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- The Daily REITBeat | Tuesday, December 2nd, 2025
The Daily REITBeat | Tuesday, December 2nd, 2025
"A Shift in Tone?"
David Auerbach
December 02, 2025
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 775 videos in the hopper from the last year or so which represents just under 125 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/
Futures in the green at the time of this writing as talking heads focus on the recovery of bitcoin prices along with next week’s Federal Reserve interest rate policy decision as chatter grows that the Fed may cut rates again into the end of the year.
From Bloomberg
"Stocks staged a comeback as a global flight from risky assets faded, with Bitcoin halting its slide to support the shift in tone.
S&P 500 futures rose 0.3%, signaling the resumption of gains after Monday’s losses broke a rally that delivered the benchmark’s best week since May. European and Asian stocks also advanced. Nasdaq 100 contracts climbed 0.4%.
Bitcoin steadied after slumping more than 5%. Bond markets firmed as solid demand at a Japanese 10-year debt auction helped calm trading after Bank of Japan rate-hike speculation rattled markets. The dollar was little changed.
The moves offered relief after a shaky start to what is typically a strong month for equities. Focus now shifts to the Federal Reserve for clues on the US rate outlook at next week’s meeting, with markets treating a cut as all but certain.”
In REIT News
BTIG initiates MRP with a Buy rating ($35 price target)
O announced a definitive agreement with Blackstone Real Estate under which it will make an $800 million perpetual preferred equity investment in the real estate of CityCenter, comprised of the ARIA Resort & Casino and Vdara Hotel & Spa, which is owned by funds affiliated with Blackstone Real Estate noting that the perpetual preferred equity investment is expected to carry an initial unlevered rate of return of 7.4% with annual, capped escalators starting on the fifth anniversary of the closing
CTRE announced its acquisition of three Texas senior living communities comprising 270 assisted living and memory care units for approximately $40 million noting that the acquisition was effective December 1, 2025 and marks the first investment of its senior housing operating portfolio (“SHOP”) platform plus commented that the three communities, located in attractive Texas markets and approximately 86% occupied at the time of acquisition, will be managed by affiliates of Sinceri Senior Living
PINE announced its investment and disposition activities for the fourth quarter through December 1, 2025 plus year-to-date 2025 and its capital markets activity in the fourth quarter
ESRT signed two new retail leases with HOKA and Tecovas for a total of 8,322 sf to join its North Sixth Street Collection in Williamsburg, Brooklyn plus entered into a sale-leaseback transaction with Scholastic Corporation and will acquire 555-557 Broadway for gross proceeds of $386 million
Yesterday, OUT announced two key hires to its leadership team: Stacy Minero as Chief Marketing & Experience Officer and Abhi Vyas as Vice President, Performance Marketing
Yesterday morning, MRP issued a statement in connection with the completion of Lennar Corporation's previously disclosed offer to exchange shares of Millrose Class A common stock for shares of Lennar Class A common stock
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Have a great day!
David Auerbach