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- The Daily REITBeat | Monday, September 15th, 2025
The Daily REITBeat | Monday, September 15th, 2025
"What's Their Stance?"
David Auerbach
September 15, 2025
Futures in the green at the time of this writing as talking heads focus on Wednesday’s Federal Reserve interest rate policy decision in what market pundits hope to see the first of many interest rate cuts along with the other usual topics like treasuries, commodities and tech stocks like Nvidia and Tesla.
From Bloomberg
"Equities began the week on an upbeat note as traders prepared for a widely expected start to a series of Federal Reserve interest-rate cuts, with Tesla Inc. gaining after Elon Musk bought roughly $1 billion of stock.
S&P 500 futures rose 0.2%, pointing to a fresh push into record territory. Nvidia Corp. slipped 2.1% in premarket trading after Chinese regulators said that the chipmaker had violated anti-monopoly laws. Tesla rose nearly 6%. European stocks advanced in a rally led by luxury shares.
The key question this week is whether the Fed will push back against market wagers on a string of cuts extending into next year when officials gather on Wednesday. Traders are almost fully pricing reductions at each of the next three meetings, betting the Fed will lean toward supporting a softening job market even as inflation remains above target.
Meanwhile, the Nvidia announcement landed as US and Chinese officials entered a second day of trade talks in Madrid, ratcheting up the pressure on Washington during sensitive negotiations."
In REIT News
Evercore ISI upgrades ARE to Outperform from Inline (raise price target by $13 to $104)
Evercore ISI upgrades CUBE to Outperform from Inline (raise price target by $1 to $48)
Evercore ISI upgrades EPRT to Outperform from Inline (raise price target by $2 to $36)
Evercore ISI downgrades FRT to Inline from Outperform (raise price target by $1 to $107)
Evercore ISI downgrades SPG to Inline from Outperform (raise price target by $4 to $187)
Raymond James upgrades DOC to Outperform from Market Perform ($20 price target)
Raymond James downgrades HR to Underperform from Market Perform
On Friday, TRNO executed a lease renewal for a 4.9-acre land parcel improved with a rail transshipment facility in Lynwood, CA with a distributor of liquid food product noting that the lease will commence January 1, 2026 and expire December 2037
On Friday, Tarsadia Capital issued a letter to SHO’s board of directors calling on the Company to immediately commence a two-track process to pursue a sale of the entire Company or a plan of sale and liquidation of the Company’s assets, to preserve and maximize value for shareholders
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Have a great day!
David Auerbach