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[@RealAssetsValue](/creator/twitter/RealAssetsValue)
"LT rates up from their lows earlier this month but cost of capital for NNN REITs - both big and small - not looking too shabby: $O secures $800m of 5yr debt at XXX% lower rate than $550m Nov maturity (4.625%). $NTST secures $450m of 6yr debt at XXX% - 4.9%"  
[X Link](https://x.com/RealAssetsValue/status/1971564274867745135) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-09-26T13:15Z 3595 followers, 5535 engagements


"@EllliotttB @Mr_Neutral_Man $44m X% nominal cap and $140k per unit. XX% occ. and est. monthly rents are $1300 / $1400 rev. at a XXXX% NOI margin (MAA SS Houston is $1550 rev. / XX% NOI margin 2025 YTD) so $2.6m NOI. X% PM / XX% CAPEX ($1250 per unit) breaks back to X% effective cap rate"  
[X Link](https://x.com/RealAssetsValue/status/1978126007665066341) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T15:49Z 3595 followers, XXX engagements


"Tritax Big Box $BBOX.L announced a 1bn industrial/logistics acquisition from $BX after losing out to them on their bid for Warehouse REIT. 6.5m sq ft portfolio skews urban XX% occupancy 6yr WALT. They highlight in-place rents are XX% below market. 1/"  
[X Link](https://x.com/RealAssetsValue/status/1978163233434337715) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T18:17Z 3596 followers, XXX engagements


"$REXR got very cheap this year on tariff and SoCal industrial market weakness. This went from a X% position for me (at prices higher than today) in late 2024 to X% at a $37/share basis. At that price was trading X% cap rate $XXX PSF and a 21x AFFO multiple. 1/"  
[X Link](https://x.com/RealAssetsValue/status/1979200141266505781) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3595 followers, 2536 engagements


"But as the stock has traded back up the balance of risk-reward has felt like it's shifted. I now see $REXR trading at a XXX% cap rate $XXX PSF and a 17.5x FFO / 21.5x AFFO multiple. I think this is a X% discount to NAV of $XXXXX per share based on a X% cap rate. 6/"  
[X Link](https://x.com/RealAssetsValue/status/1979200150024208873) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3595 followers, XXX engagements


"BofA think $REXR is worth $XX a share based on a XXXX% discount to their NAV estimate based on a XXX% cap. Trades at a XX% discount to their NAV estimate. SoCal industrial/logistics RE Armageddon priced in yet or no"  
[X Link](https://x.com/RealAssetsValue/status/1914700308069953883) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-04-22T15:18Z 3595 followers, 13.3K engagements


"$REXR update ahead of NAREIT - sky isn't falling. yet: -Leasing 600k sq ft/month down XX% vs. Q2 2024 -Consistent with $PLD comments -Lease spreads suggest focus on occ. not price (but still +ve) -Rent bumps X% sticking -Small wins in redev./repos. portfolio & asset sales"  
[X Link](https://x.com/RealAssetsValue/status/1928104858705371469) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-05-29T15:03Z 3595 followers, 2777 engagements


"$PKST sells more office properties and achieve attractive pricing. X additional sales incl. small Ind/Flex building but most importantly largest asset leased to Southern Co. in Birmingham. Blended disposal cap rate of XXX% REIT trades at an XX% cap rate"  
[X Link](https://x.com/RealAssetsValue/status/1963206172183244852) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-09-03T11:43Z 3595 followers, 2072 engagements


"A flurry of deals at $SITC over the last couple weeks. First a 3-property portfolio U/C for $126m. Mix of quality and markets. I estimate a XXX% cap / $XXX PSF. Price reflects a X% disc. / -$4m vs. my valuation estimate. 1/"  
[X Link](https://x.com/RealAssetsValue/status/1974183922478256252) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-03T18:45Z 3593 followers, 2747 engagements


"Mgmt cite a X% NIY which is XXX PSF and a XXX% earnings yield. This drives "mid single digit" EPS accretion. However backing out the reversionary bridge but marking share consideration to market indicates a X% NIY XXX PSF and XXX% earnings yield on contracted rent. 4/"  
[X Link](https://x.com/RealAssetsValue/status/1978163238597501182) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T18:17Z 3596 followers, XXX engagements


"The pricing of the share consideration also gives a view into a valuation $BX are willing to accept for the pre-deal $BBOX.L portfolio. 1.61/share is a XX% disc. to portfolio value/15% disc. to NAV XXX% NIY XXX PSF and a XXX% EPRA earnings yield. 5/5"  
[X Link](https://x.com/RealAssetsValue/status/1978163240413679992) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T18:17Z 3596 followers, XXX engagements


"@thewritser Is the simplest explanation not that they're being converted so they can be sold in the open market"  
[X Link](https://x.com/RealAssetsValue/status/1978864743470227922) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-16T16:44Z 3596 followers, XXX engagements


"This represented a significant re-rating. $REXR was a COVID-era darling trading up to$80 per share at its peak 40x FFO and a X% cap rate as the SoCal industrial market was on fire and saw rapid and significant growth in rents. 2/"  
[X Link](https://x.com/RealAssetsValue/status/1979200142616990130) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3595 followers, XXX engagements


"Most recently after pretty weak first half of the year Q3 leasing was robust with strong leasing volume which allowed them to build back some occupancy and they've maintained positive but declining leasing spreads. 5/"  
[X Link](https://x.com/RealAssetsValue/status/1979200148132528578) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3596 followers, XXX engagements


"So I think it's prudent here to take some chips off the table. Dust hasn't settled on tariffs and economy weakening will affect industrial demand could be salt in SoCal's wounds. As a result I sold back down to a X% position. 9/"  
[X Link](https://x.com/RealAssetsValue/status/1979200155233534116) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3595 followers, XXX engagements


"Discount at $ASLI.L continues to widen as distributions are made. At XXXX I see trading at XX% disc. to my NAV. I think worth XXX% NIY trades @ 6.7%. This is XX% disc. to Q2 mgmt NAV (adj. for distributions). Poland & French assets the question marks with no sales yet"  
[X Link](https://x.com/RealAssetsValue/status/1967609835874287979) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-09-15T15:21Z 3595 followers, XXX engagements


"Original post: Latest update:"  
[X Link](https://x.com/RealAssetsValue/status/1967609838206378428) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-09-15T15:21Z 3595 followers, XXX engagements


"Why is the $SBAC AFFO multiple now -2.3x lower than $AMT and almost -7.0x lower than $CCI Historically valuations have been similar and they've even traded at a slight premium"  
[X Link](https://x.com/RealAssetsValue/status/1976373879020106080) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-09T19:47Z 3595 followers, XXX engagements


"Why own any at all Not super cheap but not expensive valuation. I don't see existential risks to demand and LT SoCal is a good market due to barriers to new supply. Near-term rent growth will be negative to flat. But $REXR will be well-positioned once market stabilizes. 10/"  
[X Link](https://x.com/RealAssetsValue/status/1979200156579889165) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T14:57Z 3595 followers, XXX engagements


"@TheWeezGuy Excludes both OC and IE. OC probably similar no / declining supply market. IE definitely a new supply market. But I have come around to $REXR view that West IE is different than East IE. Both added inventory West +0.9% y-on-y East +1.7%"  
[X Link](https://x.com/RealAssetsValue/status/1979277576133607464) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-17T20:05Z 3595 followers, XX engagements