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- The Daily REITBeat | Tuesday, February 17th, 2026
The Daily REITBeat | Tuesday, February 17th, 2026
"I Love the Smell of Napalm in the Morning"
David Auerbach
February 17, 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 red at the time of this writing as talking heads focus on AI, market sentiment, Warner/Paramount discussions, economic data calendar and Fed commentary. Seems like AI’s overhang will drag on throughout the markets to start the new week.
From Bloomberg
"US stock futures fell as concerns around artificial intelligence weighed on sentiment, with Wall Street set to return from a holiday break. Treasuries edged higher and gold slid.
Contracts on the Nasdaq 100 index retreated 0.9% and those on the S&P 500 dipped 0.4% as all members of the so-called magnificent seven US tech stocks declined in premarket trading. The pound weakened against the dollar after UK unemployment rose to a near five-year high. Spot gold dropped toward $4,900 an ounce. Europe’s Stoxx 600 gauge was little changed.
US traders are coming back to their desks eying firms’ swelling AI budgets, while also wary of the technology’s potential to hurt industries outside the tech sector. Meanwhile, tensions are mounting in the Middle East and private sector jobs data later Tuesday may give clues on the Federal Reserve’s interest-rate path."
In REIT News
On Monday, Morningstar downgraded PSA to Hold from Buy (maintain $318 price target)
AHH, KRG announced quarterly earnings while CHCT, CSR, ESRT, JBGS announce after the close of trading
AHH is launching the company under a new name, AH Realty Trust, reflecting a company-wide transformation that fundamentally repositions the business and establishes a bold new strategic direction where it has entered into a letter of intent with a global real estate investment management firm for the potential sale of 11 of the 14 multifamily assets in its portfolio plus is under letters of intent relating to the potential sale of its construction business and a majority of its real estate financing platform investments and proceeds from these capital recycling initiatives will be directed first toward debt reduction, supporting the Company's long-term target of 5.5x–6.5x net debt/total adjusted EBITDA as the name change is expected to become effective on March 2, 2026 plus it will be changing its ticker on the NYSE to “AHRT”
CUZ authorized the repurchase of up to $250 million of its outstanding common shares under a newly established share repurchase program and anticipates funding it with a combination of proceeds from non-core asset sales, retained cash, debt financing and/or the settlement of common shares previously issued on a forward basis under its ATM program
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Welcome your comments and feedback.
Have a great day!
David Auerbach