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[@askjussi](/creator/twitter/askjussi)
"The REIT holdings of CenterSquare Investment Management. Interesting that they have been buying shares of retail REITs $BRX $KIM and $KRG over the past months"  
[X Link](https://x.com/askjussi/status/1969455263892848703) [@askjussi](/creator/x/askjussi) 2025-09-20T17:35Z 6190 followers, 1387 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 XX% from their 2022 highs:"  
[X Link](https://x.com/askjussi/status/1905995360805515565) [@askjussi](/creator/x/askjussi) 2025-03-29T14:48Z 6190 followers, 5750 engagements


"Warren Buffett is betting on real estate. In the last quarter some of his biggest purchases were: $LAMR $LEN $DHI and $POOL"  
[X Link](https://x.com/askjussi/status/1957420716921647312) [@askjussi](/creator/x/askjussi) 2025-08-18T12:34Z 6190 followers, 1433 engagements


"Interesting to see Berkshire Hathaway buy shares of a REIT. It is no other than the billboard REIT $LAMR:"  
[X Link](https://x.com/askjussi/status/1957783355745062976) [@askjussi](/creator/x/askjussi) 2025-08-19T12:35Z 6190 followers, 1503 engagements


"My favorite data center plays are not $EQIX $DLR or even $IRM. They are $OWL and $SGRO. They offer much better risk-to-reward in my opinion"  
[X Link](https://x.com/askjussi/status/1973046426969031112) [@askjussi](/creator/x/askjussi) 2025-09-30T15:25Z 6190 followers, 2192 engagements


"7/ So which REITs is Sternlicht buying Starwood Capitals latest filings show heavy investments in multifamily REITs including: - Mid-America Apartment Communities $MAA - Camden Property Trust $CPT - Equity Residential $EQR - NexPoint Residential $NXRT"  
[X Link](https://x.com/askjussi/status/1876657005534081536) [@askjussi](/creator/x/askjussi) 2025-01-07T15:47Z 6188 followers, XXX engagements


"The REIT holdings of Cohen & Steers. They have been a big buyer of cell tower REITs lately: $SBAC $CCI $AMT"  
[X Link](https://x.com/askjussi/status/1968335637326729551) [@askjussi](/creator/x/askjussi) 2025-09-17T15:26Z 6187 followers, 1768 engagements


"$SGRO is a hidden play on data centers. As this becomes more evident to the market it could surge like $IRM"  
[X Link](https://x.com/askjussi/status/1963586343511916623) [@askjussi](/creator/x/askjussi) 2025-09-04T12:54Z 6186 followers, 2364 engagements


"1/ Everyones talking about how AI will boost chipmakers and data centers. But few are looking at one of the most overlooked real estate winners: Industrial warehousesespecially those owned by Rexford Industrial $REXR Here's why AI could supercharge this REIT:"  
[X Link](https://x.com/askjussi/status/1963299808992534672) [@askjussi](/creator/x/askjussi) 2025-09-03T17:55Z 6190 followers, 1973 engagements


"6/ Some industrial sites may even be converted to data centers. Not $REXR s core play todaybut the optionality is there. Urban locations + power infrastructure = upside"  
[X Link](https://x.com/askjussi/status/1963299824758935857) [@askjussi](/creator/x/askjussi) 2025-09-03T17:55Z 6189 followers, XXX engagements


"7/ And the best part Despite all these tailwinds $REXR trades at a discount to peers like $PLD & $EGP. Why - Port volume fears - Trade uncertainty But those are short-term. The long-term story is all green lights"  
[X Link](https://x.com/askjussi/status/1963299827061526583) [@askjussi](/creator/x/askjussi) 2025-09-03T17:55Z 6189 followers, XXX engagements


"The REIT holdings of Land & Buildings. Interesting to see them buy industrial REITs $FR and $REXR in the last quarter:"  
[X Link](https://x.com/askjussi/status/1968698528068145379) [@askjussi](/creator/x/askjussi) 2025-09-18T15:28Z 6190 followers, 2354 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) [@askjussi](/creator/x/askjussi) 2025-09-22T15:40Z 6190 followers, 2143 engagements


"Alternative asset managers $BX $APO $BAM $KKR $OWL are selling off due to fears of a recession. $OWL is the best opportunity in my opinion as it should be less impacted than its peers. Permanent capital + no exposure to incentive fees"  
[X Link](https://x.com/askjussi/status/1973956422867079259) [@askjussi](/creator/x/askjussi) 2025-10-03T03:41Z 6190 followers, 2402 engagements


"The REIT holdings of billionaire investor Barry Sternlicht (owned via Starwood Capital): $CPT $MAA $FR $EQR $NXRT $VRE $SMRT $PGRE"  
[X Link](https://x.com/askjussi/status/1967972745771094516) [@askjussi](/creator/x/askjussi) 2025-09-16T15:24Z 6190 followers, 26.9K 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) [@askjussi](/creator/x/askjussi) 2025-10-06T04:50Z 6190 followers, 1105 engagements