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- The Daily REITBeat | Tuesday, July 15th, 2025
The Daily REITBeat | Tuesday, July 15th, 2025
"Banking On It?"
David Auerbach
July 15, 2025
Yesterday morning, company announced that it has executed a 16-year lease with a longtime multinational pharmaceutical tenant for a 466,598 RSF build-to-suit research hub on the Campus Point by Alexandria Megacampus in the University Town Center submarket of San Diego which represents its largest life science lease in company history
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Futures mixed at the time of this writing as talking heads focus on bank earnings results along with news out of Nvidia who announced that they will be able to resume AI chip sales in China. Tariffs continue to draw a lot of attention along with today’s CPI report.
From Bloomberg
"A rally in tech stocks led markets higher after the US cleared Nvidia Corp. to sell advanced computer chips to China, lifting sentiment on a busy day that also features inflation data and big bank earnings.
Nasdaq 100 contracts rose 0.6% and S&P 500 futures climbed 0.3%. Nvidia and Advanced Micro Devices Inc. strengthened more than 4% in early trading. JPMorgan Chase & Co. fluctuated as the lender’s investment bankers eked out a surprise second-quarter gain.
Short-dated US government bond yields rose after Treasury Secretary Scott Bessent said it would be confusing for Federal Reserve Chair Jerome Powell to remain at the central bank after his term ends, adding that a “formal process” has already begun to identify a potential successor.
For Nvidia, the approval of export licenses for the H20 chip not only boosts its earnings prospects but also bodes well for progress in trade talks between the White House and key partners. With stocks trading near record highs, investors will also gain a clearer read on corporate health as major banks mark the unofficial start of earnings season."
In REIT News
Morgan Stanley initiates ELS with an Equalweight rating ($67.50 price target)
Morgan Stanley initiates SUI with an Equalweight rating ($135 price target)
Wolfe Research downgrades O to Peer Perform from Outperform
ESRT announced that George L. W. Malkin has joined its Board of Directors effective July 13, 2025
Yesterday, SQFT entered into a securities purchase agreement with a single institutional investor for the purchase and sale of 170,830 shares of common stock (and common stock equivalents) at a purchase price of $12.00 per share resulting in gross proceeds of approximately $2.05 million
Yesterday morning, EQIX announced the appointment of Shane Paladin as Executive Vice President and Chief Customer and Revenue Officer (CCRO) effective immediately
Yesterday morning, ARE announced that it has executed a 16-year lease with a longtime multinational pharmaceutical tenant for a 466,598 RSF build-to-suit research hub on the Campus Point by Alexandria Megacampus in the University Town Center submarket of San Diego which represents its largest life science lease in company history
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Have a great day!
David Auerbach