The Daily REITBeat | Friday, January 16th, 2026

"A Carry Forward?"

Tell Your REIT Story Visually…

Investor expectations are rising.

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Today’s Newsletter (January 16th, 2026)

Futures in the green at the time of this writing as talking heads focus on the tech/chip makers rally carrying through for another day while highlighting the recent performance of small cap names as the other usual topics like oil, gold/silver and the Fed get a lot of attention.

From Bloomberg

  • "The latest wave of enthusiasm for technology stocks carried into Friday, lifting US stock futures. Small caps also advanced as investors continued to broaden their exposure.

  • Nasdaq 100 contracts rose 0.5% to outperform those for the S&P 500. The advance came as a gauge of tech stocks in Asia hit an all-time high, following a fresh record for a US index of chipmakers in the previous session. The trend was also evident in premarket trading, with names such as Micron Technology Inc. and Advanced Micro Devices Inc. rising more than 2%.

  • Small caps extended gains, with futures for the Russell 2000 up 0.3%. The index has rallied 7.8% so far this year, compared to a less-than 1.5% advance for the main US benchmark. Oil rebounded after its biggest drop since June, while gold and silver declined. The dollar fell 0.1% and US Treasuries were little changed."

In REIT News

  • VNO/HPP announced with Blackstone Real Estate that Sunset Pier 94 Studios announced that Paramount Television Studios has signed the first lease ahead of the studio’s opening this month with a lease of 70,000 sf that will be used for filming the second season of the Showtime original series Dexter: Resurrection

  • CDP executed a build-to-suit lease in January 2026 with a Defense/IT tenant in its Maryland portfolio where the anticipated capital commitment to this 236,000 sf facility is $146 million with rent commencement expected in the third quarter of 2028

  • SILA announced the $43.1 million acquisition of a 53,100 sf, 58-bed inpatient rehabilitation facility that is fully leased to and operated by Oklahoma City Rehabilitation Hospital, a wholly owned subsidiary of Nobis Rehabilitation Holdings, under a long-term absolute-net lease with a corporate guaranty

  • INVH announced the $89 million acquisition of ResiBuilt Homes, LLC, a leading build-to-rent developer in high-growth markets across the Southeast and grows its ability to deliver thoughtfully designed communities that meet the needs of today’s families and noted that the transaction included 23 existing fee-building contracts along with a pipeline of additional third-party fee opportunities not yet under contract which will be “modestly accretive” to 2026 AFFO/share

  • S&P assigned KIM an “A-2” short-term rating to its new commercial paper program

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Welcome your comments and feedback.

Have a great day!

David Auerbach