#  @askjussi Jussi Askola, CFA Jussi Askola, CFA posts on X about reit, $are, $vici, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1303711055689003010/interactions)  - [--] Week [------] -33% - [--] Month [-------] +278% - [--] Months [-------] +93% - [--] Year [-------] +102% ### Mentions: [--] [#](/creator/twitter::1303711055689003010/posts_active)  - [--] Week [--] +22% - [--] Month [---] +52% - [--] Months [---] +50% - [--] Year [---] +16% ### Followers: [-----] [#](/creator/twitter::1303711055689003010/followers)  - [--] Week [-----] +0.45% - [--] Month [-----] +1.60% - [--] Months [-----] +11% - [--] Year [-----] +18% ### CreatorRank: [-------] [#](/creator/twitter::1303711055689003010/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66.34% [finance](/list/finance) 48.51% [financial services](/list/financial-services) #2718 [technology brands](/list/technology-brands) 4.95% [social networks](/list/social-networks) 3.96% [countries](/list/countries) 0.99% [cryptocurrencies](/list/cryptocurrencies) 0.99% [currencies](/list/currencies) 0.99% **Social topic influence** [reit](/topic/reit) #28, [$are](/topic/$are) #1, [$vici](/topic/$vici) #2, [ai](/topic/ai) 7.92%, [$sbac](/topic/$sbac) 7.92%, [dividend](/topic/dividend) #542, [ceo](/topic/ceo) #4103, [investment](/topic/investment) 5.94%, [$amt](/topic/$amt) 4.95%, [bullish](/topic/bullish) #2176 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@solutionorganic](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@allenkhatch](/creator/undefined) [@yagues92](/creator/undefined) [@privateeyecap](/creator/undefined) [@roguewayve](/creator/undefined) [@danho194](/creator/undefined) [@convexitycowboy](/creator/undefined) [@oskarpal414](/creator/undefined) [@richie_buffett](/creator/undefined) [@daniel3point0](/creator/undefined) [@kankaneki54065](/creator/undefined) [@69thsb](/creator/undefined) [@biggmichaelmike](/creator/undefined) [@joni_askola](/creator/undefined) [@mark_ledain](/creator/undefined) [@steephen_falken](/creator/undefined) [@nasiraltaf91](/creator/undefined) [@bryangreenbaum](/creator/undefined) **Top assets mentioned** [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [VICI Properties, Inc. (VICI)](/topic/$vici) [SBA Communications Corporation (SBAC)](/topic/$sbac) [American Tower Corp (AMT)](/topic/$amt) [Camden Property Trust (CPT)](/topic/$cpt) [The Macerich Company (MAC)](/topic/$mac) [Gaming and Leisure Properties, Inc. (GLPI)](/topic/$glpi) [Simon Property Group Inc (SPG)](/topic/$spg) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Crown Castle Inc (CCI)](/topic/$cci) [TANGER FACTORY OUTLET CENTERS (SKT)](/topic/$skt) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Ares Management, Corp. (ARES)](/topic/$ares) [Blackstone, Inc. (BX)](/topic/$bx) [WELL3 (WELL)](/topic/$well) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Autonomous Virtual Beings (AVB)](/topic/$avb) [American Healthcare REIT, Inc. (AHR)](/topic/$ahr) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Healthcare Realty Trust, Inc. (HR)](/topic/$hr) [AudioCoin (ADC)](/topic/$adc) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [NetSTREIT Corp. (NTST)](/topic/$ntst) [CBRE Group Inc (CBRE)](/topic/$cbre) [Intuit Inc. (INTU)](/topic/$intu) [Roper Technologies Inc (ROP)](/topic/$rop) [Brookfield Corporation (BN)](/topic/$bn) [Prologis Inc (PLD)](/topic/$pld) [Eigenpie (EGP)](/topic/$egp) [Independence Realty Trust Inc. (IRT)](/topic/$irt) [SPIRIT REALTY CAPITAL, INC. (SRC)](/topic/$src) ### Top Social Posts Top posts by engagements in the last [--] hours "At what point do investors start thinking that $WELL might be getting too expensive 35x FFO seems a lot even for a senior housing REIT. Yes these properties are today undersupplied but for how much longer Surely developers have taken notice" [X Link](https://x.com/askjussi/status/2020147789708054866) 2026-02-07T14:49Z [----] followers, [----] engagements "$VICI vs. $GLPI The Las Vegas Strip is the most economically productive street in the world. Limited land iconic brands and global demand create high barriers to entry. Regional casinos simply do not enjoy the same protection from future competition. https://twitter.com/i/web/status/2022368170611479019 https://twitter.com/i/web/status/2022368170611479019" [X Link](https://x.com/askjussi/status/2022368170611479019) 2026-02-13T17:52Z [----] followers, [---] engagements "The large share buybacks in the REIT sector are a clear sign that valuations remain discounted. $SPG" [X Link](https://x.com/askjussi/status/2019692920677495028) 2026-02-06T08:41Z [----] followers, [----] engagements "Good and bad news from $ARE Q4 results: Some positives remain: $1.5B of non-core asset sales leasing better than expected and a 30% cut in G&A showing strong management alignment. But near-term pain is significant. Vacancies will rise in early [----] leverage is trending higher and the recovery timeline depends on factors completely outside managements control. ARE is no longer defensive but at record low valuations it may suit aggressive investors with patience. https://twitter.com/i/web/status/2022004273056272763 https://twitter.com/i/web/status/2022004273056272763" [X Link](https://x.com/askjussi/status/2022004273056272763) 2026-02-12T17:46Z [----] followers, [----] engagements "This chart really says a thousand words. REITs are up 7% YTD on average even as SaaS Fintech Edtech Healthtech etc. companies crashed 30-50%. As investors become concerned about AI-driven value destruction they reallocate to disruption-proof "anti-AI" asset classes like REITs to protect their portfolio and preserve their wealth. I think that this is just the beginning. We are still early days in the AI revolution and its disruption potential is already significant for these companies today so what will it be in another year or two from now let alone in 5-10 years when the AI models become far" [X Link](https://x.com/askjussi/status/2022608104131641590) 2026-02-14T09:45Z [----] followers, [----] engagements "A lot of REITs are still priced at ultra-low valuations last seen during the great financial crisis. To give you an example Alexandria Real Estate $ARE Rexford Industrial Realty $REXR and Armada Hoffler Properties $AHH are still down about 50% from their [----] highs:" [X Link](https://x.com/askjussi/status/1905995360805515565) 2025-03-29T14:48Z [----] followers, [----] engagements "Last week I had the pleasure of teaching a class on REITs at the University of Michigan. I discussed key takeaways from my new book The REIT Advantage which is now available on Amazon. Foreword by $VICI's CEO https://twitter.com/i/web/status/2016122516377399790 https://twitter.com/i/web/status/2016122516377399790" [X Link](https://x.com/askjussi/status/2016122516377399790) 2026-01-27T12:14Z [----] followers, [----] engagements "One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc" [X Link](https://x.com/askjussi/status/2016937636959551756) 2026-01-29T18:13Z [----] followers, 10.8K engagements "What is the best restaurant stock to buy today What a bloodbath" [X Link](https://x.com/askjussi/status/2017938230214349093) 2026-02-01T12:29Z [----] followers, [----] engagements "This slide recaps nicely why I expect $HTWS to keep winning over the long run. It is by far my favorite REIT operating in Africa. The demand for cell tower infrastructure is set to explode. $AMT is also bullish on the continent:" [X Link](https://x.com/askjussi/status/2020480481800978514) 2026-02-08T12:51Z [----] followers, [----] engagements "$VICI vs. $GLPI Regional casinos are not bad investments but they deserve a valuation discount due to higher risk. That discount is not large enough today. We prefer paying a small premium to own true trophy assets on the Las Vegas Strip with $VICI. https://twitter.com/i/web/status/2022413720815808864 https://twitter.com/i/web/status/2022413720815808864" [X Link](https://x.com/askjussi/status/2022413720815808864) 2026-02-13T20:53Z [----] followers, [---] engagements "Here are my latest thoughts on $ARE Alexandria Real Estate:" [X Link](https://x.com/askjussi/status/2001661378461942131) 2025-12-18T14:30Z [----] followers, [----] engagements "Not material in terms of asset volumes but still very nice to see a major global player like $CBRE pick $CUBE as its partner:" [X Link](https://x.com/askjussi/status/2019001277166813389) 2026-02-04T10:53Z [----] followers, [----] engagements "In case you need something to read this weekend Now available on Amazon with a foreword from the CEO of $VICI Properties" [X Link](https://x.com/askjussi/status/2019854110904754375) 2026-02-06T19:22Z [----] followers, [----] engagements "With investors becoming concerned about how AI will disrupt all sorts of businesses REITs are finally becoming a safe haven again. $VNQ $ROP $INTU" [X Link](https://x.com/askjussi/status/2020834565078622553) 2026-02-09T12:18Z [----] followers, [----] engagements "Brookfield just acquired Peakstone Realty Trust at a 34% premium one month after buying National Storage REIT at a 26% premium. Smart money is voting with real capital and going after REITs at these discounted valuations. $BAM $BN $PKST $NSR" [X Link](https://x.com/askjussi/status/2021594824600928642) 2026-02-11T14:39Z [----] followers, [----] engagements "Praise from REIT CEOs for The REIT Advantage Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation I am honored to contribute this foreword and I can highly recommend Askola as your guide to why and how to invest in them. Edward Pitoniak CEO of VICI Properties $VICI Not since Ralph Blocks seminal work on REITs have I found a resource that is both this comprehensive and this succinct an essential addition to every REIT and income investors" [X Link](https://x.com/askjussi/status/2021980365683134673) 2026-02-12T16:11Z [----] followers, [----] engagements "$GLPI offers a lower AFFO multiple and a higher dividend yield than $VICI. Still $VICI owns irreplaceable Las Vegas Strip assets like Caesars Palace and the Venetian which creates a much stronger long term moat" [X Link](https://x.com/askjussi/status/2022322872044134897) 2026-02-13T14:52Z [----] followers, [---] engagements "@PrivateEyeCap PE is also increasingly going after foreign self storage REITs with Brookfield acquiring National Storage REIT in Australia and Blackstone rumoured to go after Big Yellow in the UK" [X Link](https://x.com/askjussi/status/2022653800683618415) 2026-02-14T12:46Z [----] followers, [---] engagements "REITs are flat since [----]. but real estate has gained very significant value since then. This explains why so many REITs are now priced at large discounts to NAV: $AVB $CPT $BSRTF $VNA $PLD $EGP $WSR $AHH $MAA $IRT etc" [X Link](https://x.com/anyuser/status/1617936880108187648) 2023-01-24T17:26Z [----] followers, [----] engagements "$VNA rose from [--] to [--] as the market started to expect rate cuts. How much will it rise if and when rates are "actually" cut Its NAV is still around [--] and historically it has traded at a small premium to it during most times. Interesting times to own Vonovia" [X Link](https://x.com/askjussi/status/1733388006520762513) 2023-12-09T07:28Z [----] followers, [----] engagements "Please take a moment to watch this video. It is very important to me. Our friend @KanKaneki54065 needs your help. Thank you for your support My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his unit Team Kilo to protect them from russian drones. Any donation helps Link with more information in the comments: https://t.co/b2zd6mNMMR My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his" [X Link](https://x.com/askjussi/status/1890773227317641243) 2025-02-15T14:40Z [----] followers, 13.8K engagements "$NNN is arguably the best deal in the net lease sector today trading at a near 6% dividend yield and I expect it to surge as yield-starved investors bid it up in the coming years" [X Link](https://x.com/askjussi/status/1964311622102434232) 2025-09-06T12:56Z [----] followers, [----] engagements "The chart below is old but it still shows you how $MAC has historically focused on malls in densely populated areas with rich local populations significant tourism and high barriers to entry. $SKT $SPG $CBL" [X Link](https://x.com/askjussi/status/1975060950765252854) 2025-10-06T04:50Z [----] followers, [----] engagements "$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:" [X Link](https://x.com/askjussi/status/1982110150011084804) 2025-10-25T15:41Z [----] followers, [----] engagements "$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand" [X Link](https://x.com/askjussi/status/1982442339420217466) 2025-10-26T13:41Z [----] followers, [----] engagements "$MAC is on a path to $30 per share by the end of [----]. Thats based on $2 of FFO per share and a 15x multiple post-transformation in-line with $SKTs current multiple. Even if I am off a bit the risk-to-reward remains attractive" [X Link](https://x.com/askjussi/status/1982819826029765002) 2025-10-27T14:41Z [----] followers, [----] engagements "$SRC earned us great returns under the leadership of Jack Hsieh who oversaw its transformation into a higher-quality REIT and later sold the company to Realty Income (O) for a large gain.We expect more of the same from $MAC now under the leadership of the same CEO" [X Link](https://x.com/askjussi/status/1983152266904514786) 2025-10-28T12:42Z [----] followers, [----] engagements "Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis https://twitter.com/i/web/status/1995468421237219617 https://twitter.com/i/web/status/1995468421237219617" [X Link](https://x.com/askjussi/status/1995468421237219617) 2025-12-01T12:22Z [----] followers, 141.8K engagements "Many investors attempt to justify the low valuations of REITs by claiming that office REITs are facing severe long-term headwinds. The reality is that office REITs represent only 3% of the REIT sector" [X Link](https://x.com/askjussi/status/1995845908400148889) 2025-12-02T13:22Z [----] followers, 22.8K engagements "$IWG is much bigger than its next three biggest rivals combined and it keeps growing at a rapid pace. We own a position as we expect the AI revolution to transform the office sector resulting in a lot more demand for flexible office space" [X Link](https://x.com/askjussi/status/1997705914850091501) 2025-12-07T16:33Z [----] followers, [----] engagements "$IWG expects to buy back about 5% of its market cap this year alone:" [X Link](https://x.com/askjussi/status/1999142128144818506) 2025-12-11T15:40Z [----] followers, [----] engagements "What are your top picks outside of the REIT sector for [----] Mine are $IWG and $OWL" [X Link](https://x.com/askjussi/status/1999489794142003391) 2025-12-12T14:41Z [----] followers, [----] engagements "Has anyone tried to estimate the remaining liquidation proceeds of $AIV A quick calculation seems to indicate that it has more upside potential" [X Link](https://x.com/askjussi/status/2006756551571189887) 2026-01-01T15:57Z [----] followers, [----] engagements "$WELL $VTR $NHI $AHR and other REITs with senior housing exposure are going to greatly benefit from the rapidly aging population. But when will supply catch up That's the big question" [X Link](https://x.com/askjussi/status/2007482963358003404) 2026-01-03T16:03Z [----] followers, [----] engagements "Congrats to those of you who invested in $AHR at its IPO. I unfortunately missed this one" [X Link](https://x.com/askjussi/status/2007861582957887511) 2026-01-04T17:08Z [----] followers, [----] engagements "The last time $ARE was this cheap here is how it performed in the following decade:" [X Link](https://x.com/askjussi/status/2009281941816967265) 2026-01-08T15:12Z [----] followers, [----] engagements "After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing including mistakes that cost me real money. Available now on Amazon. https://twitter.com/i/web/status/2009661504350470220 https://twitter.com/i/web/status/2009661504350470220" [X Link](https://x.com/askjussi/status/2009661504350470220) 2026-01-09T16:20Z [----] followers, [----] engagements "Foreword by the CEO of VICI Properties $VICI" [X Link](https://x.com/askjussi/status/2009662145571754326) 2026-01-09T16:22Z [----] followers, [---] engagements "Adjusted for its now lower leverage $ARE is today quite a bit cheaper than it was even during the Great Financial Crisis:" [X Link](https://x.com/askjussi/status/2009674780350550091) 2026-01-09T17:13Z [----] followers, [----] engagements "$SBAC has easily beaten its cell tower peers $AMT and $CCI over the long run:" [X Link](https://x.com/askjussi/status/2010400060530479531) 2026-01-11T17:15Z [----] followers, [----] engagements "$SBAC is historically cheap relative to $AMT and $CCI right now:" [X Link](https://x.com/askjussi/status/2010762699580326241) 2026-01-12T17:16Z [----] followers, [----] engagements "I recently bought the dip in $SBAC" [X Link](https://x.com/askjussi/status/2011125338412384760) 2026-01-13T17:17Z [----] followers, [---] engagements "New residential units under construction are at a historic low and will keep dropping lower in [----]. Bullish for apartment REITs $CPT $MAA $HOM.U $BSRTF $UDR" [X Link](https://x.com/askjussi/status/2012202435863838767) 2026-01-16T16:37Z [----] followers, [----] engagements "New video on $WPC now available on Youtube" [X Link](https://x.com/askjussi/status/2013312536054059120) 2026-01-19T18:08Z [----] followers, [----] engagements "$VICI has grown its dividend the fastest in the net lease peer group and that's despite coming public shortly before the pandemic. Casino net lease properties are just superior to your average net lease property" [X Link](https://x.com/askjussi/status/2014016639759778211) 2026-01-21T16:46Z [----] followers, [----] engagements "Adjusted for the unusually low hold rates and capex $CZR's regional assets would be performing quite a bit better. As conditions improve $VICI could enjoy some upside as well" [X Link](https://x.com/askjussi/status/2014742044741402943) 2026-01-23T16:48Z [----] followers, [----] engagements "$SBAC has barely any exposure to the EchoStar drama and yet it has sold off with its peers $AMT and $CCI. We bought the dip at High Yield Landlord" [X Link](https://x.com/askjussi/status/2017211190024216817) 2026-01-30T12:20Z [----] followers, [----] engagements "$SBAC is not just another high-quality REIT. It has been one of the most successful and rewarding REIT investments of all time. Over multiple decades it has dramatically outperformed both the broader REIT market and the S&P [---] driven by a rare combination of steady organic growth operating leverage disciplined capital allocation and an exceptionally strong competitive moat. Very few REITs can match its long-term record of value creation. https://twitter.com/i/web/status/2017317138118414477 https://twitter.com/i/web/status/2017317138118414477" [X Link](https://x.com/askjussi/status/2017317138118414477) 2026-01-30T19:21Z [----] followers, [----] engagements "$SBAC is trading at one of the lowest valuation multiples in its history. We believe that this could lead to significant upside as the AI revolution accelerates the consumption of data and forces its tenants to heavily reinvest in its towers. $AMT $CCI" [X Link](https://x.com/askjussi/status/2017575087332069772) 2026-01-31T12:26Z [----] followers, [----] engagements "My largest position $IWG continues to push new highs and yet it still remains far from my fair value estimate" [X Link](https://x.com/askjussi/status/2017666187535196495) 2026-01-31T18:28Z [----] followers, [----] engagements "$CZR is aggressively buying back shares. I think that the market underappreciates the value of its real estate portfolio as well as its digital gaming platform both of which could be monetized over the coming years" [X Link](https://x.com/askjussi/status/2018029079082209733) 2026-02-01T18:30Z [----] followers, [----] engagements "@SolutionOrganic It does not own all of it. $CZR still owns many of its assets even on the LV Strip" [X Link](https://x.com/askjussi/status/2018233246446661649) 2026-02-02T08:01Z [----] followers, [--] engagements "@SFarringtonBKC Which is your favorite restaurant stock today" [X Link](https://x.com/askjussi/status/2018233334279606441) 2026-02-02T08:01Z [----] followers, [---] engagements "Yet another REIT buyout by private equity at a big premium. More evidence that REITs are undervalued: 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This acquisition marks a major expansion of Brookfields 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This" [X Link](https://x.com/askjussi/status/2018421131602981072) 2026-02-02T20:27Z [----] followers, [----] engagements "$HR owns some great medical office buildings is enjoying steady rent growth has a shareholder-friendly management team an improving balance sheet and yet it trades at a very reasonable valuation" [X Link](https://x.com/askjussi/status/2018709311736672738) 2026-02-03T15:33Z [----] followers, [---] engagements "@RogueWayve Up until the recent downturn $ARE had massively outperformed most biotech companies. Higher returns with much lower risk" [X Link](https://x.com/askjussi/status/2018762521331593376) 2026-02-03T19:04Z [----] followers, [--] engagements "$HR has significant value creation potential over the coming [--] years. Importantly what is missed by this table is that its balance sheet should also improve likely leading to a higher valuation multiple:" [X Link](https://x.com/askjussi/status/2019027155548860522) 2026-02-04T12:36Z [----] followers, [---] engagements "I still don't like data center REITs. My thesis is that data center REITs like $EQIX and $DLR do not generate attractive growth in free cash flow because of their ever-growing operating costs. Data center landlords have to continue upgrading their equipment and infrastructure not to grow their revenue but rather merely to remain competitive with new state-of-the-art data centers coming to market. https://twitter.com/i/web/status/2019118507955224960 https://twitter.com/i/web/status/2019118507955224960" [X Link](https://x.com/askjussi/status/2019118507955224960) 2026-02-04T18:39Z [----] followers, [----] engagements "$EQIX appears to be growing its FFO per share a lot faster than $DLR. In reality this is mostly because $EQIX labels most of its capex as "non-recurring" even though much of this is non-revenue-generating while $DLR labels most of it as recurring (accurately in our view)" [X Link](https://x.com/askjussi/status/2019390550705586280) 2026-02-05T12:40Z [----] followers, [---] engagements "My thoughts on Data center REITs: "You pay a hefty price to capitalize on a clear trend but there is significant uncertainty due to the questionable capex huge wave of supply coming in and the risk of eventual technological obsolescence." $DLR $EQIX $IRM" [X Link](https://x.com/askjussi/status/2019421252272943551) 2026-02-05T14:42Z [----] followers, [---] engagements "If private credit was doing as badly as the market makes it seem to be I doubt that $ARES would be hiking its dividend by 20%:" [X Link](https://x.com/askjussi/status/2019432220570886652) 2026-02-05T15:25Z [----] followers, [----] engagements "New video on the YouTube channel. I discuss a 10% yielding REIT investment opportunity" [X Link](https://x.com/askjussi/status/2019437421033906455) 2026-02-05T15:46Z [----] followers, [---] engagements "REIT investors who want to benefit from the AI revolution should consider cell tower REITs like $SBAC. I think that they are much more compelling than data center REITs today" [X Link](https://x.com/askjussi/status/2019466802418586021) 2026-02-05T17:43Z [----] followers, [---] engagements "$WSR has great management as well. I like them a lot Bought $WSR in the mid $12 last year and it spent most of it trading below it and hitting a bottom in the low $11 Lots of haters of this name lots of distraction etc But they reduced net debt/EBITDA from over 10x to mid [--] at this point with the recent $53 mm Pillarstone pay https://t.co/17iGfacKTJ Bought $WSR in the mid $12 last year and it spent most of it trading below it and hitting a bottom in the low $11 Lots of haters of this name lots of distraction etc But they reduced net debt/EBITDA from over 10x to mid [--] at this point with the" [X Link](https://x.com/askjussi/status/2019468551610909147) 2026-02-05T17:49Z [----] followers, [---] engagements "The life of a REIT investor Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r" [X Link](https://x.com/askjussi/status/2019529978082369911) 2026-02-05T21:54Z [----] followers, [----] engagements "I like $MTN at these levels. Wont be disrupted by AI *Potentially* Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp *Potentially* Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp" [X Link](https://x.com/askjussi/status/2019532162262004097) 2026-02-05T22:02Z [----] followers, [----] engagements "@danho194 Not a REIT" [X Link](https://x.com/askjussi/status/2019533576266801450) 2026-02-05T22:08Z [----] followers, [--] engagements "@ConvexityCowboy All of those combined together represent less than 10% of the REIT sector. But yes you are right. There are exceptions. The point is that the vast majority of REITs will be fine" [X Link](https://x.com/askjussi/status/2019675744193114229) 2026-02-06T07:33Z [----] followers, [--] engagements "$CPT also bought back $220 million worth of shares in Q4 and another $120 million already in Q1. That's compared to just about $50 in the three first quarters of 2025" [X Link](https://x.com/askjussi/status/2019726373917712698) 2026-02-06T10:54Z [----] followers, [----] engagements "REITs have done poorly lately but be careful not fall for recency bias" [X Link](https://x.com/askjussi/status/2019753944612757589) 2026-02-06T12:44Z [----] followers, [---] engagements "The REIT sector is one of the few sectors in which active investors consistently beat passive benchmarks even after fees. The market is still fairly inefficient leading to lots of opportunities to earn alpha:" [X Link](https://x.com/askjussi/status/2019784646842818747) 2026-02-06T14:46Z [----] followers, [----] engagements "Reminder to avoid $RMR managed REITs. What a disaster" [X Link](https://x.com/askjussi/status/2019845296700719506) 2026-02-06T18:47Z [----] followers, [---] engagements "Mortgage REITs have performed very poorly over the past [--] years despite offering high dividend yields. Do not fall for it $NLY $AGNC $ABR" [X Link](https://x.com/askjussi/status/2020117339317100679) 2026-02-07T12:48Z [----] followers, [----] engagements "Avoiding REIT dividend cuts is a sure way to add alpha to your portfolio. Unfortunately I missed this one and paid the price $ARE" [X Link](https://x.com/askjussi/status/2020208439126028653) 2026-02-07T18:50Z [----] followers, [----] engagements "What's the investment thesis for an office REIT like $BXP trading at 14x AFFO I would much rather buy so many other REITs. $SBAC as an example is trading at roughly the same multiple today" [X Link](https://x.com/askjussi/status/2020586681582194853) 2026-02-08T19:53Z [----] followers, [----] engagements "Guess what AI wont disrupt. Having a roof over your head. Yet apartment REITs are trading at historically low valuations and they are aggressively buying back shares. $CPT $MAA $BSRTF" [X Link](https://x.com/askjussi/status/2020880744483344793) 2026-02-09T15:21Z [----] followers, [----] engagements "REITs are the ultimate anti-AI asset class. Even if you are not as bullish as I am on the sector there is value in diversification in todays extremely uncertain world" [X Link](https://x.com/askjussi/status/2021230675643257324) 2026-02-10T14:32Z [----] followers, [---] engagements "@OskarPal414 I like $AVB but slightly prefer one of its close peers" [X Link](https://x.com/askjussi/status/2021238761632284691) 2026-02-10T15:04Z [----] followers, [--] engagements "New video on YouTube. [--] best REITs to buy this month" [X Link](https://x.com/askjussi/status/2021244873563611533) 2026-02-10T15:28Z [----] followers, [---] engagements "REIT buyout activity is accelerating. Brookfield just recently announced that it would acquire $NSR and now it is already acquiring $PSKT. Blackstone was also recently rumored to be going after $BYG. $BX $BAM" [X Link](https://x.com/askjussi/status/2021276477141000393) 2026-02-10T17:34Z [----] followers, [---] engagements "What do you think is the next REIT that will get bought out by private equity Lots of interest for self-storage lately with $BAM going after $NSR and $BX going after $BYG. $CUBE seems like a potential target in the US. Lowest valuation and highest-quality assets" [X Link](https://x.com/askjussi/status/2021322278416650621) 2026-02-10T20:36Z [----] followers, [----] engagements "Blackstone Brookfield and other private equity players have spent tens of billions acquiring REITs in recent years consistently paying premiums. If public REITs were fairly priced they would just buy private real estate instead. $BX $BAM" [X Link](https://x.com/askjussi/status/2021640626320941308) 2026-02-11T17:41Z [----] followers, [----] engagements "History is clear: buying REITs when valuations are depressed has led to strong long term outperformance. We are following the same playbook selectively and patiently while prices remain low" [X Link](https://x.com/askjussi/status/2021686176650875002) 2026-02-11T20:42Z [----] followers, [----] engagements "Here is a link: https://www.amazon.com/dp/9916435359/ref=cm_cr_arp_d_bdcrb_topie=UTF8 https://www.amazon.com/dp/9916435359/ref=cm_cr_arp_d_bdcrb_topie=UTF8" [X Link](https://x.com/askjussi/status/2022314617607704663) 2026-02-13T14:19Z [----] followers, [---] engagements "My biggest new investment is $PAX. I believe that it could 3x your money over the coming [--] years. Here's why: A thread👇👇👇" [X Link](https://x.com/askjussi/status/1608148042024386560) 2022-12-28T17:09Z [----] followers, 57K engagements "The apartment market stabilized in [----]. Conditions should further improve in [----] for REITs like $CPT $HOM.U $BSRTF $MAA" [X Link](https://x.com/askjussi/status/2011805319052345806) 2026-01-15T14:19Z [----] followers, [---] engagements "I think that the yield spread between $VICI and $EPR should be larger than this:" [X Link](https://x.com/askjussi/status/2014379279593963541) 2026-01-22T16:47Z [----] followers, [----] engagements "Few investors realize just how insane the policy chaos of the current administration was for the biotech sector in [----]. $ARE suffered greatly from it" [X Link](https://x.com/askjussi/status/2015467701397782788) 2026-01-25T16:52Z [----] followers, [----] engagements "Not much new from $ARE's Q4 earnings or did I miss something important" [X Link](https://x.com/askjussi/status/2018300366409117953) 2026-02-02T12:28Z [----] followers, [----] engagements "Reminder that $ARE is today priced at its lowest valuation ever even lower than during the Great Financial Crisis. The oversupply is significant and will remain a headwind for the next 3-5 years but I still think that it could rerate a lot higher beyond that" [X Link](https://x.com/askjussi/status/2018345664800075831) 2026-02-02T15:28Z [----] followers, [----] engagements "I remain bullish on the $ARE's long-term prospects and this is largely because I expect the life science industry to enter a golden age of innovation over the coming 3-5 years as a result of the AI revolution. I expect it to accelerate research and lead to far more demand for life science space than ever before. https://twitter.com/i/web/status/2018406566559687088 https://twitter.com/i/web/status/2018406566559687088" [X Link](https://x.com/askjussi/status/2018406566559687088) 2026-02-02T19:30Z [----] followers, [----] engagements "What is your most contrarian REIT investment today Mine is $ARE. Down big but I still believe in it" [X Link](https://x.com/askjussi/status/2018663761494626329) 2026-02-03T12:32Z [----] followers, [----] engagements "Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation $ADC After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing https://t.co/ynOKmS824x After more than three years of work my book The REIT Advantage is finally out. I wrote the" [X Link](https://x.com/askjussi/status/2019133210656112915) 2026-02-04T19:37Z [----] followers, [----] engagements "$OWL continues to grow steadily" [X Link](https://x.com/askjussi/status/2019431974365196531) 2026-02-05T15:24Z [----] followers, [----] engagements "I am buying the dip in $OWL Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU" [X Link](https://x.com/askjussi/status/2019531179595309094) 2026-02-05T21:58Z [----] followers, [----] engagements "Alexandria Real Estate was my worst investment of [----]. Once a blue-chip life science REIT the original recovery thesis broke down badly. Even then I remain bullish. Update available now on my YouTube Channel $ARE" [X Link](https://x.com/askjussi/status/2021958218994655710) 2026-02-12T14:43Z [----] followers, [----] engagements "$VICI vs. $GLPI - Which do you prefer and why" [X Link](https://x.com/askjussi/status/2022050074340085798) 2026-02-12T20:48Z [----] followers, [----] engagements "I compare two of my favorite net lease REITs and explain which one is the best opportunity today: $ADC $EPRT $O" [X Link](https://x.com/askjussi/status/2015786812740919737) 2026-01-26T14:00Z [----] followers, [----] engagements "It is not the first time that the market misunderstands the risk profile of $OWL s business Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb" [X Link](https://x.com/askjussi/status/2019753987235344732) 2026-02-06T12:44Z [----] followers, [----] engagements "With AI a solo founder can now design products build websites run ads handle accounting draft contracts and manage customer service at near-zero cost. Starting a business has never been easier. This is why digital businesses like SaaS are especially vulnerable. Many models can now be replicated cheaply by AI-native startups and the market has begun to price this in aggressively. Meanwhile one sector has not suffered from this selloff: REITs. Real estate is the ultimate anti-AI asset: you cannot replicate land buildings or prime locations with software." [X Link](https://x.com/askjussi/status/2022777368666935344) 2026-02-14T20:58Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@askjussi Jussi Askola, CFA
Jussi Askola, CFA posts on X about reit, $are, $vici, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -33%
- [--] Month [-------] +278%
- [--] Months [-------] +93%
- [--] Year [-------] +102%
Mentions: [--] #
- [--] Week [--] +22%
- [--] Month [---] +52%
- [--] Months [---] +50%
- [--] Year [---] +16%
Followers: [-----] #
- [--] Week [-----] +0.45%
- [--] Month [-----] +1.60%
- [--] Months [-----] +11%
- [--] Year [-----] +18%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 66.34% finance 48.51% financial services #2718 technology brands 4.95% social networks 3.96% countries 0.99% cryptocurrencies 0.99% currencies 0.99%
Social topic influence reit #28, $are #1, $vici #2, ai 7.92%, $sbac 7.92%, dividend #542, ceo #4103, investment 5.94%, $amt 4.95%, bullish #2176
Top accounts mentioned or mentioned by @joinyellowbrick @solutionorganic @sfarringtonbkc @allenkhatch @yagues92 @privateeyecap @roguewayve @danho194 @convexitycowboy @oskarpal414 @richie_buffett @daniel3point0 @kankaneki54065 @69thsb @biggmichaelmike @joni_askola @mark_ledain @steephen_falken @nasiraltaf91 @bryangreenbaum
Top assets mentioned Alexandria Real Estate Equities Inc (ARE) VICI Properties, Inc. (VICI) SBA Communications Corporation (SBAC) American Tower Corp (AMT) Camden Property Trust (CPT) The Macerich Company (MAC) Gaming and Leisure Properties, Inc. (GLPI) Simon Property Group Inc (SPG) Brookfield Asset Management Inc (BAM) Mid-America Apartment Communities Inc (MAA) Blue Owl Capital, Inc. (OWL) Crown Castle Inc (CCI) TANGER FACTORY OUTLET CENTERS (SKT) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Ares Management, Corp. (ARES) Blackstone, Inc. (BX) WELL3 (WELL) Essential Properties Realty Trust, Inc. (EPRT) National Retail Properties, Inc. (NNN) Somnium Space CUBEs (CUBE) Autonomous Virtual Beings (AVB) American Healthcare REIT, Inc. (AHR) Caesars Entertainment, Inc. (CZR) Healthcare Realty Trust, Inc. (HR) AudioCoin (ADC) Rexford Industrial Realty, Inc. (REXR) NetSTREIT Corp. (NTST) CBRE Group Inc (CBRE) Intuit Inc. (INTU) Roper Technologies Inc (ROP) Brookfield Corporation (BN) Prologis Inc (PLD) Eigenpie (EGP) Independence Realty Trust Inc. (IRT) SPIRIT REALTY CAPITAL, INC. (SRC)
Top Social Posts
Top posts by engagements in the last [--] hours
"At what point do investors start thinking that $WELL might be getting too expensive 35x FFO seems a lot even for a senior housing REIT. Yes these properties are today undersupplied but for how much longer Surely developers have taken notice"
X Link 2026-02-07T14:49Z [----] followers, [----] engagements
"$VICI vs. $GLPI The Las Vegas Strip is the most economically productive street in the world. Limited land iconic brands and global demand create high barriers to entry. Regional casinos simply do not enjoy the same protection from future competition. https://twitter.com/i/web/status/2022368170611479019 https://twitter.com/i/web/status/2022368170611479019"
X Link 2026-02-13T17:52Z [----] followers, [---] engagements
"The large share buybacks in the REIT sector are a clear sign that valuations remain discounted. $SPG"
X Link 2026-02-06T08:41Z [----] followers, [----] engagements
"Good and bad news from $ARE Q4 results: Some positives remain: $1.5B of non-core asset sales leasing better than expected and a 30% cut in G&A showing strong management alignment. But near-term pain is significant. Vacancies will rise in early [----] leverage is trending higher and the recovery timeline depends on factors completely outside managements control. ARE is no longer defensive but at record low valuations it may suit aggressive investors with patience. https://twitter.com/i/web/status/2022004273056272763 https://twitter.com/i/web/status/2022004273056272763"
X Link 2026-02-12T17:46Z [----] followers, [----] engagements
"This chart really says a thousand words. REITs are up 7% YTD on average even as SaaS Fintech Edtech Healthtech etc. companies crashed 30-50%. As investors become concerned about AI-driven value destruction they reallocate to disruption-proof "anti-AI" asset classes like REITs to protect their portfolio and preserve their wealth. I think that this is just the beginning. We are still early days in the AI revolution and its disruption potential is already significant for these companies today so what will it be in another year or two from now let alone in 5-10 years when the AI models become far"
X Link 2026-02-14T09:45Z [----] followers, [----] engagements
"A lot of REITs are still priced at ultra-low valuations last seen during the great financial crisis. To give you an example Alexandria Real Estate $ARE Rexford Industrial Realty $REXR and Armada Hoffler Properties $AHH are still down about 50% from their [----] highs:"
X Link 2025-03-29T14:48Z [----] followers, [----] engagements
"Last week I had the pleasure of teaching a class on REITs at the University of Michigan. I discussed key takeaways from my new book The REIT Advantage which is now available on Amazon. Foreword by $VICI's CEO https://twitter.com/i/web/status/2016122516377399790 https://twitter.com/i/web/status/2016122516377399790"
X Link 2026-01-27T12:14Z [----] followers, [----] engagements
"One important takeaway from my recent meeting with $ADC's management is that they truly own the best real estate in the net lease property sector. Far superior to that of $O $NTST $EPRT $NNN etc"
X Link 2026-01-29T18:13Z [----] followers, 10.8K engagements
"What is the best restaurant stock to buy today What a bloodbath"
X Link 2026-02-01T12:29Z [----] followers, [----] engagements
"This slide recaps nicely why I expect $HTWS to keep winning over the long run. It is by far my favorite REIT operating in Africa. The demand for cell tower infrastructure is set to explode. $AMT is also bullish on the continent:"
X Link 2026-02-08T12:51Z [----] followers, [----] engagements
"$VICI vs. $GLPI Regional casinos are not bad investments but they deserve a valuation discount due to higher risk. That discount is not large enough today. We prefer paying a small premium to own true trophy assets on the Las Vegas Strip with $VICI. https://twitter.com/i/web/status/2022413720815808864 https://twitter.com/i/web/status/2022413720815808864"
X Link 2026-02-13T20:53Z [----] followers, [---] engagements
"Here are my latest thoughts on $ARE Alexandria Real Estate:"
X Link 2025-12-18T14:30Z [----] followers, [----] engagements
"Not material in terms of asset volumes but still very nice to see a major global player like $CBRE pick $CUBE as its partner:"
X Link 2026-02-04T10:53Z [----] followers, [----] engagements
"In case you need something to read this weekend Now available on Amazon with a foreword from the CEO of $VICI Properties"
X Link 2026-02-06T19:22Z [----] followers, [----] engagements
"With investors becoming concerned about how AI will disrupt all sorts of businesses REITs are finally becoming a safe haven again. $VNQ $ROP $INTU"
X Link 2026-02-09T12:18Z [----] followers, [----] engagements
"Brookfield just acquired Peakstone Realty Trust at a 34% premium one month after buying National Storage REIT at a 26% premium. Smart money is voting with real capital and going after REITs at these discounted valuations. $BAM $BN $PKST $NSR"
X Link 2026-02-11T14:39Z [----] followers, [----] engagements
"Praise from REIT CEOs for The REIT Advantage Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation I am honored to contribute this foreword and I can highly recommend Askola as your guide to why and how to invest in them. Edward Pitoniak CEO of VICI Properties $VICI Not since Ralph Blocks seminal work on REITs have I found a resource that is both this comprehensive and this succinct an essential addition to every REIT and income investors"
X Link 2026-02-12T16:11Z [----] followers, [----] engagements
"$GLPI offers a lower AFFO multiple and a higher dividend yield than $VICI. Still $VICI owns irreplaceable Las Vegas Strip assets like Caesars Palace and the Venetian which creates a much stronger long term moat"
X Link 2026-02-13T14:52Z [----] followers, [---] engagements
"@PrivateEyeCap PE is also increasingly going after foreign self storage REITs with Brookfield acquiring National Storage REIT in Australia and Blackstone rumoured to go after Big Yellow in the UK"
X Link 2026-02-14T12:46Z [----] followers, [---] engagements
"REITs are flat since [----]. but real estate has gained very significant value since then. This explains why so many REITs are now priced at large discounts to NAV: $AVB $CPT $BSRTF $VNA $PLD $EGP $WSR $AHH $MAA $IRT etc"
X Link 2023-01-24T17:26Z [----] followers, [----] engagements
"$VNA rose from [--] to [--] as the market started to expect rate cuts. How much will it rise if and when rates are "actually" cut Its NAV is still around [--] and historically it has traded at a small premium to it during most times. Interesting times to own Vonovia"
X Link 2023-12-09T07:28Z [----] followers, [----] engagements
"Please take a moment to watch this video. It is very important to me. Our friend @KanKaneki54065 needs your help. Thank you for your support My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his unit Team Kilo to protect them from russian drones. Any donation helps Link with more information in the comments: https://t.co/b2zd6mNMMR My good friend @KanKaneki54065 needs your help Together with @askjussi and the @69thSB we are launching a fundraiser to purchase two backpack jammers for his"
X Link 2025-02-15T14:40Z [----] followers, 13.8K engagements
"$NNN is arguably the best deal in the net lease sector today trading at a near 6% dividend yield and I expect it to surge as yield-starved investors bid it up in the coming years"
X Link 2025-09-06T12:56Z [----] followers, [----] engagements
"The chart below is old but it still shows you how $MAC has historically focused on malls in densely populated areas with rich local populations significant tourism and high barriers to entry. $SKT $SPG $CBL"
X Link 2025-10-06T04:50Z [----] followers, [----] engagements
"$MAC owns by far the best malls in its peer group. $SPG is a close second. $SKT s outlets are far behind in terms of sales and location quality:"
X Link 2025-10-25T15:41Z [----] followers, [----] engagements
"$MAC has already made significant progress in deleveraging its balance sheet. As it becomes more comparable to $SPG and $SKT I expect its multiple to expand"
X Link 2025-10-26T13:41Z [----] followers, [----] engagements
"$MAC is on a path to $30 per share by the end of [----]. Thats based on $2 of FFO per share and a 15x multiple post-transformation in-line with $SKTs current multiple. Even if I am off a bit the risk-to-reward remains attractive"
X Link 2025-10-27T14:41Z [----] followers, [----] engagements
"$SRC earned us great returns under the leadership of Jack Hsieh who oversaw its transformation into a higher-quality REIT and later sold the company to Realty Income (O) for a large gain.We expect more of the same from $MAC now under the leadership of the same CEO"
X Link 2025-10-28T12:42Z [----] followers, [----] engagements
"Global REIT valuations are at an all-time low relative to equities - even lower than during the Great Financial Crisis https://twitter.com/i/web/status/1995468421237219617 https://twitter.com/i/web/status/1995468421237219617"
X Link 2025-12-01T12:22Z [----] followers, 141.8K engagements
"Many investors attempt to justify the low valuations of REITs by claiming that office REITs are facing severe long-term headwinds. The reality is that office REITs represent only 3% of the REIT sector"
X Link 2025-12-02T13:22Z [----] followers, 22.8K engagements
"$IWG is much bigger than its next three biggest rivals combined and it keeps growing at a rapid pace. We own a position as we expect the AI revolution to transform the office sector resulting in a lot more demand for flexible office space"
X Link 2025-12-07T16:33Z [----] followers, [----] engagements
"$IWG expects to buy back about 5% of its market cap this year alone:"
X Link 2025-12-11T15:40Z [----] followers, [----] engagements
"What are your top picks outside of the REIT sector for [----] Mine are $IWG and $OWL"
X Link 2025-12-12T14:41Z [----] followers, [----] engagements
"Has anyone tried to estimate the remaining liquidation proceeds of $AIV A quick calculation seems to indicate that it has more upside potential"
X Link 2026-01-01T15:57Z [----] followers, [----] engagements
"$WELL $VTR $NHI $AHR and other REITs with senior housing exposure are going to greatly benefit from the rapidly aging population. But when will supply catch up That's the big question"
X Link 2026-01-03T16:03Z [----] followers, [----] engagements
"Congrats to those of you who invested in $AHR at its IPO. I unfortunately missed this one"
X Link 2026-01-04T17:08Z [----] followers, [----] engagements
"The last time $ARE was this cheap here is how it performed in the following decade:"
X Link 2026-01-08T15:12Z [----] followers, [----] engagements
"After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing including mistakes that cost me real money. Available now on Amazon. https://twitter.com/i/web/status/2009661504350470220 https://twitter.com/i/web/status/2009661504350470220"
X Link 2026-01-09T16:20Z [----] followers, [----] engagements
"Foreword by the CEO of VICI Properties $VICI"
X Link 2026-01-09T16:22Z [----] followers, [---] engagements
"Adjusted for its now lower leverage $ARE is today quite a bit cheaper than it was even during the Great Financial Crisis:"
X Link 2026-01-09T17:13Z [----] followers, [----] engagements
"$SBAC has easily beaten its cell tower peers $AMT and $CCI over the long run:"
X Link 2026-01-11T17:15Z [----] followers, [----] engagements
"$SBAC is historically cheap relative to $AMT and $CCI right now:"
X Link 2026-01-12T17:16Z [----] followers, [----] engagements
"I recently bought the dip in $SBAC"
X Link 2026-01-13T17:17Z [----] followers, [---] engagements
"New residential units under construction are at a historic low and will keep dropping lower in [----]. Bullish for apartment REITs $CPT $MAA $HOM.U $BSRTF $UDR"
X Link 2026-01-16T16:37Z [----] followers, [----] engagements
"New video on $WPC now available on Youtube"
X Link 2026-01-19T18:08Z [----] followers, [----] engagements
"$VICI has grown its dividend the fastest in the net lease peer group and that's despite coming public shortly before the pandemic. Casino net lease properties are just superior to your average net lease property"
X Link 2026-01-21T16:46Z [----] followers, [----] engagements
"Adjusted for the unusually low hold rates and capex $CZR's regional assets would be performing quite a bit better. As conditions improve $VICI could enjoy some upside as well"
X Link 2026-01-23T16:48Z [----] followers, [----] engagements
"$SBAC has barely any exposure to the EchoStar drama and yet it has sold off with its peers $AMT and $CCI. We bought the dip at High Yield Landlord"
X Link 2026-01-30T12:20Z [----] followers, [----] engagements
"$SBAC is not just another high-quality REIT. It has been one of the most successful and rewarding REIT investments of all time. Over multiple decades it has dramatically outperformed both the broader REIT market and the S&P [---] driven by a rare combination of steady organic growth operating leverage disciplined capital allocation and an exceptionally strong competitive moat. Very few REITs can match its long-term record of value creation. https://twitter.com/i/web/status/2017317138118414477 https://twitter.com/i/web/status/2017317138118414477"
X Link 2026-01-30T19:21Z [----] followers, [----] engagements
"$SBAC is trading at one of the lowest valuation multiples in its history. We believe that this could lead to significant upside as the AI revolution accelerates the consumption of data and forces its tenants to heavily reinvest in its towers. $AMT $CCI"
X Link 2026-01-31T12:26Z [----] followers, [----] engagements
"My largest position $IWG continues to push new highs and yet it still remains far from my fair value estimate"
X Link 2026-01-31T18:28Z [----] followers, [----] engagements
"$CZR is aggressively buying back shares. I think that the market underappreciates the value of its real estate portfolio as well as its digital gaming platform both of which could be monetized over the coming years"
X Link 2026-02-01T18:30Z [----] followers, [----] engagements
"@SolutionOrganic It does not own all of it. $CZR still owns many of its assets even on the LV Strip"
X Link 2026-02-02T08:01Z [----] followers, [--] engagements
"@SFarringtonBKC Which is your favorite restaurant stock today"
X Link 2026-02-02T08:01Z [----] followers, [---] engagements
"Yet another REIT buyout by private equity at a big premium. More evidence that REITs are undervalued: 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This acquisition marks a major expansion of Brookfields 🚨 Brookfield to Acquire Peakstone Realty Trust 🚨 Brookfield Asset Management has entered into a definitive agreement to acquire Peakstone Realty Trust $PKST in an all-cash deal valued at approximately $1.2 billion. This"
X Link 2026-02-02T20:27Z [----] followers, [----] engagements
"$HR owns some great medical office buildings is enjoying steady rent growth has a shareholder-friendly management team an improving balance sheet and yet it trades at a very reasonable valuation"
X Link 2026-02-03T15:33Z [----] followers, [---] engagements
"@RogueWayve Up until the recent downturn $ARE had massively outperformed most biotech companies. Higher returns with much lower risk"
X Link 2026-02-03T19:04Z [----] followers, [--] engagements
"$HR has significant value creation potential over the coming [--] years. Importantly what is missed by this table is that its balance sheet should also improve likely leading to a higher valuation multiple:"
X Link 2026-02-04T12:36Z [----] followers, [---] engagements
"I still don't like data center REITs. My thesis is that data center REITs like $EQIX and $DLR do not generate attractive growth in free cash flow because of their ever-growing operating costs. Data center landlords have to continue upgrading their equipment and infrastructure not to grow their revenue but rather merely to remain competitive with new state-of-the-art data centers coming to market. https://twitter.com/i/web/status/2019118507955224960 https://twitter.com/i/web/status/2019118507955224960"
X Link 2026-02-04T18:39Z [----] followers, [----] engagements
"$EQIX appears to be growing its FFO per share a lot faster than $DLR. In reality this is mostly because $EQIX labels most of its capex as "non-recurring" even though much of this is non-revenue-generating while $DLR labels most of it as recurring (accurately in our view)"
X Link 2026-02-05T12:40Z [----] followers, [---] engagements
"My thoughts on Data center REITs: "You pay a hefty price to capitalize on a clear trend but there is significant uncertainty due to the questionable capex huge wave of supply coming in and the risk of eventual technological obsolescence." $DLR $EQIX $IRM"
X Link 2026-02-05T14:42Z [----] followers, [---] engagements
"If private credit was doing as badly as the market makes it seem to be I doubt that $ARES would be hiking its dividend by 20%:"
X Link 2026-02-05T15:25Z [----] followers, [----] engagements
"New video on the YouTube channel. I discuss a 10% yielding REIT investment opportunity"
X Link 2026-02-05T15:46Z [----] followers, [---] engagements
"REIT investors who want to benefit from the AI revolution should consider cell tower REITs like $SBAC. I think that they are much more compelling than data center REITs today"
X Link 2026-02-05T17:43Z [----] followers, [---] engagements
"$WSR has great management as well. I like them a lot Bought $WSR in the mid $12 last year and it spent most of it trading below it and hitting a bottom in the low $11 Lots of haters of this name lots of distraction etc But they reduced net debt/EBITDA from over 10x to mid [--] at this point with the recent $53 mm Pillarstone pay https://t.co/17iGfacKTJ Bought $WSR in the mid $12 last year and it spent most of it trading below it and hitting a bottom in the low $11 Lots of haters of this name lots of distraction etc But they reduced net debt/EBITDA from over 10x to mid [--] at this point with the"
X Link 2026-02-05T17:49Z [----] followers, [---] engagements
"The life of a REIT investor Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r Dividend investors when their stocks are down 40% but they get paid $0.15 per share every [--] months https://t.co/uqg6x7Dx9r"
X Link 2026-02-05T21:54Z [----] followers, [----] engagements
"I like $MTN at these levels. Wont be disrupted by AI Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently. https://t.co/HKVC0hToXp"
X Link 2026-02-05T22:02Z [----] followers, [----] engagements
"@danho194 Not a REIT"
X Link 2026-02-05T22:08Z [----] followers, [--] engagements
"@ConvexityCowboy All of those combined together represent less than 10% of the REIT sector. But yes you are right. There are exceptions. The point is that the vast majority of REITs will be fine"
X Link 2026-02-06T07:33Z [----] followers, [--] engagements
"$CPT also bought back $220 million worth of shares in Q4 and another $120 million already in Q1. That's compared to just about $50 in the three first quarters of 2025"
X Link 2026-02-06T10:54Z [----] followers, [----] engagements
"REITs have done poorly lately but be careful not fall for recency bias"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements
"The REIT sector is one of the few sectors in which active investors consistently beat passive benchmarks even after fees. The market is still fairly inefficient leading to lots of opportunities to earn alpha:"
X Link 2026-02-06T14:46Z [----] followers, [----] engagements
"Reminder to avoid $RMR managed REITs. What a disaster"
X Link 2026-02-06T18:47Z [----] followers, [---] engagements
"Mortgage REITs have performed very poorly over the past [--] years despite offering high dividend yields. Do not fall for it $NLY $AGNC $ABR"
X Link 2026-02-07T12:48Z [----] followers, [----] engagements
"Avoiding REIT dividend cuts is a sure way to add alpha to your portfolio. Unfortunately I missed this one and paid the price $ARE"
X Link 2026-02-07T18:50Z [----] followers, [----] engagements
"What's the investment thesis for an office REIT like $BXP trading at 14x AFFO I would much rather buy so many other REITs. $SBAC as an example is trading at roughly the same multiple today"
X Link 2026-02-08T19:53Z [----] followers, [----] engagements
"Guess what AI wont disrupt. Having a roof over your head. Yet apartment REITs are trading at historically low valuations and they are aggressively buying back shares. $CPT $MAA $BSRTF"
X Link 2026-02-09T15:21Z [----] followers, [----] engagements
"REITs are the ultimate anti-AI asset class. Even if you are not as bullish as I am on the sector there is value in diversification in todays extremely uncertain world"
X Link 2026-02-10T14:32Z [----] followers, [---] engagements
"@OskarPal414 I like $AVB but slightly prefer one of its close peers"
X Link 2026-02-10T15:04Z [----] followers, [--] engagements
"New video on YouTube. [--] best REITs to buy this month"
X Link 2026-02-10T15:28Z [----] followers, [---] engagements
"REIT buyout activity is accelerating. Brookfield just recently announced that it would acquire $NSR and now it is already acquiring $PSKT. Blackstone was also recently rumored to be going after $BYG. $BX $BAM"
X Link 2026-02-10T17:34Z [----] followers, [---] engagements
"What do you think is the next REIT that will get bought out by private equity Lots of interest for self-storage lately with $BAM going after $NSR and $BX going after $BYG. $CUBE seems like a potential target in the US. Lowest valuation and highest-quality assets"
X Link 2026-02-10T20:36Z [----] followers, [----] engagements
"Blackstone Brookfield and other private equity players have spent tens of billions acquiring REITs in recent years consistently paying premiums. If public REITs were fairly priced they would just buy private real estate instead. $BX $BAM"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"History is clear: buying REITs when valuations are depressed has led to strong long term outperformance. We are following the same playbook selectively and patiently while prices remain low"
X Link 2026-02-11T20:42Z [----] followers, [----] engagements
"Here is a link: https://www.amazon.com/dp/9916435359/ref=cm_cr_arp_d_bdcrb_topie=UTF8 https://www.amazon.com/dp/9916435359/ref=cm_cr_arp_d_bdcrb_topie=UTF8"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements
"My biggest new investment is $PAX. I believe that it could 3x your money over the coming [--] years. Here's why: A thread👇👇👇"
X Link 2022-12-28T17:09Z [----] followers, 57K engagements
"The apartment market stabilized in [----]. Conditions should further improve in [----] for REITs like $CPT $HOM.U $BSRTF $MAA"
X Link 2026-01-15T14:19Z [----] followers, [---] engagements
"I think that the yield spread between $VICI and $EPR should be larger than this:"
X Link 2026-01-22T16:47Z [----] followers, [----] engagements
"Few investors realize just how insane the policy chaos of the current administration was for the biotech sector in [----]. $ARE suffered greatly from it"
X Link 2026-01-25T16:52Z [----] followers, [----] engagements
"Not much new from $ARE's Q4 earnings or did I miss something important"
X Link 2026-02-02T12:28Z [----] followers, [----] engagements
"Reminder that $ARE is today priced at its lowest valuation ever even lower than during the Great Financial Crisis. The oversupply is significant and will remain a headwind for the next 3-5 years but I still think that it could rerate a lot higher beyond that"
X Link 2026-02-02T15:28Z [----] followers, [----] engagements
"I remain bullish on the $ARE's long-term prospects and this is largely because I expect the life science industry to enter a golden age of innovation over the coming 3-5 years as a result of the AI revolution. I expect it to accelerate research and lead to far more demand for life science space than ever before. https://twitter.com/i/web/status/2018406566559687088 https://twitter.com/i/web/status/2018406566559687088"
X Link 2026-02-02T19:30Z [----] followers, [----] engagements
"What is your most contrarian REIT investment today Mine is $ARE. Down big but I still believe in it"
X Link 2026-02-03T12:32Z [----] followers, [----] engagements
"Askola has produced one of the most insightful books on REIT investing in the last two decades This is a must-read for potential REIT investors at every level. Joey Agree CEO of Agree Realty Corporation $ADC After more than three years of work my book The REIT Advantage is finally out. I wrote the book I wish I had when I first started investing in REITs. Most books focus on theory; this one focuses on real-world lessons learned over more than a decade of active REIT investing https://t.co/ynOKmS824x After more than three years of work my book The REIT Advantage is finally out. I wrote the"
X Link 2026-02-04T19:37Z [----] followers, [----] engagements
"$OWL continues to grow steadily"
X Link 2026-02-05T15:24Z [----] followers, [----] engagements
"I am buying the dip in $OWL Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU Unwind in asset managers continues unabated. The move is mirrored in BDC land. https://t.co/ZwrwPBvXOU"
X Link 2026-02-05T21:58Z [----] followers, [----] engagements
"Alexandria Real Estate was my worst investment of [----]. Once a blue-chip life science REIT the original recovery thesis broke down badly. Even then I remain bullish. Update available now on my YouTube Channel $ARE"
X Link 2026-02-12T14:43Z [----] followers, [----] engagements
"$VICI vs. $GLPI - Which do you prefer and why"
X Link 2026-02-12T20:48Z [----] followers, [----] engagements
"I compare two of my favorite net lease REITs and explain which one is the best opportunity today: $ADC $EPRT $O"
X Link 2026-01-26T14:00Z [----] followers, [----] engagements
"It is not the first time that the market misunderstands the risk profile of $OWL s business Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb"
X Link 2026-02-06T12:44Z [----] followers, [----] engagements
"With AI a solo founder can now design products build websites run ads handle accounting draft contracts and manage customer service at near-zero cost. Starting a business has never been easier. This is why digital businesses like SaaS are especially vulnerable. Many models can now be replicated cheaply by AI-native startups and the market has begun to price this in aggressively. Meanwhile one sector has not suffered from this selloff: REITs. Real estate is the ultimate anti-AI asset: you cannot replicate land buildings or prime locations with software."
X Link 2026-02-14T20:58Z [----] followers, [---] engagements
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