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- The Daily REITBeat | Monday, October 27th, 2025
The Daily REITBeat | Monday, October 27th, 2025
"Stoked Optimism"
David Auerbach
October 27, 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 in the green at the time of this writing as talking heads focus on a potential trade deal between the US and China along with a big slate of corporate earnings coming due this week plus a Federal Reserve interest rate policy decision that points to signs of interest rates being cut again.
From Bloomberg
"Equities rallied as signs that the US and China were closing in on a trade deal stoked optimism at the start of a bumper week in which the Federal Reserve and earnings from tech giants will also shape markets.
S&P 500 futures climbed 0.8%, putting the benchmark on course to extend its record run after US and Chinese officials said they’d reached a series of agreements ahead of a meeting between President Donald Trump and Xi Jinping. Gold slipped and Treasuries fell across the curve as demand for havens waned.
Nvidia Corp. jumped 2.4% in premarket trading, leading gains among Magnificent Seven megacaps. Nasdaq 100 contracts rose 1.2%. Copper — a bellwether for global growth — neared an all-time high. The dollar weakened against all major peers except the Swiss franc.
Easing trade tensions between the world’s largest economies are giving investors fresh confidence to extend equities’ rally from April lows, when markets slumped as Trump moved to rewrite global trade rules. That advance faces key tests this week, with the Fed expected to cut interest rates and earnings from AI-heavyweights set to offer clues on profit durability."
In REIT News
FRMI Buy/Outperform Initiations and Price Targets: Mizuho ($27), Berenberg ($37), Stifel ($29), Cantor ($27), Evercore ISI ($37), Rothschild & Co. Redburn ($31)
On Friday, UBS initiated UE with a Neutral rating ($21 price target)
BNP Paribas Exane upgrades EGP to Outperform from Neutral (raise price target by $27 to $207)
DEA announced quarterly earnings while ARE, BRX, KRC, NTST, PDM, WELL announce after the close of trading and AMT, CURB, NXRT announce tomorrow morning before the open
SOHO entered into a definitive merger agreement with a joint venture led and sponsored by affiliates of Kemmons Wilson Hospitality Partners, LP, with Ascendant Capital Partners LP serving as a strategic joint venture partner, under which the Joint Venture entity, KW Kingfisher LLC, will acquire all outstanding shares of Sotherly common stock for $2.25/share in cash which represents a premium of 152.7% to the Company’s closing share price on October 24, 2025, and a 126.4% premium to the volume weighted average share price over the previous 30 days
On Friday, PLYM entered into a definitive merger agreement under which entities affiliated with Makarora Management LP, along with Ares Alternative Credit funds, will acquire all outstanding shares of its common stock and all outstanding limited partnership interests for $22.00/share in an all-cash transaction valued at approximately $2.1 billion including the assumption of certain outstanding debt
On Friday, CBL closed on the sale of its interest in Fremaux Town Center, a roughly 640,000 sf open-air center located in Slidell, LA, to its joint venture partner, Stirling and received net cash proceeds of $30.77 million and eliminated $35.0 million of property-specific debt noting that the transaction represented an 8.2% cap rate
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Welcome your comments and feedback.
Have a great day!
David Auerbach