The Daily REITBeat | Thursday, August 28th, 2025

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Today’s Newsletter (August 28th, 2025)

Futures at the time of this writing as talking heads

From Bloomberg

  • "US stock futures struggled for direction after Nvidia Corp.’s sales forecast fell short of lofty expectations, while traders also turned their attention to upcoming data that could shape the outlook for interest rates.

  • S&P 500 contracts were little changed, signaling the US benchmark will hold near Wednesday’s record high. European stocks fell 0.3%. Nvidia dropped 1.8% in premarket trading, joining Tesla Inc. as the only decliners among Magnificent Seven stocks. 

  • In global debt markets, the yield on 30-year Treasuries fell one basis point to 4.91% as pressure on long-dated debt eased. Longer term bonds in Europe traded mixed, with French notes staging a rebound. The dollar fell 0.3% for a third day of losses.

  • Investors followed Nvidia’s earnings for insight into the artificial intelligence boom that has driven equity gains in 2025. Although its revenue forecast pointed to a slowdown after two years of surging AI investment, management pushed back against the idea that demand is waning. 

  • “The growth is changing, but you can’t have two years in a row with growth improving” more than 100%, Claudia Panseri, chief investment officer for France at UBS Wealth Management, told Bloomberg TV. “Yesterday’s results are good enough to keep the trend going.”"

In REIT News

  • IVT closed on its amended unsecured term loans which results in extended maturities and improved pricing that strengthen the Company’s financial flexibility and aligns with its strategic capital plan

  • Yesterday morning, OHI announced a strategic investment into MedaSync, a leading provider of AI-powered reimbursement optimization software for skilled nursing facilities which will help it accelerate the adoption of advanced, intelligent tools designed to reduce administrative burden across the skilled nursing sector plus Megan Krull will join MedaSync’s Board of Directors

  • Yesterday morning, LAND announced that it has completed the sale of a property in Florida (consisting of two farms) for $21.5 million which represents a 36% premium over the original purchase price 10 years ago, and the investment generated a 13% internal rate of return for the Company

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Have a great day!

David Auerbach