[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RealAssetsValue Real Assets Value Real Assets Value posts on X about $rexr, $bx, discount, $bboxl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::396466677/interactions)  - X Week XXXXX +185% - X Month XXXXXX -XXXX% - X Months XXXXXXX +109% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::396466677/posts_active)  - X Week XX +67% - X Month XX -XX% - X Months XXX +50% - X Year XXX +16% ### Followers: XXXXX [#](/creator/twitter::396466677/followers)  - X Week XXXXX +0.36% - X Month XXXXX +2.40% - X Months XXXXX +14% - X Year XXXXX +23% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::396466677/influencer_rank)  ### Social Influence [#](/creator/twitter::396466677/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$rexr](/topic/$rexr) #4, [$bx](/topic/$bx) #29, [discount](/topic/discount) 1.96%, [$bboxl](/topic/$bboxl) #1, [reit](/topic/reit) #64, [$pkst](/topic/$pkst) #1, [debt](/topic/debt) 1.31%, [$450m](/topic/$450m) #11, [chips](/topic/chips) 0.65%, [tariffs](/topic/tariffs) #1485 **Top accounts mentioned or mentioned by** [@thepupil11](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@ellliotttb](/creator/undefined) [@reitmafia](/creator/undefined) [@mrneutralman](/creator/undefined) [@reitweeter](/creator/undefined) [@rhunterh](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@nbeachny](/creator/undefined) [@hybridvigorish](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@pekwat](/creator/undefined) [@moseskagan](/creator/undefined) [@advisorsmidwest](/creator/undefined) [@dontflytoohigh](/creator/undefined) [@recoverytrade](/creator/undefined) [@liensofnewyork](/creator/undefined) [@vinnydaniel0](/creator/undefined) [@barryroland19](/creator/undefined) [@stuv15](/creator/undefined) **Top assets mentioned** [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Blackstone, Inc. (BX)](/topic/$bx) [Prologis Inc (PLD)](/topic/$pld) [SITE Centers Corp. Common Shares (SITC)](/topic/$sitc) [Southern Co (SO)](/topic/southern-co) [SBA Communications Corporation (SBAC)](/topic/$sbac) [American Tower Corp (AMT)](/topic/$amt) [Crown Castle Inc (CCI)](/topic/$cci) [Autonomous Virtual Beings (AVB)](/topic/$avb) ### Top Social Posts [#](/creator/twitter::396466677/posts) --- Top posts by engagements in the last XX hours "Original post: Latest update:" [X Link](https://x.com/RealAssetsValue/status/1967609838206378428) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-09-15T15:21Z 3592 followers, XXX 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 3593 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 3593 followers, XX engagements "Tritax Big Box $BBOX.L announced a 1bn industrial/logistics acquisition from $BX after losing out to them on their bid for Warehouse REIT. 6.5m sq ft portfolio skews urban XX% occupancy 6yr WALT. They highlight in-place rents are XX% below market. 1/" [X Link](https://x.com/RealAssetsValue/status/1978163233434337715) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T18:17Z 3593 followers, XXX engagements "@thewritser Is the simplest explanation not that they're being converted so they can be sold in the open market" [X Link](https://x.com/RealAssetsValue/status/1978864743470227922) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-16T16:44Z 3593 followers, XXX engagements "$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 3592 followers, 2776 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. / -$4m vs. my valuation estimate. 1/" [X Link](https://x.com/RealAssetsValue/status/1974183922478256252) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-03T18:45Z 3593 followers, 2739 engagements "$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 3592 followers, 2065 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 3592 followers, 13.3K engagements "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 3592 followers, 5454 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 3593 followers, XXX engagements "Tritax are paying 632m in cash (funded by a 1yr XXX debt facility at SONIA + XX bps XXX% all-in) and 375m in shares to be issued to $BX at XXXX per share a XX% premium to the prevailing share price. 2/" [X Link](https://x.com/RealAssetsValue/status/1978163235380515239) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-10-14T18:17Z 3592 followers, XX 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 3592 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 3593 followers, XXX 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" [X Link](https://x.com/RealAssetsValue/status/1948384594807435696) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-07-24T14:07Z 3592 followers, XXX 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 $XX per share" [X Link](https://x.com/RealAssetsValue/status/1948851696941367670) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-07-25T21:03Z 3591 followers, 5958 engagements "$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 3593 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 3593 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 3592 followers, XXX engagements "Signs of life in DC multifamily with $AVB selling a portfolio for $450m. Breaks down to $355k per unit. Cap rate quoted from buyer is XXXX% but based on $AVB DC revenue and their mid-Atlantic segment NOI margins of XX% I see XXX% nominal / XXX% adj. for pm expense" [X Link](https://x.com/RealAssetsValue/status/1958153640805298506) [@RealAssetsValue](/creator/x/RealAssetsValue) 2025-08-20T13:06Z 3592 followers, 8557 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RealAssetsValue Real Assets Value
Real Assets Value posts on X about $rexr, $bx, discount, $bboxl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +185%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +109%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +67%
- X Month XX -XX%
- X Months XXX +50%
- X Year XXX +16%
Followers: XXXXX #
- X Week XXXXX +0.36%
- X Month XXXXX +2.40%
- X Months XXXXX +14%
- X Year XXXXX +23%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% countries XXXX%
Social topic influence $rexr #4, $bx #29, discount 1.96%, $bboxl #1, reit #64, $pkst #1, debt 1.31%, $450m #11, chips 0.65%, tariffs #1485
Top accounts mentioned or mentioned by @thepupil11 @mr_neutral_man @ellliotttb @reitmafia @mrneutralman @reitweeter @rhunterh @joinyellowbrick @nbeachny @hybridvigorish @kingdomcapadv @pekwat @moseskagan @advisorsmidwest @dontflytoohigh @recoverytrade @liensofnewyork @vinnydaniel0 @barryroland19 @stuv15
Top assets mentioned Rexford Industrial Realty, Inc. (REXR) Blackstone, Inc. (BX) Prologis Inc (PLD) SITE Centers Corp. Common Shares (SITC) Southern Co (SO) SBA Communications Corporation (SBAC) American Tower Corp (AMT) Crown Castle Inc (CCI) Autonomous Virtual Beings (AVB)
Top Social Posts #
Top posts by engagements in the last XX hours
"Original post: Latest update:"
X Link @RealAssetsValue 2025-09-15T15:21Z 3592 followers, XXX 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 @RealAssetsValue 2025-10-14T18:17Z 3593 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 @RealAssetsValue 2025-10-17T14:57Z 3593 followers, XX engagements
"Tritax Big Box $BBOX.L announced a 1bn industrial/logistics acquisition from $BX after losing out to them on their bid for Warehouse REIT. 6.5m sq ft portfolio skews urban XX% occupancy 6yr WALT. They highlight in-place rents are XX% below market. 1/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3593 followers, XXX engagements
"@thewritser Is the simplest explanation not that they're being converted so they can be sold in the open market"
X Link @RealAssetsValue 2025-10-16T16:44Z 3593 followers, XXX engagements
"$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 @RealAssetsValue 2025-05-29T15:03Z 3592 followers, 2776 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. / -$4m vs. my valuation estimate. 1/"
X Link @RealAssetsValue 2025-10-03T18:45Z 3593 followers, 2739 engagements
"$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 @RealAssetsValue 2025-09-03T11:43Z 3592 followers, 2065 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 @RealAssetsValue 2025-04-22T15:18Z 3592 followers, 13.3K engagements
"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 @RealAssetsValue 2025-09-26T13:15Z 3592 followers, 5454 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 @RealAssetsValue 2025-10-14T18:17Z 3593 followers, XXX engagements
"Tritax are paying 632m in cash (funded by a 1yr XXX debt facility at SONIA + XX bps XXX% all-in) and 375m in shares to be issued to $BX at XXXX per share a XX% premium to the prevailing share price. 2/"
X Link @RealAssetsValue 2025-10-14T18:17Z 3592 followers, XX 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 @RealAssetsValue 2025-09-15T15:21Z 3592 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 @RealAssetsValue 2025-10-17T14:57Z 3593 followers, XXX 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"
X Link @RealAssetsValue 2025-07-24T14:07Z 3592 followers, XXX 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 $XX per share"
X Link @RealAssetsValue 2025-07-25T21:03Z 3591 followers, 5958 engagements
"$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 @RealAssetsValue 2025-10-17T14:57Z 3593 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 @RealAssetsValue 2025-10-17T14:57Z 3593 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 @RealAssetsValue 2025-10-09T19:47Z 3592 followers, XXX engagements
"Signs of life in DC multifamily with $AVB selling a portfolio for $450m. Breaks down to $355k per unit. Cap rate quoted from buyer is XXXX% but based on $AVB DC revenue and their mid-Atlantic segment NOI margins of XX% I see XXX% nominal / XXX% adj. for pm expense"
X Link @RealAssetsValue 2025-08-20T13:06Z 3592 followers, 8557 engagements