The Daily REITBeat | Monday, December 15th, 2025

"A Bullish Drumbeat?"

Author

David Auerbach
December 15, 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 775 videos in the hopper from the last year or so which represents just under 125 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 (December 15th, 2025)

Futures in the green at the time of this writing as talking heads focus on the big economic calendar of data coming due this week ahead of the Christmas holiday along with several global central bank interest rate policy decisions coming due.

From Bloomberg

  • "US stock futures climbed at the start of the last full trading week of 2025 as a tech selloff abated and analysts kept up a bullish drumbeat of calls for next year. 

  • Contracts for the S&P 500 and the Nasdaq 100 advanced around 0.5%. European stocks climbed 0.8%. The 10-year Treasury yield ticked lower and a gauge of the dollar edged lower. Bitcoin rallied 1.3% to $89,652, adding to signs that risk sentiment is steadying.

  • Traders are looking to delayed jobs and inflation data this week to help fill the void left by the US government shutdown as they build a picture on the economy and interest rates. Citigroup Inc. joined the upbeat chorus on the outlook for US stocks next year, while Morgan Stanley predicted Tuesday’s nonfarm payrolls numbers could give the market a boost.

  • A final flurry of major central bank policy decisions is also due, with meetings at the Bank of England and the Bank of Japan, among others."

In REIT News

  • Evercore ISI upgrades CUZ to Outperform from Inline (lower price target by $2 to $30)

  • KBW upgrades AMH to Outperform from Market Perform (maintain $37 price target)

  • Goldman Sachs upgrades HLT to Buy from Neutral (raise price target by $32 to $317)

  • Goldman Sachs upgrades MAR to Buy from Neutral (raise price target by $57 to $345)

  • On Friday, Lucid Capital Markets upgraded NLCP to Buy from Hold (raised price target by $2 to $16)

  • Goldman Sachs downgrades CHH to Neutral from Buy (lower price target by $34 to $90)

  • Goldman Sachs downgrades WH to Neutral from Buy (lower price target by $12 to $76)

  • WSR received $33.4 million from Pillarstone Capital REIT Operating Partnership, L.P. following the Bankruptcy court’s approval of a settlement agreement under Bankruptcy Rule 9019 and the company paid down its revolver balance by the corresponding amount

  • FPI declared a one-time dividend of $0.20/share of common stock and Class A Common OP Unit, payable in cash on January 7, 2026 to shareholders of record on December 23, 2025

Download today’s Daily REIT Beat here!

The Daily REITBeat 12-15-25.pdf812.70 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach