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- The Daily REITBeat | Tuesday, March 24th, 2026
The Daily REITBeat | Tuesday, March 24th, 2026
"A Tricky Situation"
David Auerbach
March 24, 2026
Help Shape How Investors and Advisors Understand REITs
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AlltheREITJobs.com Version 2.0
Check out the latest updates to the only REIT jobs website for the REIT industry.
www.allthereitjobs.com currently has over 4,000 opportunities across the publicly-traded REITs with new positions being added weekly.
We are working with REITs to add internship opportunities and so many other changes to be the one-stop resource for REIT job seekers and companies offering opportunities.
Have questions or want to discuss sponsorship opportunities? Send me a message.
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:
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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 1000 videos.
Check out the channel at https://reittv.com/
Futures in the red at the time of this writing as talking heads focus on the potential discussions (?) to end the Middle East conflict as oil, treasuries and gold continue to draw attention.
As noted in multiple outlets, the REIT industry mourns the announcement yesterday on the passing of David Simon. A true legend in our industry who did so much for so many. Thinking of the entire Simon family and company team.
From Bloomberg
"Stocks fluctuated as traders grappled with a range of possible outcomes for the war in the Middle East, with oil prices remaining elevated as fighting continued after US President Donald Trump pushed for talks.
S&P 500 contracts were 0.2% lower after swinging between gains and losses. European stocks dropped 0.1%. Treasuries dipped, with the two-year yield climbing two basis points to 3.88%. Brent crude stayed above $100 a barrel. The dollar gained 0.2% while gold edged 0.3% higher.
Traders continue to juggle headlines around the US-Israeli war against Iran after Trump signaled a possible end to hostilities on Monday following what he described as productive talks. The positive sentiment from those comments faded after Iran denied substantive discussions, while the Wall Street Journal reported that US allies in the Persian Gulf may join the campaign against Tehran."
In REIT News
Yesterday, Morningstar upgraded WELL to Hold from Sell (maintain $184 price target)
DOC closed on a new $400 million unsecured delayed-draw term loan facility which matures in March 2031 at an interest rate of SOFR plus 80 bps based on its current credit ratings
JAN closed on a new $500 million unsecured revolving credit facility which matures in March 2030 and a $100 million unsecured delayed-draw term loan facility which matures in March 2031 where borrowings bear interest at SOFR plus 105 and 110 bps, respectively, based on its current leverage- based pricing grid
O closed on a $694 million U.S. dollar-denominated, unsecured term loan due January 2036 with an affiliate of The Goldman Sachs Group, Inc which priced at an all-in fixed rate of 4.91% plus executed a cross-currency swap for a portion of the proceeds, swapping $500 million of proceeds for approximately €431 million (in addition to the related interest payments) over the term of the loan and achieved an effective blended borrowing rate of 4.34%
FCPT announced the acquisition of a BluePearl Pet Hospital property located in a strong retail corridor in Colorado for $3.8 million noting that the property is corporate-operated under a net lease with approximately five years of term remaining and priced at a 7.0% cap rate as of the closing date and exclusive of transaction costs
Yesterday morning, VICI announced that it has expanded its long-term strategic relationship with Cain and Eldridge Industries by providing a $1.5 billion mezzanine loan behind a $2.8 billion senior loan commitment led by J.P. Morgan as part of the construction financing for One Beverly Hills which represents a $1.05 billion incremental commitment beyond its existing $450.0 million investment in the project and is the culmination of the first expression of its previously announced long-term strategic relationship with Cain and Eldridge Industries
Yesterday morning, SPG announced the passing of David Simon, the Company's visionary Chairman of the Board, Chief Executive Officer and President as the Board has appointed Eli Simon as its Chief Executive Officer and President plus he will continue as Chief Operating Officer and Director and Larry Glasscock has been appointed by the Board to serve as Non-Executive Chairman of the Board consistent with these succession planning efforts and the Company's Governance Principles
Yesterday morning, GOOD announced several executive officer appointments in connection with the Company's strategic succession plan where David Gladstone has stepped down as the Company's Chief Executive Officer effective immediately and will remain as the Company's Chairman of the Board of Directors, a member of the Company's investment committee, and also continue as Chairman, CEO, and President of the Company's affiliated investment adviser, Gladstone Management Corporation while Arthur "Buzz" Cooper, the Company's President since 2022 who joined the Gladstone organization in its founding year (2001), has succeeded Mr. Gladstone as CEO and will function in the dual role of CEO and President
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Welcome your comments and feedback.
Have a great day!
David Auerbach