- The Daily REITBeat
- Posts
- The Daily REITBeat | Tuesday, July 29th, 2025
The Daily REITBeat | Tuesday, July 29th, 2025
"A Major Week"
David Auerbach
July 28, 2025
Retail Advisor Outreach Program
Are you a publicly-traded REIT trying to raise awareness with retail advisors?
Send us a message to learn about how we have built out a program to hit advisors and investors around the REIT properties we interact with every single day.
We have done this engagement with a handful of REITs and are in conversation with others to launch direct marketing campaigns.
Daily REITBeat Survey
Can we ask you to spend a few minutes filling out this survey for us please?
We are trying to get a better understanding of our readership and what we should be including in the Daily/Weekly publications!
Futures in the green at the time of this writing as talking heads focus on the US/EU trade agreement along with a pivotal week of earnings, economic calendar releases and Federal Reserve interest rate policy decision.
From Bloomberg
"US equity futures climbed along with the dollar after the European Union reached a trade deal with President Donald Trump, and signs mounted that the US and China will extend their truce. The euro fell.
The record rally in US stocks looks to power on, with S&P 500 contracts up 0.2% after the index closed at an all-time high Friday. Europe’s Stoxx 600 index gained 0.6% after the US-EU deal, which imposes 15% tariffs on most of the bloc’s exports.
Even as fears of a damaging trade war ease, optimism is tempered by the risks posed from the US jobs report, Federal Reserve and Bank of Japan meetings and earnings from megacap companies this week. Early gains in European automakers faded and the euro slid to its lowest in a week against the dollar as investors digested more negative aspects of the accord.
“This deal removes any uncertainty which has been reflected in the positive market movements this morning,” Michael Browne, global investment strategist at Franklin Templeton Institute, wrote in a note. “We will now have to see what the tariffs mean for businesses and how they will be absorbed, but it will vary by sectors.”
Meanwhile, Magnificent Seven members Apple Inc., Amazon.com Inc., Microsoft Corp. and Meta Platforms Inc. are all due to report numbers. Robust corporate earnings have bolstered investor confidence in US stocks, as companies head for their highest share of beats since the second quarter of 2021."
In REIT News
Wolfe Research upgrades BNL to Outperform from Peer Perform ($19 price target)
BofA upgrades NTST to Neutral from Underperform (raise price target by $1 to $19)
BRX, CDP, CURB, KRC, PCH, PDM, WELL announce earnings after the close of trading while AMT, NXRT announce tomorrow morning before the open
ONL announced that its Board of Directors unanimously concluded that the revised non-binding acquisition proposal to acquire all of the outstanding shares of the Company for $2.75/share in cash submitted by Kawa Capital Management on July 17, 2025, is not in the best interests of its stockholders which follows a review process conducted by the Orion Board in consultation with its independent financial and legal advisors
On Friday, FCPT announced the acquisition of a BJ’s Restaurant and Brewhouse property and a LongHorn Steakhouse property located in a strong retail corridor in Pennsylvania for $4.8 million from Brookfield Properties noting that the properties are corporate-operated under triple net leases with a blended eight years of term and priced at a capitalization rate consistent with previous company transactions
On Friday, Moody’s affirmed WPC’s “Baa1” issuer rating, senior unsecured debt rating and affirmed the backed senior unsecured debt rating of its European affiliate with a stable outlook
On Friday, AMH published its 2024 Sustainability Report which provides transparency on the company's performance and initiatives to build and operate responsibly, invest in a great workplace, and improve the lives of residents
Download today’s Daily REIT Beat here!
|
Welcome your comments and feedback.
Have a great day!
David Auerbach