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- The Daily REITBeat | Tuesday, January 13th, 2026
The Daily REITBeat | Tuesday, January 13th, 2026
"Breaking the Bank?"
David Auerbach
January 13, 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.
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Futures in the red at the time of this writing as talking heads focus on a busy economic calendar including a pivotal CPI report along with JPM earnings and a potential Supreme Court ruling on tariffs in the next day or so.
From Bloomberg
"US equity futures recouped earlier losses as the earnings season got into full swing and investors awaited December’s inflation data to chart the market’s next move. The yen hit its lowest level since 2024.
Contracts on the S&P 500 were little changed after paring losses of as much as 0.3%. JPMorgan Chase & Co. fluctuated in early trading investors parsed its fourth quarter earnings. European stocks fell. Asian equities climbed 1% as Japan’s Nikkei 225 jumped on speculation that Prime Minister Sanae Takaichi might call an election to secure a fresh mandate for her pro-stimulus policies.
The dollar steadied after posting its biggest slump since Christmas in the previous session. The yen underperformed all major peers. A selloff in Japanese bonds pushed global yields higher, with the rate on 10-year US Treasuries advancing two basis points to 4.20%. Brent crude briefly rose past $65 a barrel. Silver climbed further while gold held near a record.
The latest inflation report, corporate earnings and Wednesday’s possible Supreme Court ruling on US tariffs will offer new tests for a stock rally that has pushed global gauges to fresh highs. Traders are also increasingly looking beyond the US, where renewed attacks by the Trump administration on the Federal Reserve have raised concerns over central-bank independence."
In REIT News
Ladenburg Thalmann reinstates WSR with a Buy rating ($17 price target)
Deutsche Bank upgrades DRH to Buy from Hold (raise price target by $2 to $12)
Barclays upgrades BXP to Overweight from Equalweight (raise price target by $4 to $82)
Barclays upgrades EGP to Overweight from Equalweight (raise price target by $28 to $210)
Barclays upgrades DLR to Equalweight from Underweight (raise price target by $3 to $164)
Barclays downgrades LINE to Equalweight from Overweight (lower price target by $9 to $38)
Barclays downgrades STAG to Underweight from Equalweight (lower price target by $1 to $39)
PDM leased 2.5 million sf, or approximately 16% of its portfolio, during 2025, including 679,000 sf of leases signed during the fourth quarter and approximately two-thirds of the Company’s 2025 leasing related to new tenants and almost half related to previously vacant space while as of December 31, 2025, the Company’s in-service portfolio was 89.6% leased and its out-of-service portfolio, comprised of two projects in Minneapolis and one in Orlando, was 62.4% leased
CCI announced that DISH Wireless has defaulted on its payment obligations to the company causing it to terminate its wireless infrastructure agreement with DISH and “exercised its right to terminate the agreement and to recover in excess of $3.5 billion in remaining payments owed (to the Company)”
NTST announced an update on its fourth quarter and full year 2025 business activities whereby it acquired 57 properties during the quarter for $245.4 million and sold 17 properties for $40.4 million plus introduced 2026 Adjusted FFO guidance of $1.35-$1.39/share
FVR announced results for its fourth quarter and full-year 2025 investment activity, provides outlook for its Q1 2026 acquisition pipeline, and introduces sector-leading portfolio transparency disclosures whereby during the quarter it acquired 7 properties for a purchase price of $41.3 million with a cash yield of 7.46%, a weighted average lease term of 13.1 years, and annual escalators of 1.2% and sold 11 properties for an aggregate $17.8 million, including 7 occupied properties with a cash yield of 6.82% and a weighted average lease term of 6.9 years and for the upcoming quarter, they expect net investment activity to be approximately $25 million with an average cap rate ranging between 7.25% and 7.50%.
AHT extended its Highland mortgage loan secured by 18 hotels where the loan was paid down by $10 million to a current balance of $723.6 million, or approximately 65% of appraised value, and has a final maturity date of July 9, 2026 plus it suspended its preferred dividends including dividends previously declared for recordholders of the Company's Series D, F, G, H, I, J, K, L and M preferred stock as of December 31, 2025, and payable on January 15, 2026
CDP announced the passing of its former CEO and Trustee, Roger A. Waesche, Jr.
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Have a great day!
David Auerbach