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- The Daily REITBeat | Friday, January 23rd, 2026
The Daily REITBeat | Friday, January 23rd, 2026
"Pockets of Calm and Opportunity?"
David Auerbach
January 23, 2026
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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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.
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Futures in the red at the time of this writing as talking heads focus on the volatile week of trading as markets are set for their first back-to-back weekly loss since June 2025. Other usual topics like gold, bitcoin, oil and 10-year treasury movement getting attention.
From Bloomberg
"US markets drifted lower on Friday after a turbulent run that put the S&P 500 on pace for its first back-to-back weekly loss since June. Gold briefly rose above $4,950 an ounce.
S&P 500 contracts fell 0.2%, with the benchmark down 0.4% for the week. Intel Corp. slumped 13% in premarket trading after the chipmaker warned it was struggling with manufacturing problems. The dollar headed for its worst week in seven months. Meanwhile, emerging-market stocks and currencies extended a strong start to 2026.
Investors are quietly voting with their feet to sidestep bouts of volatility driven by US policies, highlighted this week by President Donald Trump’s push to assert greater control over Greenland. While the outlook for US stocks remains strong, traders are also looking elsewhere for pockets of calm and opportunity."
In REIT News
Morgan Stanley downgrades SAFE to Underweight from Equalweight (lower price target by $2 to $14)
FR refinanced its $425 million unsecured term loan with an initial maturity date of January 22, 2030 and its $300 million term loan with an initial maturity date of January 22, 2029 as the loans provides for interest-only payments initially at an interest rate of SOFR plus 85 basis points based on the Company's current credit ratings with the previous 10 basis point SOFR adjustment was eliminated from these loans
UE entered into $950 million of unsecured credit facilities comprised of an unsecured revolving credit facility that reduced the Company’s existing $800 million unsecured revolving credit facility to $700 million, extending the existing maturity date from February 2027 to June 2030 with two 6-month extension options plus $250 million of delayed-draw term loan facilities, split into $125 million 5-year and 7-year components, with the 5-year loan maturing in June 2031 and the 7-year loan maturing in January 2033 as it expects to use future proceeds for working capital purposes as it executes on its growth plans
PLYM stockholders approved the all-cash acquisition of the Company by entities affiliated with Makarora Management LP along with Ares Alternative Credit funds for $22/share in cash and is expected to be completed on or about January 27th
Yesterday, SOHO stockholders voted to approve the merger of the Company with KW Kingfisher LLC for $2.25/share in cash and is expected to close during the first quarter of 2026
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Have a great day!
David Auerbach