The Daily REITBeat | Monday, January 12th, 2026

"A First for Everything"

Author

David Auerbach
January 12, 2026

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.

BAND helps REIT leadership show what’s changing, why it matters, and where momentum is building.

Reach out to me to learn about how BAND is changing the visual approach to REIT investor relations.

REIT

Cinematic Command for Hospitality, Travel, and Experience Brands. BAND partners with hospitality and resort brands to produce cinematic proof that drives bookings, brand trust, and leadership confidence. Make what matters impossible to ignore.

www.b-a-n-d.com/reit

REIT TV

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.

Currently, we have over 800 videos.

Check out the channel at https://reittv.com/

Today’s Newsletter (January 12th, 2026)

Futures in the red at the time of this writing as talking heads focus on the Federal Reserve receiving subpoenas regarding renovations at its headquarters while Jerome Powell pushes back. Unprecedented times to say the least.

From Bloomberg

  • "Stock futures and the dollar fell as investors trimmed exposure to US assets after the Trump administration significantly escalated its attacks on the Federal Reserve. Longer-dated yields surged while gold hit a new high.

  • Contracts on the S&P 500 slipped 0.6% after Chair Jerome Powell said the Fed had been served grand jury subpoenas over renovations at its headquarters. Powell said the action stemmed from policymakers’ reluctance to follow the White House’s preferences on interest rates. Nasdaq 100 futures dropped 0.8%.

  • The dollar posted its biggest retreat since the start of the Christmas break. Longer-term notes buckled under fears that overly lenient policy could reignite inflation, with the 30-year rate rising four basis points to 4.86%. Gold rallied as much as 2% and the Swiss franc outperformed as investors sought havens."

In REIT News

  • Wolfe Research upgrades CURB to Outperform from Peer Perform ($26 price target)

  • Baird upgrades PEB to Outperform from Neutral (raise price target by $2 to $15)

  • Baird downgrades SHO to Neutral from Outperform (maintain $10 price target)

  • HIW acquired Bloc83, a two-building, 492,000 sf mixed-use asset in CBD Raleigh, in a 10%/90% JV with the North Carolina Investment Authority and The Terraces, a 173,000 sf office building in the Preston Center BBD of Dallas in An 80%/20% JV with Granite Properties and plans to fund these acquisitions, and the $223.1 million acquisition of 6Hundred at Legacy Union in Charlotte that closed during the fourth quarter of 2025, primarily by accelerating the sale of a select portfolio of non-core assets or properties where it believes value has been maximized and expects to complete this leverage-neutral rotation of capital by mid-2026

  • DOC announced recent transaction activity totaling approximately $925 million reflecting continued execution on its capital allocation strategy as it recently closed on the acquisition of a 1.4-million sf campus on 29 acres located on Gateway Boulevard in South San Francisco for a total of $600 million plus closed on outpatient medical dispositions totaling approximately $325 million which represents approximately 834,000 sf of fully stabilized assets

  • O announced the establishment of a strategic relationship with GIC which initially entail 1) the formation of a programmatic $1.5 billion joint venture primarily focused on build-to-suit development of high-quality logistics real estate pre-leased under long-term net leases to tenants with investment grade-equivalent credit profiles in the U.S; 2) the construction financing and take out purchase commitment from Realty Income of a $200 million build-to-suit, U.S. dollar-denominated industrial portfolio in Mexico, representing Realty Income's first investment in Mexico; and 3) GIC closing as a cornerstone investor in Realty Income's U.S. Core Plus fund

  • On Friday, FCPT announced the sale-leaseback acquisition of a GreatWater 360 Auto Care property located in a highly trafficked corridor in Indiana for $1.2 million and noted that the property is corporate-operated under a long term, triple net lease which priced at a cap rate in range with previous transactions

  • On Friday, S&P affirmed AMH’s ratings on the company, including its “BBB” issuer credit rating, “BBB” issue-level ratings on its unsecured notes, and “BB+” issue-level preferred stock ratings, and revised its outlook to stable from positive

  • On Friday, Elliott Investment Management L.P. and Morning Calm Management, LLC closed on its previously announced acquisition of CIO for $7/share of common stock

Download today’s Daily REIT Beat here!

The Daily REITBeat 1-12-26.pdf835.12 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach