The Daily REITBeat | Monday, January 5th, 2026

"Demand for Safe Havens?"

Author

David Auerbach
January 05, 2026

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Today’s Newsletter (January 5th, 2026)

Futures in the green at the time of this writing as talking heads focus on the ouster and charges ahead for Venezuelan President Nicolas Maduro as well as the US role in Venezuela going forward as gold, silver and oil moves are highlighted.

From Bloomberg

  • "Gold and the dollar rose after the ouster of Venezuela’s President Nicolas Maduro fanned geopolitical risk. Growth assets remained in demand, with technology stocks driving gains in equities.

  • Spot gold advanced nearly 2% to climb above $4,410 an ounce, while silver jumped more than 3%. A gauge of the dollar headed for its biggest gain in two weeks. Nasdaq 100 futures were up 0.7%, with chip stocks such as Micron Technology Inc. and Intel Corp. gaining more than 3% in premarket trading. Contracts on the S&P 500 climbed 0.3%.

  • Brent crude fluctuated as oil traders weighed the fallout from the developments in Caracas. Chevron Corp. rose more than 7% in early trading, alongside sharp gains across US oil majors, after President Donald Trump floated plans for a US-led revival of Venezuela’s industry.

  • On a day that saw demand for havens as well as riskier assets, the greenback and gold offered safety as questions swirled about what the weekend’s events hold for the global order. Equity traders, meanwhile, are showing little concern that tensions will curtail a three-year bull run.

  • “The economic impact of what happened in Venezuela is too small to weigh on equity markets,” said Christopher Dembik, senior investment adviser at Pictet Asset Management. “That’s also true when it comes to oil: people have had the time to take a look at the data and in the most optimistic scenario, it will take two or three years to have a significant impact.”"

In REIT News

  • Wells Fargo upgrades SHO to Overweight from Equalweight (raise price target by $1 to $11)

  • Deutsche Bank upgrades FR to Buy from Hold (raise price target by $15 to $67)

  • Deutsche Bank downgrades EGP to Hold from Buy (raise price target by $5 to $185)

  • New Street Research upgrades AMT to Buy from Neutral (lower price target by $36 to $203)

  • New Street Research downgrades CCI to Neutral from Buy (lower price target by $33 to $93)

  • DHC announced a business update as it completed the sale of 69 properties during 2025 for $605 million plus under agreement to sell 13 SHOP communities for expected gross proceeds of approximately $26 million plus announced repayment in full of its zero coupon senior secured notes due 2026 on December 29, 2025, using cash on hand and proceeds from asset sales and completed the previously announced transition of its 116 SHOP communities managed by AlerisLife Inc. to new operators

  • CTRE announced the acquisition of six skilled nursing facilities totaling 532 licensed beds located in the Mid-Atlantic for a purchase price of approximately $142 million including transaction costs effective January 1, 2026 plus announced several promotions and new hires including the promotion of Derek Bunker to CFO

  • AIV filed a definitive proxy statement with the U.S. Securities and Exchange Commission related to a special stockholder meeting to approve the Company's "Plan of Sale and Liquidation" where the Special Stockholder Meeting will be held on February 6, 2026 and shareholders of record at the close of business on December 31, 2025 will be entitled to vote at the meeting

  • On Friday, James Mastandrea and PIllarstone Capital issued a letter noting that it intends to file a preliminary proxy statement and proxy card with the SEC to solicit votes for the election of his slate of director nominees (Dennis H. Chookaszian, Jerry L. Falwell, Jr., Kathy M. Jassem, John A. Good, Stewart Morris, Jr., and Chad D. Champion) at WSR’s 2026 annual meeting of shareholders citing “years of underperformance” and believes “that the current Board of Trustees has failed to maximize shareholder value”

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Welcome your comments and feedback.

Have a great day!

David Auerbach

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