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- The Daily REITBeat | Monday, October 20th, 2025
The Daily REITBeat | Monday, October 20th, 2025
"Turning That Gaze"
David Auerbach
October 20, 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 675 videos in the hopper from the last year or so which represents just under 100 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 in the green at the time of this writing as talking heads focus on the extended government shutdown ahead of a busy earnings season week as economic calendar data continues to backup. Health of regional banks drawing a lot of attention.
From Bloomberg
"US equity futures rose as traders put worries about trade and credit behind them to focus on the next round of corporate earnings.
Contracts on the S&P 500 and Nasdaq 100 signaled further gains after both gauges ended last week in the green. Tesla Inc. climbed in premarket trading ahead of its third-quarter report on Wednesday, the first from the Magnificent Seven cohort of big-tech companies.
Investor sentiment improved as President Donald Trump sought to ease trade tensions with China. A new round of US-China trade talks is set for this week in Malaysia between Treasury Secretary Scott Bessent and Vice Premier He Lifeng. The moves heralded an effort by Washington to calm fears of a full-blown trade war with China that could have a seismic effect on the global economy.
Meanwhile, solid results from Wall Street lenders as well as regional banks have allayed concerns about the health of the US credit market. Positive surprises are likely in the remainder of the third-quarter earnings season, JPMorgan Chase & Co. strategists said, with the Magnificent Seven seen growing earnings by 15% as the artificial intelligence spending boom continues."
In REIT News
Wolfe Research initiates SILA with a Peer Perform rating
Wolfe Research upgrades DLR to Outperform from Peer Perform ($194 price target)
Wolfe Research downgrades REXR to Peer Perform from Outperform
BMO upgrades PLD to Market Perform from Underperform (raise price target by $14 to $119)
Wells Fargo upgrades HR to Equalweight from Underweight (raise price target by $2 to $18)
Barclays upgrades GLPI to Overweight from Equalweight (raise price target by $3 to $54)
LINE announced the appointment of Robb LeMasters as Chief Financial Officer effective November 10, 2025 and he will succeed Rob Crisci who previously announced his intent to retire and will remain with the company in an advisory role through a transition period
On Friday, FCPT announced the acquisition of a Heartland Dental property located in a highly trafficked corridor in Oklahoma for $3.3 million noting that the property is corporate operated under a triple net lease with approximately four years of term remaining and priced at a 6.9% cap rate including a near-term rent increase and exclusive of transaction costs
On Friday, S&P lowered OPI’s issue-level rating on its senior unsecured notes due 2031 to “D” from “CC” and noted that its “SD” (Selective Default) issuer credit rating and other issue-level ratings are unchanged
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Welcome your comments and feedback.
Have a great day!
David Auerbach