[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 $peco, ann, $ivt, $rexr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::396466677/interactions)  - X Week XXXXXX +2,412% - X Month XXXXXX +8% - X Months XXXXXXX +120% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::396466677/posts_active)  - X Week X -XX% - X Month XX -XXXX% - X Months XXX +27% - X Year XXX +7% ### Followers: XXXXX [#](/creator/twitter::396466677/followers)  - X Week XXXXX +0.24% - X Month XXXXX +1.30% - X Months XXXXX +12% - X Year XXXXX +19% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::396466677/influencer_rank)  ### Social Influence [#](/creator/twitter::396466677/influence) --- **Social category influence** [finance](/list/finance) [currencies](/list/currencies) [stocks](/list/stocks) **Social topic influence** [$peco](/topic/$peco), [ann](/topic/ann), [$ivt](/topic/$ivt), [$rexr](/topic/$rexr), [$pld](/topic/$pld), [$ntst](/topic/$ntst), [$fvr](/topic/$fvr), [$epr](/topic/$epr), [$nnn](/topic/$nnn), [reit](/topic/reit) **Top assets mentioned** [Phillips Edison & Company, Inc. Common Stock (PECO)](/topic/$peco) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Prologis Inc (PLD)](/topic/$pld) [EPR Properties (EPR)](/topic/$epr) [National Retail Properties, Inc. (NNN)](/topic/$nnn) ### Top Social Posts [#](/creator/twitter::396466677/posts) --- Top posts by engagements in the last XX hours "BoFA analysis of retail watchlist tenants suggests no big flashing warning lights today. -XXX% of GLA across retail REITs substantial or higher risk -grocery anchored retail REITs best positioned $PECO and $IVT stand out as having lowest exposure at XXXX and XXX% 1/"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043791077605505) 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements "$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"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1928104858705371469) 2025-05-29 15:03:15 UTC 3396 followers, 2560 engagements "Looking at NNN REITs $FVR has highest exposure to substantial risk + tenants due to X JoAnn's. Looking at "speculative" risk $EPR sticks out due to cinema tenancy and $NNN & $NTST have elevated exposure as well with Advanced Auto Parts a exposure a major driver. 2/2"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948043793212600597) 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements "@EllliotttB Funds (and benchmarks) like this give public real estate investing a bad name. XXX% IRR since 2013 and XXX% since inception in 2006"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948074404446982341) 2025-07-23 17:35:06 UTC 3397 followers, 1172 engagements "One I didn't see coming. With this + Kawa / $ONL animal spirits rekindling in the office market I see transaction at a XX% cap rate and just under $XXX PSF. 6.5x FFO / 11.2x AFFO on Q1 2025 ann. (but acquiror will cut G&A cost structure). Proposed $ONL deal is @ XX% cap"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948372982952268157) 2025-07-24 13:21:32 UTC 3398 followers, 3666 engagements "@blondesnmoney Do you have a view on what cap rates Imperial Valley and Monroeville sold at I think Layton Hills Mall + Open Air + Outparcels sale last year was XX% - XX% cap rate"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1947747035354173841) 2025-07-22 19:54:15 UTC 3394 followers, XXX engagements "@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948384594807435696) 2025-07-24 14:07:41 UTC 3398 followers, XXX engagements "$PECO has acquired $280m of properties in the first half of 2025 at a XXX% cap rate ($265 PSF). Interestingly lots of unanchored and shadow-anchored centers in the mix. Sold X asset for a XXX% cap rate / $XXX PSF"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948537862258921628) 2025-07-25 00:16:43 UTC 3399 followers, XXX engagements "$JBGS sold 8001 Woodmont in Bethesda for $194m. Price represents $600k per unit and a XXX% cap rate based on Q4 2024 ann. NOI. Pricing almost certainly wider than similar product in NoVA due to MoCo rent stabilization"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1897257269953442051) 2025-03-05 12:05:57 UTC 3398 followers, 2188 engagements "Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1948851696941367670) 2025-07-25 21:03:47 UTC 3398 followers, XXX engagements "Abrdn Euro Logistics Income $ASLI.L sold X properties and announced a 2nd capital distribution this past week or so. Note: 1/"  [@RealAssetsValue](/creator/x/RealAssetsValue) on [X](/post/tweet/1947009276410487162) 2025-07-20 19:02:39 UTC 3392 followers, XXX 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.]
Real Assets Value posts on X about $peco, ann, $ivt, $rexr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance currencies stocks
Social topic influence $peco, ann, $ivt, $rexr, $pld, $ntst, $fvr, $epr, $nnn, reit
Top assets mentioned Phillips Edison & Company, Inc. Common Stock (PECO) Rexford Industrial Realty, Inc. (REXR) Prologis Inc (PLD) EPR Properties (EPR) National Retail Properties, Inc. (NNN)
Top posts by engagements in the last XX hours
"BoFA analysis of retail watchlist tenants suggests no big flashing warning lights today. -XXX% of GLA across retail REITs substantial or higher risk -grocery anchored retail REITs best positioned $PECO and $IVT stand out as having lowest exposure at XXXX and XXX% 1/" @RealAssetsValue on X 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements
"$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" @RealAssetsValue on X 2025-05-29 15:03:15 UTC 3396 followers, 2560 engagements
"Looking at NNN REITs $FVR has highest exposure to substantial risk + tenants due to X JoAnn's. Looking at "speculative" risk $EPR sticks out due to cinema tenancy and $NNN & $NTST have elevated exposure as well with Advanced Auto Parts a exposure a major driver. 2/2" @RealAssetsValue on X 2025-07-23 15:33:27 UTC 3398 followers, XXX engagements
"@EllliotttB Funds (and benchmarks) like this give public real estate investing a bad name. XXX% IRR since 2013 and XXX% since inception in 2006" @RealAssetsValue on X 2025-07-23 17:35:06 UTC 3397 followers, 1172 engagements
"One I didn't see coming. With this + Kawa / $ONL animal spirits rekindling in the office market I see transaction at a XX% cap rate and just under $XXX PSF. 6.5x FFO / 11.2x AFFO on Q1 2025 ann. (but acquiror will cut G&A cost structure). Proposed $ONL deal is @ XX% cap" @RealAssetsValue on X 2025-07-24 13:21:32 UTC 3398 followers, 3666 engagements
"@blondesnmoney Do you have a view on what cap rates Imperial Valley and Monroeville sold at I think Layton Hills Mall + Open Air + Outparcels sale last year was XX% - XX% cap rate" @RealAssetsValue on X 2025-07-22 19:54:15 UTC 3394 followers, XXX engagements
"@EllliotttB I'm a masochist (I mean deep value investor) so only following $PKST and $NLOP closely. this print is positive for those liquidations. I haven't paid attention to the office REITs in some time. Maybe someone else can chime in. I also think they're large for a take private" @RealAssetsValue on X 2025-07-24 14:07:41 UTC 3398 followers, XXX engagements
"$PECO has acquired $280m of properties in the first half of 2025 at a XXX% cap rate ($265 PSF). Interestingly lots of unanchored and shadow-anchored centers in the mix. Sold X asset for a XXX% cap rate / $XXX PSF" @RealAssetsValue on X 2025-07-25 00:16:43 UTC 3399 followers, XXX engagements
"$JBGS sold 8001 Woodmont in Bethesda for $194m. Price represents $600k per unit and a XXX% cap rate based on Q4 2024 ann. NOI. Pricing almost certainly wider than similar product in NoVA due to MoCo rent stabilization" @RealAssetsValue on X 2025-03-05 12:05:57 UTC 3398 followers, 2188 engagements
"Is $VRE of the long-suffering and disappointing strategic review back in M&A crosshairs after selling $400m of MF properties in July at a XXXX% cap They trade at a X% cap and XX% discount to my NAV estimate of $XX per share" @RealAssetsValue on X 2025-07-25 21:03:47 UTC 3398 followers, XXX engagements
"Abrdn Euro Logistics Income $ASLI.L sold X properties and announced a 2nd capital distribution this past week or so. Note: 1/" @RealAssetsValue on X 2025-07-20 19:02:39 UTC 3392 followers, XXX engagements
/creator/x::RealAssetsValue