[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.] #  @askjussi Jussi Askola, CFA Jussi Askola, CFA posts on X about reit, $mac, $skt, $are the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1303711055689003010/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +586% - X Months XXXXXXX +57% - X Year XXXXXXX +24% ### Mentions: XX [#](/creator/twitter::1303711055689003010/posts_active)  - X Week XX -XX% - X Month XX -XXXX% - X Months XXX -XX% - X Year XXX +15% ### Followers: XXXXX [#](/creator/twitter::1303711055689003010/followers)  - X Week XXXXX +1.40% - X Month XXXXX +5.70% - X Months XXXXX +10% - X Year XXXXX +18% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1303711055689003010/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [reit](/topic/reit) #35, [$mac](/topic/$mac) #3, [$skt](/topic/$skt) #1, [$are](/topic/$are) #23, [longterm](/topic/longterm) #957, [$spg](/topic/$spg) #5, [$sbac](/topic/$sbac) 6.67%, [balance sheet](/topic/balance-sheet) #1656, [business](/topic/business) 6.67%, [investment](/topic/investment) XXXX% **Top accounts mentioned or mentioned by** [@riceforthought](/creator/undefined) [@jackhartlowe](/creator/undefined) [@poulsen_fissan](/creator/undefined) [@joni_askola](/creator/undefined) [@nuggetcapital](/creator/undefined) [@2053cj](/creator/undefined) [@chomsy90](/creator/undefined) [@69thsb](/creator/undefined) [@value_charts](/creator/undefined) [@lucaskirkaldy](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@ramahluwalia](/creator/undefined) [@devilbiden](/creator/undefined) [@realestatemacro](/creator/undefined) [@edwardclint2](/creator/undefined) [@1000shares](/creator/undefined) [@milan_pualic](/creator/undefined) [@mkzross](/creator/undefined) [@denisdoros40517](/creator/undefined) [@ptuomov](/creator/undefined) **Top assets mentioned** [The Macerich Company (MAC)](/topic/$mac) [TANGER FACTORY OUTLET CENTERS (SKT)](/topic/$skt) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Simon Property Group Inc (SPG)](/topic/$spg) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Crown Castle Inc (CCI)](/topic/$cci) [American Tower Corp (AMT)](/topic/$amt) [SPIRIT REALTY CAPITAL, INC. (SRC)](/topic/$src) [Kimco Realty Corp (KIM)](/topic/$kim) [Credbull (CBL)](/topic/$cbl) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Eigenpie (EGP)](/topic/$egp) [Lamar Advertising, Co. (LAMR)](/topic/$lamr) [Blackstone, Inc. (BX)](/topic/$bx) [Black Eye Galaxy (BYG)](/topic/$byg) [Public Storage (PSA)](/topic/public-storage) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Brookfield Corporation (BN)](/topic/$bn) [Marriott International Inc (MAR)](/topic/$mar) ### Top Social Posts Top posts by engagements in the last XX hours "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 XX% from their 2022 highs:" [X Link](https://x.com/askjussi/status/1905995360805515565) 2025-03-29T14:48Z 6600 followers, 5979 engagements "I think that the sell off in cell tower REITs is overdone and I am buying the dip. $CCI $SBAC $AMT" [X Link](https://x.com/askjussi/status/1970151098788020474) 2025-09-22T15:40Z 6601 followers, 2278 engagements "$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 6600 followers, 1034 engagements "I am turning more bullish on Realty Income following Q3. Here is why:" [X Link](https://x.com/askjussi/status/1987871998257791244) 2025-11-10T13:16Z 6601 followers, 1018 engagements "Kimco Realty $KIM hiked its dividend by 4%. It probably could have hiked it even more but it also launched a new $XXX 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 6601 followers, XXX 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 X% of the REIT sector" [X Link](https://x.com/askjussi/status/1995845908400148889) 2025-12-02T13:22Z 6600 followers, 22.3K engagements "Despite facing a quasi-bear market over the past X years and suffering greatly during the GFC REITs have still outperformed equities over the past XX years:" [X Link](https://x.com/askjussi/status/1996571439257014696) 2025-12-04T13:25Z 6601 followers, 1111 engagements "I think that $SKT is overvalued and risky" [X Link](https://x.com/askjussi/status/1974697808096596045) 2025-10-05T04:47Z 6602 followers, 1420 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 $CBL" [X Link](https://x.com/askjussi/status/1975060950765252854) 2025-10-06T04:50Z 6602 followers, 1320 engagements "$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:" [X Link](https://x.com/askjussi/status/1982110150011084804) 2025-10-25T15:41Z 6602 followers, 1316 engagements "$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand" [X Link](https://x.com/askjussi/status/1982442339420217466) 2025-10-26T13:41Z 6602 followers, 1148 engagements "$MAC is on a path to $XX per share by the end of 2028. Thats based on $X 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 6602 followers, XXX engagements "My latest thoughts on $ARE" [X Link](https://x.com/askjussi/status/1983872363214287009) 2025-10-30T12:23Z 6600 followers, 3220 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 $SBAC" [X Link](https://x.com/askjussi/status/1984224582740647938) 2025-10-31T11:43Z 6600 followers, 1217 engagements "$ARE was my worst investment for 2025. Will it be my best in 2026 The oversupply will last for a few years but the valuation is ultra-low and post-dividend cut they should be in a strong position to fund their capex without stretching the balance sheet" [X Link](https://x.com/askjussi/status/1990409084185534747) 2025-11-17T13:18Z 6601 followers, 3827 engagements "Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis" [X Link](https://x.com/askjussi/status/1995468421237219617) 2025-12-01T12:22Z 6600 followers, 140.6K 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 6602 followers, 2887 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 $PSA" [X Link](https://x.com/askjussi/status/1997312575202283775) 2025-12-06T14:30Z 6600 followers, 3674 engagements "$IWG is replicating the same capital-light business transformation that $MAR executed over the past decade. The difference is that IWG faces lower competition benefits from strong long-term secular tailwind its size is much smaller and its valuation is lower" [X Link](https://x.com/askjussi/status/1998053706257125763) 2025-12-08T15:35Z 6600 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.]
@askjussi Jussi Askola, CFAJussi Askola, CFA posts on X about reit, $mac, $skt, $are the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% finance XXXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence reit #35, $mac #3, $skt #1, $are #23, longterm #957, $spg #5, $sbac 6.67%, balance sheet #1656, business 6.67%, investment XXXX%
Top accounts mentioned or mentioned by @riceforthought @jackhartlowe @poulsen_fissan @joni_askola @nuggetcapital @2053cj @chomsy90 @69thsb @value_charts @lucaskirkaldy @joinyellowbrick @ramahluwalia @devilbiden @realestatemacro @edwardclint2 @1000shares @milan_pualic @mkzross @denisdoros40517 @ptuomov
Top assets mentioned The Macerich Company (MAC) TANGER FACTORY OUTLET CENTERS (SKT) Alexandria Real Estate Equities Inc (ARE) Simon Property Group Inc (SPG) SBA Communications Corporation (SBAC) Rexford Industrial Realty, Inc. (REXR) Crown Castle Inc (CCI) American Tower Corp (AMT) SPIRIT REALTY CAPITAL, INC. (SRC) Kimco Realty Corp (KIM) Credbull (CBL) Berkshire Hathaway Inc. (BRK.A) Eigenpie (EGP) Lamar Advertising, Co. (LAMR) Blackstone, Inc. (BX) Black Eye Galaxy (BYG) Public Storage (PSA) Brookfield Asset Management Inc (BAM) Brookfield Corporation (BN) Marriott International Inc (MAR)
Top posts by engagements in the last XX hours
"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 XX% from their 2022 highs:"
X Link 2025-03-29T14:48Z 6600 followers, 5979 engagements
"I think that the sell off in cell tower REITs is overdone and I am buying the dip. $CCI $SBAC $AMT"
X Link 2025-09-22T15:40Z 6601 followers, 2278 engagements
"$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 6600 followers, 1034 engagements
"I am turning more bullish on Realty Income following Q3. Here is why:"
X Link 2025-11-10T13:16Z 6601 followers, 1018 engagements
"Kimco Realty $KIM hiked its dividend by 4%. It probably could have hiked it even more but it also launched a new $XXX million share buyback plan and likely wanted to retain more cash flow for this"
X Link 2025-11-21T15:24Z 6601 followers, XXX 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 X% of the REIT sector"
X Link 2025-12-02T13:22Z 6600 followers, 22.3K engagements
"Despite facing a quasi-bear market over the past X years and suffering greatly during the GFC REITs have still outperformed equities over the past XX years:"
X Link 2025-12-04T13:25Z 6601 followers, 1111 engagements
"I think that $SKT is overvalued and risky"
X Link 2025-10-05T04:47Z 6602 followers, 1420 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 $CBL"
X Link 2025-10-06T04:50Z 6602 followers, 1320 engagements
"$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:"
X Link 2025-10-25T15:41Z 6602 followers, 1316 engagements
"$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand"
X Link 2025-10-26T13:41Z 6602 followers, 1148 engagements
"$MAC is on a path to $XX per share by the end of 2028. Thats based on $X 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 6602 followers, XXX engagements
"My latest thoughts on $ARE"
X Link 2025-10-30T12:23Z 6600 followers, 3220 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 $SBAC"
X Link 2025-10-31T11:43Z 6600 followers, 1217 engagements
"$ARE was my worst investment for 2025. Will it be my best in 2026 The oversupply will last for a few years but the valuation is ultra-low and post-dividend cut they should be in a strong position to fund their capex without stretching the balance sheet"
X Link 2025-11-17T13:18Z 6601 followers, 3827 engagements
"Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis"
X Link 2025-12-01T12:22Z 6600 followers, 140.6K 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 6602 followers, 2887 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 $PSA"
X Link 2025-12-06T14:30Z 6600 followers, 3674 engagements
"$IWG is replicating the same capital-light business transformation that $MAR executed over the past decade. The difference is that IWG faces lower competition benefits from strong long-term secular tailwind its size is much smaller and its valuation is lower"
X Link 2025-12-08T15:35Z 6600 followers, XXX engagements
/creator/twitter::askjussi