The Daily REITBeat | Tuesday, January 6th, 2026

"Largely Unfazed"

Author

David Auerbach
January 06, 2026

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Today’s Newsletter (January 6th, 2026)

Futures mixed at the time of this writing as talking heads highlight the big moves in precious metals such as gold, silver, and copper along with moves in Oil with geopolitical and macro risks being analyzed.

From Bloomberg

  • "A New Year’s rally in US stocks paused as a rotation into regional stocks broadened and investors awaited fresh data to gauge the strength of the American economy.

  • The S&P 500 was set to open little changed, stalling the artificial-intelligence-driven advance seen in the first trading days of 2026. European stocks rose 0.2%. Shares in Asia extended their best-ever start to a year and a gauge of emerging markets hit back-to-back records.

  • Precious metals came off session highs, with gold rising 0.4%. Copper trimmed gains of as much as 3.1%, trading near $13,200 a ton. Silver advanced 2.5%. Brent crude rose above $62 a barrel.

  • Stock investors have so far been largely unfazed by tensions in Venezuela, extending a three-year bull run that’s been fueled by demand for AI–linked shares. The next leg of the rally will depend in part on how quickly the Federal Reserve moves to further ease monetary policy, with business activity and jobs market data due this week to help shape interest-rate expectations.

  • “We are waiting for data,” said Emilie Tetard, a cross-asset strategist at Natixis. “Before this data, as macro uncertainty is probably stronger in the US vs. the rest of the world, it’s a good time to put in place the diversification.”"

In REIT News

  • Morgan Stanley reinstates DLR ($180) and EQIX ($915) with Buy ratings

  • Barclays initiates APLE ($14), PK ($13), and RHP ($110) with Overweight ratings

  • Barclays initiates DRH ($10) and HST ($19) with Equalweight ratings

  • Barclays initiates PEB ($10) and RLJ ($6) with Underweight ratings

  • Deutsche Bank upgrades HIW to Buy from Hold (lower price target by $1 to $29)

  • SLG announced a joint venture for the ownership of 100 Park Avenue through the sale of a 49% interest to Rockpoint at a gross asset valuation of $425.0 million

  • SAFE closed on a ground lease for the development of an Affordable Housing community with 207 units in the Woodland Hills community of Los Angeles, CA which is expected to be delivered in 2028 and developed by Meta Housing, a leading Affordable Housing development firm based in Los Angeles

  • O priced $750 million aggregate principal amount of 3.50% convertible senior notes due 2029 and intends to use the majority of net proceeds from this offering for general corporate purposes, which may include, among other things, the repayment or repurchase of its indebtedness, foreign currency swaps or other hedging instruments, the development, redevelopment and acquisition of additional properties, acquisition or business combination transactions, and the expansion and improvement of certain properties in its portfolio

  • ADC announced a summary of its investment activity in 2025, introduced investment guidance for 2026, and provided an update on its portfolio as well as its fourth quarter capital markets activity

  • BRX announced investment activity for the three and twelve months ended December 31, 2025

  • EXR announced that the Board of Directors has promoted Noah Springer, the Company's current Executive Vice President, Chief Strategy and Partnership Officer, to President, effective January 5, 2026

  • UDR announced the appointment of Ellen M. Goitia to its Board of Directors effective January 1, 2026 and noted that Ms. Goitia will serve as an independent director and has been appointed to the Nominating and Governance Committee and the Audit and Risk Management Committee and the Board now expands to ten members

  • Yesterday morning, SBRA announced that Darrin Smith has been appointed Chief Investment Officer, Secretary and Executive Vice President, effective January 1, 2026 and succeeds Talya Nevo-Hacohen, former Chief Investment Officer, Treasurer and Executive Vice President in connection with her retirement on December 31, 2025

  • Yesterday morning, KRC announced 300,000 sf of additional lease executions during 2025 at Kilroy Oyster Point Phase 2 located in South San Francisco and combined with 84,000 sf of previously announced lease executions, leasing at the project now totals 384,000 sf, representing a leased rate of approximately 44%

  • Yesterday morning, UMH announced an update on fourth quarter and full year 2025 operating results

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Welcome your comments and feedback.

Have a great day!

David Auerbach