# ![@JeffBeckMadDog Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1983976387351560192.png) @JeffBeckMadDog Jeff Beck

Jeff Beck posts on X about $aiv, $elme, $hpp, $iipr the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1983976387351560192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983976387351560192/c:line/m:interactions.svg)

- [--] Week [-----] +4,104%
- [--] Month [-----] +1,537%

### Mentions: [--] [#](/creator/twitter::1983976387351560192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983976387351560192/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1983976387351560192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983976387351560192/c:line/m:followers.svg)

- [--] Week [--] +158%
- [--] Month [--] +343%

### CreatorRank: [---------] [#](/creator/twitter::1983976387351560192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1983976387351560192/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [financial services](/list/financial-services)  [countries](/list/countries) 

**Social topic influence**
[$aiv](/topic/$aiv) #2, [$elme](/topic/$elme) #1, [$hpp](/topic/$hpp), [$iipr](/topic/$iipr) #2, [science](/topic/science), [reit](/topic/reit), [$bdn](/topic/$bdn), [dividend](/topic/dividend), [$vre](/topic/$vre) #2, [$wsr](/topic/$wsr) #2

**Top accounts mentioned or mentioned by**
[@realassetsvalue](/creator/undefined) [@fredinheaven4](/creator/undefined) [@mrneutralman](/creator/undefined) [@poincarevalue](/creator/undefined) [@siyul](/creator/undefined) [@theweezguy](/creator/undefined) [@bmb21](/creator/undefined) [@stressed_assets](/creator/undefined)

**Top assets mentioned**
[Apartment Investment and Management Company (AIV)](/topic/$aiv) [Elme Communities (ELME)](/topic/$elme) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Brandywine Realty Trust (BDN)](/topic/$bdn) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Kilroy Realty Corp. (KRC)](/topic/$krc) [Blackstone, Inc. (BX)](/topic/$bx) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@bmb21 Any details on the actual tender process or just rough pricing guidance of around $9.40/sh"  
[X Link](https://x.com/JeffBeckMadDog/status/1989373355531927964)  2025-11-14T16:42Z [--] followers, [--] engagements


"So are studios worth zero like wut Quixote acquisition top [--] capital allocation hall of shame $HPP"  
[X Link](https://x.com/JeffBeckMadDog/status/1991556503799730223)  2025-11-20T17:17Z [--] followers, [--] engagements


"$IIPR it's always great to see Dividend AFFO AND FFO. and when they make investments into failing semi related entities (IQHQ) lol"  
[X Link](https://x.com/JeffBeckMadDog/status/1991913308354662432)  2025-11-21T16:55Z [--] followers, [---] engagements


"@Mr_Neutral_Man Private life science operator based in SD that decided to develop in downtown SD ("Radd district") which anyone that lives in SD should know is a horrible decision. They have since deleted the mgmt team of their website but think they were mostly ex $KRC"  
[X Link](https://x.com/JeffBeckMadDog/status/1996298974207398136)  2025-12-03T19:22Z [--] followers, [--] engagements


"$HPP - well good thing they did the stock split lmao"  
[X Link](https://x.com/JeffBeckMadDog/status/2001846418508820943)  2025-12-19T02:45Z [--] followers, [--] engagements


"lol don't forget sometimes REIT boards/teams actually do the right thing (rare) $CXP"  
[X Link](https://x.com/JeffBeckMadDog/status/2010043249738862810)  2026-01-10T17:37Z [--] followers, [--] engagements


"what's the deal with $BDN lately Can't think of the Philly bois without this cartoon popping in my head IYKYK"  
[X Link](https://x.com/JeffBeckMadDog/status/2011582628156358796)  2026-01-14T23:34Z [--] followers, [--] engagements


"Can someone confirm the $ELME math was their range then the last divy then a liquidating divy so now the range is $2.83 to $3.75 am i missing something"  
[X Link](https://x.com/JeffBeckMadDog/status/2010760308311368001)  2026-01-12T17:06Z [--] followers, [---] engagements


"Welp Victor you done done it. congrats man. Sub $1 stock price for $HPP. at least in private CRE you can (sometimes) clawback carry. but not Victor's comp"  
[X Link](https://x.com/JeffBeckMadDog/status/2021667500317192379)  2026-02-11T19:27Z [--] followers, [---] engagements


"so $ELME and $AIV likely gone by EOY. $CSR has been no real news since announcing $VRE activist has an uphill battle with a team that has already punted on an activist push few years ago. $WSR just above takeout offer but still 15-20% NAV per Green St"  
[X Link](https://x.com/JeffBeckMadDog/status/2022382048095457327)  2026-02-13T18:47Z [--] followers, [---] engagements


"How does the public mkt continue to let this go on All these REIT dedicated guys and their "2026 is da year" rhetoric need to put their big boy pants on and start holding mgmt teams accountable & removing the mid/micocap cesspools out there. Let Kawa have this POS portfolio $ONL"  
[X Link](https://x.com/JeffBeckMadDog/status/2010040074042511736)  2026-01-10T17:24Z [--] followers, [---] engagements


"LMAO the balls to even include acquisitions/mergers $ONL How does the public mkt continue to let this go on All these REIT dedicated guys and their "2026 is da year" rhetoric need to put their big boy pants on and start holding mgmt teams accountable & removing the mid/micocap cesspools out there. Let Kawa have this POS portfolio $ONL https://t.co/thuvkHt4Dj How does the public mkt continue to let this go on All these REIT dedicated guys and their "2026 is da year" rhetoric need to put their big boy pants on and start holding mgmt teams accountable & removing the mid/micocap cesspools out"  
[X Link](https://x.com/JeffBeckMadDog/status/2017000434611999203)  2026-01-29T22:22Z [--] followers, [---] engagements


"@PoincareValue yeah net net i'm probably close. the DC area assets going to be the big driver from here on out. not loving the $ELME revision downwards readthrough there"  
[X Link](https://x.com/JeffBeckMadDog/status/2020994853681897744)  2026-02-09T22:54Z [--] followers, [---] engagements


"Alright i have no idea if this is close to right but plugged values to get to their valuation range tear this thing apart lol. I got a real bone to pick with $AIV IR dept"  
[X Link](https://x.com/JeffBeckMadDog/status/2021052960491569458)  2026-02-10T02:45Z [--] followers, [----] engagements


"$GLXZ - i don't need claude to make crappy models I make my own crappy models. Idk feel like Evoultion was fine overpaying to gain US licenses but isn't going to bend knee to nevada. Upside is juicy if closes not sure how much further downside from current levels"  
[X Link](https://x.com/JeffBeckMadDog/status/2022009168585273768)  2026-02-12T18:05Z [--] followers, [---] engagements


"$BDN has the balance sheet for the private markets (lol). Philly portfolio holding up well clean up the messy JV structures (allegedly a priority for 2026) and it could be a pretty clean take private contrarian move Not much new supply in Philly some life science overhang"  
[X Link](https://x.com/JeffBeckMadDog/status/2022382788205515051)  2026-02-13T18:50Z [--] followers, [---] engagements


"been lazy on actually monitoring $AIV progress but looks like my conservativism plays out. will be interesting to see how it trades once these chunky liquidating dividends hit. $ELME been on a tear"  
[X Link](https://x.com/JeffBeckMadDog/status/2009721142072988055)  2026-01-09T20:17Z [--] followers, [---] engagements


"$BDN - these dudes should literally just stop doing anything other than cleaning up existing projects and signing leases. Still can't get over the hotel dev project. Clean up the capital allocation. this name should be cheap but mgmt still the Tom and Jerry shit show overhang"  
[X Link](https://x.com/JeffBeckMadDog/status/2018820535912964529)  2026-02-03T22:54Z [--] followers, [--] engagements


"Can someone please explain why you would ever buy $BX 's BCRED instead of just buying $BXSL Cowards afraid of daily M2M"  
[X Link](https://x.com/JeffBeckMadDog/status/2019097574565900398)  2026-02-04T17:15Z [--] followers, [--] engagements


"$AIV - so i was way off on Benson Hotel and probably NYC cap rates Ooof"  
[X Link](https://x.com/JeffBeckMadDog/status/2020980818408292552)  2026-02-09T21:59Z [--] followers, [----] engagements


"@siyul thumb in the air allocation based on taking 2Q25 avg rent extracting to annual rent and using $46M of annualized NOI for the 2nd quarter which must be from the ER supp or call snip might be blurry but that's the note"  
[X Link](https://x.com/JeffBeckMadDog/status/2021039534503494142)  2026-02-10T01:52Z [--] followers, [--] engagements


"Any $ARE life science bulls want to make an SPV and toss $AIV an absurd low ball offer for their IQHQ position - kinda half serious"  
[X Link](https://x.com/JeffBeckMadDog/status/2021050094859293033)  2026-02-10T02:34Z [--] followers, [---] engagements


"@Mr_Neutral_Man @RealAssetsValue I'm still convinced cannabis REIT's are way higher risk than traditional CRE and don't return enough to bridge the gap. e.g. $IIPR tf do you with a grow facility when the tenant goes away how much capex is needed to get it back toward a more traditional industrial use"  
[X Link](https://x.com/JeffBeckMadDog/status/2022023152847794314)  2026-02-12T19:01Z [--] followers, [--] engagements


"You don't know REITs if you don't know this description of Biomed vs $ARE is 100% shots fired to piss off Joel. Joel is probably trying to litigate against $IIRP to get them to change it 😂"  
[X Link](https://x.com/JeffBeckMadDog/status/2022024167974220206)  2026-02-12T19:05Z [--] followers, [--] engagements


"@FredinHeaven4 look at the valuation IGT/Everi went out at and "The new term loan and new revolving credit facility will mature on the earlier of (i) January [--] [----] or (ii) January [--] [----] if the merger with Evolution Malta Holding Limited is not completed by December [--] 2025" . [--] years"  
[X Link](https://x.com/JeffBeckMadDog/status/2022133367798739265)  2026-02-13T02:18Z [--] followers, [--] engagements


"so all $AIV has got left to go is the SD (North PB/Birdrock) JV'd assets [---] E. 90th Street (NYC) [----] on Park (Atlanta) Bank lofts (Denver) Pacifica bluffs Oak Shore Upton Place Strathmore Square IQHQ trash parkmerced and RE tech funds + random seller notes (think 2)"  
[X Link](https://x.com/JeffBeckMadDog/status/2020982419772629032)  2026-02-09T22:05Z [--] followers, [----] engagements


"$AIV v2 likely still very wrong. 1) tf should we mark Park Merced at 2) wind down costs nearly impossible to know g&a run rate and timing 3) development land - who knows where it trades 4) range on lease up assets is stabilized noi (40M) with a 5.5% 5.75% and 6% cap rate"  
[X Link](https://x.com/JeffBeckMadDog/status/2021280224726614425)  2026-02-10T17:48Z [--] followers, [---] engagements


"Investor Relations professionals pro tip. Don't put slides out there that tell the story "we used to kinda pay a responsible dividend now we overpay the shit out of it" $IIPR . the related party lifeline to IQHQ this thing might be a short candidate"  
[X Link](https://x.com/JeffBeckMadDog/status/2022025794055458854)  2026-02-12T19:11Z [--] followers, [---] engagements


"@FredinHeaven4 stock was right about where it is now in Dec [----] lmao. clipped a few hundred k for a dozen or so board meetings since they chillen lol"  
[X Link](https://x.com/JeffBeckMadDog/status/2022379762556244210)  2026-02-13T18:38Z [--] followers, [--] engagements


"@FredinHeaven4 If i ever am in a "dont need more" situation I sure as hell wouldn't be playing penny stock merger arbs haha but to each their own. hit the beach brotha"  
[X Link](https://x.com/JeffBeckMadDog/status/2022384456166985763)  2026-02-13T18:56Z [--] followers, [--] engagements


"@TheWeezGuy @RealAssetsValue prob right i don't have any position in $VRE or $WSR but do in the rest. I'm not fully up to speed on $WSR but non zero odds they can negotiate higher w/ party that is already at the table"  
[X Link](https://x.com/JeffBeckMadDog/status/2022413429819216088)  2026-02-13T20:51Z [--] followers, [--] engagements


"@RealAssetsValue Agree 100%. Feel like Jerry is increasingly frustrated with being a public Co CEO at a certain point I think these execs would welcome reporting to Mr. Grey instead of shareholders and let Mr. Grey tell them BREIT will never go down but it don't matter cus you can't sell anyway"  
[X Link](https://x.com/JeffBeckMadDog/status/2022414495256289373)  2026-02-13T20:56Z [--] followers, [--] engagements

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