The Daily REITBeat | Friday, October 31st, 2025

"Turn The Beat Around!"

Author

David Auerbach
October 31, 2025

Announcing the Launch of REIT TV!!

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 725 videos in the hopper from the last year or so which represents just under 110 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/

Today’s Newsletter (October 31st, 2025)

Futures in the green at the time of this writing as talking heads focus on Amazon’s strong earnings along with positive results from Apple as the calendar shifts towards the holiday retail season amidst a government shutdown and economic implications with benefits running out.

From Bloomberg

  • "The S&P 500 is poised to extend its winning run to a sixth month after Amazon.com Inc.’s blowout results fueled a rebound in stocks following a brief pause in the global rally.

  • Futures on the US benchmark rose as Amazon jumped 13% in premarket trading, a move set to add about $300 billion to its market value after reporting the fastest cloud-unit growth in nearly three years. Apple Inc. also climbed on a revenue beat and upbeat holiday forecast. Nasdaq 100 contracts advanced 1.2%.

  • Nvidia Corp., meanwhile, unveiled new partnerships with South Korea’s biggest firms, extending a global push to expand artificial intelligence infrastructure. The wave of earnings and announcements lifted all members of the Magnificent Seven tech giants, after a selloff in the previous session.

  • In Europe, the Stoxx 600 fell for a fourth day, putting the gauge on track for its longest losing streak since July. Asia’s benchmark also pared its monthly advance. US Treasuries steadied after two sessions of sharply higher yields, while the dollar was little changed.

  • US stock gains offered investors a respite from Thursday’s bruising session, amid lingering doubts over whether heavy AI spending will pay off. The S&P 500’s advance has increasingly relied on a group of tech megacaps, with warnings over lofty valuations following a blistering rally."

In REIT News

  • Evercore ISI upgrades SUI to Outperform from Inline (raise price target by $3 to $141)

  • ALEX, CDP, CUBE, CUZ, FRT, GLPI, HR, OHI, PK, VICI, XHR announced quarterly earnings

  • CDP announced the acquisition of Stonegate I, a 142,000 sf Class A office building at 15050 Conference Center Drive in Chantilly, VA for a gross purchase price of $40.2 million noting that the Class A office building is fully occupied by a top 20 U.S. Defense Contractor with 10 years of lease term remaining

  • OPI entered into a Restructuring Support Agreement with an ad hoc group of certain holders of its senior secured notes due September 2029 to restructure its corporate debt and allow the Company to substantially deleverage its balance sheet which provides the Company with a significantly improved capital structure and reduced debt service obligations and allows the Company to increase liquidity while maintaining its business operations in the normal course as it filed voluntary chapter 11 petitions in the United States Bankruptcy Court for the Southern District of Texas, in Houston, TX

  • Moody’s affirmed DLR’s “Baa2” Long-Term Issuer Rating, “Baa3” preferred stock rating and its “Baa2” backed senior unsecured rating of its affiliates plus revised its outlook to positive from stable

Download today’s Daily REIT Beat here!

The Daily REITBeat 10-31-25.pdf869.86 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach