The Daily REITBeat | Monday, December 22nd, 2025

"Revving Engines?"

Author

David Auerbach
December 22, 2025

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Today’s Newsletter (December 22nd, 2025)

Futures in the green at the time of this writing as talking heads focus on AI and tech stocks continuing to push markets and overall sentiment higher with hopes that the Santa rally sticks with volume expected to decline over the week ahead of the holiday.

From Bloomberg

  • "The Nasdaq 100 is poised to wipe out December’s losses as revived appetite for technology stocks powered gains across equity markets. Gold, silver and copper climbed to record highs.

  • Futures on the gauge rose 0.6%. Oracle Corp. and Micron Technology Inc. climbed more than 2% in premarket trading while most members of the Magnificent Seven megacaps advanced. Tech and mining shares outperformed in Europe. In Asia, benchmarks most exposed to artificial-intelligence demand, including South Korea’s Kospi, also led gains. S&P 500 contracts were up 0.4%.

  • Meanwhile, the focus on price moves in commodities went beyond record-setting metals, with oil climbing amid heightened geopolitical tensions after the US stepped up a blockade on Venezuela. Global bond markets remained under pressure, led by a second day of losses in Japanese debt following an interest-rate hike by the Bank of Japan. The dollar fell.

  • Optimism for a year-end rally in equities are growing after dip buyers late last week supported a rebound in US stocks. While some doubts about the AI trade and elevated valuations persist, optimism over the economy and corporate earnings is helping lift sentiment."

In REIT News

  • NLOP declared a special cash distribution of $5.10/common share, totaling approximately $75.6 million, which is payable on January 20, 2026 to shareholders of record as of the close of business on January 2, 2026 as it recently sold 6 properties totaling 1.026 million sf for $75.755 million

  • COLD announced the appointment of Joseph Reece and Stephen Sleigh to its Board of Directors effective immediately plus formed a new Finance Committee, which is comprised of existing and new directors, in order to support ongoing efforts to enhance shareholder value which align with leadership’s existing strategic vision and will be supported by the Company’s decision to enter into a cooperation agreement, which will enable private collaboration with sizable shareholder Ancora Group Holdings LLC

  • On Friday, CTO announced the sale of the Shops at Legacy North, a 243,000 sf mixed-use lifestyle center in Dallas, TX for $78.0 million ($321/sf) and intends to utilize the net proceeds as part of a Section 1031 like-kind exchange, retroactively funding the Pompano Citi Centre acquisition, with remaining proceeds earmarked for future acquisitions

  • On Friday, AKR announced that David Buell will join the Company in January 2026 as its new Chief Accounting Officer succeeding Richard Hartmann

  • On Friday, Moody’s affirmed SBAC’s ratings, including it’s “Ba2” corporate family rating and “Ba3” senior unsecure debt rating, and revised its outlook to positive from stable

  • On Friday, S&P placed HHH’s ratings, including its “B” issuer credit rating and “B+” issue-level ratings, on CreditWatch with positive implications

  • On Friday, LTC announced two Senior Housing Operating Portfolio acquisitions in TN and WI which completes its $460 million investment guidance, including $360 million in SHOP acquisitions and it expects to close an additional $110 million of SHOP acquisitions in January 2026

  • On Friday, LAMR announced that Ross Reilly has been appointed President of its Outdoor Division effective January 1, 2026 and will oversee its billboard display business, including its national sales, programmatic and operations effort

  • On Friday, Rithm Capital completed the previously announced $1.6 billion acquisition of PGRE and in conjunction with the closing of the transaction, Albert Behler, Chairman, Chief Executive Officer and President of Paramount, is departing the company

Download today’s Daily REIT Beat here!

The Daily REITBeat 12-22-25.pdf833.03 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach