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- The Daily REITBeat | Thursday, February 12th, 2026
The Daily REITBeat | Thursday, February 12th, 2026
"Do Blowout Reports Matter?"
David Auerbach
February 12, 2026
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.
BAND helps REIT leadership show what’s changing, why it matters, and where momentum is building.
Reach out to me to learn about how BAND is changing the visual approach to REIT investor relations.
REIT TV
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.
Currently, we have over 800 videos.
Check out the channel at https://reittv.com/
Futures in the green at the time of this writing as talking heads focus on yesterday’s strong jobs report and tomorrow’s CPI report ahead of the upcoming Federal Reserve meeting while earnings and commodities get a lot of attention.
From Bloomberg
"US stock futures edged higher, pointing to gains on Wall Street on a busy day for earnings.
Contracts on the S&P 500 and Nasdaq 100 rose 0.3% as higher memory-chip prices created winners and losers. Micron Technology Inc. rose almost 4% in premarket trading, while concern about climbing costs sent Cisco Systems Inc. 7% lower. Treasuries traded little changed, leaving the 10-year yield flat at 4.17%. The Bloomberg Dollar Spot Index was steady.
With US stocks lagging gains in Asia and Latin America this year, the moves underscore how sensitive the market has become to companies’ exposure to the infrastructure behind the AI boom. Memory-chip shortages and pricing are coming up frequently as topics in company earnings reports and conference calls.
Meanwhile, traders are keeping a close eye on key US economic data. Jobs numbers on Wednesday came in surprisingly strong, and attention now turns to Friday’s inflation report for clues on future policy moves by the Federal Reserve."
In REIT News
EPRT, EQIX, FCPT, GTY, IRM, IRT, KIM, LXP, PDM, RYN, SAFE, STAG announced quarterly earnings while CTRE, FRT, HR, PSA announce earnings after the close of trading
NTST priced an upsized 10.98 million share offering of its common stock on behalf of its operating partnership at $19/share raising gross proceeds of $208.62 million in connection with a forward sale agreement and intends to use the net proceeds for general corporate purposes, which may include the repayment of amounts outstanding from time to time under the Company’s revolving credit facility, and funding of acquisitions of properties and development activities in the Company’s pipeline
GLPI acquired the real estate assets of Bally’s Lincoln in Lincoln, RI from Bally’s Corporation for $700.0 million noting that the initial cash rent of $56.0 million represents an 8.0% capitalization rate and equates to a purchase multiple of 12.5x and the facility features a ~165,000 sf casino with approximately 3,900 slots and 118 table games, 136 rooms and suites, a 29,000 sf convention center, a sportsbook, a spa, and multiple F&B and entertainment venues
PEB refinanced its near-term debt maturities which included a new $450 million senior unsecured term loan, the early repayments of the Margaritaville Hollywood Beach Resort mortgage due in 2026 and the 2027 term loan, and the extension of the remaining $48 million portion of the revolving credit facility, restoring total revolver capacity to $650 million through October 2029, including two optional six-month extensions
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Welcome your comments and feedback.
Have a great day!
David Auerbach