The Daily REITBeat | Tuesday, September 2nd, 2025

"Renewed Unease"

Author

David Auerbach
September 02, 2025

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Today’s Newsletter (September 2nd, 2025)

Futures in the red at the time of this writing as talking heads focus on technology stock valuations, a busy economic calendar week ahead, and the looming Federal Reserve interest rate meeting with interest rates in focus.

From Bloomberg

  • "Wall Street returned from a long weekend to renewed unease over frothy technology stocks and stretched government budgets. Global bonds staged a broad retreat and gold briefly touched an all-time high.

  • Futures for the S&P 500 fell 0.7%, building on the tech-driven selloff that closed out last week. Nvidia Corp. led premarket losses among the Magnificent Seven, falling 1.5%. The Nasdaq 100 dropped 0.9%. The dollar posted its biggest gain since July, putting it on course for a first advance in six days. 

  • The yield on 30-year Treasuries climbed five basis points to 4.98%, while their UK counterparts hit the highest since 1998. Britain’s need to fund a widening budget gap came into focus amid a 10-year debt sale that’s set to raise a record £14 billion. The pound fell more than 1%."

In REIT News

  • Stifel downgrades SPG to Hold from Buy (maintain $179 price target)

  • GLPI announced its $225 million commitment to serve as the lead real estate financing partner for the development of Caesars Republic Sonoma County which will be developed on the site of the current River Rock Casino

  • STRW completed the acquisition of a facility comprised of 108 skilled nursing beds and 16 assisted living beds located in Poplar Bluff, MO for $5.3 million which will increase the Company's annual rents by $530,000 and is subject to 3% annual increases

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Have a great day!

David Auerbach