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# ![@REITStrategist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1934167761984389120.png) @REITStrategist REIT Strategist

REIT Strategist posts on X about lack of, future, reduce, $lgenl the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1934167761984389120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934167761984389120/c:line/m:interactions.svg)

- X Week XXXXX +131%
- X Month XXXXX +16%

### Mentions: X [#](/creator/twitter::1934167761984389120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934167761984389120/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +162%

### Followers: XXX [#](/creator/twitter::1934167761984389120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934167761984389120/c:line/m:followers.svg)

- X Week XXX +10%
- X Month XXX +30%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1934167761984389120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934167761984389120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[lack of](/topic/lack-of) #466, [future](/topic/future), [reduce](/topic/reduce) #1279, [$lgenl](/topic/$lgenl), [stocks](/topic/stocks), [db](/topic/db), [rate cuts](/topic/rate-cuts), [inflation](/topic/inflation), [in 2026](/topic/in-2026), [reit](/topic/reit) #31

**Top accounts mentioned or mentioned by**
[@johnstepek](/creator/undefined) [@dbfink](/creator/undefined) [@frencheconomics](/creator/undefined) [@mrmbrown](/creator/undefined) [@polemictmm](/creator/undefined) [@ronmarkets2](/creator/undefined) [@marcusashworth](/creator/undefined) [@movingcharlie](/creator/undefined) [@notayesmansecon](/creator/undefined) [@merrynsw](/creator/undefined) [@tractoreric](/creator/undefined) [@johnstepeks](/creator/undefined) [@julianhjessop](/creator/undefined) [@perpetualvalue](/creator/undefined) [@robsilveruk](/creator/undefined) [@financetiger](/creator/undefined) [@moneymaybury](/creator/undefined) [@ft](/creator/undefined) [@hawkeye74](/creator/undefined) [@profpensions](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last XX hours

"I researched #LGEN $LGEN.L over the weekend and have concluded it's a great buy with a low chance of loss under my base case scenario My very simple thesis 🧵 -"  
[X Link](https://x.com/REITStrategist/status/1983092663009075581)  2025-10-28T08:45Z XXX followers, XXX engagements


"A misleading article stemming from a lack of understanding of how Defined Benefit (DB) pension schemes fund future cashflows to their members Here's a brief explainer on what's really going on 🧵"  
[X Link](https://x.com/REITStrategist/status/1991145129395068983)  2025-11-19T14:02Z XXX followers, XXX engagements


"Tl;dr of my constructive thesis on Gilts for 2026 - Fed and BoE rate path downwards - DMO reducing issuance in 2026 and potentially increasing Bill issuance to further reduce Gilt supply - BoE rate cuts come as Gilts yield the highest amongst their developed market peers which should make Gilts more attractive Risks to my thesis - - Stubborn inflation delaying or cancelling rate cuts - Central banks switching to "inflation fighting mode" looking to tighten monetary policy - biggest risk could be in the US with the upcoming mid-terms and the perception from the public that the current Trump"  
[X Link](https://x.com/REITStrategist/status/1996519342192603647)  2025-12-04T09:57Z XXX followers, 1046 engagements


"@Frencheconomics I've held the view that the pension lump sump withdrawals helped keep the economy going post the 2024 budget and expect a similar outcome post 2025's budget I wrote about this dynamic earlier in the summer where I included this flowchart"  
[X Link](https://x.com/REITStrategist/status/1997955373219909818)  2025-12-08T09:04Z XXX followers, XXX engagements


"@Frencheconomics @truemagic68 This number on aggregate will always look depressed because a big bulk of UK pensions are closed fully funded Defined Benefit schemes which are in run-off mode meaning they are derisked and hold low risk assets only I wrote a thread about this here"  
[X Link](https://x.com/REITStrategist/status/1998304196983160857)  2025-12-09T08:10Z XXX followers, XXX engagements


"This is a good roundup but flows using the IA fund statistics are inconsequential - this year the UK all companies fund segment saw 7bn of outflows FTSE100's market cap is over 2tn #HSBA's annual dividend of 8bn will make up those flows even if nothing else changes"  
[X Link](https://x.com/REITStrategist/status/1998331552539754671)  2025-12-09T09:59Z XXX followers, XXX engagements


"@tractoreric @MarketBlondes I think curve will flatten but not because of anything that the BoE does but more because issuance in the longer ends will be a lot lesser compared to other developed markets - UK is steeper today than US and Germany for instance with a higher base rate"  
[X Link](https://x.com/REITStrategist/status/1998351961448456280)  2025-12-09T11:20Z XXX followers, XX engagements