The Daily REITBeat | Friday, August 8th, 2025

"Corporate Resilience Continues?"

Author

David Auerbach
August 08, 2025

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Today’s Newsletter (August 8th, 2025)

Futures in the green at the time of this writing as talking heads focus on the crazy week of corporate earnings, tariffs, economic data and volatility with much of the focus on the tech sector today.

From Bloomberg

  • "US futures headed higher at the end of a week in which markets were buffeted by tariffs, geopolitical developments and corporate earnings.

  • Contracts on the S&P 500 rose about 0.3%, with the underlying gauge on track for its biggest weekly gain in five. Intel Corp. advanced in premarket trading as Chief Executive Officer Lip-Bu Tan said he’s got the backing of the company’s board, following US President Donald Trump’s call for his resignation. Tesla Inc. slipped after disbanding its Dojo team, upending its effort to build a supercomputer for driverless-vehicle technology.

  • Gold futures in New York jumped after the US put tariffs on bullion bars, threatening to upend trade flows from Switzerland and other key refining hubs. The most-active contract climbed to an all-time intraday high above $3,534 an ounce, widening its premium over the spot price in London.

  • The S&P 500 is near a record high following a 30% surge from its April lows, supported by robust corporate earnings and hopes the Federal Reserve will cut interest rates to support the economy as the labor market shows signs of weakening. Still, some firms have warned clients to prepare for a near-term pullback amid sky-high valuations and continued tariff uncertainty.

  • “Second-quarter earnings confirm corporate resilience continues. Overall, margins have been steady while firms’ commentary indicates that corporates have been largely adept at managing the impact from tariffs so far,” said Barclays Plc strategists led by Emmanuel Cau. “That doesn’t mean tariff uncertainty has gone away completely given Trump policy making remains erratic.”"

In REIT News

  • Yesterday, Colliers Securities upgraded GNL to Buy from Neutral (maintain $12 price target)

  • AHR, BFS, BRT, CLPR, DRH, LAMR, LAND, RLJ, STRW announced quarterly earnings

  • RHP announced the appointment of Eric Bolton to its Board of Directors and with the appointment, the size of the Board will increase from nine to ten directors

  • FCPT announced the acquisition of Mavis Tire property located in a strong retail corridor in Mississippi for $2.6 million noting that the property is corporate-operated under a under a long term, triple net lease with approximately 11 years of term remaining and priced at a 7.0% cap rate including rent credits received at closing and exclusive of transaction costs

  • PKST announced that it is cutting its quarterly dividend by 55.5% to $.10/share from $.225/share for the quarter ended September 30th “to a level that aligns with the anticipated cash flow profile of our industrial segment, establishing a foundation as we continue to scale IOS”

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Welcome your comments and feedback.

Have a great day!

David Auerbach