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- The Daily REITBeat | Monday, September 8th, 2025
The Daily REITBeat | Monday, September 8th, 2025
"A Week of Uncertainty?"
David Auerbach
September 08, 2025
Retail Advisor Outreach Program
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Futures in the green at the time of this writing as talking heads focus on the upcoming Federal Reserve meeting following last week’s jobs reports along with movements in gold, treasuries and the other usual topics. Somewhat quiet on the economic calendar front until Wednesday’s PPI report.
From Bloomberg
"Stocks rose at the start of a week that is packed with events that will be crucial in shaping sentiment as markets trade near all-time highs. Gold extended a record rally.
S&P 500 futures climbed 0.2%, clawing back most of the losses incurred on fears that the Federal Reserve was falling behind in supporting a cooling jobs market. EchoStar Corp. jumped in early trade following a $17 billion deal with SpaceX’s Starlink for wireless spectrum. Longer-dated Treasuries eased while the dollar head for a back-to-back loss.
Europe’s Stoxx 600 gained 0.3%. The advance was fueled by energy stocks amid rising crude prices, while traders braced for a confidence vote that’s expected to topple French Prime Minister Francois Bayrou’s government. The region’s bonds were broadly steady.
Japanese equities advanced, buoyed by a weaker yen after Prime Minister Shigeru Ishiba announced that he will step down. The country’s long-dated bonds fell as uncertainty over Ishiba’s successor fueled concerns about spending.
Uncertainty in Japan and France adds to a torrent of US data this week that will help determine the Federal Reserve’s policy path. With a September interest-rate cut fully priced in, upcoming releases on consumer and producer prices will show how much room the Fed has to support the jobs market."
In REIT News
On Friday, Morningstar upgraded AMT to Buy from Hold (maintained $230 price target)
On Friday, Morningstar downgraded VNO to Sell from Hold (maintained $31 price target)
SILA announced the $70.3 million acquisition of two inpatient rehabilitation facilities comprised of 88 total licensed beds located in Plano, TX and Peoria, AZ which are comprised of over 100,000 aggregate sf of newly built and highly utilized inpatient rehabilitation facilities
On Friday, Fitch Ratings affirmed the Long-Term Issuer Default Ratings for SLG and its operating partnership at “BB+” and revised its outlook to positive from stable
On Friday, Fitch Ratings affirmed the Long-Term Issuer Default Ratings for VNO and its limited partnership at “BB+” and its preferred stock at “BB-“ plus revised its outlook to positive from stable
On Friday, IRM priced an upsized offering of €1.2 billion aggregate principal amount of 4.75% Senior Notes due 2034 and intends to use the net proceeds to redeem all of the outstanding 3.875% GBP Senior Notes due 2025 and for general corporate purposes, including repayment of all or a portion of the amounts outstanding under the Company’s revolving credit facility and to pay related fees and expenses
On Friday, TRNO announced that it executed an early lease renewal for 63,000 sf in Seattle, WA with a co-warehousing services provider as the lease will commence July 1, 2026 and expire June 2033
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David Auerbach