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- The Daily REITBeat | Tuesday, February 3rd, 2026
The Daily REITBeat | Tuesday, February 3rd, 2026
"Rotation?"
David Auerbach
February 03, 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 Palantir’s earnings boosting technology stocks along with SpaceX/xAI combination and delays in JOLTS and Nonfarm Payrolls data that is supposed to be coming due over the next couple of days.
From Bloomberg
"Stocks rose as precious metals bounced back and robust earnings from Palantir Technologies Inc. drove a rally in technology stocks.
S&P 500 futures gained 0.3% after the benchmark closed near a record. Palantir surged 10% in premarket trading on a stronger-than-expected sales outlook. South Korea’s Kospi posted its biggest advance since 2020 as Samsung Electronics Co. jumped 11%. Nasdaq 100 futures rose 0.5%.
PayPal Holdings Inc., meanwhile, tumbled 16% after missing profit estimates and announcing a change in its chief executive officer. Gold climbed more than 5% to rise above $4,900 an ounce as the US dollar fell, while silver jumped 10%."
In REIT News
Goldman Sachs reinstates ARE with a Neutral rating ($60 price target)
BofA upgrades ELS to Buy from Neutral (raise price target by $2 to $76)
UBS downgrades PKST to Neutral from Buy (raise price target by $4 to $21)
DOC and SPG announced quarterly earnings while AAT and BDN announce after the close of trading
GMRE will change its name, effective as of 12:01 a.m., Eastern Time, on February 23, 2026, to “Chiron Real Estate Inc.” and beginning on February 23rd, the Company’s common stock will trade on the New York Stock Exchange under the new name, “Chiron Real Estate Inc.,” and ticker symbol “XRN”
Yesterday, Moody’s upgraded OUT’s Corporate Family Rating to “Ba3” from “B1” with a stable outlook
Yesterday morning, Brookfield Asset Management announced it will acquire PKST for $21/share in cash which represents an implied enterprise value of approximately $1.2 billion as the proposed purchase price represents a premium of 34% to its share price on January 30, 2026, the last full trading day prior to this announcement, as well as a 46% premium to its 30-day volume weighted average price (VWAP) and a 51% premium to its 90-day VWAP, for the period ended January 30, 2026
Yesterday morning, LAMR acquired the assets of Cleveland Outdoor Advertising for cash which adds 31 high-profile bulletin faces and more than 40 junior bulletin faces to its portfolio
Yesterday morning, VNO named Newmark Group, Inc. as the exclusive leasing agent for the next stage in its retail transformation in THE PENN DISTRICT on Manhattan's new West Side
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Welcome your comments and feedback.
Have a great day!
David Auerbach