The Daily REITBeat | Monday, January 26th, 2026

"Winter Storm Fern Fury"

Author

David Auerbach
January 26, 2026

Next Daily REITBeat will be Monday, February 2nd

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 26th, 2026)

Futures mixed at the time of this writing as talking heads focus on Winter Storm Fern and the dramatic impact from coast-to-coast along with gold passing $5,000/ounce along with this week’s Fed meeting and speculation of whom the next Fed chairperson will be.

From Bloomberg

  • "The dollar extended its selloff on Monday as speculation swirled that the US could coordinate intervention with Japanese authorities to support the yen. Stocks wavered, while gold topped $5,000 an ounce.

  • The greenback fell for a third day, losing ground against most major peers to reach its lowest level since September. The yen rallied to the highest in two months. Futures on the S&P 500 were little changed. Precious metals extended their breakneck rally as gold hit a fresh record and silver surged 6%.

  • Signs that Tokyo and Washington coordinated on rate checks fueled the volatility in foreign-exchange markets, as traders viewed the steps as preparation for direct intervention. Joint US-Japan action would give authorities greater power to deter speculators after the yen fell to an 18-month low earlier this month."

In REIT News

  • Wolfe Research upgrades NSA to Peer Perform from Underperform

  • Wolfe Research downgrades CUBE and PSA to Peer Perform from Outperform

  • On Friday, Morningstar upgraded WELL to Hold from Sell (maintain $172 price target)

  • On Friday, Freedom Broker downgraded PLD to Hold from Buy (raised price target by $4 to $138)

  • ONL announced a strategic options review process and a cooperation agreement signed with The Kawa Fund Limited and Kawa has agreed to withdraw its notice to nominate five individuals to stand for election to the Board of Directors at the Company’s 2026 annual meeting of stockholders

  • On Friday, ELME entered into two purchase and sale agreements, which are no longer subject to ongoing inspection periods, pursuant to which it expects to sell three of its remaining properties – Elme Sandy Spring and Elme Marietta located in Georgia and Elme Watkins Mill located in Maryland – to various buyers for aggregate gross proceeds of approximately $155 million and currently estimates that the total amount of additional liquidating distributions to be funded from the net proceeds of sales of the 10 remaining assets will be between $2.35 and $2.80/share plus Ellen M. Goitia and Ron D. Sturzenegger each notified the Company that they intended to resign from the Board effective shortly after the filing of the Company’s upcoming 2025 Annual Report and Steven M. Freishtat, the Company’s Chief Financial Officer, was expected to step down, effective shortly after the filing of the Company’s upcoming 2025 Annual Report while W. Drew Hammond, the Company’s Chief Administrative Officer, Treasurer and Secretary was expected to become the Company’s Chief Financial Officer upon the effectiveness of Mr. Freishtat’s departure

Download today’s Daily REIT Beat here!

The Daily REITBeat 1-26-26.pdf812.23 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach