The Daily REITBeat | Friday, February 13th, 2026

"An AI Wipeout"

Author

David Auerbach
February 13, 2026

Tell Your REIT Story Visually…

Investor expectations are rising.

REIT Leadership must communicate vision, progress, and momentum with clarity.

What if we could turn REIT stories and focus into cinematic proof built for capital markets, tenants, and the public arena?

Across the industry, buy-side and sell-side leaders are signaling the same shift:
* REITs must explain their strategy, progress, and value with a 2026 mindset.
* Modern investor relations requires more than charts & filings; it demands narrative clarity and visual proof.

BAND helps REIT leadership show what’s changing, why it matters, and where momentum is building.

Reach out to me to learn about how BAND is changing the visual approach to REIT investor relations.

REIT

Cinematic Command for Hospitality, Travel, and Experience Brands. BAND partners with hospitality and resort brands to produce cinematic proof that drives bookings, brand trust, and leadership confidence. Make what matters impossible to ignore.

www.b-a-n-d.com/reit

REIT TV

One streaming channel with 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 800 videos.

Check out the channel at https://reittv.com/

Today’s Newsletter (February 13th, 2026)

Futures in the red at the time of this writing as talking heads focus on today’s CPI report along with AI sentiment as commercial real estate stocks took a big hit yesterday with concerns it will impact the industry.

From Bloomberg

  • "Stocks ticked lower as traders turned their attention to key US inflation data and a selloff fueled by artificial-intelligence concerns lost steam.

  • Futures on the S&P 500 and Nasdaq 100 slipped 0.2% as the biggest tech stocks traded mixed. Europe’s Stoxx 600 index dipped 0.3%. Treasuries pared some of Thursday’s gains, with the benchmark 10-year yield climbing two basis points to 4.10%. Gold and silver recovered from their plunge. 

  • The sharp swings this week have highlighted how quickly shifts in sentiment around AI can reverberate far beyond the technology sector. The so-called AI scare trade has seen knee-jerk selloffs in sectors from logistics to software providers amid fear the technology will hurt their businesses. 

  • Meanwhile, investors will be watching Friday’s January inflation print to see if it reinforces strong jobs numbers earlier in the week, which prompted traders to curb bets on interest-rate cuts by the Fed. The median forecast predicts a year-over-year increase of 2.5% for the core consumer price index."

In REIT News

  • Raymond James upgrades RYN to Strong Buy from Outperform (raise price target by $2 to $28)

  • CBL, CTRE, FRT, HR, PSA, SBRA announced quarterly earnings

  • WPC priced €500 million aggregate principal amount of 3.250% Senior Notes due 2031 and €500 million aggregate principal amount of 3.750% Senior Notes due 2035 and intends to use the net proceeds to repay all of the €500 million in aggregate principal amount outstanding of its 2.250% Senior Notes due April 2026 and for general corporate purposes, including to fund potential future investments and to repay certain other indebtedness, including amounts outstanding under its unsecured revolving credit facility and its unsecured term loan

  • PSA unveiled PS4.0, a generational leadership transition and strategic vision designed to accelerate long-term relative total shareholder return through elevating the customer and employee experience, expanding margins and performance of its industry leading operating platform, and capturing the portfolio growth opportunity across a highly fragmented sector where Tom Boyle, the Company's current CFO/CIO, has been appointed to CEO effective April 1, 2026 as Joe Russell will be retiring from his roles as President and CEO on March 31, 2026 while Joe Fisher has been appointed President, CFO effective February 16, 2026 plus announced several board changes

  • HR established its inaugural commercial paper program which allows its operating partnership to issue up to $600 million of short-term, unsecured commercial paper notes

  • BRX announced the opening of a Serotonin Centers location at Block 59 in Naperville, IL which represents the brand’s first Illinois location and marks a major milestone in its continued national expansion

  • Yesterday morning, Kemmons Wilson Hospitality Partners and Ascendant Capital Partners announced the successful completion of the definitive merger pursuant to which SOHO was acquired by the Joint Venture for $2.25/share in cash

Download today’s Daily REIT Beat here!

The Daily REITBeat 2-13-26.pdf933.61 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach