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- The Daily REITBeat | Monday, November 3rd, 2025
The Daily REITBeat | Monday, November 3rd, 2025
"Running of the Bulls?"
David Auerbach
November 03, 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 725 videos in the hopper from the last year or so which represents just under 110 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/
Futures mixed at the time of this writing as talking heads focus on the AI-based rally as tech strength dominates the market headlines as the government shutdown is set to become the longest in US history.
From Bloomberg
"A six-month bull run in US stocks is set to continue, with investors gearing up for earnings from Palantir Technologies Inc. and a slate of private economic reports for fresh direction on the path for interest rates.
S&P 500 futures rose 0.4%, signaling a firm start to November for the US benchmark. Contracts for the Nasdaq 100 climbed 0.6%. Palantir, one of the year’s biggest beneficiaries of the artificial-intelligence boom with a 165% gain, was poised rally further ahead of results due after the close.
European and Asian equities also rose. Global bonds softened, with the 10-year US Treasury yield at 4.08%. Gold trimmed early gains as haven demand faded, while the dollar held steady.
The rally in equities is continuing as markets brush aside concerns over stretched valuations, with earnings beating expectations and big tech fueling optimism around AI. Private data will come into focus this week — with the government shutdown on track to become the longest in history — after Federal Reserve Chair Jerome Powell cautioned against assuming a December rate cut.
“Earnings growth is there, the momentum is there and on a macro level — although it’s still very volatile — things are moving in the right direction,” said Andrea Gabellone, head of global equities at KBC Global Services. “I don’t see any reason for the rally not to consolidate and even go higher.”"
In REIT News
RBC upgrades KRC to Outperform from Sector Perform (raise price target by $7 to $47)
AHH, APLE, CSR, DHC, GOOD, IIPR, NSA, O, PCH, RHP, SBAC, SPG, UMH, VNO announce earnings after the close of trading while NNN reports tomorrow morning before the open
WSR announced the acquisition of the 81,407 sf, grocery-anchored Ashford Village located in Houston, TX which is home to Seiwa Market, the largest Japanese grocery in the city
On Friday, IRT announced the publication of its 2024 Sustainability Report which summarizes its sustainability achievements through calendar year 2024 as part of the company’s broader mission to provide exceptional living experiences for residents and attractive returns for shareholders
On Friday, Moody’s affirmed the ratings of EXR’s limited partnership, including its “Baa2” issuer rating, “Baa2” senior unsecured rating, “Baa2” backed senior unsecured rating, and “(P)Baa2” senior unsecured shelf rating plus revised its outlook to stable from positive
On Friday, S&P lowered OPI’s issuer credit rating and issue-level rating on its debt to “D” from “SD” (Selective Default) after the company announced it has voluntarily filed for Chapter 11 bankruptcy protection
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Have a great day!
David Auerbach