The Daily REITBeat | Friday, February 20th, 2026

"A Flare Up?"

Tell Your REIT Story Visually…

Investor expectations are rising.

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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.

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Today’s Newsletter (February 20th, 2026)

Futures in the red at the time of this writing as talking heads focus on today’s massive slate of economic data with potential Fed implications as well as the Iran/US tension and potential conflict.

From Bloomberg

  • "Stocks slipped as traders assessed the potential market impact of conflict in the Middle East and awaited a slate of US economic data. Oil retreated from the highest level in six months.

  • S&P 500 futures dipped 0.2% amid heightened tensions between the US and Iran. Brent crude fell toward $71 a barrel, paring gains since Monday to about 5%. Blue Owl Capital Inc.’s shares were set to fall a further 3.5% after its decision to limit withdrawals from a private credit fund. Gold held above $5,000 an ounce.

  • The US military is deploying a vast array of forces in the Middle East as President Donald Trump ramps up pressure on Tehran to strike a deal over its nuclear program. While the move in oil seeped into risk assets, traders note that recent geopolitical flare-ups have had only a limited impact on markets."

In REIT News

  • AMH, CTO, EXR, GLPI, HHH, LAMR, PK, STRW announced quarterly earnings

  • EQIX priced $700 million of 4.40% senior notes due 2031 and $800 million of 4.70% senior notes due 2033 and intends to use the net proceeds to fund the acquisition of additional properties or businesses, fund development opportunities, and to provide for working capital and other general corporate purposes, including but not limited to refinancing upcoming maturities and for repayment of existing borrowings

  • NNN announced that Steven D. Cosler, Chairperson, has retired from the Board effective February 18th and Edward J. Fritsch, an independent director, has been appointed by the Board to succeed Mr. Cosler and serve as Chair effective upon Mr. Cosler’s retirement

  • Yesterday morning, TRNO acquired an industrial property located in College Point, Queens, NY for a purchase price of approximately $92.0 million noting that the property consists of a cross-dock industrial distribution building containing approximately 81,000 sf with an additional two floors of indoor parking on 4.0 acres where the total expected investment is $103.4 million and the estimated stabilized cap rate is 5.4%

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Welcome your comments and feedback.

Have a great day!

David Auerbach