The Daily REITBeat | Tuesday, November 11th, 2025

"There Appears to be Hope?"

Author

David Auerbach
November 11, 2025

Announcing the Launch of REIT TV!!

Our goal with REIT TV is to bring you 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 725 videos in the hopper from the last year or so which represents just under 110 hours of video footage.

New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.

Please alert us to bugs or if you have suggestions and ideas on how to improve this.

We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.

Check out the channel at https://reittv.com/

Today’s Newsletter (November 11th, 2025)

Futures mixed at the time of this writing as talking heads focus on the potential end of the government shutdown and the air traffic system nightmare along with the backload of economic data that will be eventually released. Other topics include the usual AI suspects including Nvidia.

From Bloomberg

  • "US stock futures retreated as traders backed away from high-priced technology companies after SoftBank Group Corp. sold its entire Nvidia Corp. stake and CoreWeave Inc. warned revenues will be lower than expected. 

  • Futures for the S&P 500 and Nasdaq 100 slipped, trimming Monday’s gains that followed optimism that the US government shutdown was nearing resolution. Nvidia dipped and CoreWeave sank about 9% in premarket trading.

  • The dollar was little changed, and cash trading in Treasuries was closed for the Veterans Day holiday. Stocks in Europe gained. Asia trading was mixed. 

  • The setback at CoreWeave, which rents out access to powerful artificial intelligence chips, gives investors another reason to worry about the strength of the tech industry at a time when there’s widespread anxiety over valuations."

In REIT News

  • TD Cowen upgrades OUT to Buy from Hold (raise price target by $6 to $24)

  • Evercore ISI downgrades HST to Inline from Outperform (maintain $20 price target)

  • Raymond James downgrades KRG to Market Perform from Outperform

  • Yesterday, Morningstar downgraded VTR to Hold from Buy (maintain $81 price target)

  • AIV announced the conclusion of the strategic review process and third quarter results for 2025 whereby the Board of Directors has determined advisable and approved a "Plan of Sale and Liquidation" conditioned on shareholder approval which will be sought during early 2026 and intends to return net proceeds from asset sales to shareholders, subject to payment of Aimco's liabilities and obligations, and the creation of associated reserves which could result in total per share distributions of between $5.75 and $7.10 given current market conditions and inclusive of estimated transaction and wind-down costs

  • FCPT announced the acquisition of a five property veterinary clinic portfolio located in strong retail corridors across California (2), Florida (1), North Carolina (1), and Texas (1) for $13.8 million noting that the portfolio consists of two National Veterinary Associates properties, two Banfield Pet Hospital properties, and one Mission Pet Health property as the properties are corporate-operated under net leases with a weighted average nine years of term remaining and priced at a 7.3% cap rate on rent as of the closing date and exclusive of transaction costs

  • LXP completed a reverse split of its common shares at a ratio of 1-for-5 where as a result of the reverse share split, the number of outstanding common shares was reduced from approximately 295.8 million shares to approximately 59.2 million shares and the previously announced quarterly dividend of $0.14 per common share for shareholders of record as of December 31, 2025 will be $0.70 per share after accounting for the 1-for-5 reverse share split

  • AVB announced that Conor C. Flynn has been appointed to the Board of Directors and will serve as an independent director of the Company

  • FRT announced the appointment of Joseph D. Fisher to its Board of Trustees effective January 1, 2026 as Mr. Fisher will serve on the Board's Audit and Compensation and Human Capital Management Committees

Download today’s Daily REIT Beat here!

The Daily REITBeat 11-11-25.pdf801.64 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach