Help Shape How Investors and Advisors Understand REITs

4800 Partners is conducting a brief, three-minute survey to understand how investors and advisors perceive Real Estate Investment Trusts (REITs), including their purpose, benefits, and challenges.

Your perspective will help reveal how well these investment structures are understood and where key awareness gaps exist.

As a thank-you, all participants who complete the survey may opt in to a drawing for ONE of the following:

1. A complimentary seat in The REIT Academy & The Executive REIT Masterclass’s taught by Georgetown University Professor Jonathan Morris, a recognized pioneer of the REIT industry

2. A $300 thank-you gift, such as premium headphones

One entry per participant. No purchase required. The winner will be selected at random and contacted by email after the survey closes.

https://forms.office.com/Pages/ResponsePage.aspx?id=KoYf416yoEu6ktAVW8uT8wo_HWmBNf5IuqKq50qL6x9UNUpUV0xXS0JLQU42VkRQWFZDNjNEOTVZTS4u

AlltheREITJobs.com Version 2.0

Check out the latest updates to the only REIT jobs website for the REIT industry.

www.allthereitjobs.com currently has over 4,000 opportunities across the publicly-traded REITs with new positions being added weekly.

We are working with REITs to add internship opportunities and so many other changes to be the one-stop resource for REIT job seekers and companies offering opportunities.

Have questions or want to discuss sponsorship opportunities? Send me a message.

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 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 around 1000 videos.

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

Today’s Newsletter (February 27th, 2026)

Futures in the red at the time of this writing as talking heads focus on Netflix walking away from the Warner Brothers/Paramount, Block laying off almost half of its workforce, 10-year below 4% and PPI on the horizon.

In REIT News

• Raymond James downgrades AMH, ESS, INVH to Market Perform from Outperform

• Raymond James downgrades NXRT to Underperform from Market Perform

• Wells Fargo upgrades SUI to Overweight from Equalweight (raise price target by $17 to $150)

• Wells Fargo downgrades ELS to Equalweight from Overweight (raise price target by $2 to $70)

• AHR, BHR, CUBE, DRH, NHI, RLJ, SBAC, SHO, SITC announced quarterly earnings

• REXR announced year to date through February 25, 2026, the Company sold 14005 Live Oak Avenue, Irwindale, in the Los Angeles – San Gabriel Valley submarket for $14.5 million and 18250 Euclid Street, Fountain Valley, in the Orange County – Airport submarket for $26.7 million plus has approximately $185 million in dispositions under contract or accepted offer, including five properties that were in the near-term development pipeline and in February, the Company repurchased 2,670,227 shares of its common stock for $100.0 million at a weighted average price of $37.45 per share under the new $500 million share repurchase program previously authorized by the Board of Directors and announced the promotion of John Nahas, the Company's current Managing Director of Operations, to Chief Operating Officer (COO), effective April 1, 2026 in conjunction with Laura Clark's previously announced appointment to Chief Executive Officer

• FRT highlighted its growing Resi-Over-Retail development platform, a proven strategy designed to create long-term value by layering residential density onto its existing retail properties as the company currently has approximately $400 million of residential development projects underway across multiple markets, with the Willow Grove redevelopment representing the latest project within this expanding pipeline which includes repositioning approximately 130,000 sf of existing retail through demolition and redevelopment into a six-story mixed-use building with 261 residential units, a 438-space parking structure, and an additional 52,000 sf of retail space as construction is expected to begin in Q2 2026

• MAC closed an amended and restated $900 million revolving credit facility which increased the size of the facility from $650 million to $900 million, extended the maturity from January 2027 to March 2030 (inclusive of a 12-month extension option), and lowered the current pricing grid from a spread range of 200 to 250 basis points over SOFR to 180 to 220 basis points over SOFR

• AKR announced the completion of a $440 million Investment Management portfolio transaction with TPG Real Estate through the formation of new joint ventures involving six Fund V assets (Hickory Ridge, Palm Coast Landing, Hiram Pavilion, Canton Marketplace, Elk Grove Commons, and Midstate Mall) and one additional wholly-owned Investment Management asset (The Avenue West Cobb which was acquired in the third quarter of 2025) and TPG acquired an 80% interest across the portfolio, with Acadia retaining its existing 20% ownership in the Fund V assets, along with a 20% interest in West Cobb plus also provided approximately $27 million of financing within the capital stack of the newly formed joint ventures

• EGP announced its portfolio was 96.6% leased and 96.0% occupied. During the first quarter of 2026 to date, rental rate increases on new and renewal leases signed during the period averaged 41.9% on a straight-line basis and 27.9% on a cash basis plus since its earnings on February 4th, it has executed leases on development properties totaling approximately 166,000 square feet, one of which was a 100,000 square foot expansion for a current tenant and during the first quarter it has sold 365,620 shares of common stock directly through its sales agents under its continuous common equity offering program at a weighted average price of $191.45 per share, providing aggregate gross proceeds to the Company of approximately $70,000,000

• Yesterday, Land & Buildings Investment Management issued a letter to FR shareholders “detailing the insular boardroom culture at the Company and why meaningful change is needed” and nominates Jonathan Litt as a director candidate for election to the Board at the Company’s 2026 annual meeting of shareholders

• Yesterday morning, KRC announced leadership changes on the Company’s Board of Directors including the appointment of Gary Stevenson as Chair of the Board, Edward Brennan as Chair of the Audit Committee, and Jolie Hunt as Chair of the Executive Compensation Committee plus announced the appointment of two new Directors, Cia Buckley Marakovits and David Kieske, to the Company’s Board effective February 24th

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Welcome your comments and feedback.

Have a great day!

David Auerbach