[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.] #  @Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs” Mr Neutral Man aka "Howard Marks of REITs” posts on X about $are, $line, $cold, dividend the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::907746637711384577/interactions)  - X Week XXXXXX +0.81% - X Month XXXXXXX +7.20% - X Months XXXXXXXXX +145% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::907746637711384577/posts_active)  - X Week XX -XX% - X Month XXX +24% - X Months XXX +84% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::907746637711384577/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +3.10% - X Months XXXXXX +20% - X Year XXXXXX +30% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::907746637711384577/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$are](/topic/$are) #4, [$line](/topic/$line) #3, [$cold](/topic/$cold) #19, [dividend](/topic/dividend) 2.08%, [$cube](/topic/$cube) #1, [reit](/topic/reit) 2.08%, [ton](/topic/ton) 1.04%, [$400k](/topic/$400k) 1.04%, [inflation](/topic/inflation) 1.04%, [built](/topic/built) XXXX% **Top accounts mentioned or mentioned by** [@johndoeknowsguy](/creator/undefined) [@tsxman](/creator/undefined) [@ellliotttb](/creator/undefined) [@civiscd](/creator/undefined) [@csouzazep](/creator/undefined) [@thebenschmark](/creator/undefined) [@realassetsvalue](/creator/undefined) [@thepupil11](/creator/undefined) [@leylakuni](/creator/undefined) [@yenoms](/creator/undefined) [@solutionorganic](/creator/undefined) [@toffcap](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@jay21](/creator/undefined) [@privateeyecap](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@ghostofcmgi](/creator/undefined) [@theweezguy](/creator/undefined) [@lebron_ex](/creator/undefined) [@lonewolftwit58](/creator/undefined) **Top assets mentioned** [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Veno Finance (VNO)](/topic/$vno) [ALEX Lab (ALEX)](/topic/$alex) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) ### Top Social Posts Top posts by engagements in the last XX hours "@JohnDoeKnowsGuy Curious why" [X Link](https://x.com/Mr_Neutral_Man/status/1996236758866899112) 2025-12-03T15:15Z 11.2K followers, XXX engagements "I think $X mm a year buys a ton of REITs and throws off $400k in annual dividends and will beat inflation in the long run Do that for X yrs and hes built a $X mm/yr for life that beats inflation All while spending $4mm a year" [X Link](https://x.com/Mr_Neutral_Man/status/1996435253087646087) 2025-12-04T04:23Z 11.2K followers, 10.3K engagements "@ToffCap @csouzaZEP Azelis and IMCD" [X Link](https://x.com/Mr_Neutral_Man/status/1995330332153749894) 2025-12-01T03:13Z 11.2K followers, XXX engagements "@csouzaZEP @ToffCap Coild you elaborate I added to Univar at around X to X times normalized earnings during Covid Winded up being one of my better winners" [X Link](https://x.com/Mr_Neutral_Man/status/1995485837740613741) 2025-12-01T13:31Z 11.2K followers, XXX engagements "The outcome for onetime FinTwit favorite that revolves around Buffett's PA and cloning Monish Pabrai $SRG is brutal roughly $X of recovery for shareholders This was once written up on VIC for over $XX per share I am glad that we're coming to an end as I won't be asked to give my opinion on this company People would get angry at me after I explain that "it's too hard and I don't see the value"" [X Link](https://x.com/Mr_Neutral_Man/status/1996714972433314209) 2025-12-04T22:55Z 11.2K followers, 24.6K engagements "@philbak1 Come on Phil I own one of these Also $VNO is the other near pure play NYC office" [X Link](https://x.com/Mr_Neutral_Man/status/1985844743012565321) 2025-11-04T23:00Z 11.2K followers, XXX engagements "No positions in $ARE $LINE or $COLD But tracking When something is down 60-80% peak to trough its worth paying attention My generalist friends have not called yet" [X Link](https://x.com/Mr_Neutral_Man/status/1991296328362545350) 2025-11-20T00:03Z 11.2K followers, 14K engagements "Everyone knows that $ARE has gotten smoked in the past few years down about XX% from its peak in XX I went to check the 2050 bonds and it trades at a XXX% yield which is only about 130bps spread over 20-30 years US Treasury yield" [X Link](https://x.com/Mr_Neutral_Man/status/1996273433727189034) 2025-12-03T17:40Z 11.2K followers, 8735 engagements "Investors asking if $ARE has bottomed (Luckily just a 40bps position for us)" [X Link](https://x.com/Mr_Neutral_Man/status/1996596657144643714) 2025-12-04T15:05Z 11.2K followers, 3955 engagements "@JasonGreenwal12 MF REITs Self Storage some artisanal ones like $ALEX Certain high quality preferred like Vornado I like net lease REITs like $O I think warehouse REITs on a pullback $REXR has a great footprint but near term headwind Clip the dividend and don't sell the shares" [X Link](https://x.com/Mr_Neutral_Man/status/1996658694843691154) 2025-12-04T19:11Z 11.2K followers, XXX engagements "With how $ARE $COLD and $LINE are trading currently it's practically NSFW content at this point @TheBenSchmark" [X Link](https://x.com/Mr_Neutral_Man/status/1996753909574983776) 2025-12-05T01:30Z 11.2K followers, 3693 engagements "@air_real_estate @TheBenSchmark Yes but havent figured out what that number is yet" [X Link](https://x.com/Mr_Neutral_Man/status/1997112232488927728) 2025-12-06T01:13Z 11.2K followers, XX engagements "Interesting chart from Ashtead Group on the expected construction spend from 2022 to 2029 Major decel from 26-29. Does anyone have breakdown on how much IIJA and Data Center spends account for overall construction spend @taylor_hndrson @Bonhoeffer_KDS" [X Link](https://x.com/Mr_Neutral_Man/status/1950207578115322099) 2025-07-29T14:51Z 11.2K followers, 1433 engagements "What are we even doing Neutral rating for X years. PT equals current price + some spread. Have a backbone JPM. $CUBE" [X Link](https://x.com/Mr_Neutral_Man/status/1993769115279102029) 2025-11-26T19:49Z 11.2K followers, 2692 engagements "Totally agree You can buy $CUBE which owns this foot print (NY/NJ is XX% of NOI) at roughly XXX% cap rate today Miami/DC/San Diego/SoCal Boston and NYC/NJ which forms their high barrier to entry markets are XX% of their total NOI Overall occupancy at XXXX% and could have 3-6% of upside in occupancy over time" [X Link](https://x.com/Mr_Neutral_Man/status/1995941982649385420) 2025-12-02T19:43Z 11.2K followers, XXX engagements "@JohnDoeKnowsGuy What prompted this Very interested in your thought" [X Link](https://x.com/Mr_Neutral_Man/status/1996310224924258462) 2025-12-03T20:07Z 11.2K followers, XXX engagements "@deadmoney1234 In todays REIT environment I think celebrities athletes top OnlyFans stars with short earnings windows can really benefit from a REIT allocation Works same for ppl near retirement age. Recently had ppl ask me to help their parents build a basket. Not investment advice" [X Link](https://x.com/Mr_Neutral_Man/status/1996594643295772917) 2025-12-04T14:57Z 11.2K followers, XXX engagements "@LeylaKuni Got a call with a client today and told him about a REIT It boils down to buying at over XXX% cap rate for a market/product that's XXX% cap rate and get paid X% dividend for the stock to rerate" [X Link](https://x.com/Mr_Neutral_Man/status/1996714847845941388) 2025-12-04T22:54Z 11.2K followers, 1564 engagements "@donttagme6969 @TheBenSchmark REITs look at NOI and EBITDA Cash is cash Yes depreciation is real but not as high as accounting depreciation in most cases" [X Link](https://x.com/Mr_Neutral_Man/status/1996981441226272907) 2025-12-05T16:34Z 11.2K followers, XX engagements "@JohnDoeKnowsGuy You ever consider using puts since consumer staples have the lowest implied volatility which means that puts are cheap Picking the best strike and expiration date is an art though" [X Link](https://x.com/Mr_Neutral_Man/status/1994879614133608491) 2025-11-29T21:22Z 11.2K followers, XX engagements "@SFarringtonBKC @tralalacollie @Ashton_1nvests My limited understanding is that specialty distributors are the better biz like IMCD Azeklis Over XX% EBITDA margins generally conveys true specialties lots of 10-15% EBITDA margin biz will try to pass as specialties. Need to put them where they belong commodities" [X Link](https://x.com/Mr_Neutral_Man/status/1997519738315149416) 2025-12-07T04:13Z 11.2K followers, XXX engagements
[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.]
@Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs”
Mr Neutral Man aka "Howard Marks of REITs” posts on X about $are, $line, $cold, dividend the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +0.81%
- X Month XXXXXXX +7.20%
- X Months XXXXXXXXX +145%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +24%
- X Months XXX +84%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +3.10%
- X Months XXXXXX +20%
- X Year XXXXXX +30%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX%
Social topic influence $are #4, $line #3, $cold #19, dividend 2.08%, $cube #1, reit 2.08%, ton 1.04%, $400k 1.04%, inflation 1.04%, built XXXX%
Top accounts mentioned or mentioned by @johndoeknowsguy @tsxman @ellliotttb @civiscd @csouzazep @thebenschmark @realassetsvalue @thepupil11 @leylakuni @yenoms @solutionorganic @toffcap @bonhoefferkds @jay21 @privateeyecap @sfarringtonbkc @ghostofcmgi @theweezguy @lebron_ex @lonewolftwit58
Top assets mentioned Alexandria Real Estate Equities Inc (ARE) Lineage, Inc. Common Stock (LINE) Americold Realty Trust, Inc. (COLD) Somnium Space CUBEs (CUBE) Veno Finance (VNO) ALEX Lab (ALEX) Rexford Industrial Realty, Inc. (REXR)
Top Social Posts
Top posts by engagements in the last XX hours
"@JohnDoeKnowsGuy Curious why"
X Link 2025-12-03T15:15Z 11.2K followers, XXX engagements
"I think $X mm a year buys a ton of REITs and throws off $400k in annual dividends and will beat inflation in the long run Do that for X yrs and hes built a $X mm/yr for life that beats inflation All while spending $4mm a year"
X Link 2025-12-04T04:23Z 11.2K followers, 10.3K engagements
"@ToffCap @csouzaZEP Azelis and IMCD"
X Link 2025-12-01T03:13Z 11.2K followers, XXX engagements
"@csouzaZEP @ToffCap Coild you elaborate I added to Univar at around X to X times normalized earnings during Covid Winded up being one of my better winners"
X Link 2025-12-01T13:31Z 11.2K followers, XXX engagements
"The outcome for onetime FinTwit favorite that revolves around Buffett's PA and cloning Monish Pabrai $SRG is brutal roughly $X of recovery for shareholders This was once written up on VIC for over $XX per share I am glad that we're coming to an end as I won't be asked to give my opinion on this company People would get angry at me after I explain that "it's too hard and I don't see the value""
X Link 2025-12-04T22:55Z 11.2K followers, 24.6K engagements
"@philbak1 Come on Phil I own one of these Also $VNO is the other near pure play NYC office"
X Link 2025-11-04T23:00Z 11.2K followers, XXX engagements
"No positions in $ARE $LINE or $COLD But tracking When something is down 60-80% peak to trough its worth paying attention My generalist friends have not called yet"
X Link 2025-11-20T00:03Z 11.2K followers, 14K engagements
"Everyone knows that $ARE has gotten smoked in the past few years down about XX% from its peak in XX I went to check the 2050 bonds and it trades at a XXX% yield which is only about 130bps spread over 20-30 years US Treasury yield"
X Link 2025-12-03T17:40Z 11.2K followers, 8735 engagements
"Investors asking if $ARE has bottomed (Luckily just a 40bps position for us)"
X Link 2025-12-04T15:05Z 11.2K followers, 3955 engagements
"@JasonGreenwal12 MF REITs Self Storage some artisanal ones like $ALEX Certain high quality preferred like Vornado I like net lease REITs like $O I think warehouse REITs on a pullback $REXR has a great footprint but near term headwind Clip the dividend and don't sell the shares"
X Link 2025-12-04T19:11Z 11.2K followers, XXX engagements
"With how $ARE $COLD and $LINE are trading currently it's practically NSFW content at this point @TheBenSchmark"
X Link 2025-12-05T01:30Z 11.2K followers, 3693 engagements
"@air_real_estate @TheBenSchmark Yes but havent figured out what that number is yet"
X Link 2025-12-06T01:13Z 11.2K followers, XX engagements
"Interesting chart from Ashtead Group on the expected construction spend from 2022 to 2029 Major decel from 26-29. Does anyone have breakdown on how much IIJA and Data Center spends account for overall construction spend @taylor_hndrson @Bonhoeffer_KDS"
X Link 2025-07-29T14:51Z 11.2K followers, 1433 engagements
"What are we even doing Neutral rating for X years. PT equals current price + some spread. Have a backbone JPM. $CUBE"
X Link 2025-11-26T19:49Z 11.2K followers, 2692 engagements
"Totally agree You can buy $CUBE which owns this foot print (NY/NJ is XX% of NOI) at roughly XXX% cap rate today Miami/DC/San Diego/SoCal Boston and NYC/NJ which forms their high barrier to entry markets are XX% of their total NOI Overall occupancy at XXXX% and could have 3-6% of upside in occupancy over time"
X Link 2025-12-02T19:43Z 11.2K followers, XXX engagements
"@JohnDoeKnowsGuy What prompted this Very interested in your thought"
X Link 2025-12-03T20:07Z 11.2K followers, XXX engagements
"@deadmoney1234 In todays REIT environment I think celebrities athletes top OnlyFans stars with short earnings windows can really benefit from a REIT allocation Works same for ppl near retirement age. Recently had ppl ask me to help their parents build a basket. Not investment advice"
X Link 2025-12-04T14:57Z 11.2K followers, XXX engagements
"@LeylaKuni Got a call with a client today and told him about a REIT It boils down to buying at over XXX% cap rate for a market/product that's XXX% cap rate and get paid X% dividend for the stock to rerate"
X Link 2025-12-04T22:54Z 11.2K followers, 1564 engagements
"@donttagme6969 @TheBenSchmark REITs look at NOI and EBITDA Cash is cash Yes depreciation is real but not as high as accounting depreciation in most cases"
X Link 2025-12-05T16:34Z 11.2K followers, XX engagements
"@JohnDoeKnowsGuy You ever consider using puts since consumer staples have the lowest implied volatility which means that puts are cheap Picking the best strike and expiration date is an art though"
X Link 2025-11-29T21:22Z 11.2K followers, XX engagements
"@SFarringtonBKC @tralalacollie @Ashton_1nvests My limited understanding is that specialty distributors are the better biz like IMCD Azeklis Over XX% EBITDA margins generally conveys true specialties lots of 10-15% EBITDA margin biz will try to pass as specialties. Need to put them where they belong commodities"
X Link 2025-12-07T04:13Z 11.2K followers, XXX engagements