The Daily REITBeat | Monday, August 11th, 2025

"An Important Week?"

Author

David Auerbach
August 11, 2025

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Today’s Newsletter (August 11th, 2025)

Futures in the green at the time of this writing as talking heads focus on this week’s CPI report and other key pieces of economic data ahead of President Trump’s meeting with Russian President Putin to discuss the Ukraine/Russia crisis along with the other usual topics like tariffs and earnings in the news.

From Bloomberg

  • "US equity futures and Treasuries gained at the start of a data-heavy week that could prove pivotal for shaping expectations around Federal Reserve interest rate cuts later this year.

  • S&P 500 contracts rose 0.2% after the index ended Friday just shy of a record high. In premarket trading, Advanced Micro Devices Inc. fell 2.3% after the company and Nvidia Corp. agreed to pay 15% of their revenue from AI chip sales to China, payable to the US government, in exchange for export licenses. Nvidia retreated 1%.

  • The yield on 10-year Treasuries slipped two basis points to 4.27%, edging toward a three-month low of 4.18% touched last week. The dollar was little changed.

  • Tuesday’s release of July inflation data will give traders a chance to assess the impact of tariffs on consumer prices amid growing signs of a cooling labor market. Swaps are currently pricing in more than an 80% probability of a quarter-point rate cut in September, with core inflation expected to have risen 0.3% in July from June.

  • “That is a number that can probably be seen as acceptable for the Federal Reserve to proceed with a September cut,” noted ING Groep NV currency strategists Francesco Pesole and Frantisek Taborsky."

In REIT News

  • BTIG initiates UE with a Buy rating ($23 price target)

  • BofA downgrades LINE to Underperform from Neutral (lower price target by $5 to $42)

  • BHR closed on the previously announced sale of the 369-room Marriott Seattle Waterfront in Seattle for $145 million ($393,000/key) and the Company paid down approximately $88.4 million of debt and retained approximately $50.8 million of net proceeds after payment of transfer taxes and transaction costs

  • On Friday, TRNO announced it sold an industrial property located in Santa Fe Springs, CA on August 7th for a sale price of approximately $11.0 million noting that the property consists of a 2.3-acre improved land parcel which is 100% leased and the unleveraged internal rate of return generated by the investment was 13.2%

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Welcome your comments and feedback.

Have a great day!

David Auerbach