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- The Daily REITBeat | Tuesday, February 10th, 2026
The Daily REITBeat | Tuesday, February 10th, 2026
"Whatever it Takes"
David Auerbach
February 10, 2026
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 over 800 videos.
Check out the channel at https://reittv.com/
Futures in the green at the time of this writing as talking heads focus on the rally in the S&P 500 with earnings, economic data and the Federal Reserve drawing a lot of attention.
From Bloomberg
"A rally that drove the S&P 500 to within a whisker of an all-time high is pausing as traders gear up for a slate of US economic readings, starting with retail sales on Tuesday.
Futures for the US benchmark were marginally higher after a 2.5% advance over the past two sessions. Gold kept above $5,000 an ounce. In Europe, Kering SA surged 11% as a turnaround at its Gucci brand began to take hold. Alphabet Inc. kicked off a sterling and Swiss franc-denominated bond sale following a $20 billion US deal.
Economists and analysts expect solid retail sales for December, supported by resilient household spending despite high living costs and a fragile employment backdrop. The release will be followed by payrolls and inflation data in the coming days, as well as a slate of secondary readings on the labor market.
Markets are experiencing a moment of calm after an artificial-intelligence-driven selloff and subsequent rebound over the past week. Traders are now waiting to see how this week’s data may shape expectations for the Federal Reserve’s interest-rate path."
In REIT News
Yesterday, Morningstar reinstated VNO with a Hold rating ($31 price target)
Yesterday, Morningstar downgraded WELL to Sell from Hold (maintain $172 price target)
BRX, KRC, UDR, VNO announced quarterly earnings while ADC, AKR, DEI, HIW, IVT, NTST, WELL, WPC announce after the close of trading and NNN, UE announce tomorrow morning before the open
VNO completed a $525 million refinancing of One Park Avenue, a 945,000 sf Class A Manhattan office building where New York University leases approximately 74% of the space at the property and the interest only loan carries a rate of SOFR plus 1.78% and matures in February 2031 which replaces the previous $525 million loan that bore interest at SOFR plus 1.22% and was scheduled to mature in March 2026
AIV announced that stockholders voted to approve the Plan of Sale and Liquidation proposed by its Board of Directors at a special meeting held on February 6th and the Board declared a $1.45/share liquidating distribution, funded with the net proceeds of the December 2025 sale of its Brickell Assemblage, to be paid on March 13, 2026, to stockholders of record as of February 27, 2026 and if all of the properties currently under contract close as planned, it expects to distribute between $0.85-$0.95/share during the second quarter, after accounting for the retirement of property level debt, transaction costs, and the planned payoff of approximately $110 million of construction debt and preferred equity borrowings
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Welcome your comments and feedback.
Have a great day!
David Auerbach