[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JonLitt Jonathan Litt - L&B Jonathan Litt - L&B posts on X about has been, $are, $avb, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::576402060/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +1,231% - X Months XXXXXXX +576% - X Year XXXXXXX +1,023% ### Mentions: X [#](/creator/twitter::576402060/posts_active)  - X Week X +50% - X Month XX -XX% - X Months XX -XX% - X Year XX +37% ### Followers: XXXXX [#](/creator/twitter::576402060/followers)  - X Week XXXXX +0.20% - X Month XXXXX +1.80% - X Months XXXXX +3.60% - X Year XXXXX +12% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::576402060/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XX% [cryptocurrencies](/list/cryptocurrencies) XX% **Social topic influence** [has been](/topic/has-been) 30%, [$are](/topic/$are) #3, [$avb](/topic/$avb) 10%, [ceo](/topic/ceo) 10%, [alexandria real](/topic/alexandria-real) #3, [sui](/topic/sui) 10%, [$sui](/topic/$sui) 10%, [sun](/topic/sun) 10%, [$sbac](/topic/$sbac) 10%, [future](/topic/future) XX% **Top accounts mentioned or mentioned by** [@jameshollier24](/creator/undefined) [@orrdavid](/creator/undefined) [@dailyreitbeat](/creator/undefined) [@nuggetcapital](/creator/undefined) [@acapitallp](/creator/undefined) **Top assets mentioned** [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Sui (SUI)](/topic/$sui) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [Iron Mountain Inc (IRM)](/topic/$irm) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [First Industrial Realty Trust, Inc. (FR)](/topic/$fr) ### Top Social Posts Top posts by engagements in the last XX hours "Today's Proxy Compensation Spotlight Paying up for underperformance: AvalonBay Communities $AVB - AVB has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe AVB has been a chronic underperformer. - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages with CEO Benjamin Schall 2024 total compensation of $XXX million down from $XXX million in 2023 in our view. - Annual meeting is May XX. - The best way for" [X Link](https://x.com/JonLitt/status/1920179031556624407) 2025-05-07T18:08Z 4976 followers, 2098 engagements "Today's Proxy Compensation Spotlight Paying up for underperformance: Alexandria Real Estate Equities $ARE - ARE has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages with CEO Peter Moglia 2024 total compensation of $XXXX million up from $XXX million in 2023 in our view. - Additionally multi-million dollar pay packages are being extended to Executive Chairman Joel Marcus who received $XXXX million in total" [X Link](https://x.com/JonLitt/status/1919394408606134638) 2025-05-05T14:11Z 4973 followers, 2357 engagements "Today's Proxy Compensation Spotlight Paying down for underperformance: Sun Communities $SUI - SUI has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe SUI has been a chronic underperformer. - We are encouraged to see the board respond to recent poor performance with a significant reduction in 2024 compensation to CEO Gary Shiffman. 2024 total compensation for Shiffman was reduced to $XXX million down sharply from $XXXX million in 2023. The board is currently in" [X Link](https://x.com/JonLitt/status/1919455623093375463) 2025-05-05T18:14Z 4975 followers, 1661 engagements "Today's Proxy Compensation Spotlight Paying up for underperformance: SBA Communications $SBAC - SBAC has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe SBAC has been a chronic underperformer. - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages. Jeffrey Stoops who stepped down as CEO at the end of 2023 after receiving $XXXX million that year was succeeded by Brendan Cavanagh on January X 2024 whose total" [X Link](https://x.com/JonLitt/status/1920468631697121506) 2025-05-08T13:19Z 4975 followers, 1162 engagements "JP Morgan's Tony Paolone lowered his Alexandria Real Estate $ARE 2026 FFO estimate XX% to $XXXX well below consensus of $XXXX. He estimated capitalized interest will have to be expensed on $XXX billion of assets (out of $XXX billion total future development) that will be no longer viable for further development spend. With no reduction of capitalized G&A of $XXX million or capitalized property operating expenses of $XXX million contemplated in JPM's estimate there is another $XXXX of FFO/share at risk in the near-term in our view. We expect to see consensus FFO estimates continue to freefall." [X Link](https://x.com/JonLitt/status/1925191836752077269) 2025-05-21T14:07Z 4973 followers, 4079 engagements "L&B White Paper: The Executive Compensation All Stars Link to white paper: Welltower $WELL and Iron Mountain $IRM are All Stars in REITs generating consistent outperformance to proxy peers. A combination of tailwinds in their core businesses and effective management likely played roles in their strong results. Given significant shareholder value creation we are confident these executives have earned their compensation" [X Link](https://x.com/JonLitt/status/1937502668290707724) 2025-06-24T13:26Z 4976 followers, 1890 engagements "Alexandria Real Estate $ARE an office/lab REIT has seen its troubles advance from a leasing problem to a balance sheet problem. High leverage and multibillion dollar development commitments increases the likelihood of a substantial dividend cut and highly dilutive assets sales and/or equity issuance. Private market participants we have spoken to describe the leasing environment and for sale market as a "bloodbath" with the best decision today some time being to "hand the keys back" to the lenders on even high quality new office/lab buildings as the net rent after tenant improvement costs do" [X Link](https://x.com/JonLitt/status/1988699299463721250) 2025-11-12T20:03Z 4976 followers, 12.3K engagements "Today's Proxy Compensation Spotlight Paying up for underperformance: Rexford Industrial Realty $REXR - REXR has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages. Rexford Co-CEOs Howard Schwimmer and Michael Frankel each earned $XXXX million combined in 2024 down slightly from $XXXX million combined in 2023. Compensation is egregious when considering the combined compensation of the company's two CEOs in our" [X Link](https://x.com/JonLitt/status/1920540156353757662) 2025-05-08T18:03Z 4972 followers, 2075 engagements "First Industrial ($FR) a high quality institutional owner of warehouses is trading at a heavily discounted value to the private market. View presentation here:" [X Link](https://x.com/JonLitt/status/1996589831514710297) 2025-12-04T14:38Z 4972 followers, 2809 engagements
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@JonLitt Jonathan Litt - L&B
Jonathan Litt - L&B posts on X about has been, $are, $avb, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +1,231%
- X Months XXXXXXX +576%
- X Year XXXXXXX +1,023%
Mentions: X #
- X Week X +50%
- X Month XX -XX%
- X Months XX -XX%
- X Year XX +37%
Followers: XXXXX #
- X Week XXXXX +0.20%
- X Month XXXXX +1.80%
- X Months XXXXX +3.60%
- X Year XXXXX +12%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XX% finance XX% cryptocurrencies XX%
Social topic influence has been 30%, $are #3, $avb 10%, ceo 10%, alexandria real #3, sui 10%, $sui 10%, sun 10%, $sbac 10%, future XX%
Top accounts mentioned or mentioned by @jameshollier24 @orrdavid @dailyreitbeat @nuggetcapital @acapitallp
Top assets mentioned Alexandria Real Estate Equities Inc (ARE) Autonomous Virtual Beings (AVB) Sui (SUI) SBA Communications Corporation (SBAC) Welltower Inc (WELL) WELL3 (WELL) Iron Mountain Inc (IRM) Rexford Industrial Realty, Inc. (REXR) First Industrial Realty Trust, Inc. (FR)
Top Social Posts
Top posts by engagements in the last XX hours
"Today's Proxy Compensation Spotlight Paying up for underperformance: AvalonBay Communities $AVB - AVB has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe AVB has been a chronic underperformer. - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages with CEO Benjamin Schall 2024 total compensation of $XXX million down from $XXX million in 2023 in our view. - Annual meeting is May XX. - The best way for"
X Link 2025-05-07T18:08Z 4976 followers, 2098 engagements
"Today's Proxy Compensation Spotlight Paying up for underperformance: Alexandria Real Estate Equities $ARE - ARE has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages with CEO Peter Moglia 2024 total compensation of $XXXX million up from $XXX million in 2023 in our view. - Additionally multi-million dollar pay packages are being extended to Executive Chairman Joel Marcus who received $XXXX million in total"
X Link 2025-05-05T14:11Z 4973 followers, 2357 engagements
"Today's Proxy Compensation Spotlight Paying down for underperformance: Sun Communities $SUI - SUI has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe SUI has been a chronic underperformer. - We are encouraged to see the board respond to recent poor performance with a significant reduction in 2024 compensation to CEO Gary Shiffman. 2024 total compensation for Shiffman was reduced to $XXX million down sharply from $XXXX million in 2023. The board is currently in"
X Link 2025-05-05T18:14Z 4975 followers, 1661 engagements
"Today's Proxy Compensation Spotlight Paying up for underperformance: SBA Communications $SBAC - SBAC has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). The underperformance is not an anomaly and we believe SBAC has been a chronic underperformer. - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages. Jeffrey Stoops who stepped down as CEO at the end of 2023 after receiving $XXXX million that year was succeeded by Brendan Cavanagh on January X 2024 whose total"
X Link 2025-05-08T13:19Z 4975 followers, 1162 engagements
"JP Morgan's Tony Paolone lowered his Alexandria Real Estate $ARE 2026 FFO estimate XX% to $XXXX well below consensus of $XXXX. He estimated capitalized interest will have to be expensed on $XXX billion of assets (out of $XXX billion total future development) that will be no longer viable for further development spend. With no reduction of capitalized G&A of $XXX million or capitalized property operating expenses of $XXX million contemplated in JPM's estimate there is another $XXXX of FFO/share at risk in the near-term in our view. We expect to see consensus FFO estimates continue to freefall."
X Link 2025-05-21T14:07Z 4973 followers, 4079 engagements
"L&B White Paper: The Executive Compensation All Stars Link to white paper: Welltower $WELL and Iron Mountain $IRM are All Stars in REITs generating consistent outperformance to proxy peers. A combination of tailwinds in their core businesses and effective management likely played roles in their strong results. Given significant shareholder value creation we are confident these executives have earned their compensation"
X Link 2025-06-24T13:26Z 4976 followers, 1890 engagements
"Alexandria Real Estate $ARE an office/lab REIT has seen its troubles advance from a leasing problem to a balance sheet problem. High leverage and multibillion dollar development commitments increases the likelihood of a substantial dividend cut and highly dilutive assets sales and/or equity issuance. Private market participants we have spoken to describe the leasing environment and for sale market as a "bloodbath" with the best decision today some time being to "hand the keys back" to the lenders on even high quality new office/lab buildings as the net rent after tenant improvement costs do"
X Link 2025-11-12T20:03Z 4976 followers, 12.3K engagements
"Today's Proxy Compensation Spotlight Paying up for underperformance: Rexford Industrial Realty $REXR - REXR has underperformed its proxy peers cited in their filings on a trailing 1- 3- and 5- year basis on total shareholder returns (TSR). - Persistent and consistent underperformance should not be rewarded with multi-million dollar pay packages. Rexford Co-CEOs Howard Schwimmer and Michael Frankel each earned $XXXX million combined in 2024 down slightly from $XXXX million combined in 2023. Compensation is egregious when considering the combined compensation of the company's two CEOs in our"
X Link 2025-05-08T18:03Z 4972 followers, 2075 engagements
"First Industrial ($FR) a high quality institutional owner of warehouses is trading at a heavily discounted value to the private market. View presentation here:"
X Link 2025-12-04T14:38Z 4972 followers, 2809 engagements