The Daily REITBeat | Monday, February 2nd, 2026

"All Kinds of Selling"

Tell Your REIT Story Visually…

Investor expectations are rising.

REIT Leadership must communicate vision, progress, and momentum with clarity.

What if we could turn REIT stories and focus into cinematic proof built for capital markets, tenants, and the public arena?

Across the industry, buy-side and sell-side leaders are signaling the same shift:
* REITs must explain their strategy, progress, and value with a 2026 mindset.
* Modern investor relations requires more than charts & filings; it demands narrative clarity and visual proof.

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One streaming channel with 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.

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Today’s Newsletter (February 2nd, 2026)

Futures in the red at the time of this writing as talking heads focus on this week’s big economic calendar capped off by the January Nonfarm Payrolls report as a selloff on risky assets continues. Earnings season fully underway so expect a lot of commentary.

From Bloomberg

  • "Stocks staged a global retreat, with S&P 500 futures pointing to a fourth day of declines, as investors sold all kinds of risky assets amid a rout in precious metals. Bitcoin traded near $77,700 after weekend losses.

  • The S&P 500 was set to open 0.4% lower and Nasdaq 100 contracts were down 0.8%. The losses were more severe in Asia as South Korea’s Kospi, a bellwether for the artificial-intelligence trade, plunged 5.3%. An emerging-market equity gauge fell 0.2%.

  • Extreme volatility across commodities continued to be the center of attention in markets. Gold pared losses after falling as much as 10%. At one point, silver sank 16% before reversing most of the retreat. Brent tumbled about 5% after US President Donald Trump said Washington is talking with Iran."

In REIT News

  • On Friday, Morningstar downgraded EQIX to Hold from Buy (maintain $875 price target)

  • AHR being added to the S&P MidCap 400 Index prior to the open of trading

  • DOC and SPG announce earnings after the close of trading

  • NHI invested $105.5 million, including transaction costs, for the acquisition of nine properties with 460 units in KY, SC and TN plus expects to make an additional investment of $3.3 million during the first year as the properties and healthcare operations will be included in its Senior Housing Operating Portfolio segment and will be managed by Allegro Living Management with a total investment of approximately $227 million which is expected to generate an initial NOI yield of approximately 8.0% and 7.6% after routine capital expenditures

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Welcome your comments and feedback.

Have a great day!

David Auerbach