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@Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs”

Mr Neutral Man aka "Howard Marks of REITs” posts on X about $maa, $cpt, $vno, $pld the most. They currently have XXXXX followers and 1888 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXX +24%
X Month XXXXXX -XX%
X Months XXXXXXX -XX%
X Year XXXXXXXXX -XX%

Mentions: XX #

X Month XX -XX%
X Months XXX -XX%
X Year XXX -XX%

Followers: XXXXX #

X Week XXXXX +0.12%
X Month XXXXX +1.40%
X Months XXXXX +9%
X Year XXXXX +17%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks cryptocurrencies finance currencies technology brands countries travel destinations

Social topic influence $maa, $cpt, $vno, $pld, $fr, $alx, $roic, ess, neat, $avb

Top assets mentioned Mid-America Apartment Communities Inc (MAA) Camden Property Trust (CPT) Veno Finance (VNO) Prologis Inc (PLD) First Industrial Realty Trust, Inc. (FR) Autonomous Virtual Beings (AVB) Earth X Essence (ESS) Regency Centers Corp (REG) Somnium Space CUBEs (CUBE) Rexford Industrial Realty, Inc. (REXR) Amazon.com, Inc. (AMZN) Terreno Realty Corporation (TRNO) SL Green Realty Corp. (SLG) Blackstone, Inc. (BX) Philip Morris International Inc. (PM) DuPont de Nemours Inc (DD) ROGin AI (ROG) Hanesbrands Inc. (HBI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Had a chat with my analyst today and we both agree that The hurdle should be XX% X yr IRR because that's what I can get in $MAA To add to any name it needs to clear that XX% hurdle and $MAA is doing so with XX% LTV and core stabilized assets"
@Mr_Neutral_Man on X 2025-06-23 21:56:10 UTC 9534 followers, 26.5K engagements

"@SideHustle_LP Doing this at a local $CPT $AVB $MAA $ESS apartment building would be kind of neat and easy to teach You see people need a place to live. You own like X% of an apartment unit. They pay you this much in rent/dividends"
@Mr_Neutral_Man on X 2025-07-21 16:39:38 UTC 9534 followers, XXX engagements

"@rhunterh If we are talking parking once and forgetting $MAA $CPT $PLD $CUBE $FR $REG are all fine don't know much about Agree or Rayonier If you want to take the estimate 3YR IRR from mid teens to 25-35% then there are other names that requires more active diligence"
@Mr_Neutral_Man on X 2025-07-15 02:46:15 UTC 9534 followers, XXX engagements

"It's hard to talk to kids about stocks. I've been trying to make it tangible. We drove by the shopping center on the highway last night and I said "Look out the window you two get over $1400 in dividends a year." They got really excited all a sudden IYKYK"
@Mr_Neutral_Man on X 2025-02-24 15:34:29 UTC 9535 followers, 2605 engagements

"Very boom bust cycle and very much tied to the business cycle The family behind $INDT $GRIF owned general cigars. Gotta love a family where the father sold tobacco and supplements income by playing piano. Son goes to Yale. Now gen 3-4 are all Yale grads and PE guys @moseskagan"
@Mr_Neutral_Man on X 2024-01-31 18:48:04 UTC 9531 followers, XXX engagements

"If you invest in warehouses/industrials you should be thinking about $AMZN robotic progress and how it impacts the demand for space. Functional obsolescence is also another topic to think about. Are XX clear obsolete at some point Im following along. $PLD $FR $TRNO $REXR"
@Mr_Neutral_Man on X 2025-07-01 18:22:29 UTC 9534 followers, 4025 engagements

"@RealAssetsValue @EllliotttB I feel like it's a good use of capital for the MAG X to just buy $VNO or $SLG Best in class office assets guarantees physical office supply and will probably earn a decent returns Why bother signing XX years leases with Steven Roth when you can just own it"
@Mr_Neutral_Man on X 2025-06-27 16:37:52 UTC 9534 followers, XXX engagements

"My analyst bought these in PA $ROIC around $XX which got bought by $BX for $XXXXX in X months $CPT $MAA at around X% cap rate $ALX at just under X% dividend yield $VNO preferred at XX% yield $PM at around $XXX I have to remind him it's not supposed to be this easy"
@Mr_Neutral_Man on X 2025-07-23 20:02:58 UTC 9534 followers, 3446 engagements

"What's a very good (Class A) X mile/5 min drive time average household income for a grocery anchorred shopping center Would love some comments as well in this thread"
@Mr_Neutral_Man on X 2025-07-15 21:58:15 UTC 9534 followers, 1548 engagements

"@PythiaR Should look at Ashtead's UK/Can business vs the US Both are route density businesses and there should be lots of insights from comparing equipment rental and uniform rental Tagging @Bonhoeffer_KDS"
@Mr_Neutral_Man on X 2025-06-17 16:27:16 UTC 9534 followers, XXX engagements

"@EllliotttB @rhunterh Which is why I respect Stuart Tanz at $ROIC so much Sold $X billion REITs twice since 2006"
@Mr_Neutral_Man on X 2025-07-11 16:58:00 UTC 9536 followers, XXX engagements

"@SideHustle_LP Book a trip to NYC and take her to shop on Fifth Ave $VNO and to see the Bloomberg Global HQ building on XXX Lex $ALX I took my kiddos to Rego Park the other night and remind them they get dividends and my kids were like "Ok we get it dad. Can we just eat Red Mango now""
@Mr_Neutral_Man on X 2025-07-21 16:38:13 UTC 9535 followers, XXX engagements

"@ThomasBraziel I remember looking at this name when I invested in $DD spinoffs Probably should've shorted $ROG on the China risk from a M&A perspective EBITDA margin has gotten crushed any idea why"
@Mr_Neutral_Man on X 2025-07-15 15:56:47 UTC 9535 followers, XXX engagements

"@ErnestWongBWM @TidefallCapital @compound248 @BillBrewsterTBB Hard Disagree - No brand that charges a good premium should ever sell at Cost $HBI and other budget brands are exceptions"
@Mr_Neutral_Man on X 2025-07-02 15:47:07 UTC 9534 followers, XXX engagements

"@phoenixvalue I hate everything about the proliferation of gambling at your finger tips. They're even talking about putting a casino in Times Square No we don't need that. Find the tax dollars elsewhere"
@Mr_Neutral_Man on X 2025-07-22 22:23:44 UTC 9533 followers, XXX engagements