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
-0.05
hit rate
50%
mean α
-0.04%
signals 14d
30
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: 50% hit rate, -0.04% mean alpha, trader score -0.05. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AMT | @ReitBros | +0.20 | Reports AMT agreed to sell 255 Canadian sites as part of capital recycling | — | tweet ↗ |
| 2026-08-28 | SBAC | @ReitBros | +0.00 | Reports AMT agreed to sell 255 Canadian sites as part of capital recycling | · | tweet ↗ |
| 2026-08-27 | ADC | @ReitBros | +0.40 | Quantifies REIT tenant exposure to DG and frames related news as positive. | · | tweet ↗ |
| 2026-08-27 | NTST | @ReitBros | +0.40 | Quantifies REIT tenant exposure to DG and frames related news as positive. | · | tweet ↗ |
| 2026-08-27 | DG | @ReitBros | +0.20 | Quantifies REIT tenant exposure to DG and frames related news as positive. | -2.4% | tweet ↗ |
| 2026-08-27 | O | @ReitBros | +0.40 | Quantifies REIT tenant exposure to DG and frames related news as positive. | +0.3% | tweet ↗ |
| 2026-08-26 | · | @ReitBros | · | Explains improving but bifurcated life-science real estate demand and tenant conditions. | · | tweet ↗ |
| 2026-08-23 | VICI | @ReitBros | -0.15 | Calls VICI high quality but advises patience pending deal clarity and a Las Vegas tourism recovery. | -2.4% | tweet ↗ |
| 2026-08-22 | · | @ReitBros | · | Author says a position was reduced from roughly 4% to 1% and the final shares were sold after conviction weakened. | · | tweet ↗ |
| 2026-08-22 | NHP | @ReitBros | +0.30 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | · | tweet ↗ |
| 2026-08-22 | DOC | @ReitBros | +0.30 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | · | tweet ↗ |
| 2026-08-22 | EPRT | @ReitBros | +0.30 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | · | tweet ↗ |
| 2026-08-22 | KRC | @ReitBros | +0.40 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | · | tweet ↗ |
| 2026-08-22 | ARE | @ReitBros | +0.30 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | · | tweet ↗ |
| 2026-08-22 | IRM | @ReitBros | +0.30 | Weekly portfolio letter discloses a new KRC position, additions, exits, holdings, and performance statistics. | -3.8% | 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.