The Daily REITBeat | Thursday, December 18th, 2025

"Remember 'ol Moo??"

Author

David Auerbach
December 18, 2025

Tell Your REIT Story Visually…

Investor expectations are rising.

REIT Leadership must communicate vision, progress, and momentum with clarity.

What if we could turn REIT stories and focus into cinematic proof built for capital markets, tenants, and the public arena?

Across the industry, buy-side and sell-side leaders are signaling the same shift:
* REITs must explain their strategy, progress, and value with a 2026 mindset.
* Modern investor relations requires more than charts & filings; it demands narrative clarity and visual proof.

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Reach out to me to learn about how BAND is changing the visual approach to REIT investor relations.

REIT

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One streaming channel with 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.

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Today’s Newsletter (December 18th, 2025)

Futures in the green at the time of this writing as talking heads focus on Micron’s outlook pushing potential rally in Mag 7 stocks today as a big economic calendar and global central banks policy decisions could determine how markets move heading into the holidays.

From Bloomberg

  • "Stocks rose after an upbeat forecast from the largest US memory-chip maker helped spark a rebound in technology shares on a busy day for data and central bank meetings. 

  • Futures for the Nasdaq 100 climbed 0.8% and those on the S&P 500 added 0.4%. Micron Technology Inc. shares advanced more than 13% in premarket trading after giving a revenue prediction that beat estimates. Tesla Inc. rose 1.5% to lead gains among the Magnificent Seven megacaps.

  • Among key events for financial markets Thursday are the release of US inflation data for November, along with a monetary policy decision from the European Central Bank. In the UK, the Bank of England cut interest rates by an expected 25 basis points, sending gilt yields higher after warning that future easing decisions will be finely balanced.

  • Thursday’s improved tone is helping investors recoup losses from the Nasdaq 100’s nearly 2% retreat in the previous session, driven by renewed doubts that artificial-intelligence leaders can justify their rich valuations and aggressive spending. The debate has fueled market swings for weeks, coming after the sector led the S&P 500 higher for a third straight year."

In REIT News

  • Goldman Sachs resumes DLR with a Buy rating (lower price target by $17 to $188)

  • Goldman Sachs resumes EQIX with a Buy rating (lower price target by $115 to $795)

  • JPM upgrades FRT to Overweight from Neutral (raise price target by $7 to $114)

  • JPM upgrades CPT to Neutral from Underweight (maintain $116 price target)

  • JPM downgrades PSA to Neutral from Overweight (lower price target by $15 to $301)

  • JPM downgrades REG to Neutral from Overweight (lower price target by $5 to $76)

  • JPM downgrades WELL to Neutral from Overweight (maintain $205 price target)

  • JPM downgrades O to Underweight from Neutral (maintain $61 price target)

  • JPM downgrades SMA to Underweight from Neutral (maintain $35 price target)

  • JPM downgrades UDR to Underweight from Neutral (lower price target by $2 to $40)

  • Baird downgrades COLD to Neutral from Outperform (lower price target by $3 to $13)

  • Baird downgrades LINE to Neutral from Outperform (lower price target by $6 to $39)

  • Yesterday, Morningstar downgraded HST to Hold from Buy (maintain $21 price target)

  • HHH entered into a definitive agreement to acquire 100% of Vantage Group Holdings Ltd., a privately held leading specialty insurance and reinsurance company backed by Carlyle and Hellman & Friedman, for approximately $2.1 billion

  • NNN announced the closing of a $300 million senior unsecured delayed draw term loan facility with a $200 million accordion option which increases the aggregate facility size to up to $500 million that matures on February 15, 2029 with two one-year extension options and the Company expects to use future proceeds from the Term Loan for general corporate purposes

  • BRT completed the refinancing of three mortgages in the aggregate amount of $42.7 million with a weighted average interest rate of 4.36% which were refinanced through new mortgage debt in the aggregate amount of approximately $71.9 million, with a weighted average remaining term to maturity of approximately nine years and a weighted average interest rate of 4.95% and the Company used $17.5 million of the proceeds from the refinancing to pay off the outstanding balance of the credit facility

  • FRT announced the completion of the sale of two assets (Pallas at Pike & Rose in North Bethesda, MD and Bristol Plaza in Bristol, CT) for combined proceeds of approximately $170 million, consistent with the company's long-term strategy to recycle capital into high-quality and high-growth opportunities

  • CTO announced the acquisition of Pompano Citi Centre, an open-air retail center located on 35 acres in the Pompano Beach submarket of Fort Lauderdale, Florida, for a purchase price of $65.2 million noting that it consists of 509,000 sf of operating space, currently 92% occupied, along with 62,000 sf of unfinished shell space primarily on the second level presenting future leasing upside and is anchored by Burlington, TJ Maxx, Nordstrom Rack, Ross Dress for Less, and J.C. Penney

Download today’s Daily REIT Beat here!

The Daily REITBeat 12-18-25.pdf830.62 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach