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# ![@rbradthomas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::41280268.png) @rbradthomas Brad Thomas

Brad Thomas posts on X about reit, $rexr, balance sheet, debt the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::41280268/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41280268/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +326%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::41280268/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41280268/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::41280268/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41280268/c:line/m:followers.svg)

- X Week XXXXXX +0.04%
- X Month XXXXXX +0.27%
- X Months XXXXXX +2.90%
- X Year XXXXXX +5.40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::41280268/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41280268/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::41280268/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[reit](/topic/reit) #49, [$rexr](/topic/$rexr) #13, [balance sheet](/topic/balance-sheet) #2065, [debt](/topic/debt) 2.53%, [$vici](/topic/$vici) 2.53%, [$six](/topic/$six) #1, [$els](/topic/$els) #3, [stocks](/topic/stocks) 2.53%, [dividend yield](/topic/dividend-yield) 1.27%, [generated](/topic/generated) XXXX%

**Top accounts mentioned or mentioned by**
[@hoyacapital](/creator/undefined) [@operationmilly](/creator/undefined) [@reit_wolf](/creator/undefined) [@fastgraphs](/creator/undefined) [@moatwide](/creator/undefined) [@billackman](/creator/undefined) [@stackingshares](/creator/undefined) [@sandstonestox](/creator/undefined) [@dividendstox](/creator/undefined) [@wiseale2](/creator/undefined) [@realjimchanos](/creator/undefined) [@elonmusk](/creator/undefined) [@reitwolf](/creator/undefined) [@wsj](/creator/undefined) [@grahamschroeder](/creator/undefined) [@joshvoices](/creator/undefined) [@newlowobserver](/creator/undefined) [@ozdaddychuck](/creator/undefined) [@ainvestorbrief](/creator/undefined) [@leonelissen](/creator/undefined)

**Top assets mentioned**
[Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [VICI Properties, Inc. (VICI)](/topic/$vici) [SIX (SIX)](/topic/$six) [Ethlas (ELS)](/topic/$els) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Sui (SUI)](/topic/$sui) [American Homes X Rent (AMH)](/topic/$amh) [Camden Property Trust (CPT)](/topic/$cpt) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Lamar Advertising, Co. (LAMR)](/topic/$lamr) [Waste Management, Inc. (WM)](/topic/$wm) [S&P Global Inc (SPGI)](/topic/$spgi) [XELIS (XEL)](/topic/$xel) [Royal Gold Inc (RGLD)](/topic/$rgld) [Microsoft Corp. (MSFT)](/topic/$msft) [American Tower Corp (AMT)](/topic/$amt) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Iron Mountain Inc (IRM)](/topic/$irm) [COPT Defense Properties (CDP)](/topic/$cdp) [Prologis Inc (PLD)](/topic/$pld) [Federal Realty Investment Trust (FRT)](/topic/$frt) [Park Hotels & Resorts Inc. Common Stock (PK)](/topic/$pk) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt)
### Top Social Posts [#](/creator/twitter::41280268/posts)
---
Top posts by engagements in the last XX hours

"7 reasons that $REXR is poised to profit 🚀🚀🚀🚀 1) Cash SSNOI of +3.9% in Q2-25 2) Leasing activity was strong at XXX msf 3) Generated FFOps of $XXXX above Street 4) Balance sheet solid at 4.2x Net Debt + Pfd/EBITDA 5) Valuation attractive at XXXX P/AFFO (normal 33.0x) 6) XXX% dividend yield (payout ratio of 83%) 7) Consensus growth estimates of X% in XX and XX @FASTGraphs"  
[X Link](https://x.com/rbradthomas/status/1955615499796263195) [@rbradthomas](/creator/x/rbradthomas) 2025-08-13T13:00Z 20.8K followers, 1502 engagements


"$REXR soars on report activist Elliott has stake 👇"  
[X Link](https://x.com/rbradthomas/status/1960701249067647046) [@rbradthomas](/creator/x/rbradthomas) 2025-08-27T13:49Z 20.8K followers, 2322 engagements


"I just interviewed $VICI CEO Ed Pitoniak for Wide Moat Research members. (Sign up for Wide Moat Daily below)"  
[X Link](https://x.com/rbradthomas/status/1960750195773219011) [@rbradthomas](/creator/x/rbradthomas) 2025-08-27T17:04Z 20.8K followers, 90.3K engagements


"$VICI raises quarterly dividend by X% to $0.45/share"  
[X Link](https://x.com/rbradthomas/status/1963575414879600902) [@rbradthomas](/creator/x/rbradthomas) 2025-09-04T12:10Z 20.8K followers, 4315 engagements


"REIT spin worked for $DRI (spun off $FCPT on 11-9-15). $SIX spin (or sale-leaseback) makes sense too"  
[X Link](https://x.com/rbradthomas/status/1976628447486361987) [@rbradthomas](/creator/x/rbradthomas) 2025-10-10T12:38Z 20.8K followers, 1117 engagements


"10 Mistakes to Avoid When Investing in REITs X. Obsessing over just one REIT X. Obsessing over a single sector X. Owning nothing but REITs X. Investing too heavily Or at all) in mREITs X. Trying to time the market X. Buying overvalued REITs X. Falling for value traps X. Falling for sucker yields X. Considering REITs to be fixed-income XX. Forgetting that the CEO works for YOU I'll drop my REITs for Dummies cheat sheet below"  
[X Link](https://x.com/rbradthomas/status/1975948931809915388) [@rbradthomas](/creator/x/rbradthomas) 2025-10-08T15:38Z 20.8K followers, 126.1K engagements


"This week on The Wide Moat Show. 🏘 Spotlight on Real Estate REITs. Discover why residential REITs especially in the Sun Beltis attracting investors and renters alike. We highlight top-tier REITs like: 👉 $CPT 👉 $MAA 👉 $ELS 👉 $SUI 👉 $AMH"  
[X Link](https://x.com/rbradthomas/status/1948536470157099179) [@rbradthomas](/creator/x/rbradthomas) 2025-07-25T00:11Z 20.8K followers, 162.4K engagements


"How to screen for wide moat stocks. (i.e. $ELS) X. Look for sustainable earnings history X. Look for reliable earnings growth X. Look for safe (well-covered) dividend X. Look for strong balance sheet X. Look for definitive margin of safety @FASTGraphs @MoatWide"  
[X Link](https://x.com/rbradthomas/status/1951994727059931344) [@rbradthomas](/creator/x/rbradthomas) 2025-08-03T13:13Z 20.8K followers, 44.2K engagements


"$TPL down XX% over last XX days and @LeoNelissen provides a well-written BUY thesis (on Seeking Alpha) as he explains ".on top of not having any debt it has sky-high margins as its capex and opex are minimal. It does not produce oil and gas. All it does is allow others to produce on its land and invest in hardware for water sales among other minor things." He adds "I'm XXX% annoyed but X% worried." Nice work Leo cc: @porterstansb"  
[X Link](https://x.com/rbradthomas/status/1953799502122320049) [@rbradthomas](/creator/x/rbradthomas) 2025-08-08T12:44Z 20.8K followers, 8165 engagements


"Buffett bets on billboards (i.e. $LAMR) Read my latest article on Wide Moat Daily (link below)"  
[X Link](https://x.com/rbradthomas/status/1958361146278154288) [@rbradthomas](/creator/x/rbradthomas) 2025-08-21T02:50Z 20.8K followers, 84.1K engagements


"I just dropped X SWAN (sleep well at night) stocks on the Wide Moat Show. $WM $MSFT $V $SPGI $XEL $RGLD Subscribe & Join Us on the Road to 10000 Subscribers (click below in the comment section)"  
[X Link](https://x.com/rbradthomas/status/1971232850503774221) [@rbradthomas](/creator/x/rbradthomas) 2025-09-25T15:18Z 20.8K followers, 70.6K engagements


"REITs with Data Center exposure: $DLR $IRM $CDP $AMT $PLD $EQIX $O"  
[X Link](https://x.com/rbradthomas/status/1973137947357573166) [@rbradthomas](/creator/x/rbradthomas) 2025-09-30T21:28Z 20.8K followers, 239.4K engagements


"$FRT is trading at the widest discount to its history within the shopping center sector and is the ONLY REIT-focused Dividend King (+50 years of dividend increases). A good case for a STRONG BUY"  
[X Link](https://x.com/rbradthomas/status/1976268432711753828) [@rbradthomas](/creator/x/rbradthomas) 2025-10-09T12:48Z 20.8K followers, XXX engagements


"REIT spin worked for $HLT (spun off $PK on 1-14-17) $SIX spin (or sale-leaseback) makes sense too"  
[X Link](https://x.com/rbradthomas/status/1976630028298518707) [@rbradthomas](/creator/x/rbradthomas) 2025-10-10T12:44Z 20.8K followers, XXX engagements