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- The Daily REITBeat | Monday, March 2nd, 2026
The Daily REITBeat | Monday, March 2nd, 2026
"Intensifying Strikes"
David Auerbach
March 02, 2026
Help Shape How Investors and Advisors Understand REITs
4800 Partners is conducting a brief, three-minute survey to understand how investors and advisors perceive Real Estate Investment Trusts (REITs), including their purpose, benefits, and challenges.
Your perspective will help reveal how well these investment structures are understood and where key awareness gaps exist.
As a thank-you, all participants who complete the survey may opt in to a drawing for ONE of the following:
1. A complimentary seat in The REIT Academy & The Executive REIT Masterclass’s taught by Georgetown University Professor Jonathan Morris, a recognized pioneer of the REIT industry
2. A $300 thank-you gift, such as premium headphones
One entry per participant. No purchase required. The winner will be selected at random and contacted by email after the survey closes.
AlltheREITJobs.com Version 2.0
Check out the latest updates to the only REIT jobs website for the REIT industry.
www.allthereitjobs.com currently has over 4,000 opportunities across the publicly-traded REITs with new positions being added weekly.
We are working with REITs to add internship opportunities and so many other changes to be the one-stop resource for REIT job seekers and companies offering opportunities.
Have questions or want to discuss sponsorship opportunities? Send me a message.
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 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/
Futures deep in the red at the time of this writing as talking heads focus on the US/Iran/Israel conflict as oil moves higher along with other safe haven assets.
From Bloomberg
"Stocks tumbled and the dollar rallied as military strikes intensified across the Middle East, sending oil to its biggest surge in four years and stoking concern that faster inflation could weigh on the global economy.
S&P 500 futures slid 1.1%, with benchmarks in Asia and Europe notching similar declines. Brent crude jumped 8% to nearly $79 a barrel as the war effectively shut the Strait of Hormuz — a vital artery off Iran’s coast that carries about a fifth of the world’s oil. In Europe, natural gas surged as much as 38%, the biggest increase since August 2023.
Safer assets were in demand as investors cut back on risk. Gold approached $5,400 an ounce. The dollar index climbed 0.6%. Meanwhile, Treasury yields rose across the curve as investors weighed whether higher energy prices would mean the Federal Reserve is less inclined to cut interest rates.
The war in Iran is adding to a list of headwinds for markets already on edge after fears over disruption from artificial intelligence and pressure in private credit have nearly erased this year’s gains in the S&P 500. Investors are now focused on how long the conflict will last and how far hostilities might spread, after President Donald Trump said the campaign could continue for weeks."
In REIT News
On Friday, Piper Sandler downgraded SITC to Neutral from Overweight (lowered price target by $1.50 to $6.50)
SLG announced a series of updates whereby it 1) closed on the sale of 690 Madison Avenue with its JV partner, Jeff Sutton’s Wharton Properties, for $54.5 million; 2) signed 32 Manhattan office leases totaling 491,098 sf in just the first two months of 2026 while maintaining a current pipeline of more than 1.0 million sf; and 3) announced the promotion of Harrison Sitomer to President and Chief Investment Officer plus extended the contracts of Chief Financial Officer, Matthew DiLiberto, and Chief Operating Officer, Edward Piccinich, through the end of 2028
CTO announced the acquisition of Palms Crossing, an open-air retail center located in McAllen, TX consisting of 399,000 sf for a purchase price of $81.6 million noting that the property is currently 98% leased, anchored by Best Buy, Hobby Lobby, Burlington Coat Factory, Barnes & Noble and Nike plus features two pad sites situated on approximately six acres representing future development opportunities
DLR announced its entry into Bulgaria as it acquired Telepoint, a leading local data center and interconnection provider which includes two data centers in Sofia, including one of the most highly interconnected facilities in Southeast Europe, with more than 110 unique network service providers and multiple cloud on-ramp deployments
On Friday, DOC announced that Janus Living, Inc., a pure-play senior housing real estate investment trust, has publicly filed a registration statement on Form S-11 with the Securities and Exchange Commission relating to a proposed initial public offering of its shares of Class A-1 common stock and intends to list on the New York Stock Exchange under the ticker symbol “JAN.”
On Friday, SITC announced the sale of FlatAcres MarketCenter (Parker, CO) for approximately $24.4 million, prior to closing costs, prorations and other closing adjustments
On Friday, AVB announced that 1) Physical occupancy for the portfolio increased +20bps from December to February; 2) Like-Term Effective Rent Change (LTERC) increased +100bps from (0.5%) in January to +0.5% in February; 3) Repurchased $112.8 million of common stock at an average price of $176.85 per share year-to-date in 2026 including fees; 4) Closed on the sale of two wholly-owned communities year-to-date representing $270 million of total gross proceeds; 5) Under agreement to sell two additional, wholly-owned communities for total gross proceeds of $140 million which are expected to close in the first half of 2026 subject to customary closing condition
On Friday, Moody’s upgraded EGP’s issuer rating to “Baa1” from “Baa2” and revised its outlook to stable from positive
On Friday, Moody’s affirmed WELL’s “A3” long term issuer rating as well as the “A3” long term issuer rating, senior unsecured, backed senior unsecured notes ratings and the “P-2” rating on the commercial paper program of its operating partnership and revised its outlook to positive from stable
On Friday, Moody’s affirmed CCI’s “Baa3” senior unsecured debt ratings, its Prime-3 commercial paper rating, “(P)Baa3” senior unsecured shelf rating and “(P)Ba1” subordinate shelf and preferred shelf ratings plus revised its outlook to stable from negative
On Friday, FSP closed a $320 million secured credit facility with an affiliate of TPG Credit and repaid in full all of its outstanding $248.9 million aggregate principal amount of indebtedness in an initial drawdown of $258.5 million under the Facility and continues its review of potential strategic alternatives
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Have a great day!
David Auerbach