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
-1.84
hit rate
33%
mean α
-0.91%
signals 14d
19
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 18 scored bets: 33% hit rate, -0.91% mean alpha, trader score -1.84. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | CCI | @ReitBros | +0.30 | Weekly portfolio update discloses added, reduced and exited positions. | · | tweet ↗ |
| 2026-07-03 | VICI | @ReitBros | -0.20 | Weekly portfolio update discloses added, reduced and exited positions. | — | tweet ↗ |
| 2026-07-03 | SBAC | @ReitBros | +0.30 | Weekly portfolio update discloses added, reduced and exited positions. | · | tweet ↗ |
| 2026-07-03 | UDR | @ReitBros | -0.40 | Weekly portfolio update discloses added, reduced and exited positions. | · | tweet ↗ |
| 2026-06-29 | CCI | @ReitBros | +0.45 | Discloses buying cell tower REITs and lays out AI edge demand and M&A thesis. | · | tweet ↗ |
| 2026-06-29 | AMT | @ReitBros | +0.55 | Discloses buying cell tower REITs and lays out AI edge demand and M&A thesis. | -1.6% | tweet ↗ |
| 2026-06-29 | SBAC | @ReitBros | +0.45 | Discloses buying cell tower REITs and lays out AI edge demand and M&A thesis. | · | tweet ↗ |
| 2026-06-29 | SPCX | @ReitBros | +0.00 | Discloses buying cell tower REITs and lays out AI edge demand and M&A thesis. | · | tweet ↗ |
| 2026-06-29 | RKLB | @ReitBros | -0.10 | RKLB acquiring IRDM at $54/share; author considers partial profit taking. | +2.5% | tweet ↗ |
| 2026-06-29 | IRDM | @ReitBros | +0.55 | RKLB acquiring IRDM at $54/share; author considers partial profit taking. | -1.5% | tweet ↗ |
| 2026-06-27 | CCI | @ReitBros | +0.40 | Weekly portfolio update discloses initiated, added, reduced, and exited REIT positions. | · | tweet ↗ |
| 2026-06-27 | VICI | @ReitBros | -0.20 | Weekly portfolio update discloses initiated, added, reduced, and exited REIT positions. | -0.1% | tweet ↗ |
| 2026-06-27 | PEB | @ReitBros | -0.50 | Weekly portfolio update discloses initiated, added, reduced, and exited REIT positions. | · | tweet ↗ |
| 2026-06-27 | AMT | @ReitBros | +0.35 | Weekly portfolio update discloses initiated, added, reduced, and exited REIT positions. | -5.4% | tweet ↗ |
| 2026-06-27 | SBAC | @ReitBros | +0.40 | Weekly portfolio update discloses initiated, added, reduced, and exited REIT positions. | · | 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.