#  @askjussi Jussi Askola, CFA Jussi Askola, CFA posts on X about reit, $are, dividend, $sbac the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1303711055689003010/interactions)  - [--] Week [------] +3.50% - [--] Month [-------] +260% - [--] Months [-------] +72% - [--] Year [-------] +97% ### Mentions: [--] [#](/creator/twitter::1303711055689003010/posts_active)  - [--] Week [--] +59% - [--] Month [---] +54% - [--] Months [---] +66% - [--] Year [---] +16% ### Followers: [-----] [#](/creator/twitter::1303711055689003010/followers)  - [--] Week [-----] +0.52% - [--] Month [-----] +1.50% - [--] Months [-----] +11% - [--] Year [-----] +18% ### CreatorRank: [-------] [#](/creator/twitter::1303711055689003010/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66.04% [finance](/list/finance) 51.89% [financial services](/list/financial-services) #1052 [technology brands](/list/technology-brands) 4.72% [social networks](/list/social-networks) 3.77% [cryptocurrencies](/list/cryptocurrencies) 1.89% [celebrities](/list/celebrities) 0.94% [musicians](/list/musicians) 0.94% [countries](/list/countries) 0.94% [currencies](/list/currencies) 0.94% **Social topic influence** [reit](/topic/reit) #25, [$are](/topic/$are) #1, [dividend](/topic/dividend) #679, [$sbac](/topic/$sbac) #1, [ai](/topic/ai) 6.6%, [investment](/topic/investment) #4044, [in the](/topic/in-the) 6.6%, [$bx](/topic/$bx) #5, [ceo](/topic/ceo) 5.66%, [$amt](/topic/$amt) #9 **Top accounts mentioned or mentioned by** [@solutionorganic](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@yagues92](/creator/undefined) [@danho194](/creator/undefined) [@convexitycowboy](/creator/undefined) [@oskarpal414](/creator/undefined) [@roguewayve](/creator/undefined) [@vienna13capital](/creator/undefined) [@__dimitar______](/creator/undefined) [@daniel3point0](/creator/undefined) [@kankaneki54065](/creator/undefined) [@69thsb](/creator/undefined) [@fromvalue](/creator/undefined) [@pikedu](/creator/undefined) [@markledain](/creator/undefined) [@kk_investing](/creator/undefined) [@biekbh](/creator/undefined) [@steephen_falken](/creator/undefined) [@nasiraltaf91](/creator/undefined) **Top assets mentioned** [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Blackstone, Inc. (BX)](/topic/$bx) [American Tower Corp (AMT)](/topic/$amt) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [The Macerich Company (MAC)](/topic/$mac) [VICI Properties, Inc. (VICI)](/topic/$vici) [Camden Property Trust (CPT)](/topic/$cpt) [Simon Property Group Inc (SPG)](/topic/$spg) [Crown Castle Inc (CCI)](/topic/$cci) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [TANGER FACTORY OUTLET CENTERS (SKT)](/topic/$skt) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [AudioCoin (ADC)](/topic/$adc) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Ares Management, Corp. (ARES)](/topic/$ares) [Brookfield Corporation (BN)](/topic/$bn) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [WELL3 (WELL)](/topic/$well) [American Healthcare REIT, Inc. (AHR)](/topic/$ahr) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Healthcare Realty Trust, Inc. (HR)](/topic/$hr) [Somnium Space CUBEs (CUBE)](/topic/$cube) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [Arbor Realty Trust, Inc. (ABR)](/topic/$abr) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [Roper Technologies Inc (ROP)](/topic/$rop) [Intuit Inc. (INTU)](/topic/$intu) [Patria Investments Ltd. (PAX)](/topic/$pax) [SPIRIT REALTY CAPITAL, INC. (SRC)](/topic/$src) [SafeCoin (SAFE)](/topic/$safe) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Public Storage (PSA)](/topic/public-storage) [Ventas, Inc. (VTR)](/topic/$vtr) [National Health Investors (NHI)](/topic/$nhi) ### Top Social Posts Top posts by engagements in the last [--] hours "This slide recaps nicely why I expect $HTWS to keep winning over the long run. It is by far my favorite REIT operating in Africa. The demand for cell tower infrastructure is set to explode. $AMT is also bullish on the continent:" [X Link](https://x.com/askjussi/status/2020480481800978514) 2026-02-08T12:51Z [----] followers, [----] engagements "New video on YouTube. [--] best REITs to buy this month" [X Link](https://x.com/askjussi/status/2021244873563611533) 2026-02-10T15:28Z [----] followers, [---] engagements "Mortgage REITs have performed very poorly over the past [--] years despite offering high dividend yields. Do not fall for it $NLY $AGNC $ABR" [X Link](https://x.com/askjussi/status/2020117339317100679) 2026-02-07T12:48Z [----] followers, [----] engagements "With investors becoming concerned about how AI will disrupt all sorts of businesses REITs are finally becoming a safe haven again. $VNQ $ROP $INTU" [X Link](https://x.com/askjussi/status/2020834565078622553) 2026-02-09T12:18Z [----] followers, [----] engagements "Guess what AI wont disrupt. Having a roof over your head. Yet apartment REITs are trading at historically low valuations and they are aggressively buying back shares. $CPT $MAA $BSRTF" [X Link](https://x.com/askjussi/status/2020880744483344793) 2026-02-09T15:21Z [----] followers, [----] engagements "REIT buyout activity is accelerating. Brookfield just recently announced that it would acquire $NSR and now it is already acquiring $PSKT. Blackstone was also recently rumored to be going after $BYG. $BX $BAM" [X Link](https://x.com/askjussi/status/2021276477141000393) 2026-02-10T17:34Z [----] followers, [---] engagements "Brookfield just acquired Peakstone Realty Trust at a 34% premium one month after buying National Storage REIT at a 26% premium. Smart money is voting with real capital and going after REITs at these discounted valuations. $BAM $BN $PKST $NSR" [X Link](https://x.com/askjussi/status/2021594824600928642) 2026-02-11T14:39Z [----] followers, [----] engagements "My biggest new investment is $PAX. I believe that it could 3x your money over the coming [--] years. Here's why: A thread👇👇👇" [X Link](https://x.com/askjussi/status/1608148042024386560) 2022-12-28T17:09Z [----] followers, 56.9K engagements "$VNA rose from [--] to [--] as the market started to expect rate cuts. How much will it rise if and when rates are "actually" cut Its NAV is still around [--] and historically it has traded at a small premium to it during most times. Interesting times to own Vonovia" [X Link](https://x.com/anyuser/status/1733388006520762513) 2023-12-09T07:28Z [----] followers, [----] engagements "Why invest in REITs today" [X Link](https://x.com/askjussi/status/1875919305545842984) 2025-01-05T14:56Z [----] followers, 14.9K engagements "Please take a moment to watch this video. It is very important to me. Our friend @KanKaneki54065 needs your help. Thank you for your support My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his unit Team Kilo to protect them from russian drones. Any donation helps Link with more information in the comments: https://t.co/b2zd6mNMMR My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his" [X Link](https://x.com/askjussi/status/1890773227317641243) 2025-02-15T14:40Z [----] followers, 13.7K engagements "What is your biggest holding today Let me know below. I will start: $IWG" [X Link](https://x.com/askjussi/status/1953089677973701050) 2025-08-06T13:44Z [----] followers, [----] engagements "$NNN is arguably the best deal in the net lease sector today trading at a near 6% dividend yield and I expect it to surge as yield-starved investors bid it up in the coming years" [X Link](https://x.com/askjussi/status/1964311622102434232) 2025-09-06T12:56Z [----] followers, [----] engagements "The chart below is old but it still shows you how $MAC has historically focused on malls in densely populated areas with rich local populations significant tourism and high barriers to entry. $SKT $SPG $CBL" [X Link](https://x.com/askjussi/status/1975060950765252854) 2025-10-06T04:50Z [----] followers, [----] engagements "$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:" [X Link](https://x.com/askjussi/status/1982110150011084804) 2025-10-25T15:41Z [----] followers, [----] engagements "$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand" [X Link](https://x.com/askjussi/status/1982442339420217466) 2025-10-26T13:41Z [----] followers, [----] engagements "$MAC is on a path to $30 per share by the end of [----]. Thats based on $2 of FFO per share and a 15x multiple post-transformation in-line with $SKTs current multiple. Even if I am off a bit the risk-to-reward remains attractive" [X Link](https://x.com/askjussi/status/1982819826029765002) 2025-10-27T14:41Z [----] followers, [----] engagements "$SRC earned us great returns under the leadership of Jack Hsieh who oversaw its transformation into a higher-quality REIT and later sold the company to Realty Income (O) for a large gain.We expect more of the same from $MAC now under the leadership of the same CEO" [X Link](https://x.com/askjussi/status/1983152266904514786) 2025-10-28T12:42Z [----] followers, [----] engagements "It is rumored that $BX may soon make a buyout offer for $BYG. I have held it for over [--] years first buying it following the Brexit crash and I dont want to let it go:" [X Link](https://x.com/askjussi/status/1985689737424961906) 2025-11-04T12:45Z [----] followers, [----] engagements "If Big Yellow Group $BYG gets bought out by Blackstone $BX I will likely reallocate the proceeds into $SHUR and $SAFE. European self-storage is a big opportunity and I want to remain invested in it" [X Link](https://x.com/askjussi/status/1986052377070248178) 2025-11-05T12:46Z [----] followers, [----] engagements "REITs are already up about 40% on average since rate cuts began in late [----] and they have a lot more to give given that REIT valuations are still at a near-decade low relative to the broader stock market $VNQ $SPY" [X Link](https://x.com/askjussi/status/1993356002201108484) 2025-11-25T16:28Z [----] followers, [----] engagements "Las Vegas is a bit slow right now but I can't help but think that $CZR has sold off too much based on what I view as a temporary headwind. The digital business is creating a ton of value as well" [X Link](https://x.com/askjussi/status/1994609008104051008) 2025-11-29T03:27Z [----] followers, [----] engagements "Many investors attempt to justify the low valuations of REITs by claiming that office REITs are facing severe long-term headwinds. The reality is that office REITs represent only 3% of the REIT sector" [X Link](https://x.com/askjussi/status/1995845908400148889) 2025-12-02T13:22Z [----] followers, 22.8K engagements "Blackstone is rumored to be attempting to buy out Big Yellow Group our largest self-storage REIT investment. $BX $BYG $BYLOF" [X Link](https://x.com/askjussi/status/1996965033138373093) 2025-12-05T15:29Z [----] followers, [----] engagements "Brookfield just recently made an offer to buy out our Australian self-storage REIT National Storage REIT at a large premium. Even then we are not selling as we think that other potential buyers could be interested and make a higher offer. Looking at you Public Storage. $BAM $BN $NSR $PSA https://twitter.com/i/web/status/1997312575202283775 https://twitter.com/i/web/status/1997312575202283775" [X Link](https://x.com/askjussi/status/1997312575202283775) 2025-12-06T14:30Z [----] followers, [----] engagements "$WELL $VTR $NHI $AHR and other REITs with senior housing exposure are going to greatly benefit from the rapidly aging population. But when will supply catch up That's the big question" [X Link](https://x.com/askjussi/status/2007482963358003404) 2026-01-03T16:03Z [----] followers, [----] engagements "$SILA - At an AFFO multiple of about 9.8x and a dividend yield of 7.2% we think the market is pricing in some tenant difficulties from the likely loss of insured patients after the expiration of the ACA (Obamacare) subsidies" [X Link](https://x.com/askjussi/status/2008934403305578498) 2026-01-07T16:11Z [----] followers, [---] engagements "The last time $ARE was this cheap here is how it performed in the following decade:" [X Link](https://x.com/askjussi/status/2009281941816967265) 2026-01-08T15:12Z [----] followers, [----] engagements "Foreword by the CEO of VICI Properties $VICI" [X Link](https://x.com/askjussi/status/2009662145571754326) 2026-01-09T16:22Z [----] followers, [---] engagements "Adjusted for its now lower leverage $ARE is today quite a bit cheaper than it was even during the Great Financial Crisis:" [X Link](https://x.com/askjussi/status/2009674780350550091) 2026-01-09T17:13Z [----] followers, [----] engagements "$SBAC has easily beaten its cell tower peers $AMT and $CCI over the long run:" [X Link](https://x.com/askjussi/status/2010400060530479531) 2026-01-11T17:15Z [----] followers, [----] engagements "$SBAC is historically cheap relative to $AMT and $CCI right now:" [X Link](https://x.com/askjussi/status/2010762699580326241) 2026-01-12T17:16Z [----] followers, [----] engagements "I recently bought the dip in $SBAC" [X Link](https://x.com/askjussi/status/2011125338412384760) 2026-01-13T17:17Z [----] followers, [---] engagements "The apartment market stabilized in [----]. Conditions should further improve in [----] for REITs like $CPT $HOM.U $BSRTF $MAA" [X Link](https://x.com/askjussi/status/2011805319052345806) 2026-01-15T14:19Z [----] followers, [---] engagements "New video on $WPC now available on Youtube" [X Link](https://x.com/askjussi/status/2013312536054059120) 2026-01-19T18:08Z [----] followers, [----] engagements "$VICI has grown its dividend the fastest in the net lease peer group and that's despite coming public shortly before the pandemic. Casino net lease properties are just superior to your average net lease property" [X Link](https://x.com/askjussi/status/2014016639759778211) 2026-01-21T16:46Z [----] followers, [----] engagements "I think that the yield spread between $VICI and $EPR should be larger than this:" [X Link](https://x.com/askjussi/status/2014379279593963541) 2026-01-22T16:47Z [----] followers, [----] engagements "$HASI has a stated long-term goal of growing its EPS by 10% annually on average. Yet you can still buy shares at a 5.3% dividend yield" [X Link](https://x.com/askjussi/status/2015104558695907548) 2026-01-24T16:49Z [----] followers, [----] engagements "I compare two of my favorite net lease REITs and explain which one is the best opportunity today: $ADC $EPRT $O" [X Link](https://x.com/askjussi/status/2015786812740919737) 2026-01-26T14:00Z [----] followers, [----] engagements "Last week I had the pleasure of teaching a class on REITs at the University of Michigan. I discussed key takeaways from my new book The REIT Advantage which is now available on Amazon. Foreword by $VICI's CEO https://twitter.com/i/web/status/2016122516377399790 https://twitter.com/i/web/status/2016122516377399790" [X Link](https://x.com/askjussi/status/2016122516377399790) 2026-01-27T12:14Z [----] followers, [----] engagements "$ADC has the nicest office of any REIT I have visited so far" [X Link](https://x.com/askjussi/status/2016662826354671700) 2026-01-29T00:01Z [----] followers, [----] engagements "Great Mexican food with our REIT analyst R. Paul Drake in Northern Michigan" [X Link](https://x.com/askjussi/status/2016845279233003581) 2026-01-29T12:06Z [----] followers, [----] engagements "One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc" [X Link](https://x.com/askjussi/status/2016937636959551756) 2026-01-29T18:13Z [----] followers, 10.8K engagements "$SBAC is not just another high-quality REIT. It has been one of the most successful and rewarding REIT investments of all time. Over multiple decades it has dramatically outperformed both the broader REIT market and the S&P [---] driven by a rare combination of steady organic growth operating leverage disciplined capital allocation and an exceptionally strong competitive moat. Very few REITs can match its long-term record of value creation. https://twitter.com/i/web/status/2017317138118414477 https://twitter.com/i/web/status/2017317138118414477" [X Link](https://x.com/askjussi/status/2017317138118414477) 2026-01-30T19:21Z [----] followers, [----] engagements "What is the best restaurant stock to buy today What a bloodbath" [X Link](https://x.com/askjussi/status/2017938230214349093) 2026-02-01T12:29Z [----] followers, [----] engagements "@SolutionOrganic It does not own all of it. $CZR still owns many of its assets even on the LV Strip" [X Link](https://x.com/askjussi/status/2018233246446661649) 2026-02-02T08:01Z [----] followers, [--] engagements "@SFarringtonBKC Which is your favorite restaurant stock today" [X Link](https://x.com/askjussi/status/2018233334279606441) 2026-02-02T08:01Z [----] followers, [---] engagements "Yet another REIT buyout by private equity at a big premium. More evidence that REITs are undervalued: 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This acquisition marks a major expansion of Brookfields 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This" [X Link](https://x.com/askjussi/status/2018421131602981072) 2026-02-02T20:27Z [----] followers, [----] engagements "$HR owns some great medical office buildings is enjoying steady rent growth has a shareholder-friendly management team an improving balance sheet and yet it trades at a very reasonable valuation" [X Link](https://x.com/askjussi/status/2018709311736672738) 2026-02-03T15:33Z [----] followers, [---] engagements "$HR has significant value creation potential over the coming [--] years. Importantly what is missed by this table is that its balance sheet should also improve likely leading to a higher valuation multiple:" [X Link](https://x.com/askjussi/status/2019027155548860522) 2026-02-04T12:36Z [----] followers, [---] engagements "With AI disrupting more and more businesses it is good to remember that REITs are the ultimate anti-AI asset that can't be disrupted. Some exceptions always exist but it is hard to find a more resilient asset class" [X Link](https://x.com/askjussi/status/2019065808895234474) 2026-02-04T15:09Z [----] followers, [----] engagements "I still don't like data center REITs. My thesis is that data center REITs like $EQIX and $DLR do not generate attractive growth in free cash flow because of their ever-growing operating costs. Data center landlords have to continue upgrading their equipment and infrastructure not to grow their revenue but rather merely to remain competitive with new state-of-the-art data centers coming to market. https://twitter.com/i/web/status/2019118507955224960 https://twitter.com/i/web/status/2019118507955224960" [X Link](https://x.com/askjussi/status/2019118507955224960) 2026-02-04T18:39Z [----] followers, [----] engagements "Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation $ADC After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing https://t.co/ynOKmS824x After more than three years of work my book The REIT Advantage is finally out. I wrote the" [X Link](https://x.com/askjussi/status/2019133210656112915) 2026-02-04T19:37Z [----] followers, [----] engagements "@SolutionOrganic Tons of new supply coming in all the time. New competition" [X Link](https://x.com/askjussi/status/2019309673267229090) 2026-02-05T07:18Z [----] followers, [--] engagements "$EQIX appears to be growing its FFO per share a lot faster than $DLR. In reality this is mostly because $EQIX labels most of its capex as "non-recurring" even though much of this is non-revenue-generating while $DLR labels most of it as recurring (accurately in our view)" [X Link](https://x.com/askjussi/status/2019390550705586280) 2026-02-05T12:40Z [----] followers, [---] engagements "I am buying the dip in $OWL Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU" [X Link](https://x.com/askjussi/status/2019531179595309094) 2026-02-05T21:58Z [----] followers, [----] engagements "I like $MTN at these levels. Wont be disrupted by AI *Potentially* Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp *Potentially* Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp" [X Link](https://x.com/askjussi/status/2019532162262004097) 2026-02-05T22:02Z [----] followers, [----] engagements "@FromValue Bought a bit of $DUOL. I am a client and love the product. Tiny position" [X Link](https://x.com/askjussi/status/2019532923590861290) 2026-02-05T22:05Z [----] followers, [--] engagements "@piked_u Whats your fav airport stock right now Some compelling names in Mexico" [X Link](https://x.com/askjussi/status/2019533267805040833) 2026-02-05T22:07Z [----] followers, [--] engagements "@mark_ledain Yes make it make sense" [X Link](https://x.com/askjussi/status/2019533415100617076) 2026-02-05T22:07Z [----] followers, [--] engagements "@danho194 Not a REIT" [X Link](https://x.com/askjussi/status/2019533576266801450) 2026-02-05T22:08Z [----] followers, [--] engagements "@ConvexityCowboy All of those combined together represent less than 10% of the REIT sector. But yes you are right. There are exceptions. The point is that the vast majority of REITs will be fine" [X Link](https://x.com/askjussi/status/2019675744193114229) 2026-02-06T07:33Z [----] followers, [--] engagements "REITs have done poorly lately but be careful not fall for recency bias" [X Link](https://x.com/askjussi/status/2019753944612757589) 2026-02-06T12:44Z [----] followers, [---] engagements "Warren Buffett invested in Lamar Advertising $LAMR via Berkshire Hathaway. Its billboards are a classic example of a moated business with attractive long-term growth prospects. Even then I prefer many other moated REIT opportunities such as $EGP and $SBAC" [X Link](https://x.com/askjussi/status/1984224582740647938) 2025-10-31T11:43Z [----] followers, [----] engagements "Kimco Realty $KIM hiked its dividend by 4%. It probably could have hiked it even more but it also launched a new $750 million share buyback plan and likely wanted to retain more cash flow for this" [X Link](https://x.com/askjussi/status/1991890344481263871) 2025-11-21T15:24Z [----] followers, [----] engagements "Has anyone tried to estimate the remaining liquidation proceeds of $AIV A quick calculation seems to indicate that it has more upside potential" [X Link](https://x.com/askjussi/status/2006756551571189887) 2026-01-01T15:57Z [----] followers, [----] engagements "Congrats to those of you who invested in $AHR at its IPO. I unfortunately missed this one" [X Link](https://x.com/askjussi/status/2007861582957887511) 2026-01-04T17:08Z [----] followers, [----] engagements "Adjusted for the unusually low hold rates and capex $CZR's regional assets would be performing quite a bit better. As conditions improve $VICI could enjoy some upside as well" [X Link](https://x.com/askjussi/status/2014742044741402943) 2026-01-23T16:48Z [----] followers, [----] engagements "$CZR is aggressively buying back shares. I think that the market underappreciates the value of its real estate portfolio as well as its digital gaming platform both of which could be monetized over the coming years" [X Link](https://x.com/askjussi/status/2018029079082209733) 2026-02-01T18:30Z [----] followers, [----] engagements "The large share buybacks in the REIT sector are a clear sign that valuations remain discounted. $SPG" [X Link](https://x.com/askjussi/status/2019692920677495028) 2026-02-06T08:41Z [----] followers, [----] engagements "In case you need something to read this weekend Now available on Amazon with a foreword from the CEO of $VICI Properties" [X Link](https://x.com/askjussi/status/2019854110904754375) 2026-02-06T19:22Z [----] followers, [---] engagements "@OskarPal414 I like $AVB but slightly prefer one of its close peers" [X Link](https://x.com/askjussi/status/2021238761632284691) 2026-02-10T15:04Z [----] followers, [--] engagements "After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing including mistakes that cost me real money. Available now on Amazon. https://twitter.com/i/web/status/2009661504350470220 https://twitter.com/i/web/status/2009661504350470220" [X Link](https://x.com/askjussi/status/2009661504350470220) 2026-01-09T16:20Z [----] followers, [----] engagements "@RogueWayve Up until the recent downturn $ARE had massively outperformed most biotech companies. Higher returns with much lower risk" [X Link](https://x.com/askjussi/status/2018762521331593376) 2026-02-03T19:04Z [----] followers, [--] engagements "Few investors realize just how insane the policy chaos of the current administration was for the biotech sector in [----]. $ARE suffered greatly from it" [X Link](https://x.com/askjussi/status/2015467701397782788) 2026-01-25T16:52Z [----] followers, [----] engagements "Not material in terms of asset volumes but still very nice to see a major global player like $CBRE pick $CUBE as its partner:" [X Link](https://x.com/askjussi/status/2019001277166813389) 2026-02-04T10:53Z [----] followers, [----] engagements "Alexandria Real Estate was my worst investment of [----]. Once a blue-chip life science REIT the original recovery thesis broke down badly. Even then I remain bullish. Update available now on my YouTube Channel $ARE" [X Link](https://x.com/askjussi/status/2021958218994655710) 2026-02-12T14:43Z [----] followers, [---] engagements "Here are my latest thoughts on $ARE Alexandria Real Estate:" [X Link](https://x.com/askjussi/status/2001661378461942131) 2025-12-18T14:30Z [----] followers, [----] engagements "Not much new from $ARE's Q4 earnings or did I miss something important" [X Link](https://x.com/askjussi/status/2018300366409117953) 2026-02-02T12:28Z [----] followers, [----] engagements "What is your most contrarian REIT investment today Mine is $ARE. Down big but I still believe in it" [X Link](https://x.com/askjussi/status/2018663761494626329) 2026-02-03T12:32Z [----] followers, [----] engagements "The life of a REIT investor Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r" [X Link](https://x.com/askjussi/status/2019529978082369911) 2026-02-05T21:54Z [----] followers, [----] engagements "$CPT also bought back $220 million worth of shares in Q4 and another $120 million already in Q1. That's compared to just about $50 in the three first quarters of 2025" [X Link](https://x.com/askjussi/status/2019726373917712698) 2026-02-06T10:54Z [----] followers, [----] engagements "It is not the first time that the market misunderstands the risk profile of $OWL s business Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb" [X Link](https://x.com/askjussi/status/2019753987235344732) 2026-02-06T12:44Z [----] followers, [----] engagements "$SBAC has barely any exposure to the EchoStar drama and yet it has sold off with its peers $AMT and $CCI. We bought the dip at High Yield Landlord" [X Link](https://x.com/askjussi/status/2017211190024216817) 2026-01-30T12:20Z [----] followers, [----] engagements "I remain bullish on the $ARE's long-term prospects and this is largely because I expect the life science industry to enter a golden age of innovation over the coming 3-5 years as a result of the AI revolution. I expect it to accelerate research and lead to far more demand for life science space than ever before. https://twitter.com/i/web/status/2018406566559687088 https://twitter.com/i/web/status/2018406566559687088" [X Link](https://x.com/askjussi/status/2018406566559687088) 2026-02-02T19:30Z [----] followers, [----] engagements "$OWL continues to grow steadily" [X Link](https://x.com/askjussi/status/2019431974365196531) 2026-02-05T15:24Z [----] followers, [----] engagements "If private credit was doing as badly as the market makes it seem to be I doubt that $ARES would be hiking its dividend by 20%:" [X Link](https://x.com/askjussi/status/2019432220570886652) 2026-02-05T15:25Z [----] followers, [----] engagements "What do you think is the next REIT that will get bought out by private equity Lots of interest for self-storage lately with $BAM going after $NSR and $BX going after $BYG. $CUBE seems like a potential target in the US. Lowest valuation and highest-quality assets" [X Link](https://x.com/askjussi/status/2021322278416650621) 2026-02-10T20:36Z [----] followers, [----] engagements "Blackstone Brookfield and other private equity players have spent tens of billions acquiring REITs in recent years consistently paying premiums. If public REITs were fairly priced they would just buy private real estate instead. $BX $BAM" [X Link](https://x.com/askjussi/status/2021640626320941308) 2026-02-11T17:41Z [----] followers, [----] engagements "History is clear: buying REITs when valuations are depressed has led to strong long term outperformance. We are following the same playbook selectively and patiently while prices remain low" [X Link](https://x.com/askjussi/status/2021686176650875002) 2026-02-11T20:42Z [----] followers, [----] engagements "Praise from REIT CEOs for The REIT Advantage Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation I am honored to contribute this foreword and I can highly recommend Askola as your guide to why and how to invest in them. Edward Pitoniak CEO of VICI Properties $VICI Not since Ralph Blocks seminal work on REITs have I found a resource that is both this comprehensive and this succinct an essential addition to every REIT and income investors" [X Link](https://x.com/askjussi/status/2021980365683134673) 2026-02-12T16:11Z [----] followers, [---] engagements "Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis https://twitter.com/i/web/status/1995468421237219617 https://twitter.com/i/web/status/1995468421237219617" [X Link](https://x.com/askjussi/status/1995468421237219617) 2025-12-01T12:22Z [----] followers, 141.8K engagements "Reminder that $ARE is today priced at its lowest valuation ever even lower than during the Great Financial Crisis. The oversupply is significant and will remain a headwind for the next 3-5 years but I still think that it could rerate a lot higher beyond that" [X Link](https://x.com/askjussi/status/2018345664800075831) 2026-02-02T15:28Z [----] followers, [----] engagements "New video on the YouTube channel. I discuss a 10% yielding REIT investment opportunity" [X Link](https://x.com/askjussi/status/2019437421033906455) 2026-02-05T15:46Z [----] followers, [---] engagements "The REIT sector is one of the few sectors in which active investors consistently beat passive benchmarks even after fees. The market is still fairly inefficient leading to lots of opportunities to earn alpha:" [X Link](https://x.com/askjussi/status/2019784646842818747) 2026-02-06T14:46Z [----] followers, [----] engagements "Reminder to avoid $RMR managed REITs. What a disaster" [X Link](https://x.com/askjussi/status/2019845296700719506) 2026-02-06T18:47Z [----] followers, [---] engagements "At what point do investors start thinking that $WELL might be getting too expensive 35x FFO seems a lot even for a senior housing REIT. Yes these properties are today undersupplied but for how much longer Surely developers have taken notice" [X Link](https://x.com/askjussi/status/2020147789708054866) 2026-02-07T14:49Z [----] followers, [----] engagements "Avoiding REIT dividend cuts is a sure way to add alpha to your portfolio. Unfortunately I missed this one and paid the price $ARE" [X Link](https://x.com/askjussi/status/2020208439126028653) 2026-02-07T18:50Z [----] followers, [----] engagements "REITs are the ultimate anti-AI asset class. Even if you are not as bullish as I am on the sector there is value in diversification in todays extremely uncertain world" [X Link](https://x.com/askjussi/status/2021230675643257324) 2026-02-10T14:32Z [----] followers, [---] engagements "A lot of REITs are still priced at ultra-low valuations last seen during the great financial crisis. To give you an example Alexandria Real Estate $ARE Rexford Industrial Realty $REXR and Armada Hoffler Properties $AHH are still down about 50% from their [----] highs:" [X Link](https://x.com/askjussi/status/1905995360805515565) 2025-03-29T14:48Z [----] followers, [----] engagements "New residential units under construction are at a historic low and will keep dropping lower in [----]. Bullish for apartment REITs $CPT $MAA $HOM.U $BSRTF $UDR" [X Link](https://x.com/askjussi/status/2012202435863838767) 2026-01-16T16:37Z [----] followers, [----] engagements "$SBAC is trading at one of the lowest valuation multiples in its history. We believe that this could lead to significant upside as the AI revolution accelerates the consumption of data and forces its tenants to heavily reinvest in its towers. $AMT $CCI" [X Link](https://x.com/askjussi/status/2017575087332069772) 2026-01-31T12:26Z [----] followers, [----] engagements "My thoughts on Data center REITs: "You pay a hefty price to capitalize on a clear trend but there is significant uncertainty due to the questionable capex huge wave of supply coming in and the risk of eventual technological obsolescence." $DLR $EQIX $IRM" [X Link](https://x.com/askjussi/status/2019421252272943551) 2026-02-05T14:42Z [----] followers, [---] engagements "REIT investors who want to benefit from the AI revolution should consider cell tower REITs like $SBAC. I think that they are much more compelling than data center REITs today" [X Link](https://x.com/askjussi/status/2019466802418586021) 2026-02-05T17:43Z [----] followers, [---] engagements "What's the investment thesis for an office REIT like $BXP trading at 14x AFFO I would much rather buy so many other REITs. $SBAC as an example is trading at roughly the same multiple today" [X Link](https://x.com/askjussi/status/2020586681582194853) 2026-02-08T19:53Z [----] followers, [----] engagements "Good and bad news from $ARE Q4 results: Some positives remain: $1.5B of non-core asset sales leasing better than expected and a 30% cut in G&A showing strong management alignment. But near-term pain is significant. Vacancies will rise in early [----] leverage is trending higher and the recovery timeline depends on factors completely outside managements control. ARE is no longer defensive but at record low valuations it may suit aggressive investors with patience. https://twitter.com/i/web/status/2022004273056272763 https://twitter.com/i/web/status/2022004273056272763" [X Link](https://x.com/askjussi/status/2022004273056272763) 2026-02-12T17:46Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@askjussi Jussi Askola, CFA
Jussi Askola, CFA posts on X about reit, $are, dividend, $sbac the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +3.50%
- [--] Month [-------] +260%
- [--] Months [-------] +72%
- [--] Year [-------] +97%
Mentions: [--] #
- [--] Week [--] +59%
- [--] Month [---] +54%
- [--] Months [---] +66%
- [--] Year [---] +16%
Followers: [-----] #
- [--] Week [-----] +0.52%
- [--] Month [-----] +1.50%
- [--] Months [-----] +11%
- [--] Year [-----] +18%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 66.04% finance 51.89% financial services #1052 technology brands 4.72% social networks 3.77% cryptocurrencies 1.89% celebrities 0.94% musicians 0.94% countries 0.94% currencies 0.94%
Social topic influence reit #25, $are #1, dividend #679, $sbac #1, ai 6.6%, investment #4044, in the 6.6%, $bx #5, ceo 5.66%, $amt #9
Top accounts mentioned or mentioned by @solutionorganic @joinyellowbrick @sfarringtonbkc @yagues92 @danho194 @convexitycowboy @oskarpal414 @roguewayve @vienna13capital @dimitar____ @daniel3point0 @kankaneki54065 @69thsb @fromvalue @pikedu @markledain @kk_investing @biekbh @steephen_falken @nasiraltaf91
Top assets mentioned Alexandria Real Estate Equities Inc (ARE) SBA Communications Corporation (SBAC) Blackstone, Inc. (BX) American Tower Corp (AMT) Brookfield Asset Management Inc (BAM) The Macerich Company (MAC) VICI Properties, Inc. (VICI) Camden Property Trust (CPT) Simon Property Group Inc (SPG) Crown Castle Inc (CCI) Mid-America Apartment Communities Inc (MAA) TANGER FACTORY OUTLET CENTERS (SKT) Caesars Entertainment, Inc. (CZR) AudioCoin (ADC) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Blue Owl Capital, Inc. (OWL) Ares Management, Corp. (ARES) Brookfield Corporation (BN) National Retail Properties, Inc. (NNN) WELL3 (WELL) American Healthcare REIT, Inc. (AHR) Essential Properties Realty Trust, Inc. (EPRT) Healthcare Realty Trust, Inc. (HR) Somnium Space CUBEs (CUBE) AGNC Investment Corp. Common Stock (AGNC) Arbor Realty Trust, Inc. (ABR) Annaly Capital Management, Inc. (NLY) Roper Technologies Inc (ROP) Intuit Inc. (INTU) Patria Investments Ltd. (PAX) SPIRIT REALTY CAPITAL, INC. (SRC) SafeCoin (SAFE) SPDR S&P [---] ETF Trust (SPY) Public Storage (PSA) Ventas, Inc. (VTR) National Health Investors (NHI)
Top Social Posts
Top posts by engagements in the last [--] hours
"This slide recaps nicely why I expect $HTWS to keep winning over the long run. It is by far my favorite REIT operating in Africa. The demand for cell tower infrastructure is set to explode. $AMT is also bullish on the continent:"
X Link 2026-02-08T12:51Z [----] followers, [----] engagements
"New video on YouTube. [--] best REITs to buy this month"
X Link 2026-02-10T15:28Z [----] followers, [---] engagements
"Mortgage REITs have performed very poorly over the past [--] years despite offering high dividend yields. Do not fall for it $NLY $AGNC $ABR"
X Link 2026-02-07T12:48Z [----] followers, [----] engagements
"With investors becoming concerned about how AI will disrupt all sorts of businesses REITs are finally becoming a safe haven again. $VNQ $ROP $INTU"
X Link 2026-02-09T12:18Z [----] followers, [----] engagements
"Guess what AI wont disrupt. Having a roof over your head. Yet apartment REITs are trading at historically low valuations and they are aggressively buying back shares. $CPT $MAA $BSRTF"
X Link 2026-02-09T15:21Z [----] followers, [----] engagements
"REIT buyout activity is accelerating. Brookfield just recently announced that it would acquire $NSR and now it is already acquiring $PSKT. Blackstone was also recently rumored to be going after $BYG. $BX $BAM"
X Link 2026-02-10T17:34Z [----] followers, [---] engagements
"Brookfield just acquired Peakstone Realty Trust at a 34% premium one month after buying National Storage REIT at a 26% premium. Smart money is voting with real capital and going after REITs at these discounted valuations. $BAM $BN $PKST $NSR"
X Link 2026-02-11T14:39Z [----] followers, [----] engagements
"My biggest new investment is $PAX. I believe that it could 3x your money over the coming [--] years. Here's why: A thread👇👇👇"
X Link 2022-12-28T17:09Z [----] followers, 56.9K engagements
"$VNA rose from [--] to [--] as the market started to expect rate cuts. How much will it rise if and when rates are "actually" cut Its NAV is still around [--] and historically it has traded at a small premium to it during most times. Interesting times to own Vonovia"
X Link 2023-12-09T07:28Z [----] followers, [----] engagements
"Why invest in REITs today"
X Link 2025-01-05T14:56Z [----] followers, 14.9K engagements
"Please take a moment to watch this video. It is very important to me. Our friend @KanKaneki54065 needs your help. Thank you for your support My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his unit Team Kilo to protect them from russian drones. Any donation helps Link with more information in the comments: https://t.co/b2zd6mNMMR My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his"
X Link 2025-02-15T14:40Z [----] followers, 13.7K engagements
"What is your biggest holding today Let me know below. I will start: $IWG"
X Link 2025-08-06T13:44Z [----] followers, [----] engagements
"$NNN is arguably the best deal in the net lease sector today trading at a near 6% dividend yield and I expect it to surge as yield-starved investors bid it up in the coming years"
X Link 2025-09-06T12:56Z [----] followers, [----] engagements
"The chart below is old but it still shows you how $MAC has historically focused on malls in densely populated areas with rich local populations significant tourism and high barriers to entry. $SKT $SPG $CBL"
X Link 2025-10-06T04:50Z [----] followers, [----] engagements
"$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:"
X Link 2025-10-25T15:41Z [----] followers, [----] engagements
"$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand"
X Link 2025-10-26T13:41Z [----] followers, [----] engagements
"$MAC is on a path to $30 per share by the end of [----]. Thats based on $2 of FFO per share and a 15x multiple post-transformation in-line with $SKTs current multiple. Even if I am off a bit the risk-to-reward remains attractive"
X Link 2025-10-27T14:41Z [----] followers, [----] engagements
"$SRC earned us great returns under the leadership of Jack Hsieh who oversaw its transformation into a higher-quality REIT and later sold the company to Realty Income (O) for a large gain.We expect more of the same from $MAC now under the leadership of the same CEO"
X Link 2025-10-28T12:42Z [----] followers, [----] engagements
"It is rumored that $BX may soon make a buyout offer for $BYG. I have held it for over [--] years first buying it following the Brexit crash and I dont want to let it go:"
X Link 2025-11-04T12:45Z [----] followers, [----] engagements
"If Big Yellow Group $BYG gets bought out by Blackstone $BX I will likely reallocate the proceeds into $SHUR and $SAFE. European self-storage is a big opportunity and I want to remain invested in it"
X Link 2025-11-05T12:46Z [----] followers, [----] engagements
"REITs are already up about 40% on average since rate cuts began in late [----] and they have a lot more to give given that REIT valuations are still at a near-decade low relative to the broader stock market $VNQ $SPY"
X Link 2025-11-25T16:28Z [----] followers, [----] engagements
"Las Vegas is a bit slow right now but I can't help but think that $CZR has sold off too much based on what I view as a temporary headwind. The digital business is creating a ton of value as well"
X Link 2025-11-29T03:27Z [----] followers, [----] engagements
"Many investors attempt to justify the low valuations of REITs by claiming that office REITs are facing severe long-term headwinds. The reality is that office REITs represent only 3% of the REIT sector"
X Link 2025-12-02T13:22Z [----] followers, 22.8K engagements
"Blackstone is rumored to be attempting to buy out Big Yellow Group our largest self-storage REIT investment. $BX $BYG $BYLOF"
X Link 2025-12-05T15:29Z [----] followers, [----] engagements
"Brookfield just recently made an offer to buy out our Australian self-storage REIT National Storage REIT at a large premium. Even then we are not selling as we think that other potential buyers could be interested and make a higher offer. Looking at you Public Storage. $BAM $BN $NSR $PSA https://twitter.com/i/web/status/1997312575202283775 https://twitter.com/i/web/status/1997312575202283775"
X Link 2025-12-06T14:30Z [----] followers, [----] engagements
"$WELL $VTR $NHI $AHR and other REITs with senior housing exposure are going to greatly benefit from the rapidly aging population. But when will supply catch up That's the big question"
X Link 2026-01-03T16:03Z [----] followers, [----] engagements
"$SILA - At an AFFO multiple of about 9.8x and a dividend yield of 7.2% we think the market is pricing in some tenant difficulties from the likely loss of insured patients after the expiration of the ACA (Obamacare) subsidies"
X Link 2026-01-07T16:11Z [----] followers, [---] engagements
"The last time $ARE was this cheap here is how it performed in the following decade:"
X Link 2026-01-08T15:12Z [----] followers, [----] engagements
"Foreword by the CEO of VICI Properties $VICI"
X Link 2026-01-09T16:22Z [----] followers, [---] engagements
"Adjusted for its now lower leverage $ARE is today quite a bit cheaper than it was even during the Great Financial Crisis:"
X Link 2026-01-09T17:13Z [----] followers, [----] engagements
"$SBAC has easily beaten its cell tower peers $AMT and $CCI over the long run:"
X Link 2026-01-11T17:15Z [----] followers, [----] engagements
"$SBAC is historically cheap relative to $AMT and $CCI right now:"
X Link 2026-01-12T17:16Z [----] followers, [----] engagements
"I recently bought the dip in $SBAC"
X Link 2026-01-13T17:17Z [----] followers, [---] engagements
"The apartment market stabilized in [----]. Conditions should further improve in [----] for REITs like $CPT $HOM.U $BSRTF $MAA"
X Link 2026-01-15T14:19Z [----] followers, [---] engagements
"New video on $WPC now available on Youtube"
X Link 2026-01-19T18:08Z [----] followers, [----] engagements
"$VICI has grown its dividend the fastest in the net lease peer group and that's despite coming public shortly before the pandemic. Casino net lease properties are just superior to your average net lease property"
X Link 2026-01-21T16:46Z [----] followers, [----] engagements
"I think that the yield spread between $VICI and $EPR should be larger than this:"
X Link 2026-01-22T16:47Z [----] followers, [----] engagements
"$HASI has a stated long-term goal of growing its EPS by 10% annually on average. Yet you can still buy shares at a 5.3% dividend yield"
X Link 2026-01-24T16:49Z [----] followers, [----] engagements
"I compare two of my favorite net lease REITs and explain which one is the best opportunity today: $ADC $EPRT $O"
X Link 2026-01-26T14:00Z [----] followers, [----] engagements
"Last week I had the pleasure of teaching a class on REITs at the University of Michigan. I discussed key takeaways from my new book The REIT Advantage which is now available on Amazon. Foreword by $VICI's CEO https://twitter.com/i/web/status/2016122516377399790 https://twitter.com/i/web/status/2016122516377399790"
X Link 2026-01-27T12:14Z [----] followers, [----] engagements
"$ADC has the nicest office of any REIT I have visited so far"
X Link 2026-01-29T00:01Z [----] followers, [----] engagements
"Great Mexican food with our REIT analyst R. Paul Drake in Northern Michigan"
X Link 2026-01-29T12:06Z [----] followers, [----] engagements
"One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc"
X Link 2026-01-29T18:13Z [----] followers, 10.8K engagements
"$SBAC is not just another high-quality REIT. It has been one of the most successful and rewarding REIT investments of all time. Over multiple decades it has dramatically outperformed both the broader REIT market and the S&P [---] driven by a rare combination of steady organic growth operating leverage disciplined capital allocation and an exceptionally strong competitive moat. Very few REITs can match its long-term record of value creation. https://twitter.com/i/web/status/2017317138118414477 https://twitter.com/i/web/status/2017317138118414477"
X Link 2026-01-30T19:21Z [----] followers, [----] engagements
"What is the best restaurant stock to buy today What a bloodbath"
X Link 2026-02-01T12:29Z [----] followers, [----] engagements
"@SolutionOrganic It does not own all of it. $CZR still owns many of its assets even on the LV Strip"
X Link 2026-02-02T08:01Z [----] followers, [--] engagements
"@SFarringtonBKC Which is your favorite restaurant stock today"
X Link 2026-02-02T08:01Z [----] followers, [---] engagements
"Yet another REIT buyout by private equity at a big premium. More evidence that REITs are undervalued: 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This acquisition marks a major expansion of Brookfields 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This"
X Link 2026-02-02T20:27Z [----] followers, [----] engagements
"$HR owns some great medical office buildings is enjoying steady rent growth has a shareholder-friendly management team an improving balance sheet and yet it trades at a very reasonable valuation"
X Link 2026-02-03T15:33Z [----] followers, [---] engagements
"$HR has significant value creation potential over the coming [--] years. Importantly what is missed by this table is that its balance sheet should also improve likely leading to a higher valuation multiple:"
X Link 2026-02-04T12:36Z [----] followers, [---] engagements
"With AI disrupting more and more businesses it is good to remember that REITs are the ultimate anti-AI asset that can't be disrupted. Some exceptions always exist but it is hard to find a more resilient asset class"
X Link 2026-02-04T15:09Z [----] followers, [----] engagements
"I still don't like data center REITs. My thesis is that data center REITs like $EQIX and $DLR do not generate attractive growth in free cash flow because of their ever-growing operating costs. Data center landlords have to continue upgrading their equipment and infrastructure not to grow their revenue but rather merely to remain competitive with new state-of-the-art data centers coming to market. https://twitter.com/i/web/status/2019118507955224960 https://twitter.com/i/web/status/2019118507955224960"
X Link 2026-02-04T18:39Z [----] followers, [----] engagements
"Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation $ADC After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing https://t.co/ynOKmS824x After more than three years of work my book The REIT Advantage is finally out. I wrote the"
X Link 2026-02-04T19:37Z [----] followers, [----] engagements
"@SolutionOrganic Tons of new supply coming in all the time. New competition"
X Link 2026-02-05T07:18Z [----] followers, [--] engagements
"$EQIX appears to be growing its FFO per share a lot faster than $DLR. In reality this is mostly because $EQIX labels most of its capex as "non-recurring" even though much of this is non-revenue-generating while $DLR labels most of it as recurring (accurately in our view)"
X Link 2026-02-05T12:40Z [----] followers, [---] engagements
"I am buying the dip in $OWL Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU"
X Link 2026-02-05T21:58Z [----] followers, [----] engagements
"I like $MTN at these levels. Wont be disrupted by AI Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp"
X Link 2026-02-05T22:02Z [----] followers, [----] engagements
"@FromValue Bought a bit of $DUOL. I am a client and love the product. Tiny position"
X Link 2026-02-05T22:05Z [----] followers, [--] engagements
"@piked_u Whats your fav airport stock right now Some compelling names in Mexico"
X Link 2026-02-05T22:07Z [----] followers, [--] engagements
"@mark_ledain Yes make it make sense"
X Link 2026-02-05T22:07Z [----] followers, [--] engagements
"@danho194 Not a REIT"
X Link 2026-02-05T22:08Z [----] followers, [--] engagements
"@ConvexityCowboy All of those combined together represent less than 10% of the REIT sector. But yes you are right. There are exceptions. The point is that the vast majority of REITs will be fine"
X Link 2026-02-06T07:33Z [----] followers, [--] engagements
"REITs have done poorly lately but be careful not fall for recency bias"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements
"Warren Buffett invested in Lamar Advertising $LAMR via Berkshire Hathaway. Its billboards are a classic example of a moated business with attractive long-term growth prospects. Even then I prefer many other moated REIT opportunities such as $EGP and $SBAC"
X Link 2025-10-31T11:43Z [----] followers, [----] engagements
"Kimco Realty $KIM hiked its dividend by 4%. It probably could have hiked it even more but it also launched a new $750 million share buyback plan and likely wanted to retain more cash flow for this"
X Link 2025-11-21T15:24Z [----] followers, [----] engagements
"Has anyone tried to estimate the remaining liquidation proceeds of $AIV A quick calculation seems to indicate that it has more upside potential"
X Link 2026-01-01T15:57Z [----] followers, [----] engagements
"Congrats to those of you who invested in $AHR at its IPO. I unfortunately missed this one"
X Link 2026-01-04T17:08Z [----] followers, [----] engagements
"Adjusted for the unusually low hold rates and capex $CZR's regional assets would be performing quite a bit better. As conditions improve $VICI could enjoy some upside as well"
X Link 2026-01-23T16:48Z [----] followers, [----] engagements
"$CZR is aggressively buying back shares. I think that the market underappreciates the value of its real estate portfolio as well as its digital gaming platform both of which could be monetized over the coming years"
X Link 2026-02-01T18:30Z [----] followers, [----] engagements
"The large share buybacks in the REIT sector are a clear sign that valuations remain discounted. $SPG"
X Link 2026-02-06T08:41Z [----] followers, [----] engagements
"In case you need something to read this weekend Now available on Amazon with a foreword from the CEO of $VICI Properties"
X Link 2026-02-06T19:22Z [----] followers, [---] engagements
"@OskarPal414 I like $AVB but slightly prefer one of its close peers"
X Link 2026-02-10T15:04Z [----] followers, [--] engagements
"After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing including mistakes that cost me real money. Available now on Amazon. https://twitter.com/i/web/status/2009661504350470220 https://twitter.com/i/web/status/2009661504350470220"
X Link 2026-01-09T16:20Z [----] followers, [----] engagements
"@RogueWayve Up until the recent downturn $ARE had massively outperformed most biotech companies. Higher returns with much lower risk"
X Link 2026-02-03T19:04Z [----] followers, [--] engagements
"Few investors realize just how insane the policy chaos of the current administration was for the biotech sector in [----]. $ARE suffered greatly from it"
X Link 2026-01-25T16:52Z [----] followers, [----] engagements
"Not material in terms of asset volumes but still very nice to see a major global player like $CBRE pick $CUBE as its partner:"
X Link 2026-02-04T10:53Z [----] followers, [----] engagements
"Alexandria Real Estate was my worst investment of [----]. Once a blue-chip life science REIT the original recovery thesis broke down badly. Even then I remain bullish. Update available now on my YouTube Channel $ARE"
X Link 2026-02-12T14:43Z [----] followers, [---] engagements
"Here are my latest thoughts on $ARE Alexandria Real Estate:"
X Link 2025-12-18T14:30Z [----] followers, [----] engagements
"Not much new from $ARE's Q4 earnings or did I miss something important"
X Link 2026-02-02T12:28Z [----] followers, [----] engagements
"What is your most contrarian REIT investment today Mine is $ARE. Down big but I still believe in it"
X Link 2026-02-03T12:32Z [----] followers, [----] engagements
"The life of a REIT investor Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r"
X Link 2026-02-05T21:54Z [----] followers, [----] engagements
"$CPT also bought back $220 million worth of shares in Q4 and another $120 million already in Q1. That's compared to just about $50 in the three first quarters of 2025"
X Link 2026-02-06T10:54Z [----] followers, [----] engagements
"It is not the first time that the market misunderstands the risk profile of $OWL s business Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb"
X Link 2026-02-06T12:44Z [----] followers, [----] engagements
"$SBAC has barely any exposure to the EchoStar drama and yet it has sold off with its peers $AMT and $CCI. We bought the dip at High Yield Landlord"
X Link 2026-01-30T12:20Z [----] followers, [----] engagements
"I remain bullish on the $ARE's long-term prospects and this is largely because I expect the life science industry to enter a golden age of innovation over the coming 3-5 years as a result of the AI revolution. I expect it to accelerate research and lead to far more demand for life science space than ever before. https://twitter.com/i/web/status/2018406566559687088 https://twitter.com/i/web/status/2018406566559687088"
X Link 2026-02-02T19:30Z [----] followers, [----] engagements
"$OWL continues to grow steadily"
X Link 2026-02-05T15:24Z [----] followers, [----] engagements
"If private credit was doing as badly as the market makes it seem to be I doubt that $ARES would be hiking its dividend by 20%:"
X Link 2026-02-05T15:25Z [----] followers, [----] engagements
"What do you think is the next REIT that will get bought out by private equity Lots of interest for self-storage lately with $BAM going after $NSR and $BX going after $BYG. $CUBE seems like a potential target in the US. Lowest valuation and highest-quality assets"
X Link 2026-02-10T20:36Z [----] followers, [----] engagements
"Blackstone Brookfield and other private equity players have spent tens of billions acquiring REITs in recent years consistently paying premiums. If public REITs were fairly priced they would just buy private real estate instead. $BX $BAM"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"History is clear: buying REITs when valuations are depressed has led to strong long term outperformance. We are following the same playbook selectively and patiently while prices remain low"
X Link 2026-02-11T20:42Z [----] followers, [----] engagements
"Praise from REIT CEOs for The REIT Advantage Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation I am honored to contribute this foreword and I can highly recommend Askola as your guide to why and how to invest in them. Edward Pitoniak CEO of VICI Properties $VICI Not since Ralph Blocks seminal work on REITs have I found a resource that is both this comprehensive and this succinct an essential addition to every REIT and income investors"
X Link 2026-02-12T16:11Z [----] followers, [---] engagements
"Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis https://twitter.com/i/web/status/1995468421237219617 https://twitter.com/i/web/status/1995468421237219617"
X Link 2025-12-01T12:22Z [----] followers, 141.8K engagements
"Reminder that $ARE is today priced at its lowest valuation ever even lower than during the Great Financial Crisis. The oversupply is significant and will remain a headwind for the next 3-5 years but I still think that it could rerate a lot higher beyond that"
X Link 2026-02-02T15:28Z [----] followers, [----] engagements
"New video on the YouTube channel. I discuss a 10% yielding REIT investment opportunity"
X Link 2026-02-05T15:46Z [----] followers, [---] engagements
"The REIT sector is one of the few sectors in which active investors consistently beat passive benchmarks even after fees. The market is still fairly inefficient leading to lots of opportunities to earn alpha:"
X Link 2026-02-06T14:46Z [----] followers, [----] engagements
"Reminder to avoid $RMR managed REITs. What a disaster"
X Link 2026-02-06T18:47Z [----] followers, [---] engagements
"At what point do investors start thinking that $WELL might be getting too expensive 35x FFO seems a lot even for a senior housing REIT. Yes these properties are today undersupplied but for how much longer Surely developers have taken notice"
X Link 2026-02-07T14:49Z [----] followers, [----] engagements
"Avoiding REIT dividend cuts is a sure way to add alpha to your portfolio. Unfortunately I missed this one and paid the price $ARE"
X Link 2026-02-07T18:50Z [----] followers, [----] engagements
"REITs are the ultimate anti-AI asset class. Even if you are not as bullish as I am on the sector there is value in diversification in todays extremely uncertain world"
X Link 2026-02-10T14:32Z [----] followers, [---] engagements
"A lot of REITs are still priced at ultra-low valuations last seen during the great financial crisis. To give you an example Alexandria Real Estate $ARE Rexford Industrial Realty $REXR and Armada Hoffler Properties $AHH are still down about 50% from their [----] highs:"
X Link 2025-03-29T14:48Z [----] followers, [----] engagements
"New residential units under construction are at a historic low and will keep dropping lower in [----]. Bullish for apartment REITs $CPT $MAA $HOM.U $BSRTF $UDR"
X Link 2026-01-16T16:37Z [----] followers, [----] engagements
"$SBAC is trading at one of the lowest valuation multiples in its history. We believe that this could lead to significant upside as the AI revolution accelerates the consumption of data and forces its tenants to heavily reinvest in its towers. $AMT $CCI"
X Link 2026-01-31T12:26Z [----] followers, [----] engagements
"My thoughts on Data center REITs: "You pay a hefty price to capitalize on a clear trend but there is significant uncertainty due to the questionable capex huge wave of supply coming in and the risk of eventual technological obsolescence." $DLR $EQIX $IRM"
X Link 2026-02-05T14:42Z [----] followers, [---] engagements
"REIT investors who want to benefit from the AI revolution should consider cell tower REITs like $SBAC. I think that they are much more compelling than data center REITs today"
X Link 2026-02-05T17:43Z [----] followers, [---] engagements
"What's the investment thesis for an office REIT like $BXP trading at 14x AFFO I would much rather buy so many other REITs. $SBAC as an example is trading at roughly the same multiple today"
X Link 2026-02-08T19:53Z [----] followers, [----] engagements
"Good and bad news from $ARE Q4 results: Some positives remain: $1.5B of non-core asset sales leasing better than expected and a 30% cut in G&A showing strong management alignment. But near-term pain is significant. Vacancies will rise in early [----] leverage is trending higher and the recovery timeline depends on factors completely outside managements control. ARE is no longer defensive but at record low valuations it may suit aggressive investors with patience. https://twitter.com/i/web/status/2022004273056272763 https://twitter.com/i/web/status/2022004273056272763"
X Link 2026-02-12T17:46Z [----] followers, [---] engagements
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