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- The Daily REITBeat | Tuesday, November 18th, 2025
The Daily REITBeat | Tuesday, November 18th, 2025
"Unease"
David Auerbach
November 18, 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/
Futures in the red at the time of this writing as talking heads focus on the continuing broad markets selloff as Home Depot earnings disappoint while tech/AI drags the markets and bitcoin selling off again.
From Bloomberg
"Global markets extended a broad selloff, with US stock futures signaling a fourth day of losses after Home Depot Inc. highlighted signs of consumer strain.
S&P 500 futures slipped 0.5%. Home Depot fell more than 3% in premarket trading after warning of weaker demand for big-ticket purchases. Tech weakness persisted, with Amazon.com Inc. and Microsoft Corp. down more than 1.5% after a ratings downgrade.
Bitcoin briefly dipped below $90,000 before bouncing from the lows. Treasuries were the main beneficiaries as investors continued to seek havens, with the 10-year yield falling four basis points to 4.10%. Gold fluctuated above $4,000 an ounce. The dollar was little changed.
The cross-asset moves underscored continued unease over interest rates and technology earnings, with Nvidia Corp.’s report on Wednesday poised to test investor nerves over lofty valuations in the artificial-intelligence sector. Focus will then turn to the delayed September jobs report due Thursday, a key gauge for the Federal Reserve’s policy outlook."
In REIT News
UBS initiates OHI ($50) and CTRE ($42) with Buy ratings
UBS initiates SBRA with a Neutral rating ($20 price target)
Wells Fargo initiates HLT ($332) and MAR ($329) with Overweight ratings
Wells Fargo initiates H with an Equalweight rating ($154 price target)
BMO upgrades KRC to Market Perform from Underperform (raise price target by $4 to $44)
Barclays upgrades REG to Overweight from Equalweight (lower price target by $1 to $82)
Barclays downgrades FRT to Equalweight from Overweight (lower price target by $7 to $106)
Wells Fargo downgrades VICI to Equalweight from Overweight (lower price target by $4 to $32)
HIW agreed to acquire 6Hundred at Legacy Union, a 24-story, 411K sf Class AA office tower located in Charlotte’s Uptown CBD, for a total expected investment of $223 million noting that it is currently 84% leased with a weighted average lease term of over 12 years
FCPT announced the acquisition via sale leaseback of three automotive service properties located in strong retail corridors in Missouri for $5.9 million noting that the properties are corporate-operated under triple net leases with 15 years of term remaining and priced at a 7.5% cap rate on rent as of the closing date and exclusive of transaction costs
NTST announced it is raising the low end of its full year 2025 AFFO guidance to a new range of $1.30 to $1.31/diluted share while maintaining its full year 2025 net investment activity guidance of $350 million to $400 million
HPP announced that it will effect a 1-for-7 reverse stock split of its common stock effective at 5:00 p.m. Eastern Time on December 1, 2025
Yesterday morning, WY announced the appointment of Richard "Rick" Beckwitt to the company's board of directors effective immediately
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Have a great day!
David Auerbach