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Brad Thomas posts on X about $rexr, reit, stocks, balance sheet the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXX% technology brands XXXX%
Social topic influence $rexr #10, reit #37, stocks 2.47%, balance sheet #2023, $els #4, $vici #19, debt #1809, $six #1, $cdp 1.23%, $amt XXXX%
Top accounts mentioned or mentioned by @hoyacapital @operationmilly @reit_wolf @fastgraphs @moatwide @billackman @stackingshares @sandstonestox @dividendstox @wiseale2 @newlowobserver @grahamschroeder @joshvoices @realjimchanos @realdonaldtrump @elonmusk @wsj @leonelissen @reitwolf @ainvestorbrief
Top assets mentioned Rexford Industrial Realty, Inc. (REXR) Ethlas (ELS) VICI Properties, Inc. (VICI) SIX (SIX) COPT Defense Properties (CDP) American Tower Corp (AMT) Prologis Inc (PLD) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Iron Mountain Inc (IRM) Lamar Advertising, Co. (LAMR) Texas Pacific Land, Corp. (TPL) Waste Management, Inc. (WM) S&P Global Inc (SPGI) XELIS (XEL) Royal Gold Inc (RGLD) Microsoft Corp. (MSFT) Mid-America Apartment Communities Inc (MAA) Sui (SUI) American Homes X Rent (AMH) Camden Property Trust (CPT) Federal Realty Investment Trust (FRT) Park Hotels & Resorts Inc. Common Stock (PK) Hilton Hotels Corporation Common Stock (HLT) Darden Restaurants, Inc. (DRI)
Top posts by engagements in the last XX hours
"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, 2282 engagements
"$VICI raises quarterly dividend by X% to $0.45/share"
X Link @rbradthomas 2025-09-04T12:10Z 20.8K followers, 4267 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
"Buffett bets on billboards (i.e. $LAMR) Read my latest article on Wide Moat Daily (link below)"
X Link @rbradthomas 2025-08-21T02:50Z 20.8K followers, 84.1K engagements
"$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, 8061 engagements
"I just dropped X SWAN (sleep well at night) stocks on the Wide Moat Show. $WM $MSFT $V $SPGI $XEL $RGLD Subscribe & Join Us on the Road to 10000 Subscribers (click below in the comment section)"
X Link @rbradthomas 2025-09-25T15:18Z 20.8K followers, 70.6K engagements
"10 Mistakes to Avoid When Investing in REITs X. Obsessing over just one REIT X. Obsessing over a single sector X. Owning nothing but REITs X. Investing too heavily Or at all) in mREITs X. Trying to time the market X. Buying overvalued REITs X. Falling for value traps X. Falling for sucker yields X. Considering REITs to be fixed-income XX. Forgetting that the CEO works for YOU I'll drop my REITs for Dummies cheat sheet below"
X Link @rbradthomas 2025-10-08T15:38Z 20.8K followers, 126.1K engagements
"$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, 1488 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, 1024 engagements