Author
@ReitBros ReitBros
grade Cx.com/ReitBros ↗
Transparent, position-disclosing REIT-subsector specialist linking macro drivers to named REITs
Posts weekly portfolio summaries (holdings, weights, yield,
trader score
-2.39
hit rate
20%
mean α
-1.27%
signals 14d
49
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 20% hit rate, -1.27% mean alpha, trader score -2.39. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | PLD | @ReitBros | -0.50 | PLD beat quarterly metrics but cut full-year GAAP earnings guidance and lowered occupancy upside. | · | tweet ↗ |
| 2026-10-15 | FRMI | @ReitBros | +0.55 | Details a binding 15-year TensorWave lease with $6.5B contracted revenue and AMD credit support. | -25.0% | tweet ↗ |
| 2026-10-15 | AMD | @ReitBros | +0.15 | Details a binding 15-year TensorWave lease with $6.5B contracted revenue and AMD credit support. | -8.1% | tweet ↗ |
| 2026-10-14 | TLT | @ReitBros | +0.55 | Hold TLT for a first trim target at $83; a deeper bottom may come next year. — States a likely short-term TLT bottom and a concrete first trim target while REITs remain weak. | +3.1% | tweet ↗ |
| 2026-10-14 | DLR | @ReitBros | -0.45 | Hold TLT for a first trim target at $83; a deeper bottom may come next year. — States a likely short-term TLT bottom and a concrete first trim target while REITs remain weak. | +0.2% | tweet ↗ |
| 2026-10-14 | IRM | @ReitBros | -0.45 | Hold TLT for a first trim target at $83; a deeper bottom may come next year. — States a likely short-term TLT bottom and a concrete first trim target while REITs remain weak. | · | tweet ↗ |
| 2026-10-14 | EQIX | @ReitBros | -0.45 | Hold TLT for a first trim target at $83; a deeper bottom may come next year. — States a likely short-term TLT bottom and a concrete first trim target while REITs remain weak. | -4.1% | tweet ↗ |
| 2026-10-14 | TLT | @ReitBros | +0.55 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | +3.1% | tweet ↗ |
| 2026-10-14 | VTR | @ReitBros | +0.25 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | · | tweet ↗ |
| 2026-10-14 | ADC | @ReitBros | +0.65 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | +1.7% | tweet ↗ |
| 2026-10-14 | NNN | @ReitBros | +0.25 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | · | tweet ↗ |
| 2026-10-14 | WELL | @ReitBros | +0.25 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | · | tweet ↗ |
| 2026-10-14 | O | @ReitBros | +0.65 | Added outsized O, ADC and TLT positions in premarket. — Discloses fresh outsized additions to O, ADC and TLT amid a rate-driven REIT selloff. | +3.1% | tweet ↗ |
| 2026-10-13 | FRMI | @ReitBros | +0.65 | Re-entered FRMI at $3.73 for speculative upside. — Discloses a new FRMI entry at $3.73, doubled from the prior tiny position. | -31.5% | tweet ↗ |
| 2026-10-10 | HST | @ReitBros | +0.45 | Sees HST supported by ancillary revenue, constrained supply and long-term travel-demand catalysts. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.