# ![@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 $alx, reit, in the, dividend the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +101%
- [--] Month [-------] -25%
- [--] Months [---------] +383%
- [--] Year [---------] -52%

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

- [--] Week [---] +18%
- [--] Month [---] +14%
- [--] Months [---] +148%
- [--] Year [-----] -45%

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

- [--] Week [------] +0.54%
- [--] Month [------] +0.85%
- [--] Months [------] +19%
- [--] Year [------] +32%

### CreatorRank: [-------] [#](/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)  56.43% [finance](/list/finance)  45.71% [cryptocurrencies](/list/cryptocurrencies)  7.14% [technology brands](/list/technology-brands)  3.57% [social networks](/list/social-networks)  2.86% [financial services](/list/financial-services)  2.14% [currencies](/list/currencies)  2.14% [countries](/list/countries)  1.43%

**Social topic influence**
[$alx](/topic/$alx) #2, [reit](/topic/reit) #30, [in the](/topic/in-the) 7.14%, [dividend](/topic/dividend) #500, [$cube](/topic/$cube) #2, [if you](/topic/if-you) 5.71%, [$cpt](/topic/$cpt) #4, [debt](/topic/debt) 5%, [$maa](/topic/$maa) #2, [ai](/topic/ai) 4.29%

**Top accounts mentioned or mentioned by**
[@realassetsvalue](/creator/undefined) [@taobanker](/creator/undefined) [@cjhazard](/creator/undefined) [@ramrulez1](/creator/undefined) [@revcap](/creator/undefined) [@gmailcom](/creator/undefined) [@thepupil11](/creator/undefined) [@daniel3point0](/creator/undefined) [@blondesnmoney](/creator/undefined) [@yenoms](/creator/undefined) [@recoverytrade](/creator/undefined) [@csouzazep](/creator/undefined) [@riceforthought](/creator/undefined) [@robertqking](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@toffcap](/creator/undefined) [@buysideaireview](/creator/undefined) [@roojoo3](/creator/undefined) [@compoundpapi](/creator/undefined)

**Top assets mentioned**
[Alexander's Inc. (ALX)](/topic/$alx) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Camden Property Trust (CPT)](/topic/$cpt) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Veno Finance (VNO)](/topic/$vno) [ALEX Lab (ALEX)](/topic/$alex) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Clipper Realty Inc. Common Stock (CLPR)](/topic/$clpr) [Blackstone, Inc. (BX)](/topic/$bx) [Lineage, Inc. (LINE)](/topic/$line) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Costco Wholesale Corporation (COST)](/topic/costco) [Enerplus Corporation (ERF)](/topic/$erf) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Ardagh Metal Packaging S.A. (AMBP)](/topic/$ambp) [Regency Centers Corp (REG)](/topic/$reg) [Ball, Corp. (BALL)](/topic/$ball) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Equity Residential (EQR)](/topic/$eqr) [yajyu senpai (810)](/topic/$810) [Autonomous Virtual Beings (AVB)](/topic/$avb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@apprenticeCRE If you want the blue chip $REG $IVT is reasonably priced for Sunbelt grocery anchored shopping center"  
[X Link](https://x.com/Mr_Neutral_Man/status/1988057568737194399)  2025-11-11T01:33Z 11.6K followers, [---] engagements


"@kab604 @BillBrewsterTBB @FrancoOlivera Im also not against just buying $BALL and/or $CCK Ball now pays dividends higher than their share price from the 80s and their payout is tiny We havent talk at all about the slack in the industry which will allow all players to grow without much cap ex for a while"  
[X Link](https://x.com/Mr_Neutral_Man/status/1994105861094912060)  2025-11-27T18:07Z 11.6K followers, [---] engagements


"@ToffCap @csouzaZEP Azelis and IMCD"  
[X Link](https://x.com/Mr_Neutral_Man/status/1995330332153749894)  2025-12-01T03:13Z 11.6K followers, [---] engagements


"@csouzaZEP @ToffCap Coild you elaborate I added to Univar at around [--] to [--] 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 11.6K followers, [---] 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 11.6K followers, 22K engagements


"For all the people talking about ChatGPT eating into $GOOGL search here's a real world example. I would love to know the growth rate of ChatGPT lead gen for $CUBE It's small but we all know how small can grow into really big in the tech world. Worth watching"  
[X Link](https://x.com/Mr_Neutral_Man/status/2001327256921366658)  2025-12-17T16:22Z 11.5K followers, [----] engagements


"@JerryCap $ARE will likely do quite well at some point not sure if it's a [--] or [--] pick though"  
[X Link](https://x.com/Mr_Neutral_Man/status/2007199529087721576)  2026-01-02T21:17Z 11.6K followers, [----] engagements


"Value investors There are people on Reddit talking about eating the $5 rotisserie chicken from Costco and using the carcass to make chicken stock"  
[X Link](https://x.com/Mr_Neutral_Man/status/2008692651625939133)  2026-01-07T00:10Z 11.6K followers, [----] engagements


"The longer I invest the more I scratch my head. Just a [----] bn EV lab testing business casually going up 21% in a month This is a core long (but this fast rise in share price makes me want to trim MSD to LDD of the position. $ERF $erf.pa Eurofins Scientific Price Target upgrade to [--] by Exane BNP https://t.co/fGvYIVlPhg $erf.pa Eurofins Scientific Price Target upgrade to [--] by Exane BNP https://t.co/fGvYIVlPhg"  
[X Link](https://x.com/Mr_Neutral_Man/status/2009016385679315434)  2026-01-07T21:36Z 11.6K followers, [----] engagements


"Self storage REITs absolutely ripping $NSA $CUBE Which one did you wind up buying @P_Remarks"  
[X Link](https://x.com/Mr_Neutral_Man/status/2009713655609450907)  2026-01-09T19:47Z 11.6K followers, [----] engagements


"@blondesnmoney Only thing in my portco doing this YTD thing $ERF"  
[X Link](https://x.com/Mr_Neutral_Man/status/2010835962314592287)  2026-01-12T22:07Z 11.6K followers, [----] engagements


"Dear $ALX short sellers I beg you please talk to me. I want to know what youre thinking. Seems like short interest went up another 1% float. Now [--] full days to cover. How are you abl to cover the 7.9% divvy with potentially another big one in Rego I"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011154815972434285)  2026-01-13T19:14Z 11.6K followers, [----] engagements


"I don't think I have REITs that are good shorts. I would say 90% are pretty beaten down already. I can suggest some pair trades like Long $VNO prefer and short $HPP prefer Both are trading at roughly the same yield but $VNO is wayyyy better credit Throw some East Coast West Coast Old School Rap Beef in there https://twitter.com/i/web/status/2011231261751488667 https://twitter.com/i/web/status/2011231261751488667"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011231261751488667)  2026-01-14T00:17Z 11.5K followers, [---] engagements


"@riceforthought Yep. Alex Goldfarb has asked some questions on the $VNO call regarding $ALX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011490000588751352)  2026-01-14T17:26Z 11.6K followers, [---] engagements


"Just sent out a memo called Storage Wars - Decdoing NSA's Unusual Options Volume of [----] Contracts $CUBE $NSA Check your inbox Some of you have asked to sign up but you need to respond to our initial e-mail to be added. Thank you"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011527450526957586)  2026-01-14T19:54Z 11.6K followers, [----] engagements


"The Mid Tail strategy PPL posting 10-25% YTD returns already and I'm pretty happy with MSD REITs don't go up 30% in a month unless $BX took it private. Stay rich beat inflation by a wide margin We also don't get left tails zeros in Jr miners O&G retail or auto parts"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011594301046997178)  2026-01-15T00:20Z 11.5K followers, [----] engagements


"Kind of crazy that the longest duration options for $MAA a $16 bn apartment REIT is July of [----] Yet you can buy LEAPs for $AMC going out to Jan of [----] It's a sub $1bn market cap company"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011830372842000651)  2026-01-15T15:58Z 11.6K followers, [----] engagements


"@taobanker What prompted this thought Still no generalist asking me about it"  
[X Link](https://x.com/Mr_Neutral_Man/status/2012549378808881504)  2026-01-17T15:35Z 11.5K followers, [----] engagements


"@BuysideAIreview Pretty sure your $EQR cap rates are wrong. 6.8% feels wrong"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014370425711509670)  2026-01-22T16:11Z 11.6K followers, [---] engagements


"@roojoo3 Fair IMCD also about double the size of [----] and likely about running at trough operating earnings at the moment"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014739923228606870)  2026-01-23T16:40Z 11.6K followers, [---] engagements


"@compoundpapi $LINE $COLD $ARE are those that are dislocated"  
[X Link](https://x.com/Mr_Neutral_Man/status/2015564063321833580)  2026-01-25T23:14Z 11.6K followers, [---] engagements


"The Trailing [--] months is probably a better gauge Occupancy similar 95.3% to 95.5% Expense grew 1.7% YOY general commentary is that property taxes and insurance growth have moderated. Some prop taxes actually see some relief. Again law of lg # equals little variation in operating stats https://twitter.com/i/web/status/2016259976289808680 https://twitter.com/i/web/status/2016259976289808680"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016259976289808680)  2026-01-27T21:20Z 11.5K followers, [---] engagements


"Bought almost [--] figures worth of ODTE puts in $IWM to hedge out any wild Fed decision outcomes for about $3k No surprise sold it for about $2100 Felt like a huge win to get that protection and get out same day My portfolio is interest rate sensitive it's single handedly the most important factor https://twitter.com/i/web/status/2016589193355436517 https://twitter.com/i/web/status/2016589193355436517"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016589193355436517)  2026-01-28T19:08Z 11.6K followers, [----] engagements


"Short Interest as of Jan 15th that was updated yesterday or today. Shares short roughly the same"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016617574029508624)  2026-01-28T21:01Z 11.5K followers, [----] engagements


"Having one of those face ripping rally days in my REIT portfolio to the tune of a whopping 1.9% Mid-tail strategies - less downside and less upside I also went into Costco today and walked out in [--] mins spending only $42.25 today"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016984013265621371)  2026-01-29T21:17Z 11.6K followers, [----] engagements


"We met with mgt last year at NAREIT in no universe did we think that mgt would be sellers at all. We were so frustrated to hear the CEO say we are not going to cut sg&a after the office sales we used to be a $5 bn company and we will grow into one Wow 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This acquisition marks a major expansion of Brookfields 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018404707673276754)  2026-02-02T19:22Z 11.6K followers, 11.5K engagements


"@yenoms @tsxman Would not be surprised if $WSR is the next grocery shopping center $BX buys Were 2/2 for now. 3/3 would be wild"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018414744906985753)  2026-02-02T20:02Z 11.6K followers, [---] engagements


"Just sold some June [--] $EPD LEAPs with $27 strike for $8.10. Had to sell them bc they grew to 2.5% of the portfolio. Paid $2.84 for them. I got higher strikes at $30 $32 and $35 In Joel Greenblatt's book "You can be a stock market genius" he talk about buying LEAPs as a method of value investing. I think EPD fits the bill. Shoutout to @BillBrewsterTBB @willis_cap and few others https://twitter.com/i/web/status/2018724099808207132 https://twitter.com/i/web/status/2018724099808207132"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018724099808207132)  2026-02-03T16:31Z 11.6K followers, [----] engagements


"Can just wake up and buy REITs everyday But it's not "good deals" because they're REITs @EllliotttB Good deals don't magically come to you. You have to go get them. Good deals don't magically come to you. You have to go get them"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018737870471651455)  2026-02-03T17:26Z 11.5K followers, [----] engagements


"Sent out an investment memo on buying SoCal Warehouses at a stabilized 6.2% cap rate (5.4% cash cap today) going into earnings tomorrow afternoon $REXR Check your inboxes. If you're not getting e-mails you need to check your e-mails"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018787384452849827)  2026-02-03T20:43Z 11.6K followers, [----] engagements


"@Catahoula_Value We actually own 2-3 times more of $CPT Kind of happened gradually over time as $CPT owns higher quality assets that ate younger and more willing to buyback shares Also [--] analysts at $MAA meetings while 5-6 show up for $CPT"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019442535634960699)  2026-02-05T16:06Z 11.6K followers, [----] engagements


"Bought $WSR in the mid $12 last year and it spent most of it trading below it and hitting a bottom in the low $11 Lots of haters of this name lots of distraction etc But they reduced net debt/EBITDA from over 10x to mid [--] at this point with the recent $53 mm Pillarstone pay out NOI on a 4% CAGR probably get bought out now that $ROIC and $ALEX are both gone"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019450914533245072)  2026-02-05T16:39Z 11.6K followers, [----] engagements


"Any news on $VRE Stock up 4% on a tough day for apartment REITs like $MAA Are there news or rumors of asset or company sale"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019490910107513237)  2026-02-05T19:18Z 11.6K followers, [----] engagements


"@RecoveryTrade Something is up. $AVB down 4% today and $VRE is up 4%. 8% delta is too big to ignore at double daily volume as well"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019499814950404568)  2026-02-05T19:54Z 11.6K followers, [---] engagements


"@PrivateEyeCap My estimate is $400mm toward debt pay down $300-500mm towards share buybacks rest via distribution due to REIT rules. But they may just augment the regular dividend a bit and retain more for share buyback. But $400mm toward debt paydown would be leverage neutral"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019525782167777622)  2026-02-05T21:37Z 11.5K followers, [---] engagements


"One month of parking"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020262140054237657)  2026-02-07T22:23Z 11.6K followers, [----] engagements


"Maybe Buffett kind of knew that AI is coming and had Berkshire invest in rails and utilities in the past 2-3 decades Once again outsmarted the SF tech bros He cant keep getting away like this GOAT status confirmed again again again"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020502079396343912)  2026-02-08T14:16Z 11.6K followers, 11.7K engagements


"This is a big reason why REITs are cheap. Every analyst is trying to out compete on next quarter guide/beat only a few autistic PMs like me buying apartments and self storage at almost 7% cap rate But you better have pain tolerance and duration @sloth_cap 90% are already obsolete because the additional value added to momentum exists in a small window for liquid securities. Firms dont tend to have duration beyond [--] quarters so discovery value lower. Out modeling a commodity so value accrues to PM who rotates short cycle labor @sloth_cap 90% are already obsolete because the additional value"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020534588766925247)  2026-02-08T16:26Z 11.6K followers, 21.4K engagements


"@WaterworldCapi1 If AI truly will render many jobs obsolete why isnt $TLT a good hedge None of us are gonna have jobs in the future"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020535895644848333)  2026-02-08T16:31Z 11.6K followers, [---] engagements


"@Ramrulez1 @rev_cap I have mentioned a specific one multiple times by ticker not [--] but almost [--] depending on the day Have to make adjustments for CIP JV and lease up property"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020576810916884618)  2026-02-08T19:13Z 11.6K followers, [--] engagements


"@Ramrulez1 @rev_cap No worries if you search $CUBE and limit it to my tweets Ive been taljing non stop about it"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020585510692135288)  2026-02-08T19:48Z 11.6K followers, [--] engagements


"@econ_inclined Sample size on management quality"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020586365151567939)  2026-02-08T19:51Z 11.6K followers, [---] engagements


"This description is so accurate of most SMB life. This is also why I can't stand it when X furus were selling "automated consulting" courses for [--] figures a years back. Anyone who runs a business knows that it's chaos management. Things not running perfectly is the norm. SMB life - the pain tolerance starting year [--] is starting to show. After working most of Saturday (which included getting on a roof at [---] wind chill to patch up the roof w the maintenance guy) I showed up to work at 4am today per usual. 1) Pipes frozen again for the third https://t.co/p2h6YXBxKr SMB life - the pain tolerance"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020937461707440610)  2026-02-09T19:06Z 11.6K followers, [----] engagements


"@redwood_ryan_a Mid $300 but getting $18 per share to wait for SOTP to unlock"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020986675804111018)  2026-02-09T22:22Z 11.6K followers, [---] engagements


"Lots of really solid REITs trading with 6% 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 [--] yr Treasuries"  
[X Link](https://x.com/Mr_Neutral_Man/status/1991649664689442878)  2025-11-20T23:27Z 11.6K followers, 34.8K engagements


"@jdmiser This fits with the MF data weve been tracking for older assets like $DRR.UN and $AIVs Boston assets"  
[X Link](https://x.com/Mr_Neutral_Man/status/2001307981049131217)  2025-12-17T15:06Z 11.6K followers, [---] engagements


"Madam you need inflation protection You need duration You need REITs in your portfolio How about some high barrier self storage like $CUBE paying 6% They have some locations in a place in America called Brooklyn"  
[X Link](https://x.com/Mr_Neutral_Man/status/2002547958223433763)  2025-12-21T01:13Z 11.6K followers, [----] engagements


"Waiting on news of $AIV's Brickell Assemblage closing to see if my Soro's backache is right or not"  
[X Link](https://x.com/Mr_Neutral_Man/status/2003297984835158226)  2025-12-23T02:53Z 11.6K followers, [----] engagements


"This is kind of crazy for $AIV Real Deal broke the news at 1:30PM today that the $520 million Brickell Assemblage has closed. Still no news on Aimco's website or Edgar I bought back all the shares I sold recently and added to it today https://therealdeal.com/miami/2025/12/23/vlad-doronins-oko-oak-row-pay-520-million-for-miami-sites/tpcc=sprout_general&utm_campaign=sprout_general&utm_content=1766515193&utm_medium=TRD+South+Florida&utm_source=twitter"  
[X Link](https://x.com/Mr_Neutral_Man/status/2003574227778306056)  2025-12-23T21:11Z 11.6K followers, 20.4K engagements


"Read the 8-K after market. Bought more shares. $AIV now as large as 15% position in one portfolio. Will be sending out a new update before market opens tomorrow. If you want to see analysis email hardasset2023@gmail.com Bought more at $5.83 after market today This is kind of crazy for $AIV Real Deal broke the news at 1:30PM today that the $520 million Brickell Assemblage has closed. Still no news on Aimco's website or Edgar I bought back all the shares I sold recently and added to it today https://t.co/eCXOftgkKh https://t.co/573HzhJxi3 This is kind of crazy for $AIV Real Deal broke the news"  
[X Link](https://x.com/Mr_Neutral_Man/status/2003609232760012962)  2025-12-23T23:30Z 11.6K followers, 11.7K engagements


"Most fun and high octane [--] hours right before taking my kids to my best friend's house for the Seven Fish Christmas Eve dinner $AIV went from a 1% position to roughly 10% on the Real Deal news at 1:30Pm and then mid teens % upon reading 8-K after market close Drove up the share price a couple times When you know a lot about a company for [--] years you have to trust your analysis and realize that the market is slower to process information It feels weird to buy the day's high and then have the share price sell off a little after you're done buying You ask yourself "what am I missing""  
[X Link](https://x.com/Mr_Neutral_Man/status/2003840380328989124)  2025-12-24T14:49Z 11.6K followers, [----] engagements


"Doing some year end stuff but also itching to put out an update on one of the companies that just announced an awesome update recently hint not $AIV a different company Juggling time. But writing really helps me think through the investment thesis"  
[X Link](https://x.com/Mr_Neutral_Man/status/2006043316266160353)  2025-12-30T16:42Z 11.6K followers, [----] engagements


"@TheWeezGuy Its very cold where I am but I was NOT referring to $COLD Tagging @TheBenSchmark for the use of pun"  
[X Link](https://x.com/Mr_Neutral_Man/status/2006078811813839073)  2025-12-30T19:03Z 11.6K followers, [---] engagements


"Our best pref investment was Vornado Prefer at [--] cents on the dollar with an 11.5% yield. We modelled it at 30% IRR on a 4-5 year hold assume it eventually trades to a 6% yield. @rhunterh mentioned getting screwed as a risk my thought was that $VNO was not impaired and Roth will turned the common dividend back on at some point. So he can't just leave it stranded. Have done right around 30% IRR since buying. Wish I had made it a bigger position. https://twitter.com/i/web/status/2008606593508651409 https://twitter.com/i/web/status/2008606593508651409"  
[X Link](https://x.com/Mr_Neutral_Man/status/2008606593508651409)  2026-01-06T18:28Z 11.6K followers, [----] engagements


"@somehotelguy I have a lengthy write up on the debt restructuring. Really favorable for $ALX imo"  
[X Link](https://x.com/Mr_Neutral_Man/status/2008696371382284589)  2026-01-07T00:25Z 11.6K followers, [---] engagements


"@taobanker At the end of the day the G&A expenses and fees paid to Vornado has not really increased by that much. Looks like it will run about $6.5mm for G&A and $6mm for fees paid to Vornado At the end of the day the insiders own more of $ALX than $VNO"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011278679062843578)  2026-01-14T03:26Z 11.6K followers, [---] engagements


"If anyone has access to GS Marquee and can pull the short thesis on $ALX I would greatly appreciate it. DM open or can e-mail me at hardasset2023@gmail.com We generally don't talk to SS brokers and rely on primary sources on our hard asset research @Mr_Neutral_Man It usually appears in hedge baskets within GS Marquee if looking to hedge any reit exposure. @Mr_Neutral_Man It usually appears in hedge baskets within GS Marquee if looking to hedge any reit exposure"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011483637452099743)  2026-01-14T17:00Z 11.6K followers, 11.8K engagements


"Before and after of the burger joint where they filmed coming to America [--] years ago. Now it is a dense apartment building. This is why you own real estate like warehouses and single story retail in dense urban areas. Supply shrinks over time. $ALX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011661069979435044)  2026-01-15T04:45Z 11.6K followers, [----] engagements


"I got a hold of the Piper $ALX report in the calculation for FFO the SS analyst has $47mm of interest expenses despite the recent debt restructuring which saved $17mm of cash interest expense. Thats literally $3.35/share of FFO delta On a $110mm NOI REIT thats a huge deal If anyone has access to GS Marquee and can pull the short thesis on $ALX I would greatly appreciate it. DM open or can e-mail me at hardasset2023@gmail.com We generally don't talk to SS brokers and rely on primary sources on our hard asset research If anyone has access to GS Marquee and can pull the short thesis on $ALX I"  
[X Link](https://x.com/Mr_Neutral_Man/status/2011986901343904027)  2026-01-16T02:20Z 11.6K followers, [----] engagements


"1) I sent out a full write up on $ALX that incorporates all the previous memos and the Jan 2nd update on the debt restructuring. Check your inboxes for a [--] page pdf memo. I added a section on dividend coverage. Compiled what Steven Roth had said about his intentions which is to sell non-core assets https://twitter.com/i/web/status/2012250147309158761 https://twitter.com/i/web/status/2012250147309158761"  
[X Link](https://x.com/Mr_Neutral_Man/status/2012250147309158761)  2026-01-16T19:46Z 11.6K followers, [----] engagements


"3) Lease up at [---] Lex Ave could generate $12mm NOI by my estimate. Could being the key word here. I continue to believe this is a bad short with multiple catalysts including a potential asset sale in the $100-200mm range that could force a $10-30 per share special dividend"  
[X Link](https://x.com/Mr_Neutral_Man/status/2012250150563942803)  2026-01-16T19:46Z 11.6K followers, [----] engagements


"Finished the day at $241.48 with double the daily volume Will be checking short volume over time if the short volume doesn't come down I would be more bullish Feels so weird for me to be a technical trader but I think the shorts are wrong in this name"  
[X Link](https://x.com/Mr_Neutral_Man/status/2012270089370824851)  2026-01-16T21:05Z 11.6K followers, [---] engagements


"Ive been thinking that one of the better feature of $ALX isnt that its got the highest upside. Its that theres a decent chunk of the float shorted without a good thesis. Feels like a lot of basket/lazy/Mamdani shorts. I hope that Rego [--] sells for upper end of the estimate and shorts get faced with the dilemma of continuing to short and pay up $30 of special divvy or cover their short and call it a day. https://twitter.com/i/web/status/2012558950336454718 https://twitter.com/i/web/status/2012558950336454718"  
[X Link](https://x.com/Mr_Neutral_Man/status/2012558950336454718)  2026-01-17T16:13Z 11.6K followers, [---] engagements


"@GuyImpatient Check out action in $ALX waiting on shorts to realize they are wrong"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014357696812548117)  2026-01-22T15:21Z 11.6K followers, [---] engagements


"Day high of $249.28 will $ALX cross over $250 short interest update expected on Tuesday next week for Jan 15th stats"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014391800912392384)  2026-01-22T17:36Z 11.6K followers, [---] engagements


"There's wealthy and then Ken Griffin "All the Land from Lake to Ocean" wealthy And I doubted that $AIV won't close the Brickell Assemblage Those waterfront condos will fly once those Citadel employees start working there next to the new Global HQ Wut this outline cant be real https://t.co/FaIXISSDWS Wut this outline cant be real https://t.co/FaIXISSDWS"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014739243889828054)  2026-01-23T16:37Z 11.6K followers, 13.4K engagements


"@compoundpapi Hard to do with no multiple expansion rent just doesnt grow like that in the REIT world. Event driven ideas like buyouts and liquidations yes"  
[X Link](https://x.com/Mr_Neutral_Man/status/2015473526069747799)  2026-01-25T17:15Z 11.6K followers, [---] engagements


"If you want a hedge against future rises in SFH prices you can do so via owning $INVH $AMH No need to buy the whole cow you can buy pieces while you mint money from your operating biz Although I suspect your wife wants to actually own the RE as in a "home" If you're interested in building an income portfolio I've got some ideas for you Lots of apartment REITs trading fairly cheap like $CPT $MAA or even in Jersey City NJ like $VRE https://twitter.com/i/web/status/2016537280035332295 https://twitter.com/i/web/status/2016537280035332295"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016537280035332295)  2026-01-28T15:42Z 11.6K followers, [----] engagements


"@cjhazard @blueprintsmb22 $CUBE is really good value I like $ALX after their recent debt restructuring My IRAs are 90-95% REITs"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016585250093011060)  2026-01-28T18:52Z 11.6K followers, [---] engagements


"Writing my [----] letter and it is always a time to reflect I bought $CPT at a 6.9% cap in [--] and increased portfolio allocation by 6% totally autistic behavior Bought $ALX on Dec 29th-31st on the debt restructuring at 8.3% divvy Bought $CUBE at a 6.7% cap and [---] divvy Added to $WSR at a high 8% cap These are 20+% 12% 10% $ 10% positions respectively Email hardasset2023@gmail.com for newsletter Time will tell if I am a REITard or actually know what Im doing https://twitter.com/i/web/status/2017396186391433569 https://twitter.com/i/web/status/2017396186391433569"  
[X Link](https://x.com/Mr_Neutral_Man/status/2017396186391433569)  2026-01-31T00:35Z 11.6K followers, [----] engagements


"@007Sausage I got upwards of over $500 inclusive of divvy on a [--] yr timeline for $ALX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2017693407473177062)  2026-01-31T20:16Z 11.6K followers, [---] engagements


"Are REITs really getting a bid because of the AI is gonna eat software's lunch narrative Having one of the better starts to the year (by REIT standards). [--] year yield is actually [--] bps higher YTD Markets will do crazy things I'll just keep doing my autistic REIT stuff With AI disrupting more and more businesses it is good to remember that REITs are the ultimate anti-AI asset that can't be disrupted. Some exceptions always exist but it is hard to find a more resilient asset class. https://t.co/Sk2A8UD7Wl With AI disrupting more and more businesses it is good to remember that REITs are the"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019076502659195292)  2026-02-04T15:52Z 11.6K followers, [----] engagements


"@rev_cap Made some in game adjustments midway through last year and added a lot more small/mid cap with catalyst and/or buyout optionality $ROIC $ALEX $DRR.U Happy with adjustments"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020557062917214674)  2026-02-08T17:55Z 11.6K followers, [----] engagements


"@GaryHaubold @rev_cap In your experience who are the worse offenders and how big is the sample size"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020576949438144670)  2026-02-08T19:14Z 11.6K followers, [---] engagements


"@robertqking @thepupil11 @foso_defensivo Literally backed up my "dump truck" to buy more shares yesterday Yes this is a leg day joke as well Having a ton of fun this year being a REIT nerd and tangoing with Mr Markets"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021262795451363453)  2026-02-10T16:39Z 11.6K followers, [---] 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 7.2% levered MF REIT 9.4% $AMBP up 1.4% levered alumin can 10.8% divvy $NXRT up 3.8% levered MF REIT 6.3% divvy $BLDR - up 10.8% building product distributor @jay_21_ @Bonhoeffer_KDS @RealAssetsValue @thepupil11 https://twitter.com/i/web/status/1958933156251279529 https://twitter.com/i/web/status/1958933156251279529"  
[X Link](https://x.com/Mr_Neutral_Man/status/1958933156251279529)  2025-08-22T16:43Z 11.6K followers, [----] engagements


"Bought some $CLPR going into earnings I think Dean St is almost fully leased (only takes one quarter in NYC) Company recently refi [----] Pacific and removed short term maturity risk"  
[X Link](https://x.com/Mr_Neutral_Man/status/1989075701702754306)  2025-11-13T20:59Z 11.6K followers, [----] 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 11.6K followers, [---] engagements


"@blondesnmoney LOL $CLPR being green was not on my bingo card"  
[X Link](https://x.com/Mr_Neutral_Man/status/1990516141912105336)  2025-11-17T20:23Z 11.6K followers, [---] 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 11.6K followers, 14.4K engagements


"I think you do have to give $NXRT some credit for the way they manage things since going public. They are the only MF REIT that will actively sell assets to buy back shares at a discount and vice versa. Yes leverage is very high for public REITs but more reasonable via public lens. The leverage and the short term financing could be very attractive for certain investor base particular for those looking for a "max juice to rate cut" group Tagging @blondesnmoney"  
[X Link](https://x.com/Mr_Neutral_Man/status/2000646227805835516)  2025-12-15T19:16Z 11.6K followers, [----] engagements


"Looked at the $BPRE financials and can't make sense at all on how much the dividend is covered BREIT and BPRE accounting with the various classes are some of the most confusing financials I have looked at You want simple $CPT generates $629mm less $52mm of WC = $578mm of operating cashflow pays out $345mm of dividends. Well covered. Lots of growth cap ex maintenance cap ex would be roughly $60mm/year assuming $1000/door https://twitter.com/i/web/status/2001506248957526375 https://twitter.com/i/web/status/2001506248957526375"  
[X Link](https://x.com/Mr_Neutral_Man/status/2001506248957526375)  2025-12-18T04:14Z 11.6K followers, [----] engagements


"$2mm and cant touch property Ppl still dont know you can own: 1) Bloomberg tower in NYC for $224 - 8.1% yield 2) Camden apartments for $110 - 3.9% yield 3) Self Storage for $35.50 - 5.9% yield 4) Fifth Ave retail and Penn Station office - $18 - 7.5% yield [--] figure hell is real because at $2M you basically have unlimited funds for travel rent day to day expenses and pretty much all lifestyle options as long as you live by your means but you dont have enough to touch property or higher luxuries. [--] figure hell is real because at $2M you basically have unlimited funds for travel rent day to day"  
[X Link](https://x.com/Mr_Neutral_Man/status/2008524217516741073)  2026-01-06T13:01Z 11.6K followers, 141.8K engagements


"If you really want to make a side bet on this you can either buy or short shares of $CLPR which owns this: Flatbush Gardens in Brooklyn a 59-building residential housing complex with [----] rentable units and approximately [-------] square feet of residential rental GLA; There is a long term property tax abatement on this rent stabilized portfolio https://twitter.com/i/web/status/2008621070157263343 https://twitter.com/i/web/status/2008621070157263343"  
[X Link](https://x.com/Mr_Neutral_Man/status/2008621070157263343)  2026-01-06T19:25Z 11.6K followers, [----] engagements


"Very interested in talking to bears who are short shares of $ALX DM Open I want to know your view point - 9% float shorted 13% position after the [---] Lex Ave debt restructuring 8.1% yield possible Rego [--] sale = $10-30 special divvy $500M debt refi/restructured. My NAV is $355/60% upside ALX owns the Bloomberg Global HQ building on a NNN lease that won't expire till [----] with nice annual escalator. Just the BB tower plus cash on BS is worth the market cap. You get retail development site apt etc for free. The bid/ask spread is pretty big https://twitter.com/i/web/status/2009301411519934655"  
[X Link](https://x.com/Mr_Neutral_Man/status/2009301411519934655)  2026-01-08T16:29Z 11.6K followers, [----] engagements


"Cross over $250 today"  
[X Link](https://x.com/Mr_Neutral_Man/status/2014396893145526328)  2026-01-22T17:56Z 11.6K followers, [----] engagements


"When you own [-----] apartments you benfit from 1) diversification 2) law of large numbers In a [---] unit apt occupancy can easily swing 300bps. When you own 60k units occupancy can stay at 95% and NOI can stay flat YOY despite larger local market fluctuations $CPT @ChrisDrz Imagine leaving a $1500/mo. apartment vacant for [--] months. Thats $9000. Or lower it to $1399/mo. and lease it. Thats a $1212 sacrifice. Huge difference. @ChrisDrz Imagine leaving a $1500/mo. apartment vacant for [--] months. Thats $9000. Or lower it to $1399/mo. and lease it. Thats a $1212 sacrifice. Huge difference"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016252072572690884)  2026-01-27T20:48Z 11.6K followers, [----] engagements


"We like $ARE but no sure when the bottom will be in/inflection point. So utilized some [----] LEAPs and locked in a $60 purchase price. Sized small at less than 1% but decent chunk nominal exposure. What I learned about NYC Office during the Covid period is that a little bit of LEAPs can go a long way Thanks for pounding the table on this https://twitter.com/i/web/status/2018736902661108046 https://twitter.com/i/web/status/2018736902661108046"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018736902661108046)  2026-02-03T17:22Z 11.6K followers, [----] engagements


"Sell side analysts are really hammering $MAA management on why they are not looking to sell apartments to buy back shares on this earnings call"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019438424663691531)  2026-02-05T15:50Z 11.6K followers, [----] engagements


"$CPT bringing that heat"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019438950373294231)  2026-02-05T15:52Z 11.6K followers, [----] engagements


"Let's see if $ALX breaks through $260 today it feels like it's just itching to do so"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019795890123219360)  2026-02-06T15:30Z 11.6K followers, [---] engagements


"$ALX is exactly this stock for me. Been inside all the buildings they own. Know the local markets well. Company does not break out asset level NOI. One single SS analyst coverage. Recycling ideas work The longer you invest the more old ideas the stocks you used to own become the best hunting ground for new positions. You can react quickly because you already know the business the history where the skeletons are buried. You can own the same stock several times over a career The longer you invest the more old ideas the stocks you used to own become the best hunting ground for new positions. You"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020532572644692040)  2026-02-08T16:17Z 11.6K followers, 11.8K engagements


"Ive stalked it traded it owned it for over a decade now"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020535487589441834)  2026-02-08T16:29Z 11.6K followers, [----] engagements


"Will try to get an $ALX update later tonight or early tomorrow Key takeaway is that today's reaction is noisy and $215-225 is a very good price Rego I "We are currently exploring sale opportunities for the property and are in advanced negotiations with a potential buyer;""  
[X Link](https://x.com/Mr_Neutral_Man/status/2020938058359767092)  2026-02-09T19:09Z 11.6K followers, [----] engagements


"Appreciate you sharing this story and wish you the best of luck going forward If ever interested in public REIT investing where allocations can be made in small chunks of feel free to DM me Long story short if you want some good self storage at cheap value $CUBE is pretty attractive here with a great footprint $CPT is probably the best Sunbelt MF pick in the mid 6% cap rate https://twitter.com/i/web/status/2022011612530377211 https://twitter.com/i/web/status/2022011612530377211"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022011612530377211)  2026-02-12T18:15Z 11.6K followers, [---] engagements


"@RealAssetsValue I hear you. I just sold a REIT paying 10% dividend and the REIT has no leverage and Gordon Dugan as the Chairman No chance in hell I would've sold that before 2022"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022018707627946221)  2026-02-12T18:43Z 11.6K followers, [--] engagements


"Marked safe from SaaSpocalypse by hiding out in REITs This $TEAM stock chart is insane. Still a [--] bagger since [----] though"  
[X Link](https://x.com/Mr_Neutral_Man/status/2018786728727957898)  2026-02-03T20:40Z 11.6K followers, [----] engagements


"Took profit on some winners today. Sold all of my $NLCP positions as it reached $16. Got a nice dividend along the way. Ultimately I don't really understand this business as well as other REIT positions in my portfolio despite it being a 10% dividend yield REIT. Very happy with the short term results. Took profit on some of my $O LEAPs at double the cost basis. $O reached a [--] week high today. I still own a decent amount. But at a certain position size I need to recyle the capital. Should've trimmed a bit of my $CPT position at $112 yesterday. I made some process changes where I now do want"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022004854344859730)  2026-02-12T17:48Z 11.6K followers, [----] engagements


"@shortbus_ace Yeah this SoCal portfolio could be $1.5 to $2.0 bn per the earnings call. Could be really interesting with the buyback"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022072607110209670)  2026-02-12T22:17Z 11.6K followers, [---] engagements


"What's up with this constant narrative that income is the sole predictor of test scores and performance I went to schools with lots of kids with single moms immigrant parents blue collar families and middle class Jewish/Asian families The top 5-10% weren't wealthy. It's economically random but tends to be more Jewish and Asian. I don't think any of those parents made more than today's equivalent of $250000 https://twitter.com/i/web/status/2022151320837251219 https://twitter.com/i/web/status/2022151320837251219"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022151320837251219)  2026-02-13T03:30Z 11.6K followers, [--] engagements


"Perhaps society can provide affordable housing by mandating that people who live in affordable housing need to learn the trades to maintain the affordable housing. Tax payers should not have to provide super plumbers exterminators etc. Society build a [---] unit the residents have to agree to the maintenance and upkeep. It's the only way we can keep expenses in check. https://twitter.com/i/web/status/2022164290862494096 https://twitter.com/i/web/status/2022164290862494096"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022164290862494096)  2026-02-13T04:21Z 11.6K followers, [----] engagements


"@blondesnmoney Buy some $ALX and be the landlord of Bloomberg to offset your Bloomberg bill"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022359799678349340)  2026-02-13T17:18Z 11.6K followers, [----] engagements


"Interesting chart from Ashtead Group on the expected construction spend from [----] to [----] Major decel from 26-29. Does anyone have breakdown on how much IIJA and Data Center spends account for overall construction spend @taylor_hndrson @Bonhoeffer_KDS"  
[X Link](https://x.com/Mr_Neutral_Man/status/1950207578115322099)  2025-07-29T14:51Z 11.6K followers, [----] engagements


"Some assets owned by $ALX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2009302030045589770)  2026-01-08T16:31Z 11.6K followers, [----] engagements


"Getting bailed out by two billionaires today in an otherwise bloody red day in the portfolio $ALX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2013697912165794293)  2026-01-20T19:39Z 11.6K followers, [----] engagements


"If you have been following me with regards to $ALX very interesting dividend information. A friend who also owns $ALX texted me that CNBC OTCM and MSN are showing a $19.50 per share for dividends vs $18 for the past few years. Sometimes this could be a result of info providers showing them before they are announced. If this is true Rego [--] is likely closed or very close to being sold. This would be a rather negative development for the short sellers in the stock. https://twitter.com/i/web/status/2016616940374994971 https://twitter.com/i/web/status/2016616940374994971"  
[X Link](https://x.com/Mr_Neutral_Man/status/2016616940374994971)  2026-01-28T20:58Z 11.6K followers, [----] engagements


"What's a better NNN REIT $ALX which owns the Bloomberg tower with a NNN lease till [----] or $ADC which owns ALDI One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc. https://t.co/bg57hoAotf One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc. https://t.co/bg57hoAotf"  
[X Link](https://x.com/Mr_Neutral_Man/status/2017378544251191661)  2026-01-30T23:25Z 11.6K followers, [----] engagements


"@rev_cap No plan to make money buddy. Just gonna suffer like legday forever Joking aside having one of the better starts to the year (by REIT standards) 1/3 in liquidations 1/3 in small cap w buyouts like $VRE $WSR 1/3 in blue chip waiting on rerate"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020556574972895413)  2026-02-08T17:53Z 11.6K followers, 22.4K engagements


"2) But new tenants took over their space and paid rent that is new 85% higher than the [----] time period. [----] is a good reference point because that's when retail rent in Manhattan started to trend down 40-50% in certain corridors. But the average rent went up from $40.22 to $74.64 today. That's a 85% increase in rent Rego 2's performance has bifurcated from Manhattan retail. Thinking through it it makes sense. This is a more car centric retail center with over [----] parking spots. The curated tenants have offerings that are better than Amazon i.e"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021668336992432542)  2026-02-11T19:31Z 11.6K followers, [----] engagements


"@ryanh_2327 This REIT only owns [--] assets. Market cap is $1.17bn Rego [--] is worth $433 mm to possibly $500 mm Pretty important in this case"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021680731710280066)  2026-02-11T20:20Z 11.6K followers, [--] engagements


"@RealAssetsValue I find it funny that we're looking at 6.5% cap MF and saying "It's kind of interesting""  
[X Link](https://x.com/Mr_Neutral_Man/status/2022017986174103928)  2026-02-12T18:40Z 11.6K followers, [---] engagements


"I've decided that I will add/trim on the margin going forward. I thought about trimming a bit yesterday as the run up was too ferocious. Whenever I have a hunch I should do something either buy or sell I should act on it. It's my inner computer telling me to take risk off or add to risk"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022019012431884637)  2026-02-12T18:44Z 11.6K followers, [---] engagements


"@CarolWalshReal1 Oh boy the top [--] could really get me in trouble and set my retirement back [--] years"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022033741250699479)  2026-02-12T19:43Z 11.6K followers, [--] engagements


"@J264B @InnocenceCapit1 @thepupil11 AI will literally create crushed rocks out of thin air $MLM $VMC $CRH all going to zero"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022043825762709918)  2026-02-12T20:23Z 11.6K followers, [--] engagements


"@TobaccoVeggie @RealAssetsValue It is when it's a 20% position"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022160612101697999)  2026-02-13T04:07Z 11.6K followers, [--] engagements


"Hard Asset Memo #1 "Not All 15% IRRs are Created Equal" will likely go down as my favorite (repost) It examines risk-adjusted returns in a manner that can be easily understood. It highlights how cheap MF REITs were earlier this year $MAA $CPT Sign up at hardasset2023@gmail.com"  
[X Link](https://x.com/Mr_Neutral_Man/status/1837498516437864497)  2024-09-21T14:26Z 11.6K followers, 38.3K engagements


"I have noticed some of my small cap names trade like this $AMBP Down all day on 532k volume and then up 4.5% after markets on 12.6k volume [-----] is not [---] 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 11.6K followers, [----] engagements


"What are some other highly controversial REIT names like $LINE $COLD and $ARE Think $SPG during Amazon scare and $VNO during Covid"  
[X Link](https://x.com/Mr_Neutral_Man/status/2001130363347714122)  2025-12-17T03:20Z 11.6K followers, [----] engagements


"I am temporarily turning this account into a live tweet of the bid/ask of $ALX Broke through $230 today and the next ask is $233"  
[X Link](https://x.com/Mr_Neutral_Man/status/2009336043867394323)  2026-01-08T18:46Z 11.6K followers, [----] engagements


"@kingdomcapadv Couldve just issue stock non stop and bought a bunch of $CUBE $ALX $CPT etc"  
[X Link](https://x.com/Mr_Neutral_Man/status/2017393794379915584)  2026-01-31T00:25Z 11.6K followers, [----] engagements


"Cant believe that booze companies hasnt come up with the slogan Liquor the WD-40 of conversations"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019453043465416890)  2026-02-05T16:48Z 11.6K followers, [----] engagements


"$ALX became our second largest position in the portfolio and our portfolio is down only [--] bps today Drawdown reduced bc I bought a bunch at $213-215 today while at a doctors appointment for my daughter The edge is knowing what you own and knowing when to add"  
[X Link](https://x.com/Mr_Neutral_Man/status/2020971346721698293)  2026-02-09T21:21Z 11.6K followers, [----] engagements


"Hilarious tweet by Pupil $ALX update to be sent out today check your inboxes later 1) Big picture - Revenue headlines were well known (Home Depot IKEA) 2) FFO headlines were covered in our previous up 3) Convo with SS analysts and how we differ to be clear I accounted for 1/10000th of the other two @Mr_Neutral_Man @foso_defensivo https://t.co/xhmNv8WCnq to be clear I accounted for 1/10000th of the other two @Mr_Neutral_Man @foso_defensivo https://t.co/xhmNv8WCnq"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021261889108426776)  2026-02-10T16:36Z 11.6K followers, [----] engagements


"While SaaS and financial services are getting smoked this cannabis REIT is getting HIGH $NLCP @JulianLinStocks @TheBenSchmark @EllliotttB"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021976799639417171)  2026-02-12T15:56Z 11.6K followers, [----] engagements


"@CarolWalshReal1 What's your dream kitchen in an old house for someone who likes to cook a lot and entertain"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022028824050012590)  2026-02-12T19:23Z 11.6K followers, [---] engagements


"Also it happens over [--] day Also my experience is that we're in this range bound market where trading 20% of the individual position helps to generate a bit of return and it's also good risk management This assumes something that I can rotate into like $CUBE If everything goes up it's hard to trim https://twitter.com/i/web/status/2022161031124893725 https://twitter.com/i/web/status/2022161031124893725"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022161031124893725)  2026-02-13T04:08Z 11.6K followers, [--] engagements


"Dear software investors welcome to REIT investing since 2022"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019795575118364880)  2026-02-06T15:29Z 11.6K followers, [----] engagements


"I'm an old dude and have been doing this for a while. Sometimes you look at your portfolio and you're like "something is brewing" One apartment stock up 4% while rest is down 4%. Somethings is happenning. Boom activist pushing company for a sale. Up 8% from the low yesterday Any news on $VRE Stock up 4% on a tough day for apartment REITs like $MAA Are there news or rumors of asset or company sale Any news on $VRE Stock up 4% on a tough day for apartment REITs like $MAA Are there news or rumors of asset or company sale"  
[X Link](https://x.com/Mr_Neutral_Man/status/2019860955807773149)  2026-02-06T19:49Z 11.6K followers, [----] engagements


"Short interest in $ALX went up to [------] or 11-12% of the float This is the highest volume in recent times that I can remember This would be as of Jan 30th"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021615235929399567)  2026-02-11T16:00Z 11.6K followers, [----] engagements


"1) I think I massively under estimated the value of Rego [--] owned by $ALX Let me explain I have watched a bunch of tenants filed bankruptcy at the center since GFC when it opened. Century [--] filed bk during Covid Kohl's left and At Home went into the space then At Home filed BK but is on the hook for the rent till [----]. NYC faced so much retail drama in the past decade. Miller Ale House was the ground floor tenant they closed https://twitter.com/i/web/status/2021668334295777529 https://twitter.com/i/web/status/2021668334295777529"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021668334295777529)  2026-02-11T19:31Z 11.6K followers, [----] engagements


"3) The Trio of Marshall's Burlington and DSW took over the former Century [--] space. My best guess is that the rent would be $40/sqft which is high for big box space. I was totally WRONG This is located on the highest floor third. In [----] occupancy was 77% and average rent was $70.28. In [----] occupancy was 98% and avg rent was $74.64. The difference in occupancy was due to the three new big box leases. This means that the third floor was leased for over $70/sqft to bring the whole complex rent to $74.64. This is incredible. This is the worst space and it commands over $70/sqft. The space is"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021668338535895145)  2026-02-11T19:31Z 11.6K followers, [----] engagements


"Jason I meant to tag you when I tweeted this yesterday but forgot to as I was in a rush to get the tweet out. This is very interesting. If the current rent on the Kohl's space is in the low $30/sf rent. Given that this is second floor space it likely means that $ALX has at least $40/sqft of upside times by 132k sf. This would be approximately another $5.3 mm of upside rent at the center. Kohl's could try to subtenant again but due to the short lease Kohl's may want to just settle with Rego [--] and get out of the lease. $ALX will likely want to line up tenants first and then settle with Kohl's"  
[X Link](https://x.com/Mr_Neutral_Man/status/2021969286458184119)  2026-02-12T15:26Z 11.6K followers, [--] engagements


"Gotta love the liquid public REIT markets a $12 billion REIT can whipsaw 5% in [--] days It's just apartment buildings $105-$107 is a great price if you don't have a position. If it trades below $100 it's back the truck up time"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022005773673623617)  2026-02-12T17:51Z 11.6K followers, [----] engagements


"@PythiaR A lot of CBRE is in the asset management business. CRE don't run themselves you need ppl in the buildings to deal with tenants take out trash etc. Oh wait AI can order humans to do shit. We're screwed"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022044244115063133)  2026-02-12T20:24Z 11.6K followers, [---] engagements


"@RealAssetsValue You know which one's my favorite. Well the only one left now that $ROIC and $ALEX have been bought by $BX"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022080024753676773)  2026-02-12T22:47Z 11.6K followers, [---] engagements


"@jay_21_ Dislocation Care to expand"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022084491544764515)  2026-02-12T23:04Z 11.6K followers, [---] engagements


"@jeff964 I like it and I hold it. Dividends coming right back rather soon. I do use some of the liquidations as a ballast. If market sells off a lot and some of my names are down 20-30% I'll sell something like $AIV to pick up the others. Otherwise I'll hold it for the double digit IRR"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022160068578586961)  2026-02-13T04:05Z 11.6K followers, [--] engagements


"Midstream is sooo hot right now $EPD As the world fret over whether AI will destroy this or that Midstream benefits from hard asset protection & O&G needs to fuel data centers for AI 6% distribution isn't too shabby either"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022344565890720048)  2026-02-13T16:18Z 11.6K followers, [----] engagements


"@dirtcheapstocks PE has been really stingy with buy outs in the REIT world Theyll easily hit 15% IRR in recent take privates"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022463010774696391)  2026-02-14T00:08Z 11.6K followers, [---] engagements


"2015-2025 SaaS investors So how do you justify the valuation of SaaS companies My LPs dont pay me for valuation skills they pay me for my confidence in my taste"  
[X Link](https://x.com/Mr_Neutral_Man/status/2022468806904303850)  2026-02-14T00:31Z 11.6K followers, [----] engagements

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