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- The Daily REITBeat | Friday, December 12th, 2025
The Daily REITBeat | Friday, December 12th, 2025
"Holding Back?"
David Auerbach
December 12, 2025
Announcing the Launch of REIT TV!!
Our goal with REIT TV is to bring you all the educational content provided by sources such as Nareit, CNBC, Bloomberg and others so you can create your own customized viewing channel of REIT videos.
Currently, we have over 775 videos in the hopper from the last year or so which represents just under 125 hours of video footage.
New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.
Please alert us to bugs or if you have suggestions and ideas on how to improve this.
We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.
Check out the channel at https://reittv.com/
Futures mixed at the time of this writing as talking heads focus on weakness in technology stocks following Oracle’s earnings as well as market momentum with (hopefully) the Santa rally trying to hold.
From Bloomberg
"US stock futures were held back once again by a retreat in technology shares on a day when global gauges had record highs in their sights.
Nasdaq 100 contracts were set to drop 0.6% at the open, with Broadcom Inc. falling more than 5% in premarket trading after its sales outlook fell short of lofty expectations. S&P 500 futures slipped 0.2% after the index notched a record close in the previous session. By contrast, gauges for US blue-chip and small-cap stocks were poised to extend their push into fresh highs.
The diverging fortunes for US stocks highlight the broadening of a rally that has put the US benchmark on track for a third successive year of gains. For many investors, this week’s affirmation that the Federal Reserve’s interest-rate easing cycle remains intact is helping clear the way for a year-end rally.
In other parts of the world, Europe’s Stoxx 600 rose as much as 0.5% to a fresh peak, while a measure for Asia advanced to less than 2% from its all-time high."
In REIT News
Mizuho upgrades CUZ to Outperform from Neutral (lower price target by $2 to $29
Piper Sandler upgrades EGP to Overweight from Neutral (raise price target by $35 to $220)
JPM upgrades GLPI to Overweight from Neutral (raise price target by $1 to $53)
SITC announced the sale of Downtown Short Pump (Richmond, VA) for approximately $31.5 million, prior to closing costs, prorations and other closing adjustments noting that a portion of net proceeds was used to repay approximately $20.1 million of mortgage debt
FCPT announced the acquisition of a Jiffy Lube property located in a strong retail corridor in Colorado for $2.7 million noting that the property is newly constructed and is under a long term, triple net lease guaranteed by the corporate entity with approximately 12 years of term remaining which priced at a 7.0% cap rate on rent as of the closing date and exclusive of transaction costs
Fitch Ratings affirmed OHI’s “BBB-“ Long-Term Issuer Default Rating and issue-level ratings with a stable outlook
Yesterday, S&P affirmed LXP’s “BBB-“ issuer credit rating and issue-level rating on its unsecured notes and revised its outlook to positive from stable
Yesterday morning, TRNO executed an early lease renewal for 84,000 sf in Woodinville, WA with a premium-grade salt provider noting that the lease will commence November 1, 2026 and expire December 2033
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Welcome your comments and feedback.
Have a great day!
David Auerbach