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

"Mgmt cite a X% NIY which is XXX PSF and a XXX% earnings yield. This drives "mid single digit" EPS accretion. However backing out the reversionary bridge but marking share consideration to market indicates a X% NIY XXX PSF and XXX% earnings yield on contracted rent. 4/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3592 followers, XXX engagements

"Tritax Big Box $BBOX.L announced a 1bn industrial/logistics acquisition from $BX after losing out to them on their bid for Warehouse REIT. 6.5m sq ft portfolio skews urban XX% occupancy 6yr WALT. They highlight in-place rents are XX% below market. 1/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3592 followers, XXX engagements

"$REXR update ahead of NAREIT - sky isn't falling. yet: -Leasing 600k sq ft/month down XX% vs. Q2 2024 -Consistent with $PLD comments -Lease spreads suggest focus on occ. not price (but still +ve) -Rent bumps X% sticking -Small wins in redev./repos. portfolio & asset sales"
X Link @RealAssetsValue 2025-05-29T15:03Z 3590 followers, 2776 engagements

"A flurry of deals at $SITC over the last couple weeks. First a 3-property portfolio U/C for $126m. Mix of quality and markets. I estimate a XXX% cap / $XXX PSF. Price reflects a X% disc. / -$4m vs. my valuation estimate. 1/"
X Link @RealAssetsValue 2025-10-03T18:45Z 3592 followers, 2732 engagements

"$PKST sells more office properties and achieve attractive pricing. X additional sales incl. small Ind/Flex building but most importantly largest asset leased to Southern Co. in Birmingham. Blended disposal cap rate of XXX% REIT trades at an XX% cap rate"
X Link @RealAssetsValue 2025-09-03T11:43Z 3590 followers, 2063 engagements

"$VRE buys out minority interest in Urby Harborside for price in line with earlier reporting of a $430m price tag. Price equates to XXX% cap rate on TTM NOI and $565k per unit"
X Link @RealAssetsValue 2025-04-22T13:36Z 3588 followers, 1937 engagements

"BofA think $REXR is worth $XX a share based on a XXXX% discount to their NAV estimate based on a XXX% cap. Trades at a XX% discount to their NAV estimate. SoCal industrial/logistics RE Armageddon priced in yet or no"
X Link @RealAssetsValue 2025-04-22T15:18Z 3590 followers, 13.3K engagements

"LT rates up from their lows earlier this month but cost of capital for NNN REITs - both big and small - not looking too shabby: $O secures $800m of 5yr debt at XXX% lower rate than $550m Nov maturity (4.625%). $NTST secures $450m of 6yr debt at XXX% - 4.9%"
X Link @RealAssetsValue 2025-09-26T13:15Z 3592 followers, 5442 engagements

"The pricing of the share consideration also gives a view into a valuation $BX are willing to accept for the pre-deal $BBOX.L portfolio. 1.61/share is a XX% disc. to portfolio value/15% disc. to NAV XXX% NIY XXX PSF and a XXX% EPRA earnings yield. 5/5"
X Link @RealAssetsValue 2025-10-14T18:17Z 3590 followers, XXX engagements

"Tritax are paying 632m in cash (funded by a 1yr XXX debt facility at SONIA + XX bps XXX% all-in) and 375m in shares to be issued to $BX at XXXX per share a XX% premium to the prevailing share price. 2/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3590 followers, XX engagements

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

"@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private"
X Link @RealAssetsValue 2025-07-24T14:07Z 3592 followers, XXX engagements

"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"
X Link @RealAssetsValue 2025-07-25T21:03Z 3592 followers, 5951 engagements

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

"Why is the $SBAC AFFO multiple now -2.3x lower than $AMT and almost -7.0x lower than $CCI Historically valuations have been similar and they've even traded at a slight premium"
X Link @RealAssetsValue 2025-10-09T19:47Z 3592 followers, XXX engagements

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

"Signs of life in DC multifamily with $AVB selling a portfolio for $450m. Breaks down to $355k per unit. Cap rate quoted from buyer is XXXX% but based on $AVB DC revenue and their mid-Atlantic segment NOI margins of XX% I see XXX% nominal / XXX% adj. for pm expense"
X Link @RealAssetsValue 2025-08-20T13:06Z 3590 followers, 8544 engagements