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- The Daily REITBeat | Thursday, September 4th, 2025
The Daily REITBeat | Thursday, September 4th, 2025
"Place Your Bets?"
David Auerbach
September 04, 2025
Retail Advisor Outreach Program
Are you a publicly-traded REIT trying to raise awareness with retail advisors?
Send us a message to learn about how we have built out a program to hit advisors and investors around the REIT properties we interact with every single day.
We have done this engagement with a handful of REITs and are in conversation with others to launch direct marketing campaigns.
Futures mixed at the time of this writing as talking heads focus on Federal Reserve interest rate policy as multiple jobs reports are issued capped off by tomorrow’s August Nonfarm Payrolls report while the 10-year treasury trades near 4.19%.
From Bloomberg
"Stocks and bonds rose as traders stepped up wagers on a faster pace of US interest-rate cuts ahead of Friday’s pivotal jobs report.
The S&P 500 futures climbed 0.2%, pointing to a back-to-back advance. Treasuries extended gains, with the yield on 10-year notes falling two basis points to 4.19%. The dollar ticked higher and oil fell.
Advances were stronger in Europe, where the Stoxx 600 strengthened 0.6% and French bonds led gains across the board. In Asia, a selloff in Chinese stocks deepened on a Bloomberg report that regulators may move to cool a rally that has added $1.2 trillion since August.
Calm is returning to markets after days of shifts in stocks and bonds that were driven by concerns over stretched valuations and government finances. As data continue to highlight softness in the labor market, swaps show traders are nearly fully pricing in a quarter-point rate cut this month and broadly split on the likelihood of another in October."
In REIT News
Barclays downgrades KRC to Equalweight from Overweight (maintain $43 price target)
IRM announced a proposed offering of a total of €750 million aggregate principal amount of its Senior Notes due 2034 and intends to use the net proceeds from the offering of the Notes to redeem all of the outstanding 3.875% GBP Senior Notes due 2025 and for general corporate purposes, including repayment of all or a portion of the amounts outstanding under the Company’s revolving credit facility and to pay related fees and expenses
WPC announced updates on recent investment and disposition activity whereby it completed additional investments totaling $250.8 million and $310 million of dispositions subsequent to its second quarter earnings release which brings year-to-date investment volume to approximately $1.3 billion and year-to-date disposition volume to $875 million and the Company's full-year investment volume guidance range is currently $1.4 billion to $1.8 billion while disposition volume guidance range is $900 million to $1.3 billion
CPT announced an update on third quarter 2025 operating trends indicating that quarterly performance to date is trending as anticipated relative to guidance provided in conjunction with its second quarter 2025 earnings release
AVB announced that Same Store Residential revenue growth for the two months ended August 31, 2025 is generally consistent with the Company’s expectation for revenue growth for this two-month period when the Company published its current outlook for full year 2025 revenue growth on July 30, 2025
Yesterday, S&P affirmed SLG’s ratings, including its “BB” issuer credit rating and “BB+” issue-level rating on its unsecured debt and revised its outlook to stable from negative
Yesterday morning, KIM announced with Bozzuto the start of construction for The Chester at Westlake, a landmark mixed-use development that will be Daly City's first major predominantly market-rate apartment community in more than 15 years
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David Auerbach