The Daily REITBeat | Monday, November 10th, 2025

"Breakthrough"

Author

David Auerbach
November 10, 2025

Announcing the Launch of REIT TV!!

Our goal with REIT TV is to bring you 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 750 videos which represents just under 125 hours of video footage.

New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.

Please alert us to bugs or if you have suggestions and ideas on how to improve this.

We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.

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

Today’s Newsletter (November 10th, 2025)

Futures in the green at the time of this writing as talking heads focus on a potential breakthrough to end the government shutdown along with flight delays/cancellations due to the impact of the shutdown as the slate of economic data continues to backup.

From Bloomberg

  • "Stocks rallied and yields rose as optimism that US lawmakers are moving closer toward a deal to end the government shutdown spurred demand for risky assets. 

  • S&P 500 futures advanced 0.9% after a group of Senate Democrats broke with their party to help Republicans move forward on a funding bill. Nasdaq 100 contracts climbed 1.4%. Nvidia Corp. rose more than 3% in premarket trading, leading gains among the Magnificent Seven tech stocks.

  • Monday’s optimistic tone offered relief after a volatile week, when worries over stretched valuations fueled a sharp selloff in the biggest winners of the artificial-intelligence boom. Ending the shutdown would give investors greater clarity on key economic data such as jobs and inflation, helping to lift the fog around the outlook for interest rates."

In REIT News

  • UBS upgrades MAA to Neutral from Sell (lower price target by $10 to $132)

  • Piper Sandler upgrades TRNO to Overweight from Neutral (raise price target by $15 to $75)

  • Scotiabank upgrades TRNO to Outperform from Sector Perform (raise price target by $6 to $67)

  • Compass Point downgrades PEB to Sell from Neutral (lower price target by $.50 to $11.50)

  • KeyBanc downgrades CUBE to Sector Weight from Overweight

  • HHH announced 3Q earnings

  • On Friday, S&P placed all of SBAC’s rating, including its “BBB-“ issuer credit rating, on CreditWatch with positive implications

Download today’s Daily REIT Beat here!

The Daily REITBeat 11-10-25.pdf826.87 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach