# ![@ReitBros Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1609281741088333827.png) @ReitBros REIT Bros.

REIT Bros. posts on X about reit, dividend, strong, top [--] the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1609281741088333827/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609281741088333827/c:line/m:interactions.svg)

- [--] Week [-------] +1,384%
- [--] Month [-------] +134,927%
- [--] Months [-------] +2,563%
- [--] Year [-------] +946%

### Mentions: [--] [#](/creator/twitter::1609281741088333827/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609281741088333827/c:line/m:posts_active.svg)

- [--] Week [---] +177%
- [--] Month [---] +653%
- [--] Months [---] +94%
- [--] Year [---] -5%

### Followers: [---] [#](/creator/twitter::1609281741088333827/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609281741088333827/c:line/m:followers.svg)

- [--] Week [---] +5.50%
- [--] Month [---] +7.60%
- [--] Months [---] +12%
- [--] Year [---] +22%

### CreatorRank: [-------] [#](/creator/twitter::1609281741088333827/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609281741088333827/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.12% [stocks](/list/stocks)  48.25% [cryptocurrencies](/list/cryptocurrencies)  8.77% [currencies](/list/currencies)  4.39% [premier league](/list/premier-league)  2.63% [travel destinations](/list/travel-destinations)  2.63% [exchanges](/list/exchanges)  1.75% [technology brands](/list/technology-brands)  1.75% [financial services](/list/financial-services)  0.88% [countries](/list/countries)  0.88%

**Social topic influence**
[reit](/topic/reit) #25, [dividend](/topic/dividend) #385, [strong](/topic/strong) 13.16%, [top 10](/topic/top-10) 8.77%, [in the](/topic/in-the) 7.89%, [$abr](/topic/$abr) #8, [$ntst](/topic/$ntst) #2, [$pld](/topic/$pld) #11, [$spg](/topic/$spg) #9, [$doc](/topic/$doc) #4

**Top accounts mentioned or mentioned by**
[@kalshi](/creator/undefined) [@dividendology](/creator/undefined) [@fluentinfinance](/creator/undefined) [@grok](/creator/undefined) [@mrneutralman](/creator/undefined) [@brianferoldi](/creator/undefined) [@specialsitsnews](/creator/undefined) [@adahihandekar](/creator/undefined) [@pimco](/creator/undefined) [@blackrock](/creator/undefined) [@commobserver](/creator/undefined) [@fcnightingale](/creator/undefined) [@mikezaccardi](/creator/undefined) [@unusualwhales](/creator/undefined) [@dailyreitbeat](/creator/undefined) [@longequity](/creator/undefined) [@kobeissiletter](/creator/undefined) [@chandanomics](/creator/undefined) [@wolffinancial](/creator/undefined) [@thesonofwalkley](/creator/undefined)

**Top assets mentioned**
[Arbor Realty Trust, Inc. (ABR)](/topic/$abr) [NetSTREIT Corp. (NTST)](/topic/$ntst) [Prologis Inc (PLD)](/topic/$pld) [Simon Property Group Inc (SPG)](/topic/$spg) [Healthpeak (DOC)](/topic/$doc) [Apple Hospitality REIT, Inc. (APLE)](/topic/$aple) [Omega Healthcare Investors Inc. (OHI)](/topic/$ohi) [VICI Properties, Inc. (VICI)](/topic/$vici) [Public Storage (PSA)](/topic/$psa) [Equinix Inc (EQIX)](/topic/$eqix) [Invitation Homes, Inc. (INVH)](/topic/$invh) [WP Carey, Inc. (WPC)](/topic/$wpc) [Community Healthcare Trust Incorporated (CHCT)](/topic/$chct) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [Lineage, Inc. (LINE)](/topic/$line) [Autonomous Virtual Beings (AVB)](/topic/$avb) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [Eigenpie (EGP)](/topic/$egp) [Fermi Inc. (FRMI)](/topic/$frmi) [Earth [--] Essence (ESS)](/topic/$ess) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [COPT Defense Properties (CDP)](/topic/$cdp) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [Host Hotels and Resorts Inc (HST)](/topic/$hst) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [WELL3 (WELL)](/topic/$well) [American Homes [--] Rent (AMH)](/topic/$amh) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Chicago Atlantic Real Estate Finance, Inc. (REFI)](/topic/$refi) [Kilroy Realty Corp. (KRC)](/topic/$krc) [Alexander's Inc. (ALX)](/topic/$alx) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [SL Green Realty Corp. (SLG)](/topic/$slg) [Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [Easterly Government Properties, Inc. (DEA)](/topic/$dea) [Rithm Capital Corp. (RITM)](/topic/$ritm) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Crown Castle Inc (CCI)](/topic/$cci) [National Health Investors (NHI)](/topic/$nhi) [Ventas, Inc. (VTR)](/topic/$vtr) [Brandywine Realty Trust (BDN)](/topic/$bdn) [Cousins Properties Inc. (CUZ)](/topic/$cuz) [Litecoin (LTC)](/topic/$ltc) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [Millrose Properties, Inc. (MRP)](/topic/$mrp) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Highwoods Properties Inc. (HIW)](/topic/$hiw) [AudioCoin (ADC)](/topic/$adc) [Elme Communities (ELME)](/topic/$elme) [LXP Industrial Trust (LXP)](/topic/$lxp) [Orbit Chain (ORC)](/topic/$orc) [ARMOUR Residential REIT, Inc. (ARR)](/topic/$arr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"4/8: The difference Time in the market. Those extra [--] years let compounding work harder: more dividends reinvested more shares bought more growth on growth. The 30-year run turned $361K invested into $3M+ while [--] years got $710K from $241K. Time is the investor's ultimate multiplier. https://twitter.com/i/web/status/2020948074089115869 https://twitter.com/i/web/status/2020948074089115869"  
[X Link](https://x.com/ReitBros/status/2020948074089115869)  2026-02-09T19:49Z [---] followers, [--] engagements


"My Portfolio Weekly Summary - Aug [--] to Aug [--] Transactions Initiated: $AMH Added: $ELME $FBRT $GMRE $IIPR $INVH $LXP $REFI Dividend received: None Portfolio Performance Weekly: +0.36% vs. -0.13% S&P Comp. [----] REITs Total return YTD: -1.50% Total return since inception (Feb 2022): 2.97% (0.86% annualized) Forward dividend yield: 6.92% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $DOC $MPW $O $OHI $PLD $SLG $SPG $VICI $WPC Holdings 11-20 (in alphabetical order): $ABR $AGNC $BXP $HIW $IIPR $INVH $LTC $NHI $REXR $STAG Holdings 21-40 (in alphabetical order): $ADC $AFCG"  
[X Link](https://x.com/ReitBros/status/1954137893867319759)  2025-08-09T11:09Z [---] followers, [---] engagements


"Largest pp increase/decrease in short interest as % of float among REITs between Jul [--] and Jul [--] $NTST $JBGS $KRC $ALX $CMCT $KREF $ORC $REXR $GOOD $LAND $MDV $ESS $PSTL $WPC $NSA $ARR $ABR $SLG $DRH $GNL $FPI $INN $SITC $RLJ $FCPT $CHCT $SKT $SACH $AFCG $NXDT"  
[X Link](https://x.com/ReitBros/status/1956690301428371768)  2025-08-16T12:11Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Nov [--] [----] to Nov [--] [----] Transactions Added: $ARE Exited: $REFI Dividend received: AGNC ADC O Portfolio Performance Weekly: -0.87% YTD: -4.05% Total return since inception (Feb 2022): 6.17% (1.65% annualized) Forward dividend yield: 6.97% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $MPW $O $OHI $PLD $SPG $VICI $WPC Holdings 11-20 (in alphabetical order): $ABR $BXP $IIPR $INVH $LTC $NHI $OUT $REXR $SLG $STAG Holdings 21-40 (in alphabetical order): $ADC $AGNC $ARI $CPT $CUZ $EFC $EGP $EPR $FCPT $GLPI $GMRE $HIW $KIM $LAMR $NLY"  
[X Link](https://x.com/ReitBros/status/1989706309923373378)  2025-11-15T14:45Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Dec [--] [----] to Dec [--] [----] Transactions Initiated: $NTST Added: $ABR $DOC $EPRT $EXR $INVH $NSA $PLD $PSA $VICI Exited: EPR BNL BRX FRT Dividend received: None Portfolio Performance Weekly: +0.41% Total return YTD: +2.89% Total return since inception (Feb 2022): +6.34% (+1.65% annualized) Forward dividend yield: 6.75% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NHI $NLY $REXR $STAG $WPC Holdings 21-40 (in alphabetical order):"  
[X Link](https://x.com/ReitBros/status/2004905477923049925)  2025-12-27T13:21Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $APLE $DEA $EXR $LINE $NTST Exited: $CDP $EFC $KIM $NNN $NXRT Dividend received: AHH ELS GMRE MPW OLP TRNO VICI Portfolio Performance Weekly: +2.21% Total return YTD: +3.15% Total return since inception (Feb 2022): +8.67% (2.23% annualized) Forward dividend yield: 6.64% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NLY $NTST $REXR $STAG $WPC Holdings 21-40 (in alphabetical order):"  
[X Link](https://x.com/ReitBros/status/2009986104590467306)  2026-01-10T13:50Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $EPRT $FBRT $HST $LINE $NTST $PSA $RITM $STWD $VICI Reduced: SPG Exited: CUBE ORC TWO WY Dividend received: ACRE ADC AGNC APLE ARE AVB CDP COLD CPT CUBE EGP EQR FBRT FCPT GNL HST IIPR INVH JBGS LXP MRP O ONL PEB REXR RHP STAG STWD WPC Portfolio Performance Weekly: +2.93% Total return YTD: +6.66% Total return since inception (Feb 2022): +11.85% (+3.04% annualized) Forward dividend yield: 6.38% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $EXR $MPW $O $OHI $PLD $SPG $VICI"  
[X Link](https://x.com/ReitBros/status/2012534509271417338)  2026-01-17T14:36Z [---] followers, [---] engagements


"StorageMart partnering with an unidentified sovereign wealth fund acquired a 15-property self-storage portfolio in New York City from Carlyle Group for $1.03 billion the largest such deal in five years. It signals robust valuations and investor interest which validates strong local demand amid regulatory hurdles limiting new development. It could also support higher multiples for public REITs in similar markets like $EXR $PSA $CUBE and $NSA. Although supply constraints are already a tailwind this adds a major operator with young high-quality assets that might pressure occupancy or rental"  
[X Link](https://x.com/ReitBros/status/2016550130141319422)  2026-01-28T16:33Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $PSA Dividend received: DOC EFC GOOD LTC MAA NHI NLY ORC RC RITM TWO Portfolio Performance Weekly: -0.88% Total return YTD: +4.39% Total return since inception (Feb 2022): +9.68% (+2.46% annualized) Forward dividend yield: 6.52% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $MPW $NTST $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $ABR $AGNC $EPRT $EXR $IIPR $INVH $LTC $PSA $STAG $WPC Holdings 21-40 (in alphabetical order): $ADC $AVB $COLD $CPT $DEA $EGP $EQR"  
[X Link](https://x.com/ReitBros/status/2017603456240935136)  2026-01-31T14:18Z [---] followers, [---] engagements


"Thanks for the great question REIT portfolios often benefit from a higher number of holdings to spread out sub-sector risks (office retail industrial etc.) and help smooth volatility through different real estate cycles. That said I'm actively simplifying my portfolio right nowtrimming from a peak of 80+ down to a more manageable [--]. The goal is to strike a better balance: strong diversification + stable dividends while giving more room for top performers to drive outsized returns. I plan to share a full breakdown in the near future (including portfolio size allocations etc.). Stay tuned"  
[X Link](https://x.com/ReitBros/status/2017989537511751941)  2026-02-01T15:52Z [---] followers, [---] engagements


"Interesting read from Prologis. Supply is tightening sharply into [----] with grid constraints emerging as a new barrier in some regions. I think massive data center-related investment (far more profitable right now) is crowding out capacity for new manufacturing & logistics buildskeeping replacement-cost rents elevated longer. Power is the new moat Last year businesses weren't circling back in January. In early [----] uncertainty slowed leasing decisions + global rents slipped. By year-end leasing picked up + 40% of markets were flat or posting rent growth compared to [----]. Full research:"  
[X Link](https://x.com/ReitBros/status/2018335910710952186)  2026-02-02T14:49Z [---] followers, [---] engagements


"@dividendology My REIT portfolio is +0.50%. Quietly sipping coffee enjoying the view 😏"  
[X Link](https://x.com/ReitBros/status/2018777963756392655)  2026-02-03T20:05Z [---] followers, [---] engagements


"Retail REITs proved resilient in [----] despite e-commerce headwinds economic uncertainty and evolving consumer habits. As we step into [----] reflecting on this sub-sector reveals a tale of two http://x.com/i/article/2018363951075950592 http://x.com/i/article/2018363951075950592"  
[X Link](https://x.com/ReitBros/status/2019118728781193479)  2026-02-04T18:39Z [---] followers, [---] engagements


"Overall pointing to a rebalancing where demand is outpacing supply signaling the end of the post-pandemic oversupply phase. Bullish for industrial REITs. Our IBI just hit its highest level since Nov. [----] What you need to know: Industrial customers are squeezing more out of their space keeping utilization steady New warehouse construction is at a decade low Build-to-suit is filling the gap 🔗 https://t.co/rBi8HKWm9e https://t.co/K2pgfdAOB1 Our IBI just hit its highest level since Nov. [----] What you need to know: Industrial customers are squeezing more out of their space keeping utilization"  
[X Link](https://x.com/ReitBros/status/2019137081432539449)  2026-02-04T19:52Z [---] followers, [---] engagements


"Strong start indeed My portfolio posted a 3.49% total return for January. Today +1.89%; $VNQ +1.44% $XLRE +1.59%. REITs started [----] strong outperforming major equity indexes in January with a 2.8% total return. Timberland led all sectors with a 7.8% gain while data centers and specialty REITs also posted 7.2% returns. https://t.co/xsiehgqfvc REITs started [----] strong outperforming major equity indexes in January with a 2.8% total return. Timberland led all sectors with a 7.8% gain while data centers and specialty REITs also posted 7.2% returns. https://t.co/xsiehgqfvc"  
[X Link](https://x.com/ReitBros/status/2019159236870123649)  2026-02-04T21:20Z [---] followers, [---] engagements


"Public REITs still trade at record discounts to private real estate values. Historically that gap narrows via public REIT outperformance not private repricing. Top portfolio managers from @PIMCO @BlackRock and Heitman see potential for REIT outperformance in [----]. REITs enter the year with healthy balance sheets declining supply mid-single digit earnings growth expectations and many trading below NAV. https://t.co/Kh5gcPctvr Top portfolio managers from @PIMCO @BlackRock and Heitman see potential for REIT outperformance in [----]. REITs enter the year with healthy balance sheets declining supply"  
[X Link](https://x.com/ReitBros/status/2019236140486914534)  2026-02-05T02:26Z [---] followers, [---] engagements


"Crown Castle (CCI) a leading provider of shared communications infrastructure wrapped up [----] on a high note exceeding its financial guidance despite ongoing headwinds from carrier contract http://x.com/i/article/2019408425419948032 http://x.com/i/article/2019408425419948032"  
[X Link](https://x.com/ReitBros/status/2019412789249364073)  2026-02-05T14:08Z [---] followers, [---] engagements


"Crown Castle REIT $CCI released Q4 [----] earningshere are the key takeaways. [--]. Outperformance Amid Headwinds: CCI beat its [----] guidance across key metrics driven by stronger services contribution ($18 million increase YoY) and SG&A reductions ($52 million decrease from advisory fees and June [----] staff/office cuts). This resilience highlights operational efficiency despite Sprint/DISH drags with organic growth (excluding impacts) at 3.8% in 2025expected to moderate to 3.5% in [----]. https://twitter.com/i/web/status/2019417255893717067 https://twitter.com/i/web/status/2019417255893717067"  
[X Link](https://x.com/ReitBros/status/2019417255893717067)  2026-02-05T14:26Z [---] followers, [---] engagements


"2. Strategic Pivot to Pure-Play Towers: The Fiber Business sale (expected mid-2026) positions CCI as a standalone U.S. tower company enhancing focus on core assets. Post-sale AFFO guidance suggests 9% growth from [----] levels fueled by cost savings and debt reduction. However DISH termination removes a revenue stream underscoring carrier concentration risks"  
[X Link](https://x.com/ReitBros/status/2019417257659466221)  2026-02-05T14:26Z [---] followers, [--] engagements


"3. Cost Discipline and Shareholder Returns: The 20% workforce cut aligns with broader efficiency drives offsetting $110 million in site rental declines. Capital allocation prioritizes balance sheet strength ($7 billion debt paydown at 4% interest) over aggressive growth with $1 billion buybacks signaling confidence. Dividend cut to $4.25 (from $4.75) aims for a 75% payout ratio balancing returns with deleveraging. https://twitter.com/i/web/status/2019417259228135562 https://twitter.com/i/web/status/2019417259228135562"  
[X Link](https://x.com/ReitBros/status/2019417259228135562)  2026-02-05T14:26Z [---] followers, [--] engagements


"4. Risks: Declining revenues reflect carrier spending slowdowns post-5G buildouts but escalators and core leasing provide stability. Forward-looking statements note risks like market conditions restructuring costs and SEC filings"  
[X Link](https://x.com/ReitBros/status/2019417260750934494)  2026-02-05T14:26Z [---] followers, [--] engagements


"@FluentInFinance Don't forget quality REITsquietly compounding in the background. The 8th wonder"  
[X Link](https://x.com/ReitBros/status/2019493241343693050)  2026-02-05T19:28Z [---] followers, 18.8K engagements


"1. Robust Earnings Growth: $OHI reported significant YoY increases in key metrics for [----] including AFFO of $946 million ($3.10 per diluted share) up 8.0% from [----] and FAD of $903 million ($2.96 per diluted share) reflecting an 8.4% rise driven by accretive investments and operational improvements"  
[X Link](https://x.com/ReitBros/status/2019502212221907112)  2026-02-05T20:03Z [---] followers, [--] engagements


"2. Aggressive Capital Deployment: $OHI completed $1.1 billion in new investments during [----] including $680 million in real estate acquisitions and $342 million in unconsolidated entities with $334 million invested in Q4 alone positioning the company for continued portfolio expansion in skilled nursing and senior housing"  
[X Link](https://x.com/ReitBros/status/2019502214029668748)  2026-02-05T20:03Z [---] followers, [--] engagements


"3. Balance Sheet Strengthening: $OHI reduced leverage to its lowest historical level by repaying $1.7 billion in debt issuing $600 million in new senior notes and establishing a $2.3 billion credit facility enhancing financial flexibility with $1.8 billion in undrawn capacity as of year-end. https://twitter.com/i/web/status/2019502215665213528 https://twitter.com/i/web/status/2019502215665213528"  
[X Link](https://x.com/ReitBros/status/2019502215665213528)  2026-02-05T20:03Z [---] followers, [--] engagements


"5. Positive [----] Outlook: Initial guidance projects AFFO of $3.15 to $3.25 per diluted share supported by ongoing investments stable rent from key operators like Genesis and Maplewood and potential loan conversions signaling sustained growth potential"  
[X Link](https://x.com/ReitBros/status/2019502218781814885)  2026-02-05T20:03Z [---] followers, [---] engagements


"6. Strategic Portfolio Management: Anticipated quarterly asset sales of $15-25 million and potential conversions of $56 million in real estate loans to ownership will help recycle capital and enhance returns in the coming year. https://twitter.com/i/web/status/2019502220429955513 https://twitter.com/i/web/status/2019502220429955513"  
[X Link](https://x.com/ReitBros/status/2019502220429955513)  2026-02-05T20:03Z [---] followers, [--] engagements


"@commobserver Seems net positive for $AVB right now but low turnover rate has two sides for REITs: Cost savings and stability vs. slower mark-to-market rent growth"  
[X Link](https://x.com/ReitBros/status/2019508671408140530)  2026-02-05T20:29Z [---] followers, [--] engagements


"Digital Realty $DLR delivered Q4 and FY [----] results. Overall the earnings reinforce the company's strong positioning in the high-growth data center sector but they also highlight near-term profitability pressures and capital demands typical of aggressive expansion plays. I have no position and the results support my current view that risk-adjusted reward is not attractive. In short it's higher-beta growth vs. the defensive mid-single digits elsewhere and I would take 7% AFFO growth with industrials over 9% with data centers. That said the company's international exposure could provide"  
[X Link](https://x.com/ReitBros/status/2019606570099712364)  2026-02-06T02:58Z [---] followers, [---] engagements


"FINANCIAL HIGHLIGHTS Q4 2025: Attributable Net Income per share: $0.15. Normalized Funds From Operations (FFO) per share: $0.89 up 10% YoY (from $0.81 in Q4 2024). Total Company Net Operating Income (NOI) growth: 15% YoY. Same-Store Cash NOI growth: 8% YoY overall. SHOP: 15% YoY (U.S. portfolio led with 18% growth) driven by [---] basis points (bps) average occupancy increase to 86% and strong Revenue Per Occupied Room (RevPOR) growth. Outpatient Medical & Research (OM&R): 3.7% YoY. Triple-Net Leased: (1.3)% YoY. SHOP segment: Cash NOI of $236M (vs. $204M in Q4 2024) marking the fourth"  
[X Link](https://x.com/ReitBros/status/2019826847505076571)  2026-02-06T17:33Z [---] followers, [--] engagements


"@FluentInFinance Wild that the average is over $88K when the median is just $955"  
[X Link](https://x.com/ReitBros/status/2019860807895396397)  2026-02-06T19:48Z [---] followers, [---] engagements


"@Kalshi @grok @grok is it true"  
[X Link](https://x.com/ReitBros/status/2019877330051858594)  2026-02-06T20:54Z [---] followers, [--] engagements


"Many REITs hit 52-week highs today including [--] of my top [--] holdings: $O $PLD $SPG. Is REIT rotation REAL Others include $NTST $STAG $WPC $NHI $EGP $HST $FR $CDP $VTR $CTRE $HASI and a few more. 📈 https://twitter.com/i/web/status/2019878380330709259 https://twitter.com/i/web/status/2019878380330709259"  
[X Link](https://x.com/ReitBros/status/2019878380330709259)  2026-02-06T20:58Z [---] followers, [---] engagements


"REIT Market Pulse: Week Ending Feb [--] [----] Weekly Best [--] Performers (market cap $100M+): $PKST 33.42% $BDN 15.55% $ONL 15.25% $PINE 11.46% $OUT 10.57% $SVC 10.55% $BHR 9.74% $DHC 9.64% $VRE 9.55% $BFS 9.14% Weekly Worst [--] Performers (market cap $100M+): $KREF -11.59% $FRMI -8.26% $CCI -6.83% $LADR -6.38% $HPP -5.45% $RPT -5.10% $AMT -4.47% $REXR -3.85% $TWO -3.75% $RC -3.29% Weekly Performance by Sector (weighted): Hotel & Motel 4.68% Retail 3.97% Industrial 3.96% Healthcare Facilities 3.93% Diversified 2.51% Office 1.17% Residential 0.29% Specialty 0.26% Mortgage -0.16% ALL REITs 2.30%"  
[X Link](https://x.com/ReitBros/status/2020173805981720922)  2026-02-07T16:32Z [---] followers, [---] engagements


"@Mr_Neutral_Man It's time to revive Parking REIT"  
[X Link](https://x.com/ReitBros/status/2020271904427503880)  2026-02-07T23:02Z [---] followers, [---] engagements


"@BrianFeroldi Great list May I add three classics: The Intelligent Investor (Benjamin Graham) One Up on Wall Street (Peter Lynch) and A Random Walk Down Wall Street (Burton Malkiel)"  
[X Link](https://x.com/ReitBros/status/2020309006875570553)  2026-02-08T01:29Z [---] followers, [---] engagements


"@Kalshi Biggest drops in professional/business services retail and finance/insurance exactly the office and strip mall tenants REITs rely on"  
[X Link](https://x.com/ReitBros/status/2020318566541861126)  2026-02-08T02:07Z [---] followers, [----] engagements


"@FCNightingale Echoing trends across other real estate sectors industrial is bifurcating with a flight to qualitytop-tier assets like $PLD outperforming while lower-tier ones lag"  
[X Link](https://x.com/ReitBros/status/2020340392563208404)  2026-02-08T03:34Z [---] followers, [---] engagements


"@MikeZaccardi Ive been loading up real estate like it's Black Friday at the mall nobody wants anymore"  
[X Link](https://x.com/ReitBros/status/2020478822244585555)  2026-02-08T12:44Z [---] followers, [---] engagements


"@SpecialSitsNews Record shorting + chronic underperformance vs. S&P It's the hedge-fund special: get squeezed and prove 'this time is no different'"  
[X Link](https://x.com/ReitBros/status/2020514151190130698)  2026-02-08T15:04Z [---] followers, [---] engagements


"@adahihandekar It seems to me that it is P/FFO. Regarding the discount the following article might interest you. Cheers https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/2/nav-monitor-us-reits-end-january-at-median-16-2-discount-to-net-asset-value-97852413 https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/2/nav-monitor-us-reits-end-january-at-median-16-2-discount-to-net-asset-value-97852413"  
[X Link](https://x.com/ReitBros/status/2020589897476935748)  2026-02-08T20:05Z [---] followers, [--] engagements


"1. High & Reliable Dividend Income REITs must distribute 90% of taxable income as dividends steady often monthly payouts perfect for compounding passive income. Many deliver yields well above bondscheck my profile for current high-conviction picks https://twitter.com/i/web/status/2020600809398911263 https://twitter.com/i/web/status/2020600809398911263"  
[X Link](https://x.com/ReitBros/status/2020600809398911263)  2026-02-08T20:49Z [---] followers, [--] engagements


"2. Easy Diversified Real Estate Exposure Stock purchase gives you instant diversified access to income-producing properties across sectors: industrial retail residential etc.no landlord headaches required. It allows wealth-building without the traditional barriers"  
[X Link](https://x.com/ReitBros/status/2020600811055681938)  2026-02-08T20:49Z [---] followers, [--] engagements


"3. Liquidity & Accessibility Trade like regular stocks on major exchangesbuy/sell anytime. Easy access low transaction costs no months-long closings like physical real estate. Pure accessibility for all investors. https://twitter.com/i/web/status/2020600812745957411 https://twitter.com/i/web/status/2020600812745957411"  
[X Link](https://x.com/ReitBros/status/2020600812745957411)  2026-02-08T20:49Z [---] followers, [--] engagements


"4. Portfolio Diversification + Inflation Hedge REITs often move differently from stocks/bonds reduces overall risk and adds balance. Real estate assets benefit from rising rents/prices in inflationary timesacting as a natural hedge where bonds struggle to keep up with purchasing power erosion. REITs often beat bonds long-term: Growing dividends strong inflation protection higher total returns (historical 9-12% annualized in many periods vs. bonds' lower fixed yields) and upside in rate-cut cycles (falling borrowing costs + sector tailwinds like data centers such as $EQIX and $DLR or logistics"  
[X Link](https://x.com/ReitBros/status/2020600814696554709)  2026-02-08T20:49Z [---] followers, [--] engagements


"5. Professional Management + Moderate Long-Term Growth Potential Seasoned industry experts handle acquisitions leasing and operationsinvestors just enjoy reliable income today + moderate capital appreciation over time. https://twitter.com/i/web/status/2020600816814702958 https://twitter.com/i/web/status/2020600816814702958"  
[X Link](https://x.com/ReitBros/status/2020600816814702958)  2026-02-08T20:49Z [---] followers, [--] engagements


"@BrianFeroldi Interesting concept Grok pegged me as pure Dividend Investor but I'd say I'm 40% Dividend 30% Value 30% Quality. REITs let you blend all three nicely 😏"  
[X Link](https://x.com/ReitBros/status/2020671578774589793)  2026-02-09T01:30Z [---] followers, [--] engagements


"@unusual_whales For many Americans over [--] their residence is the sole or major financial asset around 7075% of seniors consider their home their most valuable asset and broader economic stability increasingly comes from sustained housing values"  
[X Link](https://x.com/ReitBros/status/2020711635082711315)  2026-02-09T04:09Z [---] followers, [----] engagements


"@DailyREITBeat Spot onOver 50% next-gen shift is huge secular change. Broader REIT setup looks supportive in [----] but dispersion may stay wide. Picking right names (and avoiding legacy laggards) will be key"  
[X Link](https://x.com/ReitBros/status/2020862553144930703)  2026-02-09T14:09Z [---] followers, [--] engagements


"2/8: Scenario [--] (full [--] years): Start with $1000 on Feb [--] [----]. Add $1000 every month (total contributions $361000). All dividends reinvested. End: Feb [--] [----]. Result: $3007359 portfolio value Annualized total return: 11.89% That's life-changing wealth from discipline and time. https://twitter.com/i/web/status/2020948070809108501 https://twitter.com/i/web/status/2020948070809108501"  
[X Link](https://x.com/ReitBros/status/2020948070809108501)  2026-02-09T19:49Z [---] followers, [--] engagements


"3/8: Scenario [--] (start [--] years later): Begin Feb [--] [----] with $1000. Same $1000 monthly additions (total contributions $241000 over [--] years). Dividends reinvested. End: Feb [--] [----]. Result: $710220 Annualized return: 9.84% Still impressive over 2.9x your invested capital but far less than the 30-year version"  
[X Link](https://x.com/ReitBros/status/2020948072478466355)  2026-02-09T19:49Z [---] followers, [--] engagements


"@SpecialSitsNews Excel already feels like enough punishment during the workday for most people"  
[X Link](https://x.com/ReitBros/status/2020951318307987746)  2026-02-09T20:01Z [---] followers, [--] engagements


"@long_equity $EXR is one of my top holdings (along with $PSA). Self-storage REITs are some of the most recession-resilient asset classes out there"  
[X Link](https://x.com/ReitBros/status/2020997751975051503)  2026-02-09T23:06Z [---] followers, [---] engagements


"Excellent news boosting supply to improve affordability is the right move. This also could act as solid tailwinds for $INVH and other residential REITs looking to expand their BTR portfolios. #REIT The Housing for the 21st Century Act aims to make a significant dent in the nations housing shortage through a comprehensive approach that addresses barriers at all levels of government. https://t.co/JSNXlqR0Ss The Housing for the 21st Century Act aims to make a significant dent in the nations housing shortage through a comprehensive approach that addresses barriers at all levels of government."  
[X Link](https://x.com/ReitBros/status/2021023555782385838)  2026-02-10T00:48Z [---] followers, [---] engagements


"Concentrated high-conviction bets in tech carry real danger: big drawdowns that test conviction and portfolios. High-quality diversified real estate names quietly endure recessions rate shifts and hype cycles. Diversification in REITs isn't sexy but surviving (and compounding) across decades usually is. #REIT $O $PLD $SPG $EQIX $WELL Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over"  
[X Link](https://x.com/ReitBros/status/2021035356154376616)  2026-02-10T01:35Z [---] followers, [---] engagements


"@KobeissiLetter The massive short buildup amplifies squeeze risk considering the duration of $TLT around [--] years"  
[X Link](https://x.com/ReitBros/status/2021217720826544277)  2026-02-10T13:40Z [---] followers, [---] engagements


"Alphabet $GOOG Google just priced its debut sterling issuance featuring a landmark [--] billion 100-year bondthe first by a tech company since Motorola in [----]. It was 10x oversubscribed; the spread tightened by 25-30 bps from IPT to [---] bps (yielding just over 6%). It's such an elite execution and a huge bullish signal for hyperscaler credit appetite in this arms race. The 1bn size is modest next to the massive USD haul but that's what makes this special. Century bonds are ultra-rare for corporatestypically reserved for governments universities or utilitiesdue to massive obsolescence risk over"  
[X Link](https://x.com/ReitBros/status/2021291660202869120)  2026-02-10T18:34Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Dec [--] [----] to Jan [--] [----] Transactions Added: $CHCT $DOC $GMRE $HR $HST $LTC $MPW Exited: $BXP $CUZ $ESS Dividend received: AMH DOC EFC EXR GOOD LTC NSA NXRT ORC OUT PINE PLD PSA SPG Portfolio Performance Weekly: -0.16% Total return YTD: +0.72% Total return since inception (Feb 2022): +6.39% (+1.65% annualized) Forward dividend yield: 6.82% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $EXR $IIPR $LTC $NHI $NLY $REXR $STAG $WPC Holdings 21-40"  
[X Link](https://x.com/ReitBros/status/2007454130684436713)  2026-01-03T14:08Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Jan [--] [----] to Jan [--] [----] Transactions Added: $ABR $APLE $COLD $EGP $PLD $STAG Exited: $RITM Dividend received: FR LINE Portfolio Performance Weekly: -1.45% Total return YTD: +5.16% Total return since inception (Feb 2022): +10.42% (+2.66% annualized) Forward dividend yield: 6.45% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $EXR $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $EPRT $IIPR $INVH $LTC $NTST $PSA $REXR $STAG $WPC Holdings 21-40 (in alphabetical order): $ABR $ADC $AVB $COLD $CPT $DEA $EGP"  
[X Link](https://x.com/ReitBros/status/2015124979772182546)  2026-01-24T18:10Z [---] followers, [---] engagements


"$REXR vs. $EGP Q4 [----] Earnings Highlights https://t.co/99yEPDYrRY https://t.co/99yEPDYrRY"  
[X Link](https://x.com/ReitBros/status/2019185302737133787)  2026-02-04T23:04Z [---] followers, [---] engagements


"Ventas $VTR delivered strong Q4 and FY [----] results. Two things stood out to me. [--]. Exceptional Senior Housing Operating Portfolio (SHOP) Growth: The portfolio delivered over 15% Same-Store Cash NOI growth in both Q4 and full-year [----] marking the fourth straight year of double-digit gainshighlighting strong demand from aging demographics and operational excellence for sustained organic upside. [--]. Dividend Hike and Bullish Outlook: An 8% increase in the quarterly dividend to $0.52 backed by a [----] Normalized FFO guidance of $3.78$3.88 per share (up 8% YoY at midpoint) underscores confidence"  
[X Link](https://x.com/ReitBros/status/2019826843885375652)  2026-02-06T17:33Z [---] followers, [---] engagements


"The overarching theme in the office REIT sector is the bifurcation and "flight to quality". Leasing activity and occupancy showed meaningful signs of stabilization and recovery in 2025especially for quality assetswhile profitability remained mixed. $SLG $CUZ $CDP $BXP $BDN https://t.co/j7JGXPWxqo https://t.co/j7JGXPWxqo"  
[X Link](https://x.com/ReitBros/status/2020285983443546274)  2026-02-07T23:58Z [---] followers, [---] engagements


"Love the episode $DOC and $VICI are in my top [--]. $APLE is yielding nearly 8% and even $O still delivers over 5%. Honestly the proliferation of ETFs may be contributing to capital misallocationpassive flows ignore fundamentals and keep many quality assets persistently undervalued. https://twitter.com/i/web/status/2020331310519103509 https://twitter.com/i/web/status/2020331310519103509"  
[X Link](https://x.com/ReitBros/status/2020331310519103509)  2026-02-08T02:58Z [---] followers, [--] engagements


"Kilroy Realty $KRC Q4 [----] Earnings: Cautious [----] Guidance in Focus KRC's initial [----] outlook reflects ongoing pressures in the office sector: FFO guided at $3.25-$3.45 per diluted share down from 2025's $4.20. Key drivers include $300M in planned dispositions (diluting NOI) development carry costs and same-property cash NOI growth projected at -1.5% to 0.0%. Average occupancy is expected at 76.0%-78.0% (80.0%-81.5% excluding KOP 2) pointing to a transitional year amid persistent West Coast market challenges. On occupancy the stabilized portfolio ended [----] at 81.6% occupied and 83.8%"  
[X Link](https://x.com/ReitBros/status/2021238000496033845)  2026-02-10T15:01Z [---] followers, [---] engagements


"$ACRE is up 13% at midday on the Q4 [----] earnings. What stood out for me is the update on their loan portfolio: Portfolio repositioning and de-risking: [----] was described as a year focused on "addressing risk-rated [--] and [--] loans" (higher-risk categories) reducing office property exposure and minimizing real estate owned (REO) holdings. This allowed a pivot back to new investments in the second half of the year. Management aims to continue this in [----] to drive earnings. Office sector exposure: Specific efforts to reduce office loans which have been a drag. Office represented 38% of the"  
[X Link](https://x.com/ReitBros/status/2021258751160812043)  2026-02-10T16:23Z [---] followers, [---] engagements


"$ABR "The yield spread between high-cap-rate and low-cap-rate regions compressed meaningfully in recent years." #REIT #Housing Regional multifamily cap rates have converged around a middle point with tighter high-low spreads across the four major sections of the U.S. Read more from @Chandanomics: https://t.co/j3dsvAg577 #ArborResearch #MultifamilyInvesting #CRE https://t.co/LgLm7C83Rw Regional multifamily cap rates have converged around a middle point with tighter high-low spreads across the four major sections of the U.S. Read more from @Chandanomics: https://t.co/j3dsvAg577 #ArborResearch"  
[X Link](https://x.com/ReitBros/status/2021300442353844571)  2026-02-10T19:09Z [---] followers, [---] engagements


"$EQIX "Dating apps require edge infrastructure for low-latency connectivity ensuring real-time matching experiences for [---] million global users across multiple platforms." 🤣 #REIT Roses are red servers are humming. This Valentine's Day see how the right digital infrastructure makes sure your perfect match comes running. https://t.co/6fE50Bzedl https://t.co/bhzX9zsfig Roses are red servers are humming. This Valentine's Day see how the right digital infrastructure makes sure your perfect match comes running. https://t.co/6fE50Bzedl https://t.co/bhzX9zsfig"  
[X Link](https://x.com/ReitBros/status/2021300991572766944)  2026-02-10T19:11Z [---] followers, [---] engagements


"The transaction priced $ARI's loans near par signaling that high-quality CRE portfolios may not be as impaired as feared. This could encourage investors to reassess discounts in similar REITs like $ABR $FBRT $BXMT $LADR etc. that currently trade at a 20-50% discount to book values. Apollo Commercial Real Estate Finance Exits $9B CRE Book Via Portfolio Sale https://t.co/yE6O16ykC8 Apollo Commercial Real Estate Finance Exits $9B CRE Book Via Portfolio Sale https://t.co/yE6O16ykC8"  
[X Link](https://x.com/ReitBros/status/2016612876404896008)  2026-01-28T20:42Z [---] followers, [---] engagements


"Simon Property Group $SPG the REIT giant focused on high-end shopping centers delivered a robust finish to [----] underscoring its resilience in a dynamic retail landscape. The company's Q4 and http://x.com/i/article/2018765497408557056 http://x.com/i/article/2018765497408557056"  
[X Link](https://x.com/ReitBros/status/2018769952006722031)  2026-02-03T19:33Z [---] followers, [---] engagements


"Loving the shareholder-friendly moves like buybacks and dividends by $EQR and $CPT a signal of confidence in undervalued shares. Both REITs in my portfolio 🏘 https://t.co/l7PpfFL7D7 https://t.co/l7PpfFL7D7"  
[X Link](https://x.com/ReitBros/status/2019807542143303871)  2026-02-06T16:16Z [---] followers, [---] engagements


"$UDR Q4 [----] earnings spotlight a stark geographic divide: coastal markets like the West (+3.9% SS NOI YoY) and Northeast (+3.8%) powered strong growth while Sunbelt regions (Southeast -2.2% Southwest -2.1%) dragged due to oversupply. This disparity with 23% of the portfolio in the Sunbelt could temper overall [----] performance as guidance hints at flat SS NOI (midpoint 0.125%) amid higher expenses. Financial Performance Q4 2025: Net income $0.67/share (beat guide $0.13$0.15); FFO $0.62/share (low end of $0.63$0.65); AFFO $0.64/share; revenue $433.1M (+2.5% YoY) Full-Year 2025: Net income"  
[X Link](https://x.com/ReitBros/status/2021014297397092576)  2026-02-10T00:12Z [---] followers, [---] engagements


"@Kalshi The rise of local craft beer is one factordiscerning drinkers are flocking to unique local flavors small-batch innovation and authentic experiences ditching mass-produced lagers. 🍻"  
[X Link](https://x.com/ReitBros/status/2021606780355121278)  2026-02-11T15:26Z [---] followers, [--] engagements


"@WOLF_Financial Feels like by [----] a [--] GW data center will mainly power regional-scale inference operations. We're heading toward 5+ GW clusters fast. #DataCenters $META $EQIX $DLR $FRMI"  
[X Link](https://x.com/ReitBros/status/2021951635795456094)  2026-02-12T14:16Z [---] followers, [---] engagements


"@TheSonOfWalkley @Kalshi Imagine if $MCD offered every employee stock options"  
[X Link](https://x.com/ReitBros/status/2021961352429097153)  2026-02-12T14:55Z [---] followers, [--] engagements


"My take on $MRP Millrose Properties unique pure-play land-banking REIT. #REIT $INVH $AMH $TPH https://t.co/P91bd5aEtH https://t.co/P91bd5aEtH"  
[X Link](https://x.com/ReitBros/status/2022353887660007626)  2026-02-13T16:55Z [---] followers, [---] engagements


"Cold storage REITs: unintended casualties of the data center surge. Power-hungry AI is driving up electricity costs and undermining grid stability. On-site alternative energy adoption is not just smart but now necessary to stay competitive. Lineage is navigating tariff headwinds by evolving import/export services including bonded warehouses that give customers flexibility to hold goods under customs supervision until market conditions improve. The cold storage REIT operates 485+ locations across 86M sq ft globally. Lineage is navigating tariff headwinds by evolving import/export services"  
[X Link](https://x.com/ReitBros/status/2019889835927040080)  2026-02-06T21:43Z [---] followers, [---] engagements


"@HeroDividend It's a sign of an asymmetric boom a massive one that is: one part of the economy explodes higher while another gets crushed for it"  
[X Link](https://x.com/ReitBros/status/2020323487899144298)  2026-02-08T02:27Z [---] followers, 27.7K engagements


"BLS CPI has heavy emphasis on shelter (34% vs. Truflation 23%) which has been one of the last major sticky components in official data ironically in part because of the high interest rates. The BLSs heavier shelter weighting could continue masking underlying cooling elsewhere in the consumption basket for longer. https://twitter.com/i/web/status/2020472961644318924 https://twitter.com/i/web/status/2020472961644318924"  
[X Link](https://x.com/ReitBros/status/2020472961644318924)  2026-02-08T12:21Z [---] followers, [----] engagements


"Why invest in #REIT REITs democratize real estate investingletting everyday people own slices of premium commercial properties (data centers offices hospitals malls etc.) without million-dollar down payments tenants or management hassles. Created by Congress in [----] to open real estate to Main Street they're especially compelling in [----] with potentially falling rates boosting valuations and growth. Here's why they're a smart long-term play 👇 https://twitter.com/i/web/status/2020600806815260987 https://twitter.com/i/web/status/2020600806815260987"  
[X Link](https://x.com/ReitBros/status/2020600806815260987)  2026-02-08T20:49Z [---] followers, [---] engagements


"7/8: Not everyone has [--] years ahead but starting TODAY beats waiting. The gap between [--] vs. [--] years shows how quickly the advantage grows. Pick resilient dividend-growing assets stay invested and let compounding do the work"  
[X Link](https://x.com/ReitBros/status/2020948079135088910)  2026-02-09T19:49Z [---] followers, [--] engagements


"In the world of multifamily residential REITs the close of [----] has brought a mix of resilience and headwinds as coastal and Sunbelt markets navigate varying supply pressures economic shifts and http://x.com/i/article/2019187996239482880 http://x.com/i/article/2019187996239482880"  
[X Link](https://x.com/ReitBros/status/2019205789164900434)  2026-02-05T00:25Z [---] followers, [----] engagements


"Multifamily Residential REIT $ESS $AVB $MAA Q4 [----] Earnings Highlights 🏘 https://t.co/aAUhbc509f https://t.co/aAUhbc509f"  
[X Link](https://x.com/ReitBros/status/2019206431300522235)  2026-02-05T00:28Z [---] followers, [---] engagements


"Omega Healthcare $OHI delivered impressive Q4 and FY [----] results. The REIT capped off a banner year with strong performance and an optimistic outlook. It's one of my top [--] holdings delivering phenomenal total returns of over 100% since [----]. Here are [--] key takeaways"  
[X Link](https://x.com/ReitBros/status/2019502209961013639)  2026-02-05T20:03Z [---] followers, [---] engagements


"@FT Not just cheaper faster smarter and potentially better. until the first material misstatement slips through 😬"  
[X Link](https://x.com/ReitBros/status/2019831393317236902)  2026-02-06T17:51Z [---] followers, [----] engagements


"Shares of $ALX fell over 13% to $222 in mid-morning following the underwhelming Q4 earnings. The company attributed the 5% YoY revenue drop to lower rental revenue from lease expirations at two New York City properties occupied by Home Depot and IKEA. Tenant concentration risk remains significant for $ALXheavy reliance on Bloomberg (61% of revenue). https://twitter.com/i/web/status/2020897774976295258 https://twitter.com/i/web/status/2020897774976295258"  
[X Link](https://x.com/ReitBros/status/2020897774976295258)  2026-02-09T16:29Z [---] followers, [---] engagements


"Brixmor Property $BRX reported Q4 & FY [----] earningsrecord results across the board in open-air retail. Key standouts: [--]. Same-property NOI surged 6.0% YoY in Q4 (strongest quarterly print of the year; full-year +4.2%) driven by base rent strength and ancillary gains. [--]. Excellent rent spreads of 24.2% blended on comparable space in Q4 (34.7% on new leases); full-year 21.7% blended / 38.7% on new leasesclear pricing power and mark-to-market upside rolling through. [--]. Record small shop leased occupancy hit 92.2% (up from 91.1% in Q4 2024)highest in company history with total leased at 95.1%"  
[X Link](https://x.com/ReitBros/status/2020978742546555320)  2026-02-09T21:50Z [---] followers, [---] engagements


"$HIW down 5%+ at midday on dilution fears from a $300M ATM equity offering despite a solid Q4 earnings and strong rent growth. Its focus on best business districts in the Sun Belt continues to gain traction with impressive leasing momentum and record net effective rents"  
[X Link](https://x.com/anyuser/status/2021669357852508212)  2026-02-11T19:35Z [---] followers, [---] engagements


"@Mr_Neutral_Man A classic churn-flip Cross-traffic from Costco must be crazy"  
[X Link](https://x.com/ReitBros/status/2021673563380756757)  2026-02-11T19:51Z [---] followers, [---] engagements


"$STAG down 5% at midday post-earnings on soft [----] guidance despite strong Q4 beatCore FFO $0.66 (+8% YoY) same-store NOI +5.4% YoY 24% cash leasing spreads and 4% dividend hike (now quarterly). Acquisitions $449M at 6.5% cap rate. Guidance: Core FFO $2.602.64 (23.5% growth) same-store NOI 2.753.25% occupancy 9697% acquisitions $350650M. Call highlights: CEO dubbed [----] a 'record year' with strong leasing (14M+ sq ft). Cautious H1 '26 on record expirations (9M sq ft) & vacancy peaks but optimistic for H2 rebound. Data centers boosting tenant activity as suppliers ramp up. Overall solid"  
[X Link](https://x.com/ReitBros/status/2022023900289544597)  2026-02-12T19:03Z [---] followers, [---] engagements


"My Portfolio Weekly Summary - Dec [--] [----] to Dec [--] [----] Transactions Initiated: $LINE $MRP $NNN Added: AGNC ARE AVB EQR EXR GLPI INVH MPW NLY ONL RITM STWD Exited: ALEX ARI LAMR OUT VTR Dividend received: ADC AGNC HIW WY Portfolio Performance Weekly: +0.47% Total return YTD: +3.24% Total return since inception (Feb 2022): +6.81% (+1.79% annualized) Forward dividend yield: 6.88% Number of Holdings: [--] Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $INVH $MPW $O $OHI $PLD $SPG $VICI Holdings 11-20 (in alphabetical order): $AGNC $BXP $IIPR $LTC $NHI $NLY $REXR $SLG $STAG $WPC Holdings"  
[X Link](https://x.com/ReitBros/status/1999840806329282580)  2025-12-13T13:56Z [---] followers, [---] engagements


"My Top [--] REIT Picks in [----] (and why) It's early [----] and the REIT world is shaking off the dust from a bumpy [----]. Valuations remain appealing after a year of lagging broader equities balance sheets are healthy new supply is limited http://x.com/i/article/2015819712634998784 http://x.com/i/article/2015819712634998784"  
[X Link](https://x.com/anyuser/status/2015847460917100983)  2026-01-26T18:01Z [---] followers, 34.2K engagements


"My Portfolio Weekly Summary - Feb [--] [----] to Feb [--] [----] Added: $AVB $CHCT $DOC $VICI Reduced: $SPG Exited: $ELS Dividend received: UDR Portfolio Performance Weekly: +2.68% Total return YTD: +7.18% Total return since inception (Feb 2022): +12.20% (+3.08% annualized) Forward dividend yield: 6.38% Number of Holdings: [--] https://twitter.com/i/web/status/2020128754840838522 https://twitter.com/i/web/status/2020128754840838522"  
[X Link](https://x.com/ReitBros/status/2020128754840838522)  2026-02-07T13:33Z [---] followers, [---] engagements


"Top [--] Holdings (in alphabetical order): $APLE $ARE $DOC $MPT $O $OHI $PLD $SPG $STAG $VICI Holdings 11-20 (in alphabetical order): $ABR $AGNC $EPRT $EXR $IIPR $INVH $LTC $NTST $PSA $WPC Holdings 21-40 (in alphabetical order): $ADC $AVB $CHCT $COLD $CPT $DEA $EGP $EQR $FBRT $FCPT $GLPI $GMRE $HIW $LINE $MAA $NHI $NLY $REXR $STWD $TRNO https://twitter.com/i/web/status/2020128756703080914 https://twitter.com/i/web/status/2020128756703080914"  
[X Link](https://x.com/ReitBros/status/2020128756703080914)  2026-02-07T13:33Z [---] followers, [---] engagements


"How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in investing too. Starting early + consistent contributions + the power of compounding = massive wealth over time. Let's use real data from $O (Realty Income) which has delivered reliable monthly dividends for decades to show why. #Investing #REIT"  
[X Link](https://x.com/ReitBros/status/2020948068158390298)  2026-02-09T19:49Z [---] followers, [---] engagements


"5/8: To highlight reinvestment magic (from the full 30-year scenario): Without reinvesting dividends (holding as cash) final value drops to $1547186 (8.48% annualized) share value $917K + $630K in accumulated dividends. Reinvesting added $1.46 million extra $O's monthly payouts make reinvestment effortless and potent. https://twitter.com/i/web/status/2020948075834163504 https://twitter.com/i/web/status/2020948075834163504"  
[X Link](https://x.com/ReitBros/status/2020948075834163504)  2026-02-09T19:49Z [---] followers, [--] engagements


"8/8: Past performance isn't a guarantee of future results markets fluctuate and $O has had tough periods too. But history illustrates the edge of early consistent reinvested investing. Follow me for REIT news and more posts like this. Just sharing information; always do your own research. https://twitter.com/i/web/status/2020948080791544272 https://twitter.com/i/web/status/2020948080791544272"  
[X Link](https://x.com/ReitBros/status/2020948080791544272)  2026-02-09T19:49Z [---] followers, [--] engagements


"$SPG is the most materially exposed REIT to Saks Global's restructuring: big full-line/Off 5th presence + prior $100M stake (now written off). Yet $SPG sees net upside: Saks paid $18M annual rent; they project $30M from new tenants using just half the space. No other public REITs show material exposure in the current narrative. #REITs https://twitter.com/i/web/status/2021312909079613612 https://twitter.com/i/web/status/2021312909079613612"  
[X Link](https://x.com/ReitBros/status/2021312909079613612)  2026-02-10T19:58Z [---] followers, [--] engagements


"$WPC Q4 and FY [----] Earnings Results W. P. Carey delivered strong financial performance with revenues rising 9.4% YoY to $444.5 million in Q4 and 8.9% to $1.72 billion for the full year primarily driven by accretive net investment activity and contractual rent escalations. Normalized pro rata cash NOI reached $378.1 million in Q4. AFFO grew 5.0% to $1.27 per diluted share in Q4 (from $1.21 in Q4 2024) and 5.7% to $4.97 per diluted share for the full year (from $4.70 in 2024) supported by record $2.1 billion in annual investment volume and 2.4% contractual same-store rent growth. The portfolio"  
[X Link](https://x.com/ReitBros/status/2021360735784194064)  2026-02-10T23:08Z [---] followers, [---] engagements


"A mega-cap healthcare REIT $WELL Welltower's Q4 [----] earning results showcase exceptional performance with normalized FFO surging 22.5% annually and seniors housing driving outsized growth amid a strategic pivot to a pure-play rental housing platform. Here are the [--] key takeaways: [--]. Strong Financial Growth: Welltower achieved a 28.3% YoY increase in normalized FFO to $1.45 per diluted share in Q4 [----] with full-year normalized FFO up 22.5% to $5.29 per share. This was bolstered by 15.0% total portfolio Q4 SSNOI growth (full-year at 14.0%) led by 20.4% in the Seniors Housing Operating segment"  
[X Link](https://x.com/ReitBros/status/2021371046687814133)  2026-02-10T23:49Z [---] followers, [---] engagements


"Opened a small position in $FRMI today. A 'moonshot' REITif such a thing exists. Keeping a close eye on it. $FRMI Fermi America Secures $500M Equipment Loan from MUFG Financing: $500M non-recourse equipment loan Lender: MUFG Use: [--] Siemens Energy SGT6-5000F turbines repay prior loan construction Capacity: First 2.3GW toward 11GW private energy campus Timing: Turbine $FRMI Fermi America Secures $500M Equipment Loan from MUFG Financing: $500M non-recourse equipment loan Lender: MUFG Use: [--] Siemens Energy SGT6-5000F turbines repay prior loan construction Capacity: First 2.3GW toward 11GW private"  
[X Link](https://x.com/ReitBros/status/2021411471587205192)  2026-02-11T02:30Z [---] followers, [---] engagements


"Politics aside it's genuinely sad to watch places like Santa Monica Place turn into ghost towns. This upscale outdoor malljust two blocks from the iconic pier and beachsits at around 70% vacancy right now. Once owned by $MAC its a stark reminder that even prime real estate isnt foolproof. This is shocking California resident shows the once busy Santa Monica mall is now almost completely empty Nearly every single store front is now empty due to Gavin Newsom and Democrat policies This mall is only [--] blocks from the Santa Monica Pier and water https://t.co/CFV5bI68c5 This is shocking California"  
[X Link](https://x.com/ReitBros/status/2021433202087203321)  2026-02-11T03:56Z [---] followers, [---] engagements


"Solid results overall for $NNN. 3% AFFO growth feels a bit underwhelming versus some peers yet the 36th consecutive annual dividend increase (consistency similar to $O) and the healthy 70% payout ratio offset it. I have no position for now but $NNN exemplifies the power of compounding: 25-year total return (with dividends reinvested) at 12% annual17X initial investment. NNN REIT Inc. (NYSE: NNN) announced 4Q and YE [----] results and initial [----] guidance. Fourth quarter FFO Core FFO and AFFO were each $0.87 per share. In [----] NNN closed on $931.0 million of investments at an initial cash cap"  
[X Link](https://x.com/ReitBros/status/2021593632780820933)  2026-02-11T14:34Z [---] followers, [---] engagements


"https://x.com/ReitBros/status/2020948068158390298s=20 How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in investing too. Starting early + consistent contributions + the power of https://t.co/VAs17JibvQ https://x.com/ReitBros/status/2020948068158390298s=20 How monthly investing built $3M and why starting early changes EVERYTHING 1/8: "The best time to plant a tree was [--] years ago. The second best time is now." 🌳 This timeless wisdom hits hard in"  
[X Link](https://x.com/ReitBros/status/2021593931260043553)  2026-02-11T14:35Z [---] followers, [--] engagements


"Despite no income tax and affordable housing (Las Vegas median home prices at $465000 vs. Los Angeles over $1 million) Las Vegas is currently a buyers' market due to oversupply rather than lack of interest. Affluent California homebuyers are pouring into Las Vegas as wealth tax looms https://t.co/R90lDgiAxL https://t.co/ocofrIvrTn Affluent California homebuyers are pouring into Las Vegas as wealth tax looms https://t.co/R90lDgiAxL https://t.co/ocofrIvrTn"  
[X Link](https://x.com/ReitBros/status/2021619298222100845)  2026-02-11T16:16Z [---] followers, [---] engagements


"NETSTREIT Corp. (NTST) excels in achieving high acquisition yields at 7.5% blended cash cap rates enabling accretive growth through off-market deals and capital recycling supported by a conservative http://x.com/i/article/2021633158555295744 http://x.com/i/article/2021633158555295744"  
[X Link](https://x.com/ReitBros/status/2021649948748525783)  2026-02-11T18:18Z [---] followers, [---] engagements


"$NTST & $ADC: FY [----] double-digit top-line & strong accretive growth with conservative balance sheets with 99%+ occupancy. Net lease momentum into [----] #REIT #REITs https://t.co/u5vPCLHf1r https://t.co/u5vPCLHf1r"  
[X Link](https://x.com/ReitBros/status/2021650868345745565)  2026-02-11T18:21Z [---] followers, [---] engagements


"$EQIX CRUSHED IT (again) Equinix reported strong Q4 [----] results: annualized gross bookings reached a record $474M (+42% YoY) with full-year bookings at $1.6B (+27%). Q4 MRR increased 10% YoY and full-year MRR rose 8% on a normalized basis with full-year AFFO per share of $38.33 (+9% YoY). The quarterly dividend was raised 10% to $5.16 per share marking the 11th consecutive year of increases. [----] guidance includes revenues of $10.12B$10.22B (+10-11% YoY) AFFO per share of $41.93$42.74 (+9-12%) and total capex of $3.66B$4.16B to support ongoing expansions. At approximately 22x trailing P/AFFO"  
[X Link](https://x.com/ReitBros/status/2021731072786956461)  2026-02-11T23:40Z [---] followers, [---] engagements


"$EPRT delivered an exceptional Q4'25: AFFO/share up 9% to $0.49 FY AFFO at $1.89 (+9% YoY) $1.3B investments at 7.9% cap rates and portfolio grew to [----] properties with 99.7% occupancy & 3.6x coverage. Revenues soared 25% YoY leverage low at 3.8x pro forma. Raised '26 guidance to $1.99-2.04 (+5-8%). One nitpick: same-store rent growth muted at 1.5% avg (trailing 4Q) relying more on acquisitions for lift. Still crushed peers9% AFFO growth laps NTST's 4% & ADC's 4.6%. EPRT's service-focus (92% ABR) & long WALT (14.4 yrs) = long-term compounding machine. It's my top [--] holding; eyeing adds on"  
[X Link](https://x.com/ReitBros/status/2021760326421659674)  2026-02-12T01:36Z [---] followers, [---] engagements


"The Waldorf Astoria NYC (hotel portion) is hitting the marketlikely drawing elite buyers like sovereign funds family offices and major REITs. But the mixed-use reality (hotel on lower floors [---] condos above) adds governance complexities that could turn off some pure-play investors. Still true NYC luxury icons are ultra-rare. With strong post-reopening metrics in a rebounding market and Hilton's 100-year management this could be a generational opportunity for those who can underwrite the overlay. NYCs Waldorf Astoria Set to Hit the Market Last Sold for Nearly $2B https://t.co/uQ1uFs9Eis NYCs"  
[X Link](https://x.com/ReitBros/status/2021959280123941030)  2026-02-12T14:47Z [---] followers, [---] engagements


"$FBRT down over 15% at midday on 44% dividend cut (from $0.355 to $0.20) and earnings pressure from realized losses & tight spreads. BV holds at $14.15/sh. Major pivot via NewPoint acquisition (July '25) builds recurring fee-based platform: agency origination ($1.1B Q4) + $47.8B servicing/MSRs. Leadership refresh: new CEO Michael Comparato. Earnings call emphasized durable earnings & BV growth over high yield; [----] as inflection year via NewPoint ramp-up & legacy REO resolutions. #REIT #mREIT https://twitter.com/i/web/status/2022005480940351869"  
[X Link](https://x.com/ReitBros/status/2022005480940351869)  2026-02-12T17:50Z [---] followers, [---] engagements


"@dividendology Bifurcation continuesdata centers and senior housing ripping while office and mREITs tanking. $EQIX $WELL"  
[X Link](https://x.com/ReitBros/status/2022028017636454587)  2026-02-12T19:20Z [---] followers, [---] engagements


"$PSA Public Storage Q4/FY25: Same-store headwinds but core remains resilient Core FFO grew modestly +1.8% YoY to $16.97/sh buoyed by non-same-store NOI +16.5% and ancillary strength. Same-store softness weighed heavily: Revenue flat (0.0% FY) NOI -0.5% as expenses rose 1.8% (property taxes & indirect costs outpacing revenue). Margins held at 78.2%. Net income fell sharply -15.3% FY to $9.01/sh dragged by $215.6M foreign currency losses (Euro debt hedging Shurgard exposure). Bright spots: First occupancy uptick in 4+ years (89.0% YE) positive rev growth in 56% of markets (up from 49% YoY)."  
[X Link](https://x.com/ReitBros/status/2022080713093247037)  2026-02-12T22:49Z [---] followers, [---] engagements


"Millrose Properties $MRP presents an interesting case. Spun off from Lennar in early [----] it's the sole public pure-play in residential land banking. With a high dividend yield (around 8%) and http://x.com/i/article/2022346686173937664 http://x.com/i/article/2022346686173937664"  
[X Link](https://x.com/ReitBros/status/2022352785241506203)  2026-02-13T16:50Z [---] followers, [---] engagements


"$FRMI up +13% midday. Started a small position on Feb [--] added a slightly larger one on Feb [--]. Still a minuscule holding in my REIT portfolio (1%) but its definitely catching my attention now. Will dig deeper this weekend. #REIT #DataCenter $EQIX $DLR"  
[X Link](https://x.com/ReitBros/status/2022363015468011725)  2026-02-13T17:31Z [---] followers, [---] engagements

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