The Daily REITBeat | Monday, February 9th, 2026

"Cautious Stance"

Author

David Auerbach
February 09, 2026

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Today’s Newsletter (February 9th, 2026)

Futures in the red at the time of this writing as talking heads focus on a busy week of earnings and economic data including the delayed jobs report while last week’s volatile trading seems to continue starting the new week even after Friday’s massive rally.

From Bloomberg

  • "Stocks fell in cautious trading after a week of artificial intelligence-driven swings. Treasuries slipped as Chinese regulators told banks to scale back holdings of US debt.

  • S&P 500 futures were down 0.2%, with technology stocks facing new pressure. The yield on 10-year Treasuries rose two basis points to 4.23% as the Chinese guidance revived worries over the haven status of American assets. The dollar dipped 0.2%, lending support to gold and silver. Bitcoin slipped below $69,000.

  • Domestic politics also had a strong bearing on Monday’s markets. Japanese stocks and yields jumped after Prime Minister Sanae Takaichi’s thumping election win gave her a strong mandate to push ahead with pro-stimulus policies. Longer-dated UK gilts fell as uncertainty over Prime Minister Keir Starmer’s future revived concerns about fiscal prudence under a successor.

  • The tech sector had been caught up in a rout due to worries over the billions of dollars being spent on AI. The release of a new automation tool from Anthropic PBC added to the pressure as investors ditched stocks seen as vulnerable to AI disruption. After a relief rally sent Nasdaq 100 up more than 2% at the end of last week, contracts on the gauge were 0.5% lower on Monday."

In REIT News

  • Citizens initiates FRMI with a Market Outperform rating ($30 price target)

  • CURB announced 4Q earnings while BRX, KRC, UDR, VNO announce earnings after the close of trading

  • PEB announced the election of Nina P. Jones and Bill Bayless to the Board of Trustees as Ms. Jones's election is effective March 1, 2026 while Mr. Bayless is expected to join the Board during the fourth quarter of 2026 plus announced a new principles-based board refreshment framework, designed to balance planned refreshment with ongoing evaluation to tailor the Board of Trustees' composition to the Company’s strategic outlook and Ron E. Jackson has announced that he will not stand for re-election at the 2026 Annual Meeting of Shareholders while one other current independent trustee is expected not to stand for re-election at the 2027 Annual Meeting of Shareholders

  • JOSS announced the launch of its initial public offering of 3,000,000 shares of common stock which is expected to price between $4.00-$6.00/share

  • On Friday, AKR announced several year-end promotions of professionals to support its continued growth as AJ Levine has been promoted to Executive Vice President, Leasing and Development; Erica Pipitone has been promoted to Vice President, Financial Reporting; and Joseph Napolitano has notified the Company of his intention to retire as Senior Vice President, Chief Administrative Officer, on or about April 1, 2026

Download today’s Daily REIT Beat here!

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Welcome your comments and feedback.

Have a great day!

David Auerbach