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- The Daily REITBeat | Tuesday, March 31st, 2026
The Daily REITBeat | Tuesday, March 31st, 2026
"End or No End?"
David Auerbach
March 31, 2026
Help Shape How Investors and Advisors Understand REITs
4800 Partners is conducting a brief, three-minute survey to understand how investors and advisors perceive Real Estate Investment Trusts (REITs), including their purpose, benefits, and challenges.
Your perspective will help reveal how well these investment structures are understood and where key awareness gaps exist.
As a thank-you, all participants who complete the survey may opt in to a drawing for ONE of the following:
1. A complimentary seat in The REIT Academy & The Executive REIT Masterclass’s taught by Georgetown University Professor Jonathan Morris, a recognized pioneer of the REIT industry
2. A $300 thank-you gift, such as premium headphones
One entry per participant. No purchase required. The winner will be selected at random and contacted by email after the survey closes.
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:
* 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 1000 videos.
Check out the channel at https://reittv.com/
Futures in the green on the last day of 1Q’26 as talking heads focus on President Trump’s signal that he is willing to end the war in Iran even if the Strait of Hormuz remained largely shut. Treasuries and oil/commodities getting a lot of attention ahead of a big economic calendar.
From Bloomberg
"Stocks rose while oil swung between gains and losses after the Wall Street Journal reported that President Donald Trump had signaled he was willing to end the US military campaign against Iran.
S&P 500 futures advanced 0.9%, recovering some ground after a selloff that left the benchmark on course for its worst month since 2022. Brent traded below $108 a barrel. Treasuries extended a rebound, with the two-year yield dropping two basis points to 3.81%. The dollar edged lower while gold firmed.
The monthlong war in the Middle East has roiled markets as Iran responded to US and Israeli attacks with a near-total blockade of the Strait of Hormuz, a key transit route for about a fifth of global crude output. The disruption has sent Brent surging nearly 50%, stoking fears of an inflationary spiral with US gasoline prices above $4 a gallon for the first time since 2022."
In REIT News
Mizuho initiates ELS ($72) and SUI ($143) with Outperform ratings
Truist Securities reinstates AMT with a Buy rating ($205 price target)
Truist Securities reinstates CCI ($90) and SBAC ($193) with Hold ratings
Morgan Stanley upgrades HIW to Equalweight from Underweight (lower price target by $1 to $23)
O priced $800 million of 4.75% senior notes due 2033 and intends to use the net proceeds for general corporate purposes, which may include, among other things, the repayment or repurchase of its indebtedness (including borrowings under its revolving credit facilities and commercial paper programs), 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
SVC commenced a $500 million offering of its common stock and intends to use the net proceeds to redeem all or a portion of the $100.0 million principal amount outstanding of its 4.95% senior notes due 2027 and/or the $450.0 million principal amount outstanding of its 5.50% senior notes due 2027
WPC completed Q1’26 investment volume totaling approximately $580 million and currently has capital investments and commitments totaling approximately $170 million scheduled to be completed during the remainder of 2026 plus amended its credit agreement, replacing the €215 million term loan it repaid in February with a new CAD$347 million term loan of an equivalent notional amount and under the same terms, duration and extension options
AHRT completed a sale of two multifamily notes previously held within its real estate financing platform for an aggregate purchase price of $63 million where the buyer has acquired the Company’s investment in Solis North Creek and Solis Peachtree and announced recent capital markets activity where it repurchased approximately 3.6 million shares at a price of $5.72/share totaling $22 million
AIV completed the sale of its portfolio of seven apartment properties to LaTerra Capital Management and Respark Residential, including 1,495 units, located in the Chicago market for $455 million plus is under contract for the sale of three additional properties expected to close in the second quarter 2026 and is actively marketing for sale several of its remaining assets
Yesterday, S&P raised CBL’s issuer credit rating to “B+” from “B-“ and revised its outlook to stable from negative
Yesterday, Sieve Capital LLC initiated a public campaign focused on COLD’s Chairman Mark Patterson and “ is calling on the Board to pivot from assessing “potential asset sales and joint ventures” to reviewing all strategic alternatives… Sieve is prepared to share more detail regarding Americold’s Board members, governance history, and past strategic decisions to ensure that shareholders have all necessary information.”
Yesterday morning, TRNO pre-leased 220,000 sf in Countyline Corporate Park Phase IV Building 35 in Hialeah, FL to a national tire distributor commencing with building completion and tenant build-out, expected to be in the fourth quarter of 2026 and expiring July 2032 where the estimated stabilized cap rate is 6.0%
Yesterday morning, CUZ executed a long-term lease for 116,000 sf with Oracle at its Neuhoff mixed-use development in Nashville, TN where Oracle is expected to occupy the space in the second half of 2026
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Welcome your comments and feedback.
Have a great day!
David Auerbach