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@tsxman Avatar @tsxman Chris in Canada 🍁

Chris in Canada 🍁 posts on X about reit, $line, $cold, $are the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence countries XXXXX% finance XXXXX% stocks XXXXX% cryptocurrencies XXXX%

Social topic influence reit #3, $line #2, $cold #15, $are #2, bullish #680, debt #521, food 5.26%, canada #981, alltime #577, $carun #2

Top accounts mentioned or mentioned by @teddygambino @thebenschmark @rockcreekfreak @mrneutralman @trend_bullish @realassetsvalue @bubleqe @mr_neutral_man @brownmarubozu @konekoresearch @trendbullish @nuggetcapital @morguard @assettraveller @pjreddy @sa_vaninvestor @mark_ledain @manitobacanuck @cubedpermian @recoverytrade

Top assets mentioned Lineage, Inc. Common Stock (LINE) Americold Realty Trust, Inc. (COLD) Alexandria Real Estate Equities Inc (ARE) SL Green Realty Corp. (SLG) Canadian Natural Resources Limited (CNQ) Healthpeak (DOC) Nomad Foods Limited (NOMD) Campbell Soup Company (CPB) ALEX Lab (ALEX) EQT, Corp. (EQT) Earth X Essence (ESS) Mid-America Apartment Communities Inc (MAA) Autonomous Virtual Beings (AVB) Camden Property Trust (CPT) UDR, Inc. (UDR)

Top Social Posts

Top posts by engagements in the last XX hours

"Canada Pension Plan Investment Board (#CPPIB) took a XX% haircut on $ARE and they appear to be currently liquidators now near all-time lows as the company is falling apart with an unsustainable dividend. Real estate can be a tough industry. Know what you own is very important"
X Link 2025-11-13T04:21Z 10.9K followers, 4468 engagements

"Updated TD multiple charts for residential REITs. Their report on $CAR.UN today suggests XXX million units will be churned out due to the TSX-60 deletion. XXX% of all units bought back last month & expect heavy use of NCIB in December. $NRR.UN $MRG.UN $MI.UN $KMP.UN $BEI.UN"
X Link 2025-12-09T19:46Z 10.9K followers, 3876 engagements

"If you had to pick a loser REIT to recover the most over the next 12-months which would you chose Multiples/valuations in the gutter. Cold storage joins office as terminal decline just as office showing strong signs of rebound. Life science gutted. $ARE $LINE $D.UN $SLG $COLD"
X Link 2025-12-10T15:02Z 10.9K followers, 4184 engagements

"As I noted years' ago $CNQ insiders still pounding the sell button on company shares including aggressively in the past month. I usually scroll SEDI once a day for the past numerous years' and can't recall EVER seeing open market buy for this company"
X Link 2025-11-16T20:58Z 10.9K followers, 17K engagements

"Compare $CNQ's insider activity to that of $TOU.TO which has lagged significantly but still seeing heavy insider purchases. Why would anybody own a company that is seeing massive consistent insider selling and trades at a premium multiple to historical averages"
X Link 2025-11-16T21:03Z 10.9K followers, 2236 engagements

"@BubleQe $PEY.TO has been one of the best picks off the 2020 bottom coming out of the AECO apocalypse. Long-term I'd bet on $TOU.TO's Mike Rose based on his track record and current strategy. Totally different investments and cater to different investors in my view"
X Link 2025-11-21T04:40Z 10.9K followers, XXX engagements

"@AssetTraveller I am holding $LINE on the US exchange. I like this theme for next year. If you want a bear case follow @TheBenSchmark he is very bearish $COLD but expressed willingness to buy LINE if he had a "gun to head.""
X Link 2025-11-26T18:56Z 10.9K followers, XXX engagements

"Have to give the Vision Capital camp some credit: they finally got paid on their $AX.UN short and are feasting off the $AP.UN short. Started to take an L on $COLD (pair w/ $LINE) a top position just as Seth Klarman is starting to add it to his value fund per 13F filings"
X Link 2025-11-18T02:30Z 10.9K followers, 3431 engagements

"@TheBenSchmark Well $LINE says they are working with CBRE to create some type of reporting registry for cold storage so perhaps we will have the answer. All I feel confident about is the the food industry will rebound & tariffs unwinding on food will be a tailwind for the space"
X Link 2025-11-26T15:41Z 10.9K followers, XXX engagements

"@Mr_Neutral_Man Added w/u. Bondholders say it is safe until 2054 with a very high credit grade rating. Watched it for years' always glad I didn't own it but think it is compelling here trades below private market and has a high MOAT relative to peers in an asset class people are stereotyping"
X Link 2025-12-04T18:25Z 10.9K followers, XXX engagements

"$HR.UN now down XX% since K2 put out their note on July X. Getting absolutely hosed by Hofstedter from the brutal Q3 call even though the developments were positive & if relayed correctly could have resulted in material upside. XX% res & ind. now and trades like an office REIT"
X Link 2025-12-05T16:57Z 10.8K followers, 12.6K engagements

"@pjreddy @mark_ledain $CAR.UN here. Never owned it now on my list but will wait for more forced selling to buy. AFFO multiple lowest since 2013 which creates an attractive entry point as new construction drops like a stone"
X Link 2025-12-06T17:35Z 10.8K followers, XXX engagements

"Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un"
X Link 2025-12-09T00:50Z 10.8K followers, 2360 engagements

"@BubleQe $SRU.UN & $SGR.U both have challenged distribution coverage. I think CAPREIT will bring the most upside over the next 12-months because of the TSX-60 deletion"
X Link 2025-12-09T00:57Z 10.8K followers, XXX engagements

"Well as you know I had been super bullish on $NXR.UN but sold it a while ago because I have concerns about the Windsor-London market due to tariff wars. Distribution riskier for that reason (plus slowing rent growth) but also privatization potential. CEO said suitors want pf but big insider doesn't want to sell at the recent real estate conference. So I don't think I'd buy it for the distribution safety alone because it is far from guaranteed. They have been impressive in re-leasing the two bankruptcies and have a strong team"
X Link 2025-12-09T01:02Z 10.9K followers, XXX engagements

"@rockcreekfreak @Volkomm_ All roads lead to more directional drilling. Increased SAGD + Clearwater bullish or inc. Permian activity also bullish. We likely see both which benefits $ACX.TO & $PHX.TO. Capital light biz that's a small part of overall cost but imperative to success. Nice entry at troughs"
X Link 2025-11-22T18:31Z 10.9K followers, XXX engagements

"@yenoms Do you think $ARE is a buy here Looks like the short sellers are done with it"
X Link 2025-12-03T16:27Z 10.9K followers, XXX engagements

"@Mr_Neutral_Man Are you adding $ARE here. $DOC spoke of emerging tailwinds in the space for biotech. I don't follow life science closely but between that and short interest falling it seems attractive for a reversal play"
X Link 2025-12-03T17:57Z 10.9K followers, 1088 engagements

"$COLD all-time lows. Analysts who loved it all year capitulated when it tanked. Institutional capitulation. Seth Klarman recently added a large stake. Debt is elevated. Occupancy weakened and may weaken further in 2026. Trading well below replacement costs in oversupplied market which is expected to persist for a couple years. Tariff relief on food will be a tailwind. #2 player in cold storage with $LINE. I would add if we saw meaningful insider buys. Holding Lineage instead. I think it's natural to think a dividend reduction is possible due to the weakness at this juncture"
X Link 2025-11-26T18:46Z 10.9K followers, 1062 engagements

"@BrownMarubozu I watched the $GFR.TO presentation at Peters and found it impressive. I will add if Canada's leading geologist @rockcreekfreak likes the stock"
X Link 2025-11-30T13:31Z 10.9K followers, 11.8K engagements

"Food stocks got wrecked this year. My former favorite $SAP.TO is up XX% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips"
X Link 2025-12-03T02:06Z 10.9K followers, 5491 engagements

"$ALEX a Hawaii-based CRE REIT out with news. They will be going private at a XX% premium to today's close. Had a modest position in my RRSP. Buying deep value at cyclical troughs isnt a bad strategy no matter how much people make fun of you at times"
X Link 2025-12-08T22:46Z 10.9K followers, 2137 engagements

"@trend_bullish Can't wait to see the bullish break out trends for REITs. "It's been a thousand years." - a pre 2020 REIT investor"
X Link 2025-12-10T15:12Z 10.9K followers, XXX engagements

"@TheBenSchmark $COLD news about activist getting hostile this morning. A hostile takeover would be nice for my bottom $LINE"
X Link 2025-12-10T15:23Z 10.9K followers, 1285 engagements

"Multiple charts from TD showing US REIT names. Space is generally near 52-wk lows and trading at discounts well in excess to multi-year avgs. Makes it attractive in a rate cut environment w/ very little new supply after a build cycle. $EQT $AVB $CPT $ESS $UDR $MAA $CSR $HOM.U"
X Link 2025-12-10T22:13Z 10.9K followers, XXX engagements

"Jeff Gundlach @DLineCap says crystal clear more rate cuts coming when Powell is gone in summer. Yield steepner. $DXY lower a high confidence trade. Bullish on commodities for first time in ages. Increasing emerging market fixed income exposure"
X Link 2025-12-11T02:25Z 10.9K followers, 3153 engagements

"$NXRT an interesting one. Smallcap Class B US multifam Sunbelt REIT. Caters to modest income renters. Higher debt leverage. XX% off their touted NAV (5.25-.75 cap rates). High insider ownership. On Q3 call they said they'll consider selling the co if discount gap doesn't close"
X Link 2025-12-11T05:03Z 10.9K followers, 1834 engagements