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@rbradthomas "REITs with Data Center exposure: $DLR $IRM $CDP $AMT $PLD $EQIX $O"
X Link @rbradthomas 2025-09-30T21:28Z 20.8K followers, 239.3K engagements

"How to screen for wide moat stocks. (i.e. $ELS) X. Look for sustainable earnings history X. Look for reliable earnings growth X. Look for safe (well-covered) dividend X. Look for strong balance sheet X. Look for definitive margin of safety @FASTGraphs @MoatWide"
X Link @rbradthomas 2025-08-03T13:13Z 20.8K followers, 44.2K engagements

"$REXR soars on report activist Elliott has stake 👇"
X Link @rbradthomas 2025-08-27T13:49Z 20.8K followers, 2317 engagements

"$VICI raises quarterly dividend by X% to $0.45/share"
X Link @rbradthomas 2025-09-04T12:10Z 20.8K followers, 4290 engagements

"I just interviewed $VICI CEO Ed Pitoniak for Wide Moat Research members. (Sign up for Wide Moat Daily below)"
X Link @rbradthomas 2025-08-27T17:04Z 20.8K followers, 90.3K engagements

"$TPL down XX% over last XX 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 XXX% annoyed but X% worried." Nice work Leo cc: @porterstansb"
X Link @rbradthomas 2025-08-08T12:44Z 20.8K followers, 8133 engagements

"I just dropped X SWAN (sleep well at night) stocks on the Wide Moat Show. $WM $MSFT $V $SPGI $XEL $RGLD Subscribe & Join Us on the Road to 10000 Subscribers (click below in the comment section)"
X Link @rbradthomas 2025-09-25T15:18Z 20.8K followers, 70.6K engagements

"$REXR: High Conviction Buy"
X Link @rbradthomas 2025-07-07T17:42Z 20.8K followers, 69K 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: 👉 $CPT 👉 $MAA 👉 $ELS 👉 $SUI 👉 $AMH"
X Link @rbradthomas 2025-07-25T00:11Z 20.8K followers, 162.4K engagements

"$FRT is trading at the widest discount to its history within the shopping center sector and is the ONLY REIT-focused Dividend King (+50 years of dividend increases). A good case for a STRONG BUY"
X Link @rbradthomas 2025-10-09T12:48Z 20.8K followers, XXX engagements

"7 reasons that $REXR is poised to profit 🚀🚀🚀🚀 1) Cash SSNOI of +3.9% in Q2-25 2) Leasing activity was strong at XXX msf 3) Generated FFOps of $XXXX above Street 4) Balance sheet solid at 4.2x Net Debt + Pfd/EBITDA 5) Valuation attractive at XXXX P/AFFO (normal 33.0x) 6) XXX% dividend yield (payout ratio of 83%) 7) Consensus growth estimates of X% in XX and XX @FASTGraphs"
X Link @rbradthomas 2025-08-13T13:00Z 20.8K followers, 1495 engagements

"REIT spin worked for $HLT (spun off $PK on 1-14-17) $SIX spin (or sale-leaseback) makes sense too"
X Link @rbradthomas 2025-10-10T12:44Z 20.8K followers, XXX engagements

"REIT spin worked for $DRI (spun off $FCPT on 11-9-15). $SIX spin (or sale-leaseback) makes sense too"
X Link @rbradthomas 2025-10-10T12:38Z 20.8K followers, 1055 engagements