Dark | Light
[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.]

# ![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::396466677.png) @RealAssetsValue Real Assets Value

Real Assets Value posts on X about $peco, $ivt, reit, $onl 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::396466677/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::396466677/c:line/m:interactions.svg)

- X Week XXXXXX +2,412%
- X Month XXXXXX +8%
- X Months XXXXXXX +120%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::396466677/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::396466677/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XXXX%
- X Months XXX +27%
- X Year XXX +7%

### Followers: XXXXX [#](/creator/twitter::396466677/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::396466677/c:line/m:followers.svg)

- X Week XXXXX +0.24%
- X Month XXXXX +1.30%
- X Months XXXXX +12%
- X Year XXXXX +19%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::396466677/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::396466677/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::396466677/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXX% [stocks](/list/stocks)  XXX%

**Social topic influence**
[$peco](/topic/$peco) 5.41%, [$ivt](/topic/$ivt) 2.7%, [reit](/topic/reit) 2.7%, [$onl](/topic/$onl) 2.7%, [$nlop](/topic/$nlop) 2.7%, [$pkst](/topic/$pkst) 2.7%, [$280m](/topic/$280m) 2.7%, [moco](/topic/moco) 2.7%, [ann](/topic/ann) 2.7%, [$600k](/topic/$600k) XXX%

**Top accounts mentioned or mentioned by**
[@ellliotttb](/creator/undefined) [@rhunterh](/creator/undefined) [@mrneutralman](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@thepupil11](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@thepupil](/creator/undefined) [@dontflytoohigh](/creator/undefined) [@adamb1438](/creator/undefined) [@recoverytrade](/creator/undefined) [@fintwitwannabe](/creator/undefined) [@privateeyecap](/creator/undefined) [@nopain_n0gain86](/creator/undefined) [@blondesnmoney](/creator/undefined) [@pinkpoloshorts](/creator/undefined) [@grandtokamak](/creator/undefined) [@theweezguy](/creator/undefined) [@vanckzhu](/creator/undefined) [@mrossg199](/creator/undefined) [@jdub_re](/creator/undefined)

**Top assets mentioned**
[Phillips Edison & Company, Inc. Common Stock (PECO)](/topic/$peco) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Prologis Inc (PLD)](/topic/$pld) [EPR Properties (EPR)](/topic/$epr) [National Retail Properties, Inc. (NNN)](/topic/$nnn)
### Top Social Posts [#](/creator/twitter::396466677/posts)
---
Top posts by engagements in the last XX hours

"BoFA analysis of retail watchlist tenants suggests no big flashing warning lights today. -XXX% of GLA across retail REITs substantial or higher risk -grocery anchored retail REITs best positioned $PECO and $IVT stand out as having lowest exposure at XXXX and XXX% 1/"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043791077605505) 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements


"One I didn't see coming. With this + Kawa / $ONL animal spirits rekindling in the office market I see transaction at a XX% cap rate and just under $XXX PSF. 6.5x FFO / 11.2x AFFO on Q1 2025 ann. (but acquiror will cut G&A cost structure). Proposed $ONL deal is @ XX% cap"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948372982952268157) 2025-07-24 13:21:32 UTC 3399 followers, 3690 engagements


"@EllliotttB Funds (and benchmarks) like this give public real estate investing a bad name. XXX% IRR since 2013 and XXX% since inception in 2006"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948074404446982341) 2025-07-23 17:35:06 UTC 3397 followers, 1172 engagements


"@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948384594807435696) 2025-07-24 14:07:41 UTC 3397 followers, XXX engagements


"$PECO has acquired $280m of properties in the first half of 2025 at a XXX% cap rate ($265 PSF). Interestingly lots of unanchored and shadow-anchored centers in the mix. Sold X asset for a XXX% cap rate / $XXX PSF"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948537862258921628) 2025-07-25 00:16:43 UTC 3399 followers, XXX engagements


"$JBGS sold 8001 Woodmont in Bethesda for $194m. Price represents $600k per unit and a XXX% cap rate based on Q4 2024 ann. NOI. Pricing almost certainly wider than similar product in NoVA due to MoCo rent stabilization"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1897257269953442051) 2025-03-05 12:05:57 UTC 3398 followers, 2188 engagements


"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948851696941367670) 2025-07-25 21:03:47 UTC 3399 followers, 1475 engagements


"$REXR update ahead of NAREIT - sky isn't falling. yet: -Leasing 600k sq ft/month down XX% vs. Q2 2024 -Consistent with $PLD comments -Lease spreads suggest focus on occ. not price (but still +ve) -Rent bumps X% sticking -Small wins in redev./repos. portfolio & asset sales"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1928104858705371469) 2025-05-29 15:03:15 UTC 3396 followers, 2560 engagements


"Looking at NNN REITs $FVR has highest exposure to substantial risk + tenants due to X JoAnn's. Looking at "speculative" risk $EPR sticks out due to cinema tenancy and $NNN & $NTST have elevated exposure as well with Advanced Auto Parts a exposure a major driver. 2/2"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043793212600597) 2025-07-23 15:33:27 UTC 3398 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.]

@RealAssetsValue Avatar @RealAssetsValue Real Assets Value

Real Assets Value posts on X about $peco, $ivt, reit, $onl the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +2,412%
  • X Month XXXXXX +8%
  • X Months XXXXXXX +120%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week X -XX%
  • X Month XX -XXXX%
  • X Months XXX +27%
  • X Year XXX +7%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.24%
  • X Month XXXXX +1.30%
  • X Months XXXXX +12%
  • X Year XXXXX +19%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% currencies XXX% stocks XXX%

Social topic influence $peco 5.41%, $ivt 2.7%, reit 2.7%, $onl 2.7%, $nlop 2.7%, $pkst 2.7%, $280m 2.7%, moco 2.7%, ann 2.7%, $600k XXX%

Top accounts mentioned or mentioned by @ellliotttb @rhunterh @mrneutralman @mr_neutral_man @thepupil11 @joinyellowbrick @thepupil @dontflytoohigh @adamb1438 @recoverytrade @fintwitwannabe @privateeyecap @nopain_n0gain86 @blondesnmoney @pinkpoloshorts @grandtokamak @theweezguy @vanckzhu @mrossg199 @jdub_re

Top assets mentioned Phillips Edison & Company, Inc. Common Stock (PECO) Rexford Industrial Realty, Inc. (REXR) Prologis Inc (PLD) EPR Properties (EPR) National Retail Properties, Inc. (NNN)

Top Social Posts #


Top posts by engagements in the last XX hours

"BoFA analysis of retail watchlist tenants suggests no big flashing warning lights today. -XXX% of GLA across retail REITs substantial or higher risk -grocery anchored retail REITs best positioned $PECO and $IVT stand out as having lowest exposure at XXXX and XXX% 1/"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements

"One I didn't see coming. With this + Kawa / $ONL animal spirits rekindling in the office market I see transaction at a XX% cap rate and just under $XXX PSF. 6.5x FFO / 11.2x AFFO on Q1 2025 ann. (but acquiror will cut G&A cost structure). Proposed $ONL deal is @ XX% cap"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-24 13:21:32 UTC 3399 followers, 3690 engagements

"@EllliotttB Funds (and benchmarks) like this give public real estate investing a bad name. XXX% IRR since 2013 and XXX% since inception in 2006"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-23 17:35:06 UTC 3397 followers, 1172 engagements

"@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-24 14:07:41 UTC 3397 followers, XXX engagements

"$PECO has acquired $280m of properties in the first half of 2025 at a XXX% cap rate ($265 PSF). Interestingly lots of unanchored and shadow-anchored centers in the mix. Sold X asset for a XXX% cap rate / $XXX PSF"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-25 00:16:43 UTC 3399 followers, XXX engagements

"$JBGS sold 8001 Woodmont in Bethesda for $194m. Price represents $600k per unit and a XXX% cap rate based on Q4 2024 ann. NOI. Pricing almost certainly wider than similar product in NoVA due to MoCo rent stabilization"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-03-05 12:05:57 UTC 3398 followers, 2188 engagements

"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-25 21:03:47 UTC 3399 followers, 1475 engagements

"$REXR update ahead of NAREIT - sky isn't falling. yet: -Leasing 600k sq ft/month down XX% vs. Q2 2024 -Consistent with $PLD comments -Lease spreads suggest focus on occ. not price (but still +ve) -Rent bumps X% sticking -Small wins in redev./repos. portfolio & asset sales"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-05-29 15:03:15 UTC 3396 followers, 2560 engagements

"Looking at NNN REITs $FVR has highest exposure to substantial risk + tenants due to X JoAnn's. Looking at "speculative" risk $EPR sticks out due to cinema tenancy and $NNN & $NTST have elevated exposure as well with Advanced Auto Parts a exposure a major driver. 2/2"
@RealAssetsValue Avatar @RealAssetsValue on X 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements

@RealAssetsValue
/creator/twitter::RealAssetsValue