🏫🏣 #widemoat #SWAN $REIT #realestate #dividends"
X Link 2024-03-15T21:32Z 21.1K followers, [----] engagements

"IRET = Intelligent REIT Investing πŸ¨πŸ—πŸͺ🏣🏚🏬🏠🏒🏑🏫πŸ₯🏩🏦🏘 (Long $IRET) https://twitter.com/i/web/status/1774913246878691628 https://twitter.com/i/web/status/1774913246878691628"
X Link 2024-04-01T21:34Z 21.1K followers, 23K engagements

"The introduction of the stock ticker in [----] revolutionized market communications by making it possible to quickly transmit market information across the US significantly narrowing the gap between Wall Street and Main Street. @NYSE (Ticker: $IRET) #REIT #ETF #CRE #realestate #dividend #income https://twitter.com/i/web/status/1775463065175171334 https://twitter.com/i/web/status/1775463065175171334"
X Link 2024-04-03T09:59Z 21.1K followers, [----] engagements

"REIT RALLY COMING SOON: The strong pace of economic growth should not deter the Fed from starting its rate cutting cycle in July when #REITs should #rally. Long $IRET https://twitter.com/i/web/status/1780965088750432692 https://twitter.com/i/web/status/1780965088750432692"
X Link 2024-04-18T14:22Z 21.1K followers, [----] engagements

"$IRET = "best house in bad neighborhood" #REIT #ETF https://twitter.com/i/web/status/1780985298333126727 https://twitter.com/i/web/status/1780985298333126727"
X Link 2024-04-18T15:42Z 21.1K followers, [----] engagements

"🚨Exciting news coming soon for Wide Moat Research #wealthcreation #riskmanagement #income"
X Link 2024-04-20T11:58Z 21.1K followers, [----] engagements

"$IRET Top [--] Holdings: πŸ‘‰$IIPR πŸ‘‰$NHI πŸ‘‰$CTRE πŸ‘‰$EQR πŸ‘‰$UDR πŸ‘‰$MAA πŸ‘‰$LAMR πŸ‘‰$VICI πŸ‘‰$CPT πŸ‘‰$NTST (Long IRET MAA VICI CPT NTST)"
X Link 2024-05-02T14:13Z 21.1K followers, [----] engagements

"Top [--] $IRET holdings: #REIT #ETF #CRE #realestate (Long IRET)"
X Link 2024-05-07T16:05Z 21K followers, [----] engagements

"What do you think πŸ πŸ¨πŸ˜πŸ’πŸ«πŸ©πŸ¬πŸ‘πŸ£πŸ—πŸ πŸ¨πŸ˜πŸ«πŸ© Long: $IRET #REIT #ETF #realestate #CRE #dividends"
X Link 2024-05-07T23:25Z 21.1K followers, [----] engagements

"$NLCP +67% over [--] months πŸš€πŸš€πŸš€πŸš€πŸš€ I interviewed the company's CEO Anthony Coniglio today. He said that the federal government is finally recognizing the medical benefits for cannabis that could generate $500 million in tax savings for the $NLCP's operators/tenants. #REIT #cannabis #dividend #income #analyst #ETF"
X Link 2024-05-17T00:17Z 20.9K followers, [----] engagements

"$O has become a once-in-a-lifetime buying opportunity @FASTGraphs #NNN #netlease #REIT #widemoat #SWAN"
X Link 2024-06-20T14:24Z 21K followers, 64.4K engagements

"Citi says the S&P [---] has more upside in H2 and is overweight: πŸ‘‰ Real Estate $IRET πŸ‘‰ Financials $XLF πŸ‘‰ Consumer Discretionary $XLY"
X Link 2024-07-02T16:11Z 20.9K followers, [----] engagements

"On April 3rd I wrote on @SeekingAlpha " $ROIC is a likely M&A target" and yesterday shares soared 19% after a report that $BX is in early-stage talks to purchase the shopping center REIT. #widemoat #research"
X Link 2024-07-31T11:05Z 21K followers, [---] engagements

"$IRET +9.9% vs $VNQ +3.7% (Long $IRET)"
X Link 2024-07-31T16:09Z 21.1K followers, [----] engagements

"Top [--] performers for $IRET YTD πŸš€πŸš€πŸš€πŸš€πŸš€"
X Link 2024-08-01T13:21Z 21.1K followers, [----] engagements

"$IRET had a good day today +3/.1% πŸš€πŸš€πŸš€πŸš€πŸš€ (Long $IRET)"
X Link 2024-08-06T23:29Z 21.1K followers, 12.8K engagements

"Top $IRET Movers Today πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€ πŸ‘‰ $IIPR +2.5% πŸ‘‰ $PLD +2.2% πŸ‘‰ $SPG +1.8%"
X Link 2024-08-13T20:54Z 21.1K followers, [----] engagements

"Top $IREIT performers today πŸš€πŸš€πŸš€πŸš€πŸš€ πŸ‘‰ $IIPR +2.7% πŸ‘‰ $AAT +2.7% πŸ‘‰ $BRX +2.5% (Long $IRET)"
X Link 2024-08-15T17:50Z 21K followers, [----] engagements

""The time has come for policy to adjust." Federal Reserve Chair Jerome Powell Long: $IRET"
X Link 2024-08-23T14:36Z 21.1K followers, [----] engagements

"Top [--] $IRET holdings on Friday πŸš€πŸš€πŸš€πŸš€πŸš€ $WY +3.7% $IIPR +3.0% $TRNO +2.9% $LXP +2.8% $SPG +2.6% $CCI +2.6% $EXR +2.6% $COLD +2.6% $CUZ +2.4% $LAMR +2.4%"
X Link 2024-08-25T13:59Z 21.1K followers, 44.2K engagements

"Happy Monday πŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺ Long $IRET πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€"
X Link 2024-08-26T11:51Z 21.1K followers, [----] engagements

"Top [--] $IRET holdings YTD πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€ $CTRE +31.7% $UMH +26.4% $IIPR +22.3% $EQR +20.1% $AAT +19.5% $ESS +19.2% $SPG +17.8% $BRX +17.8% $LAMR +15.5% $CUZ +15.5% (Long IRET)"
X Link 2024-08-28T14:24Z 21.1K followers, [----] engagements

"$IRET - The iREIT MarketVector Quality REIT Index ETF seeks to track the performance before fees and expenses of the. iREIT MarketVector Quality REIT Index. Long $IRET http://IRETETF.com http://IRETETF.com"
X Link 2024-09-13T15:31Z 21.1K followers, [----] engagements

"If the Fed does cut by [--] bps this may continue as the likelihood of [--] bp again in November might rise. #REITRally Long $IRET"
X Link 2024-09-17T00:21Z 21.1K followers, [----] engagements

"$IRET: An Intelligent REIT ETF πŸš€πŸš€πŸš€πŸš€πŸš€ Read more on @SeekingAlpha: (Long IRET) http://seekingalpha.com/instablog/330973-brad-thomas/6065886-iret-intelligent-reit-etf http://seekingalpha.com/instablog/330973-brad-thomas/6065886-iret-intelligent-reit-etf"
X Link 2024-09-19T12:18Z 21.1K followers, [----] engagements

"Im preparing for a trip to Omaha Nebraska. $BOC ✈✈✈✈✈✈✈✈✈✈✈✈✈✈ πŸ‘‰ http://www.widemoatresearch.com/wide-moat-daily/why-im-going-to-omaha/ http://www.widemoatresearch.com/wide-moat-daily/why-im-going-to-omaha/"
X Link 2024-09-19T21:35Z 21.1K followers, [----] engagements

"I just ordered some of these. Long $IRET πŸ‘‰The INTELLIGENT REIT ETF πŸ πŸ¨πŸ«πŸ©πŸ£πŸ—"
X Link 2024-09-20T17:47Z 21.1K followers, [----] engagements

"$REXR - who's backing up the truck πŸš›πŸš›πŸš›πŸš›πŸš›"
X Link 2024-09-29T16:38Z 21.1K followers, [----] engagements

"Excited to talk #REITs with @KristenScholer at $iRET http://tv.nyse.com http://tv.nyse.com http://tv.nyse.com http://tv.nyse.com"
X Link 2024-10-03T13:07Z 21.1K followers, [----] engagements

"Long $IRET πŸ—πŸ πŸ¨πŸ’πŸ«πŸ₯🏩🏬πŸͺπŸ£πŸ¬πŸ— Photo Credit: @NYSE"
X Link 2024-10-05T16:14Z 21.1K followers, 41.6K engagements

"Top $IRET MOVERS today πŸš€πŸš€πŸš€πŸš€πŸš€ $PLD +4.6% $TRNO +3.9% $EGP +2.4% $LXP +1.9%"
X Link 2024-10-16T16:56Z 21.1K followers, [----] engagements

"This is the cover of my very first newsletter that I published in June [----] and the testimonial from @realDonaldTrump πŸ‘‡πŸ‘‡πŸ‘‡ Long $IRET"
X Link 2024-10-25T00:20Z 21.1K followers, [----] engagements

"#REITs should be a core asset class for every intelligent investor. Long $IRET πŸ‘‰ https://youtu.be/FZ5JThuIs8w https://youtu.be/FZ5JThuIs8w"
X Link 2024-10-31T01:58Z 21.1K followers, [----] engagements

"Just [--] days to go. πŸ‘‰ http://www.widemoatresearch.com/wide-moat-daily/five-days-to-go/ http://www.widemoatresearch.com/wide-moat-daily/five-days-to-go/"
X Link 2024-10-31T22:07Z 21.1K followers, [----] engagements

"$IRET Top Performers on Friday πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€"
X Link 2024-11-09T12:36Z 21.1K followers, [----] engagements

"$VICI ranked as the #1 most efficient REIT according to Dane Bowler on @SeekingAlpha πŸ‘‰ http://seekingalpha.com/article/4737571-reit-operating-efficiency-3-best-and-worst http://seekingalpha.com/article/4737571-reit-operating-efficiency-3-best-and-worst"
X Link 2024-11-15T14:24Z 21K followers, [----] engagements

"Top [--] $IRET Holdings 🏩🏬🏨🏠🏒πŸͺ🏩🏬🏒 (Long IRET)"
X Link 2024-12-09T00:05Z 21.1K followers, [----] engagements

"$IRET top performers 🏨🏒🏫🏩πŸ₯🏬πŸͺ🏣🏠 $TRNO +6.5% $EGP +3.6% $PLD +3.1% $UMH +2.4% $LXP +1.9% (Long IRET)"
X Link 2024-12-09T22:16Z 21.1K followers, [----] engagements

"The REIT market appears to be a pocket of value in the real estate and equity markets and given their liquid nature. 🏠🏨🏘🏒🏫πŸ₯🏩🏬πŸͺπŸ£πŸ¨πŸ—πŸ«πŸ’πŸ˜πŸ›πŸ©πŸ πŸ‘πŸ£πŸͺ🏒πŸͺ🏠🏩🏫 Long $IRET"
X Link 2024-12-10T19:36Z 21.1K followers, [----] engagements

"@elonmusk I would like to meet to discuss @Starlink vs tower REITs $AMT $CCI $SBAC .when and where I'll be there. πŸ€”"
X Link 2024-12-17T01:29Z 21K followers, [---] engagements

"The $IRET investment thesis πŸ‘‡ (Long IRET)"
X Link 2024-12-19T20:10Z 21.1K followers, [----] engagements

"Las Vegas: Strong demand and constrained supply in 2025-26. $CZR and$ $MGM reflect LSD Strip growth comping favorably vs. [----] headwinds. Jefferies Long $VICI"
X Link 2025-01-03T16:46Z 20.1K followers, [----] engagements

"$TOL customers are less exposed to mortgage rates and affordability challenges. 27% of buyers paid in cash in Q4. 20% TR potential for this luxury builder. @FASTGraphs"
X Link 2025-01-13T00:13Z 20.1K followers, [----] engagements

"$IRET +1.5% (Top [--] below) πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€πŸš€"
X Link 2025-01-21T23:38Z 21.1K followers, [----] engagements

"2 largest holdings of $IRET BEAT the STREET $CUZ Q4 [----] FFO $0.69 BEATS by $.02. $REG Q4 FFO of $1.09 BEATS by $0.02. Long $IRET"
X Link 2025-02-07T14:37Z 21.1K followers, [----] engagements

"This balance-sheet strength of consumers 65% own their own homes over 60% hold equities and their debt burden is relatively low explains in part why consumer spending has been so strong despite the higher interest rates. Wolf Street"
X Link 2025-02-14T02:24Z 20.1K followers, [----] engagements

"Around [--] years ago I was developing a mixed-use project in Hartsville South Carolina. After tying up around [---] acres I secured a deal with @Walmart to anchor a retail center that also included four outparcels. When I reached out to @McDonalds it immediately approved the site. But I made sure to stress that theyd be renting from me; I didnt want to outright sell the space. I knew that a ground lease from McDonalds was much more valuable. Read Wide Moat Daily: http://www.widemoatresearch.com/wide-moat-daily/a-new-way-to-invest-in-the-golden-arches/"
X Link 2025-02-14T03:02Z 21K followers, [----] engagements

"Recession Alert 🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 The number of distressed consumers is growing first. Now add in President Donald Trump laying off tens of thousands of workers all at once. I fully support his efforts to clean up the federal government but we do have to recognize the short-term consequences. And those are that the number of distressed American consumers will rise even more. So are we in a recession http://www.widemoatresearch.com/wide-moat-daily/get-ready-for-some-short-term-pain-before-long-term-gains/"
X Link 2025-02-26T22:19Z 20.1K followers, [----] engagements

"A new white paper from $ADC on the real estate advantages of auto parts retail stores. $AAP $ORLY $AZO $GPC https://agreerealty.com/wp-content/uploads/2025/02/24_Agree_Whitepaper_AutoParts.pdf https://agreerealty.com/wp-content/uploads/2025/02/24_Agree_Whitepaper_AutoParts.pdf"
X Link 2025-02-27T13:45Z 20.1K followers, [---] engagements

"The World's Super Billionaires πŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’ΈπŸ’Έ [--]. @elonmusk $419.4 billion $TSLA [--]. @JeffBezos $263.8 billion $AMZN [--]. Bernard Arnault$238.9 billion $LVMHF [--]. Lawrence Ellison$237 billion $ORCL [--]. Mark Zuckerberg $220.8 billion $META [--]. Sergey Brin $160.5 billion $GOOG [--]. Steven Ballmer $157.4 billion $MSFT [--]. Warren Buffett $154.2 billion $BRK.A $BRK.B [--]. James Walton $117.5 billion $WMT [--]. Samuel Robson Walton $114.4 billion $WMT Source @WSJ"
X Link 2025-02-27T16:19Z 20.9K followers, [----] engagements

"Who's ready for a REIT Renaissance 🏠🏨🏘🏒🏫🏩πŸ₯πŸͺπŸ‘πŸ—πŸ«πŸ¨πŸ πŸ©πŸ₯πŸͺ🏘"
X Link 2025-03-28T02:23Z 21.1K followers, 20.5K engagements

"@DividendStox Thank you"
X Link 2025-04-28T12:33Z 20.9K followers, [---] engagements

"Buy REITs (Long $IRET)"
X Link 2025-05-21T14:22Z 21.1K followers, 21.4K engagements

"$REXR: High Conviction Buy"
X Link 2025-07-07T17:42Z 20.8K followers, 69K engagements

"$TPL down 35% over last [--] days and @LeoNelissen provides a well-written BUY thesis (on Seeking Alpha) as he explains ".on top of not having any debt it has sky-high margins as its capex and opex are minimal. It does not produce oil and gas. All it does is allow others to produce on its land and invest in hardware for water sales among other minor things." He adds "I'm 100% annoyed but 0% worried." Nice work Leo cc: @porterstansb"
X Link 2025-08-08T12:44Z 20.9K followers, [----] engagements

"$SKYH earnings drop at 5:00 ET 😧"
X Link 2025-08-12T19:51Z 21K followers, [----] engagements

"7 reasons that $REXR is poised to profit πŸš€πŸš€πŸš€πŸš€ 1) Cash SSNOI of +3.9% in Q2-25 2) Leasing activity was strong at [---] msf 3) Generated FFOps of $0.59 above Street 4) Balance sheet solid at 4.2x Net Debt + Pfd/EBITDA 5) Valuation attractive at [----] P/AFFO (normal 33.0x) 6) 4.6% dividend yield (payout ratio of 83%) 7) Consensus growth estimates of 4% in [--] and [--] @FASTGraphs"
X Link 2025-08-13T13:00Z 20.9K followers, [----] engagements

"I recommended $PLYM last week on my YouTube channel (Wide Moat Research) and shares are now +41%. I'll drop the link below"
X Link 2025-08-21T16:27Z 20.9K followers, [----] engagements

"$SKYH is not your ordinary real estate infrastructure company. Technically considered an aviation infrastructure development company $SKYH has built its first nationwide network of Home-Basing Solutions ("HBS") for business aircraft per the company. Simply put it develops leases and manages hangars across the U.S. $SKYH has completed [--] HBS facilities of which [--] are stabilized and the others are in the lease-up phase. The company has two more campuses scheduled for delivery by the beginning of [----] (Dallas phase two and Miami phase two) and [--] additional campuses in development. I'll be"
X Link 2025-08-23T01:33Z 21K followers, 121.3K engagements

"$REXR soars on report activist Elliott has stake πŸ‘‡"
X Link 2025-08-27T13:49Z 20.9K followers, [----] engagements

"I just interviewed $VICI CEO Ed Pitoniak for Wide Moat Research members. (Sign up for Wide Moat Daily below)"
X Link 2025-08-27T17:04Z 20.9K followers, 90.5K engagements

"Top [--] $IRET Holdings πŸ‘‡ (Long IRET)"
X Link 2025-08-27T23:43Z 21.1K followers, 122.1K engagements

"$VICI raises quarterly dividend by 4% to $0.45/share"
X Link 2025-09-04T12:10Z 20.9K followers, [----] engagements

"@VulcanMK5 @MoatWide Thank you @VulcanMK5 I recently interviewed $VICI CEO for Wide Moat Research. Next up $O's CEO"
X Link 2025-09-04T12:28Z 21K followers, [---] engagements

"One chart that explains why REITs will rally. Long $IRET"
X Link 2025-09-12T14:24Z 21.1K followers, 125.3K engagements

"The Federal Reserve cut rates by 25bp at its September [----] meeting marking the first reduction since December [----]. REITs often serve as leading indicators; this rally supports my view that the worst is behind the CRE market. Long $IRET"
X Link 2025-09-17T20:24Z 21.1K followers, 46.6K engagements

"I just dropped [--] SWAN (sleep well at night) stocks on the Wide Moat Show. $WM $MSFT $V $SPGI $XEL $RGLD Subscribe & Join Us on the Road to [-----] Subscribers (click below in the comment section)"
X Link 2025-09-25T15:18Z 20.8K followers, 70.7K engagements

"Subscribe to the Wide Moat Show: https://www.youtube.com/channel/UCSKnr8kJ0LZPP_U61vueodQ https://www.youtube.com/channel/UCSKnr8kJ0LZPP_U61vueodQ"
X Link 2025-09-29T18:39Z 21K followers, [----] engagements

"REITs with Data Center exposure: $DLR $IRM $CDP $AMT $PLD $EQIX $O"
X Link 2025-09-30T21:28Z 21.1K followers, 240K engagements

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