The Daily REITBeat | Tuesday, November 25th, 2025

"The Race on Chips"

Author

David Auerbach
November 25, 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 775 videos in the hopper from the last year or so which represents just under 125 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 25th, 2025)

Futures in the red at the time of this writing as talking heads focus on AI/chips and tech valuations as many of the usual topics dominate the headlines. Big economic calendar coming due before the holiday slowdown.

From Bloomberg

  • "US stock futures are signaling a mild pullback on Wall Street, with Nvidia Corp. coming under pressure and Alphabet Inc. gaining momentum in the race to supply artificial intelligence chips.

  • Alphabet climbed 3.7% in premarket trading, bringing the search giant closer to a $4 trillion valuation, after The Information reported that Meta Platforms Inc. is in talks to spend billions on Google’s AI chips. 

  • The prospect of a market shake-up rippled across other tech companies. Nvidia and Advanced Micro Devices Inc. slipped more than 3%. In Asia, SoftBank Group shares tumbled 10% on concern that Alphabet’s Gemini model could boost competition for OpenAI, a key SoftBank investment.

  • Nasdaq 100 futures slipped 0.2%, a small retreat after the index soared 2.6% on Monday amid optimism that the Federal Reserve will cut interest rates in December. Contracts on the S&P 500 edged down 0.1%."

In REIT News

  • Barclays upgrades AVB to Overweight from Equalweight (lower price target by $13 to $216)

  • Barclays downgrades CPT to Equalweight from Overweight (lower price target by $9 to $118)

  • NLOP declared a special cash distribution of $4.10/common share, totaling approximately $60.7 million which is payable on December 19, 2025 to shareholders of record as of the close of business on December 4, 2025 plus sold an office property located in Morrisville, NC for $33 million

  • FVR announced that its Board of Directors has authorized the repurchase of up to $75 million of its outstanding common stock under a stock repurchase program which will expire on November 10, 2026

  • S&P raised SAFE’s issuer credit rating on the company to “A-“ from “BBB+” with a stable outlook

  • Yesterday morning, BRX announced that James M. Taylor Jr., the Company's Chief Executive Officer, will retire as Chief Executive Officer effective January 1, 2026 and Brian T. Finnegan, the Company's President and Chief Operating Officer, who has been serving as interim Chief Executive Officer, has been appointed by the Company's Board of Directors to succeed Mr. Taylor as Chief Executive Officer effective on that date plus Mr. Finnegan will also replace Mr. Taylor on the Company's Board of Directors and will retain the title of President

Download today’s Daily REIT Beat here!

The Daily REITBeat 11-25-25.pdf798.60 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach