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- The Daily REITBeat | Thursday, February 19th, 2026
The Daily REITBeat | Thursday, February 19th, 2026
"Conflict"
David Auerbach
February 19, 2026
Tell Your REIT Story Visually…
Investor expectations are rising.
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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.
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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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Futures in the red at the time of this writing as talking heads focus on mounting tensions and the potential conflict between the US and Iran as commodities are on the move. Tech stocks once again under pressure.
From Bloomberg
"A rebound in US stocks faded as concerns about a possible conflict between the US and Iran sapped risk sentiment. Oil extended its rally.
S&P 500 contracts reversed early gains to fall 0.2%. Losses deepened after the head of the United Nations nuclear watchdog warned that Iran’s window for a diplomatic deal on its atomic program is closing. Brent rose above $71 a barrel, while West Texas Intermediate was near $66.
Nasdaq 100 futures fell 0.4% as technology stocks came under new pressure. Most members of the Magnificent Seven dropped in premarket trading, while an ETF tracking software firms edged lower as well. Gold erased an advance above $5,000 an ounce. Treasuries extended their slide while the dollar was flat.
The risk of conflict in the Middle East has emerged as a new worry for traders after technology stocks drove sharp swings in recent weeks. Investors remain wary of further slowing in the S&P 500’s strongest driver of the past three years, amid concerns that AI could disrupt entire sectors and that heavy capital spending wouldn’t pay off."
In REIT News
BNL, COLD, FPI, GOOD, HST, ILPT, INVH, MAC, MPT, PKST announced quarterly earnings while AMH, CTO, EXR, GLPI, PK, STRW announce after the close of trading and LAMR announces tomorrow morning before the open
REG priced $450 million of 4.50% senior unsecured notes due 2033 on behalf of its operating partnership and intends to use the net proceeds (i) to reduce the outstanding balance on its line of credit, which bears an interest rate of 4.4% per annum and will mature on March 23, 2028, (ii) for the repayment of the $100 million aggregate principal amount outstanding of the 2026 Notes upon their maturity and (iii) for general corporate purposes, including, but not limited to, prefunding certain capital expenditures, development and redevelopment projects and the future repayment of other outstanding debt
HST sold the 444-room Four Seasons Resort Orlando at Walt Disney World® Resort in Orlando, FL and the 125-room Four Seasons Resort and Residences Jackson Hole in Teton Village, WY for a sale price of $1.1 billion
SMA completed an amended and restated senior unsecured credit facility in the initial amount of $500 million plus includes an accordion feature that allows it to request up to an additional $1.1 billion in borrowing capacity
ONL entered into a new $215 million senior secured revolving credit facility and extended its existing $355 million commercial mortgage-backed securities loan which extends its debt maturity profile and maintains its healthy liquidity position with total liquidity of approximately $119.9 million including cash and availability under the new revolving credit facility
S&P raised EPRT’s issuer credit rating and issue-level rating on its unsecured notes to “BBB” from “BBB-“ with a stable outlook
Yesterday morning, RLJ announced the successful refinancing of all of its debt maturities through 2028, further laddering its debt maturity schedule and strengthening its balance sheet as the refinancing consists of four tranches including the extension of its revolver, the upsize and recast of one of its existing term loans, the addition of a new seven-year term loan, as well as the refinancing of its secured debt maturing in 2026 and the Company intends to use the incremental proceeds raised to pay off its $500 million senior notes at maturity in July 2026
Yesterday morning, Palogic Value Fund withdrew its nominees and shareholder proposal against PEB and “is highly encouraged by the steps Pebblebrook has recently taken to enhance corporate governance…(but) retains significant concerns regarding the pursuit of NAV accretion, executive accountability, and economic alignment”
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Welcome your comments and feedback.
Have a great day!
David Auerbach