The Daily REITBeat | Thursday, February 5th, 2026

"Cross-Asset Stress?"

Author

David Auerbach
February 05, 2026

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Today’s Newsletter (February 5th, 2026)

Futures in the red at the time of this writing as talking heads focus on recent AI/tech stock selloff along with the recent moves in silver and bitcoin. The question of oversold or momentum trading persists.

From Bloomberg

  • "US futures reversed gains as traders debated whether a selloff in technology stocks spanning everything from software shares to chipmakers had gone too far. Bitcoin and silver tumbled.

  • Nasdaq 100 futures fell 0.8% following an earlier advance of 0.7%, after the index wiped out its gains for the year over the prior two sessions. Alphabet Inc.’s blowout spending forecast lifted stocks tied to AI infrastructure such as Broadcom Inc., even though the Google parent slipped 5% in premarket trading. S&P 500 contracts fell 0.5%.

  • Traders are weighing whether the flight from tech has been excessive, driven by concerns over disruption from artificial intelligence, lofty valuations and vast capital outlays. Sectors that stand to gain from faster economic growth have been the main beneficiaries of the shift.

  • Outside of tech, attention was squarely on precious metals. Silver plummeted as much as 17% as the commodity struggled to find a floor following a historic rout. Gold traded near $4,900 an ounce. Bitcoin slumped below $70,000, a level last seen in 2024 amid wider cross-asset stress."

In REIT News

  • BofA downgrades COLD to Underperform from Buy (lower price target by $1 to $13)

  • BofA downgrades PSA to Neutral from Buy (lower price target by $26 to $310)

  • Wells Fargo downgrades PSA to Equalweight from Overweight (lower price target by $35 to $295)

  • Wells Fargo downgrades SMA to Equalweight from Overweight (lower price target by $8 to $33)

  • AVB, CCI, EGP, ESS, FR, MAA, OHI, REXR, TRNO announced quarterly earnings while CDP, CPT, CUZ, DLR, EQR, PECO, PINE, REG, VTR announce after the close of trading

  • HHH priced an offering $500 million of 5.875% senior notes due 2032 and $500 million of 6.125% senior notes due 2034 and intends to use the net proceeds of the offering to redeem all of its outstanding 5.375% Senior Notes due 2028 on February 19th, 2026 for $1,011.6475 per $1,000 principal amount of Notes while S&P raised its issuer credit rating to “B+” from “B” and its issue-level ratings on the existing unsecured notes to “BB-“ from “B+” and remains on CreditWatch with positive implications

  • AHR announced that Danny Prosky, the Company's Chief Executive Officer and President, has taken a medical leave of absence, effective February 3, 2026, due to a recent medical event and the Board of Directors has appointed Jeffrey T. Hanson, the Chairman of the Company's Board, to serve as Interim Chief Executive Officer and President

  • SUI announced the departure of Mark E. Patten as Chief Financial Officer and Fernando Castro-Caratini has assumed the on an interim basis

  • PINE closed an amended and restated $450 million unsecured credit facility with the proceeds used to effectively retire all the Company’s prior unsecured debt

  • Yesterday morning, SPG announced an over $250 million investment program to further elevate three prestigious assets in its portfolio: The Mall at Green Hills in Nashville, Cherry Creek Shopping Center in Denver, and International Plaza in Tampa

Download today’s Daily REIT Beat here!

The Daily REITBeat 2-5-26.pdf879.56 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach