The Daily REITBeat | Thursday, October 30th, 2025

"Not Enough..."

Announcing the Launch of REIT TV!!

Our goal with REIT TV is to bring you 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 725 videos in the hopper from the last year or so which represents just under 110 hours of video footage.

New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.

Please alert us to bugs or if you have suggestions and ideas on how to improve this.

We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.

Check out the channel at https://reittv.com/

Today’s Newsletter (October 30th, 2025)

Futures mixed at the time of this writing as talking heads focus on multiple topics including President Trump/China’s Xi Jinping meeting, corporate earnings, yesterday’s Federal Reserve meeting/press conference and many other moving parts of the market.

From Bloomberg

  • "Stocks struggled for direction as traders navigated a US-China trade truce, mixed technology earnings and a cautious Federal Reserve amid a host of moving parts shaping markets.

  • S&P 500 futures were little changed after the index ended flat on Wednesday. President Donald Trump hailed an “amazing meeting” with his Chinese counterpart, Xi Jinping, where the two sides agreed to roll back export controls and ease other trade barriers — steps that were largely anticipated by markets. 

  • Meanwhile, shares of the Magnificent Seven tech heavyweights, the driving force behind the US stock rally, diverged widely in premarket trading. Meta Platforms Inc. slumped 8.5% as investors questioned whether the Facebook parent’s heavy spending on artificial intelligence infrastructure would pay off. Alphabet Inc. jumped 7.7% after posting stronger-than-expected growth in its cloud unit, while Microsoft Corp. fell more than 2% as results failed to meet lofty expectations. 

  • Together, the three companies spent about $78 billion on capital investments last quarter, up 89% from a year earlier. Amazon.com Inc. and Apple Inc. are due to publish results after the close on Thursday."

In REIT News

  • Yesterday, Freedom Broker downgraded WELL to Hold from Buy (raised price target by $14 to $196)

  • AMH, AVB, BNL, EPR, EQIX, ESRT, ESS, EXR, FPI, INVH, IRT, KIM, KRG, LXP, MAA, MPW, PGRE, PSA, STAG, SUI, UDR, VTR, WSR announced quarterly earnings while ALEX, CDP, CUBE, CUZ, GLPI, HR, OHI, PK, SBRA, VICI, WY announce after the close of trading and FRT, XHR announce tomorrow morning before the open

  • LXP announced that its Board of Trustees approved a reverse stock split of its outstanding common shares at a ratio of 1-for-5 which is expected to take place at approximately 5:00 p.m. EST on November 10, 2025

  • S&P affirmed CBL’s ratings on the company, including its “B-“ issuer rating and “B+” issue-level rating on its senior secured term loan due 2026, and revised its outlook to negative from stable

  • Yesterday, Fitch Ratings affirmed IVT’s “BBB-“ Long-Term Issuer Default Rating and senior unsecured debt rating with a stable outlook

Download today’s Daily REIT Beat here!

The Daily REITBeat 10-30-25.pdf916.88 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach