The Daily REITBeat | Friday, January 9th, 2026

"Back-to-Back Risk Events?"

Author

David Auerbach
January 09, 2026

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Today’s Newsletter (January 9th, 2026)

Futures in the green at the time of this writing as talking heads focus on today’s Nonfarm payroll reports, a potential Supreme Court ruling on tariffs, and a massive mortgage-bond purchase plan floated by President Trump.

From Bloomberg

  • "The dollar hit a one-month high along with rising Treasury yields as investors braced for Friday’s payrolls report and a possible Supreme Court ruling on President Donald Trump’s tariffs. US stock futures edged higher.

  • A four-day streak of gains set the greenback on course for its best week since November, with the yen losing the most ground among major peers. Treasuries extended Thursday’s slide, with the 10-year rate rising two basis points to 4.18%. S&P 500 contracts ticked up 0.1%.

  • Trump’s $200 billion mortgage-bond purchase plan sent mortgage-linked stocks such as LoanDepot Inc. and Rocket Cos. soaring in early trading. Glencore Plc jumped 10% in London after resuming talks with Rio Tinto Group to form the world’s biggest miner.

  • Traders are preparing for two back-to-back risk events on Friday that may offer global equities their biggest test since a rebound from April’s tariff-driven slump. The payrolls data for December is particularly important for the clues it will offer on the outlook for US interest rates."

In REIT News

  • Goldman Sachs reinstates OHI ($54) and VTR ($94) with Buy ratings

  • Goldman Sachs initiates DOC with a Neutral rating ($17 price target)

  • Morgan Stanley initiates ARE with an Equalweight rating ($55 price target)

  • JonesTrading initiates ONL with a Hold rating

  • Truist Securities upgrades CHH to Buy from Hold (raise price target by $15 to $126)

  • Truist Securities upgrades DRH to Buy from Hold (raise price target by $1 to $11)

  • Truist Securities upgrades HST to Buy from Hold (maintain $21 price target)

  • BMO upgrades CTRE to Outperform from Market Perform (raise price target by $1 to $43)

  • BMO upgrades CUZ to Outperform from Market Perform (raise price target by $1 to $31)

  • BMO upgrades IRT to Outperform from Market Perform (raise price target by $2 to $22)

  • BMO upgrades MAA to Outperform from Market Perform (raise price target by $8 to $158)

  • BMO upgrades MAR to Outperform from Market Perform (raise price target by $85 to $370)

  • BMO downgrades AMH to Market Perform from Outperform (maintain $37 price target)

  • BMO downgrades AMT to Market Perform from Outperform (lower price target by $25 to $185)

  • BMO downgrades EQR to Market Perform from Outperform (lower price target by $2 to $68)

  • BMO downgrades ESS to Market Perform from Outperform (lower price target by $25 to $280)

  • BMO downgrades HPP to Market Perform from Outperform (lower price target by $5 to $11)

  • BMO downgrades OHI to Market Perform from Outperform (maintain $45 price target)

  • Mizuho downgrades REG to Neutral from Outperform (lower price target by $3 to $74)

  • PSTL announced an update on its acquisition, re-leasing, and capital markets activity for the fourth quarter and full year 2025

  • CDP executed a build-to-suit lease in December 2025 with a Fortune 100 Company in San Antonio, TX where construction is expected to commence on the 132,000 sf, high-security specialized facility in the third quarter of 2026 with rent commencement expected in the fourth quarter of 2027 and the anticipated capital commitment to this development project is $88 million

  • STAG announced a dividend for the first quarter of 2026 in the amount of $0.3875/share of common stock, reflecting an increase in the annual dividend rate from $1.49/share to $1.55/share, as well as the Company’s shift from monthly to quarterly dividends

  • O announced the closing of its previously announced private offering of $862.5 million aggregate principal amount of 3.500% convertible senior notes due 2029

  • Yesterday morning, TRNO announced the closing of a new $200 million five-year unsecured term loan which will mature on January 15, 2031 where proceeds were used to reduce borrowings under its $600 million revolving credit facility and for general corporate purposes

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Welcome your comments and feedback.

Have a great day!

David Auerbach