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- The Daily REITBeat | Thursday, February 26th, 2026
The Daily REITBeat | Thursday, February 26th, 2026
"Not Good Enough"
David Auerbach
February 26, 2026
Help Shape How Investors and Advisors Understand REITs
4800 Partners is conducting a brief, three-minute survey to understand how investors and advisors perceive Real Estate Investment Trusts (REITs), including their purpose, benefits, and challenges.
Your perspective will help reveal how well these investment structures are understood and where key awareness gaps exist.
As a thank-you, all participants who complete the survey may opt in to a drawing for ONE of the following:
1. A complimentary seat in The REIT Academy & The Executive REIT Masterclass’s taught by Georgetown University Professor Jonathan Morris, a recognized pioneer of the REIT industry
2. A $300 thank-you gift, such as premium headphones
One entry per participant. No purchase required. The winner will be selected at random and contacted by email after the survey closes.
AlltheREITJobs.com Version 2.0
Check out the latest updates to the only REIT jobs website for the REIT industry.
www.allthereitjobs.com currently has over 4,000 opportunities across the publicly-traded REITs with new positions being added weekly.
We are working with REITs to add internship opportunities and so many other changes to be the one-stop resource for REIT job seekers and companies offering opportunities.
Have questions or want to discuss sponsorship opportunities? Send me a message.
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 just under 1,000 videos!
Check out the channel at https://reittv.com/
Futures mixed at the time of this writing as talking heads focus on Nvidia's earnings and conference call along with nuclear talks between the USA and Iran.
From Bloomberg
"A rally in stocks is stalling after Nvidia Corp.’s earnings beat failed to ignite further gains in technology shares and investors took big bets off the table as nuclear talks between the US and Iran got underway.
S&P 500 and Nasdaq 100 futures were little changed after a two-day rebound. Nvidia Corp. rose 1.2% in premarket trading after strong results, though questions about its sales outlook remained. All other members of the Magnificent Seven lost ground, while Salesforce Inc. fell 3.6% on a lukewarm growth forecast.
Meanwhile, Brent crude was near $70 a barrel as the US and Iran negotiated through mediator Oman in Geneva. President Donald Trump gave Tehran a March 1-6 deadline for an agreement over the Islamic Republic’s atomic activities and has threatened military strikes if it fails to comply.
The S&P 500 has recovered from Monday’s selloff, triggered by a Citrini Research report outlining hypothetical AI-disruption scenarios, though traders are refraining from adding to those gains. With Salesforce’s earnings reviving concerns that software giants could lose ground in the age of AI, investors are treading carefully amid trade uncertainty and geopolitical tensions."
In REIT News
Compass Point downgrades SKT to Neutral from Buy (maintain $38 price target)
AHT, EPR, GNL, HPP, INN, MRP, NSA, OUT, PEB, SMA, SVC, UMH, VICI, WSR, XRN announced quarterly earnings while AHR, BHR, CUBE, DRH, NHI, RLJ, SBAC, SITC announce after the close of trading and SHO announces tomorrow morning before the open
RHP priced $700 million of 5.75% senior notes due 2034 on behalf of its operating partnership and intends to use the net proceeds to redeem in full the Issuers’ 4.750% senior notes due 2027
GLPI priced $800 million of 5.625% senior notes due 2036 on behalf of its operating partnership and intends to use the net proceeds to repay borrowings under its Term Loan Credit Facility with any remaining proceeds to be used for working capital and general corporate purposes, which may include acquisitions, funding development and expansion projects at existing and new properties, repayment of indebtedness, capital expenditures and other general business purposes
MAA priced $200 million of 4.65% senior unsecured notes due 2033 on behalf of its operating partnership and intends to use the net proceeds to repay all or a portion of the borrowings outstanding under its Commercial Paper Program, and any remaining net proceeds will be used for general corporate purposes, which may include, without limitation, the repayment of other debt and the acquisition, development and redevelopment of apartment communities
Yesterday, S&P lowered SVC’s issuer credit rating to “B-“ from B” and lowered its issue-level ratings on its senior secured notes to “B” from “B+”, guaranteed senior unsecured notes to “B-“ from “B”, and its nonguaranteed senior unsecured notes to “CCC” from “CCC+” with a negative outlook
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Welcome your comments and feedback.
Have a great day!
David Auerbach