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# ![@Mr_Neutral_Man Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::907746637711384577.png) @Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs”

Mr Neutral Man aka "Howard Marks of REITs” posts on X about $are, $maa, $cpt, $cube the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::907746637711384577/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::907746637711384577/c:line/m:interactions.svg)

- X Week XXXXXX +148%
- X Month XXXXXXX +1.20%
- X Months XXXXXXXXX +148%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::907746637711384577/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::907746637711384577/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +20%
- X Months XXX +88%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::907746637711384577/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::907746637711384577/c:line/m:followers.svg)

- X Week XXXXXX +0.45%
- X Month XXXXXX +3.20%
- X Months XXXXXX +20%
- X Year XXXXXX +30%

### CreatorRank: XXXXXXX [#](/creator/twitter::907746637711384577/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::907746637711384577/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4039 [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$are](/topic/$are) #6, [$maa](/topic/$maa) #5, [$cpt](/topic/$cpt) #5, [$cube](/topic/$cube) #1, [dividend](/topic/dividend) #45, [reit](/topic/reit) #79, [$clpr](/topic/$clpr) #1, [$vno](/topic/$vno) #6, [$alex](/topic/$alex) #2, [if you](/topic/if-you) XXXX%

**Top accounts mentioned or mentioned by**
[@johndoeknowsguy](/creator/undefined) [@tsxman](/creator/undefined) [@ghostofcmgi](/creator/undefined) [@ellliotttb](/creator/undefined) [@thebenschmark](/creator/undefined) [@yenoms](/creator/undefined) [@realassetsvalue](/creator/undefined) [@thepupil11](/creator/undefined) [@csouzazep](/creator/undefined) [@ragingventures](/creator/undefined) [@leylakuni](/creator/undefined) [@privateeyecap](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@jasongreenwal12](/creator/undefined) [@bichonredux](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@toffcap](/creator/undefined) [@lebron_ex](/creator/undefined) [@theweezguy](/creator/undefined) [@taobanker](/creator/undefined)

**Top assets mentioned**
[Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Camden Property Trust (CPT)](/topic/$cpt) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Veno Finance (VNO)](/topic/$vno) [ALEX Lab (ALEX)](/topic/$alex) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Ardagh Metal Packaging S.A. (AMBP)](/topic/$ambp) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Healthpeak (DOC)](/topic/$doc) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Alexander's Inc. (ALX)](/topic/$alx) [Self Crypto (SELF)](/topic/$self) [SITE Centers Corp. Common Shares (SITC)](/topic/$sitc) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [The XX% Community (99)](/topic/$99) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr)
### Top Social Posts
Top posts by engagements in the last XX hours

"@philbak1 Come on Phil I own one of these Also $VNO is the other near pure play NYC office"  
[X Link](https://x.com/Mr_Neutral_Man/status/1985844743012565321)  2025-11-04T23:00Z 11.2K followers, XXX engagements


"What are we even doing Neutral rating for X years. PT equals current price + some spread. Have a backbone JPM. $CUBE"  
[X Link](https://x.com/Mr_Neutral_Man/status/1993769115279102029)  2025-11-26T19:49Z 11.2K followers, 2736 engagements


"Spending a whole day looking at $ARE with my analyst and tried to put 10-K into ChatGPT to look for something Didn't work Ultimately just used some old school elbow grease keyword search and found what I needed Like @akramsrazor said still need the old dog's experience"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996308565020037346)  2025-12-03T20:00Z 11.2K followers, 5637 engagements


"@JasonGreenwal12 MF REITs Self Storage some artisanal ones like $ALEX Certain high quality preferred like Vornado I like net lease REITs like $O I think warehouse REITs on a pullback $REXR has a great footprint but near term headwind Clip the dividend and don't sell the shares"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996658694843691154)  2025-12-04T19:11Z 11.2K followers, 20.8K engagements


"The outcome for onetime FinTwit favorite that revolves around Buffett's PA and cloning Monish Pabrai $SRG is brutal roughly $X of recovery for shareholders This was once written up on VIC for over $XX per share I am glad that we're coming to an end as I won't be asked to give my opinion on this company People would get angry at me after I explain that "it's too hard and I don't see the value""  
[X Link](https://x.com/Mr_Neutral_Man/status/1996714972433314209)  2025-12-04T22:55Z 11.2K followers, 24.8K engagements


"@shaxmatist @BichonRedux What REIT was trading at 7x p/ffo in early 2016"  
[X Link](https://x.com/Mr_Neutral_Man/status/1997863795528749107)  2025-12-08T03:00Z 11.2K followers, XXX engagements


"@GhostofCMGI @RagingVentures Hypothetically speaking if you are short $ARE when would you cover"  
[X Link](https://x.com/Mr_Neutral_Man/status/1998071127747285042)  2025-12-08T16:44Z 11.2K followers, XXX engagements


"I have noticed some of my small cap names trade like this $AMBP Down all day on 532k volume and then up XXX% after markets on 12.6k volume 12622 is not XXX shares so there is some real signal Anyone know why this keeps happening"  
[X Link](https://x.com/Mr_Neutral_Man/status/1964071664397812116)  2025-09-05T21:02Z 11.2K followers, 2466 engagements


"@ActuallyFinance $MAA $CPT (Any of the large cap MF REITS are fine) $VRE $VNO Preferred $FRPH $CLPR $CUBE $ALEX Got a few that I'm keeping private for the newsletter"  
[X Link](https://x.com/Mr_Neutral_Man/status/1976717029877989456)  2025-10-10T18:30Z 11.2K followers, XXX engagements


"While all of FinTwit is making generational wealth in Quantum Rare Earth AI Circular Economy Flying Cars I recently "Leaned Into" my autistic self and bought more REITs. I gained a lot of Zen once I realized that this is what my investors pay me to do Also the most sane thing to do in a crazy market"  
[X Link](https://x.com/Mr_Neutral_Man/status/1978848303375700345)  2025-10-16T15:39Z 11.2K followers, 7122 engagements


"Can buy $CUBE at around a X cap with lots of high barrier market exposure in NYC and SOCAL. But XXXX% sure it will be invested in an actual SS deal"  
[X Link](https://x.com/Mr_Neutral_Man/status/1979649097683628511)  2025-10-18T20:41Z 11.2K followers, 6763 engagements


"This is an interesting thought experiment on $MAA and Im confident that financing will be robust for this deal Odds of it happening is close to zero"  
[X Link](https://x.com/Mr_Neutral_Man/status/1983695494087111126)  2025-10-30T00:40Z 11.2K followers, 9832 engagements


"I'm still buying a smallish name that keeps selling off that I think has the most ridiculous X year upside/downside and likely has the highest asset quality I sold my small $LINE to buy more $MAA $CPT and other REITS I got a MSD % position in $HR.UN after our convo and talking with others What's interesting about $DOC I own a small amount of HOM.U"  
[X Link](https://x.com/Mr_Neutral_Man/status/1985480977800446386)  2025-11-03T22:55Z 11.2K followers, XXX engagements


"Still own my $CLPR just too cheap I already wrote down their rent regulated assets Mamdani's policy will drive up rent on market rate apts I'll be selling my VNO preferred not because of NYC exposure but bc I have other names that I think will generate 25+% IRRs over X years"  
[X Link](https://x.com/Mr_Neutral_Man/status/1986072391173247055)  2025-11-05T14:05Z 11.2K followers, XXX engagements


"Great story I've been channeling this energy and going near autistic with undervalued REITS and bought more $MAA and $CPT recently within X% of the recent lows There are other names that are really interesting $WSR $CLPR $FRPH $CUBE $VRE $VNO pref $SELF $NLOP $AIV $SITC $NXRT $HR.UN $ALX (a few anon for now) Right now it's an exercise of selling something less undervalued to buy something really undervalued Just staying in my lane and doing my thing"  
[X Link](https://x.com/Mr_Neutral_Man/status/1986085853706228146)  2025-11-05T14:59Z 11.2K followers, 11.8K engagements


"The great capital allocator that is $BN and $BAM I remember when many of these deals were done particularly Forest City Realty Trust"  
[X Link](https://x.com/Mr_Neutral_Man/status/1986576499093479821)  2025-11-06T23:28Z 11.2K followers, 3599 engagements


"@lebron_ex $MAA $CPT $AVB. All of them"  
[X Link](https://x.com/Mr_Neutral_Man/status/1987515884470972612)  2025-11-09T13:41Z 11.2K followers, XXX engagements


"@RealAssetsValue @thepupil11 @missingmiddle Its not gonna be sold Its my bet on a NYC landlord using only non recourse mortgages to go long NYC"  
[X Link](https://x.com/Mr_Neutral_Man/status/1989337418852417917)  2025-11-14T14:19Z 11.2K followers, XXX engagements


"Dreading when 2009 is no longer the starting year in the classic view on The 2008/2009 stats were always good reminder to stress test your investments"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991263148356042880)  2025-11-19T21:51Z 11.2K followers, 4165 engagements


"No positions in $ARE $LINE or $COLD But tracking When something is down 60-80% peak to trough its worth paying attention My generalist friends have not called yet"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991296328362545350)  2025-11-20T00:03Z 11.2K followers, 14.2K engagements


"I think I finally figured out when to buy $MAA and $CPT I monitor how much @EllliotttB makes fun of investing in REITs The more he does it the better the signal. Love you buddy and thank you for the tell"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991537378377535596)  2025-11-20T16:01Z 11.2K followers, 7537 engagements


"Lots of really solid REITs trading with X% dividend yield on 60-80% payout of FFO with the remaining retained for maintenance and growth cap ex FFO yield actually around 7-8% for some large blue chip REITs like $O with very little leverage This is 300-400 bps over XX yr Treasuries"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991649664689442878)  2025-11-20T23:27Z 11.2K followers, 34.6K engagements


"$CPT bought back $XX mm of shares in Q3 $AVB bought back $150mm IIRC there is your incremental buyer You can also divvy reinvest yourself They are increasingly open to the idea of selling older assets and using proceeds to buy back shares From my experience it always feels like the buyers will never come back in reality they always do as long as 1) valuation is cheap 2) mgt quality is B+ 3) large and liquid enough"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991694990188187789)  2025-11-21T02:27Z 11.2K followers, 2286 engagements


"We added roughly 4-5% in the portfolio at just under $XX recently currently the biggest position Hopefully the company continues to sell assets and buy shares and I'll be doing same with my dividends"  
[X Link](https://x.com/Mr_Neutral_Man/status/1993074183207886877)  2025-11-24T21:48Z 11.2K followers, 2080 engagements


"@JoaoBBarroso1 @evfcfaddict Why is IMCD better"  
[X Link](https://x.com/Mr_Neutral_Man/status/1994233352086286817)  2025-11-28T02:34Z 11.2K followers, XX engagements


"@ToffCap @csouzaZEP Azelis and IMCD"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995330332153749894)  2025-12-01T03:13Z 11.2K followers, XXX engagements


"@csouzaZEP @ToffCap Coild you elaborate I added to Univar at around X to X times normalized earnings during Covid Winded up being one of my better winners"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995485837740613741)  2025-12-01T13:31Z 11.2K followers, XXX engagements


"@csouzaZEP @ToffCap Why IMCD over Azelis"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995508841480683632)  2025-12-01T15:02Z 11.2K followers, XXX engagements


"Got two inbound calls from smart generalist investors today asking about X different REIT ideas Probably a sign of some sort"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995663898133803083)  2025-12-02T01:18Z 11.2K followers, 8889 engagements


"Totally agree You can buy $CUBE which owns this foot print (NY/NJ is XX% of NOI) at roughly XXX% cap rate today Miami/DC/San Diego/SoCal Boston and NYC/NJ which forms their high barrier to entry markets are XX% of their total NOI Overall occupancy at XXXX% and could have 3-6% of upside in occupancy over time"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995941982649385420)  2025-12-02T19:43Z 11.2K followers, XXX engagements


"@tsxman I don't have a position. I'm doing work on it today. What are some of the emerging tailwind for $DOC"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996281872138322166)  2025-12-03T18:14Z 11.2K followers, XXX engagements


"@underdemolished @akramsrazor What could an unseasoned LL screw up I want to Eurofins investor day and toured their X mm sqft campus in Lancaster PA. These buildings are complex"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996438357417861507)  2025-12-04T04:36Z 11.2K followers, XXX engagements


"I'm compiling a list of names that will benefit the most from rate cuts some of these moved quite a bit today already but likely more upside $CLPR up XXX% levered MF REIT XXX% $AMBP up XXX% levered alumin can XXXX% divvy $NXRT up XXX% levered MF REIT XXX% divvy $BLDR - up XXXX% building product distributor @jay_21_ @Bonhoeffer_KDS @RealAssetsValue @thepupil11"  
[X Link](https://x.com/Mr_Neutral_Man/status/1958933156251279529)  2025-08-22T16:43Z 11.2K followers, 6582 engagements


"@lebron_ex Trust me EBITDA is a very good metric to value REITs On the private side NOI is widely used which is before SG&A Everyone has to make adjustments/estimates for what they think cap ex is"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995905985580306559)  2025-12-02T17:20Z 11.2K followers, XXX engagements


"Everyone knows that $ARE has gotten smoked in the past few years down about XX% from its peak in XX I went to check the 2050 bonds and it trades at a XXX% yield which is only about 130bps spread over 20-30 years US Treasury yield"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996273433727189034)  2025-12-03T17:40Z 11.2K followers, 8855 engagements


"Investors asking if $ARE has bottomed (Luckily just a 40bps position for us)"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996596657144643714)  2025-12-04T15:05Z 11.2K followers, 4060 engagements


"@LeylaKuni Got a call with a client today and told him about a REIT It boils down to buying at over XXX% cap rate for a market/product that's XXX% cap rate and get paid X% dividend for the stock to rerate"  
[X Link](https://x.com/Mr_Neutral_Man/status/1996714847845941388)  2025-12-04T22:54Z 11.2K followers, 1589 engagements


"@SFarringtonBKC @tralalacollie @Ashton_1nvests Spoke to someone who mentioned that yoy comp wont go positive till Q2 next year Been brutal X years for chemicals Would love to collab on this Everything is bombed out in this sector"  
[X Link](https://x.com/Mr_Neutral_Man/status/1997503266897182898)  2025-12-07T03:07Z 11.2K followers, XXX engagements


"@SFarringtonBKC @tralalacollie @Ashton_1nvests My limited understanding is that specialty distributors are the better biz like IMCD Azeklis Over XX% EBITDA margins generally conveys true specialties lots of 10-15% EBITDA margin biz will try to pass as specialties. Need to put them where they belong commodities"  
[X Link](https://x.com/Mr_Neutral_Man/status/1997519738315149416)  2025-12-07T04:13Z 11.2K followers, XXX engagements


"When there were no women only wrestling girls would have to wrestle boys. There were a few XXX state champs in HS. But I don't recall any girls over XXX pounds winning states or successfully competing at the college level. Once you get over XXX lbs the male/female hormone upper body strenght etc likely make it tough for her to win a match against top XX mens wrestlers in D1 at 157lbs Vs XXX lbs gets very interesting"  
[X Link](https://x.com/Mr_Neutral_Man/status/1998104904741601343)  2025-12-08T18:58Z 11.2K followers, 2155 engagements


"@Corp_Raider99 @DojiCat4 @HedgeyeREITs Many such cases $ARE $IIPR rexford sunbelt MF"  
[X Link](https://x.com/Mr_Neutral_Man/status/1998142371976909025)  2025-12-08T21:27Z 11.2K followers, XXX engagements


"Another year another mid teens size position get bought out by Blackstone $ROIC and $ALEX X in a row at year end This is the 4th Blackstone deal since 2018"  
[X Link](https://x.com/Mr_Neutral_Man/status/1998172428196044978)  2025-12-08T23:26Z 11.2K followers, 17.3K engagements