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[@RealAssetsValue](/creator/twitter/RealAssetsValue)
"@blondesnmoney Do you have a view on what cap rates Imperial Valley and Monroeville sold at I think Layton Hills Mall + Open Air + Outparcels sale last year was XX% - XX% cap rate"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1947747035354173841) 2025-07-22 19:54:15 UTC 3394 followers, XXX engagements


"BoFA analysis of retail watchlist tenants suggests no big flashing warning lights today. -XXX% of GLA across retail REITs substantial or higher risk -grocery anchored retail REITs best positioned $PECO and $IVT stand out as having lowest exposure at XXXX and XXX% 1/"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043791077605505) 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements


"One I didn't see coming. With this + Kawa / $ONL animal spirits rekindling in the office market I see transaction at a XX% cap rate and just under $XXX PSF. 6.5x FFO / 11.2x AFFO on Q1 2025 ann. (but acquiror will cut G&A cost structure). Proposed $ONL deal is @ XX% cap"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948372982952268157) 2025-07-24 13:21:32 UTC 3399 followers, 3690 engagements


"@EllliotttB Funds (and benchmarks) like this give public real estate investing a bad name. XXX% IRR since 2013 and XXX% since inception in 2006"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948074404446982341) 2025-07-23 17:35:06 UTC 3397 followers, 1172 engagements


"@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948384594807435696) 2025-07-24 14:07:41 UTC 3397 followers, XXX engagements


"$PECO has acquired $280m of properties in the first half of 2025 at a XXX% cap rate ($265 PSF). Interestingly lots of unanchored and shadow-anchored centers in the mix. Sold X asset for a XXX% cap rate / $XXX PSF"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948537862258921628) 2025-07-25 00:16:43 UTC 3399 followers, XXX engagements


"$JBGS sold 8001 Woodmont in Bethesda for $194m. Price represents $600k per unit and a XXX% cap rate based on Q4 2024 ann. NOI. Pricing almost certainly wider than similar product in NoVA due to MoCo rent stabilization"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1897257269953442051) 2025-03-05 12:05:57 UTC 3398 followers, 2188 engagements


"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948851696941367670) 2025-07-25 21:03:47 UTC 3399 followers, 1457 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"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1928104858705371469) 2025-05-29 15:03:15 UTC 3396 followers, 2560 engagements


"Looking at NNN REITs $FVR has highest exposure to substantial risk + tenants due to X JoAnn's. Looking at "speculative" risk $EPR sticks out due to cinema tenancy and $NNN & $NTST have elevated exposure as well with Advanced Auto Parts a exposure a major driver. 2/2"  
![@RealAssetsValue Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::396466677.png) [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043793212600597) 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements