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- The Daily REITBeat | Friday, October 17th, 2025
The Daily REITBeat | Friday, October 17th, 2025
David Auerbach
October 17, 2025
Announcing the Launch of REIT TV!!
We are excited to announce the launch of "REIT TV" as we beta test the platform.
Our goal with REIT TV is to bring you 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 over 675 videos in the hopper from the last year or so which represents just under 100 hours of video footage.
New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.
Please alert us to bugs or if you have suggestions and ideas on how to improve this.
We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.
Check out the channel at https://reittv.com/
Futures in the red at the time of this writing as talking heads focus on China trade war and tariff concerns along with bank earnings season including regional banks reporting results. 10-year remains below 4% at the time of this writing.
From Bloomberg
"Stocks trimmed losses after President Donald Trump moved to calm fears of a trade war with China, lifting sentiment following steep declines in the shares of lenders.
S&P 500 futures fell as much as 1.5% before paring the loss to 0.4%. Friday’s crop of earnings helped bolster regional banks, with Truist Financial Corp., Regions Financial Corp. and Fifth Third Bancorp all rising in early trading after they reported lower provisions for credit losses than expected.
In Europe, Deutsche Bank AG and Barclays Plc stayed more than 5% lower, with a gauge of lenders leading regional declines.
After a week when fears about escalating trade tensions between Washington and Beijing fueled sharp swings in stocks, Trump told reporters that current tariffs on China were “not sustainable” and confirmed he would meet with Xi Jinping in South Korea in the coming weeks.
The volatility has seen Wall Street’s fear gauge, the Cboe Volatility Index, or VIX, rise to its highest level since April. Meanwhile, havens such as Treasuries and gold erased gains following Trump’s remark and lender results."
In REIT News
UBS initiates PECO with a Neutral rating ($37 price target)
JPM initiates IVT with a Neutral rating ($30 price target)
JPM upgrades BXP to Overweight from Neutral (maintain $83 price target)
JPM upgrades INVH to Overweight from Neutral (maintain $38 price target)
JPM downgrades KRC to Neutral from Overweight (lower price target by $2 to $44)
JPM downgrades SMA to Neutral from Overweight (lower price target by $2 to $39)
JPM downgrades UDR to Neutral from Overweight (maintain $46 price target)
Yesterday, Morgan Stanley initiated EQIX with an Overweight rating ($950 price target)
CIO announced that stockholders voted to approve the merger pursuant to which all of the issued and outstanding shares will be acquired by MCME Carell Holdings, LP and MCME Carell Merger Sub, LLC which is expected to close during the fourth quarter of 2025 and holders of common stock will receive $7.00/share in cash
Fitch Ratings upgraded the ratings of GNL and its operating partnership, including its Issuer Default Rating and underlying issuances outstanding, to “BBB-“ from “BB+” with a stable outlook
Yesterday, S&P affirmed PDM’s “BB+” issuer credit rating and “BBB-“ issue-level rating on its senior unsecured notes and revised its outlook to negative from stable
Yesterday, LXP announced the consideration payable in connection with the previously announced tender offer to purchase for cash an amount up to $150 million of its 6.750% Notes due 2028
Yesterday morning, TRNO announced it acquired an industrial property located in South San Francisco, CA on October 15, 2025 for a purchase price of approximately $5.6 million noting that the 73% leased property consists of one industrial distribution building containing approximately 18,000 sf and one 0.2-acre improved land parcel on 1 acres and the estimated stabilized cap rate is 6.3%
Yesterday morning, BRX announced that James M. Taylor Jr., the Company's Chief Executive Officer, is taking a temporary medical leave of absence and the Board of Directors appointed Brian T. Finnegan, the Company's President and Chief Operating Officer, to also serve as interim Chief Executive Officer until Mr. Taylor's return
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Have a great day!
David Auerbach