The Daily REITBeat | Friday, February 6th, 2026

"Buying the Dip?"

Author

David Auerbach
February 06, 2026

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Today’s Newsletter (February 6th, 2026)

Futures in the green at the time of this writing as talking heads focus on the potential rebound in tech/AI stocks as the selloff could be considered “overdone” while the other volatile sectors like gold, silver, bitcoin are being watched. Jobs data delayed until next week. Also note the $26 billion charge announced by Stellantis (Jeep) this morning.

From Bloomberg

  • "Dip buyers drove a rebound in US stocks, betting that the three-day selloff led by technology shares was overdone. Bitcoin rose as the risk-off tone subsided.

  • Nasdaq 100 contracts advanced 0.6% after a nearly 4% slump in the benchmark this week. Amazon.com Inc. dropped 8.2% in early trading on plans to spend $200 billion this year building artificial-intelligence capacity. Chipmakers and memory stocks, including Nvidia Corp. and Sandisk Corp., were among the biggest beneficiaries. S&P 500 futures rose 0.5%.

  • Gold and silver found support at the end of a stretch that saw investors pulling back from recent popular trades. Bitcoin bounced more than 5% after sliding to the lowest level since October 2024. In Europe, Stellantis NV slumped 28% as it booked €22 billion ($26 billion) in charges.

  • Investors have been spooked by developments on two fronts: the rollout of models from AI startup Anthropic that threaten to render large swaths of software services redundant, alongside the eye-watering spending plans of tech companies. Four of the biggest tech firms plan to invest around $650 billion this year in data centers and the equipment required to run them."

In REIT News

  • Colliers Securities downgrades MAA to Neutral from Buy (lower price target by $5 to $145)

  • Yesterday, Argus Research downgraded DOC to Hold from Buy

  • CDP, CPT, CUZ, DLR, EQR, PECO, PINE, REG and VTR announced quarterly earnings

  • FRT announced the sale of Misora Apartments, a 212-unit Class A residential community at Santana Row in San Jose, California, for $148.5 million

  • CDP executed a 148,000 sf lease with a top 10 U.S. Defense contractor at 400 National Business Parkway for a lease term of nearly 11 years, at The National Business Park, adjacent to Fort George G. Meade in Annapolis Junction, MD noting that this lease, which is expected to commence in the fourth quarter of 2026, brings the Company’s 882,000 sf development pipeline to 86% leased

  • CUZ acquired 300 South Tryon, a 638,000 sf lifestyle office property in Charlotte, for $317.5 million noting that it is located in the Uptown submarket and was built in 2017 which is currently 100% leased with a weighted average lease term of six years plus is currently under contract to sell Harborview Plaza in Tampa and a land parcel at 303 Tremont in Charlotte for combined gross proceeds of $63.2 million

  • SPG announced that Martin J. Cicco has been appointed to the Board of Directors plus authorized a new common stock repurchase program as the Company may purchase up to $2.0 billion of its common stock through February 29, 2028 as market conditions warrant

  • FSP announced an additional update on its previously announced review of strategic alternatives and the review remains ongoing including a range of potential strategic alternatives such as a sale of the Company, a sale of assets, and a refinancing of existing indebtedness, among others

Download today’s Daily REIT Beat here!

The Daily REITBeat 2-6-26.pdf862.41 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach