The Daily REITBeat | Monday, August 25th, 2025

"From Powell to Nvidia"

Retail Advisor Outreach Program

Are you a publicly-traded REIT trying to raise awareness with retail advisors?

Send us a message to learn about how we have built out a program to hit advisors and investors around the REIT properties we interact with every single day.

We have done this engagement with a handful of REITs and are in conversation with others to launch direct marketing campaigns.

Today’s Newsletter (August 25th, 2025)

Futures in the red at the time of this writing following Friday’s massive rally as talking heads focus on tampered expectations of easing Federal Reserve interest rate cuts as tariffs and inflation continue to dominate the headlines plus Nvidia earnings are on deck this week.

From Bloomberg

  • "US equity futures retreated as some of the euphoria around expectations of Federal Reserve interest rate cuts eased, with concerns about tariffs and their impact on inflation and corporate profits back in focus.

  • Contracts on the S&P 500 edged lower after the gauge jumped the most since May on Friday in the wake of Fed Chair Jerome Powell’s dovish tilt at Jackson Hole. Intel Corp. climbed more than 3% in premarket trading after the US agreed to take a 10% stake in the chip maker. Keurig Dr Pepper Inc. fell after agreeing to buy Dutch coffee firm JDE Peet’s NV for $18 billion.

  • Traders see an 84% chance of a Fed rate cut next month after Powell signaled that the central bank may ease before inflation fully returns to target amid a softening hiring environment. That optimism faces key tests this week, including a US inflation reading and Nvidia Corp.’s results.

  • “The path ahead is not so straightforward,” said Daniel Murray, chief executive officer of EFG Asset Management. “‘While easier monetary policy is usually welcomed by markets, the context also matters and there remains significant uncertainty regarding the macro and corporate environments.”"

In REIT News

  • AMT announced that its Board of Directors has elected Gene Reilly as a director

  • On Friday, FCPT announced the acquisition of a Bojangles property located in a strong retail corridor in Tennessee for $2.2 million and noted that the property is corporate-operated under a triple net lease with approximately six years of term remaining which priced at a 7.1% cap rate on rent as of the closing date and exclusive of transaction costs

Download today’s Daily REIT Beat here!

The Daily REITBeat 8-25-25.pdf613.77 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach