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- The Daily REITBeat | Wednesday, August 27th, 2025
The Daily REITBeat | Wednesday, August 27th, 2025
"The Turning Point?"
David Auerbach
August 27, 2025
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Futures in the green at the time of this writing as talking heads focus on Nvidia’s earnings after the close of trading as Federal Reserve turmoil and trade tariffs continue to make headlines in the markets.
From Bloomberg
"Stocks held firm and the dollar rebounded as calm prevailed ahead of Nvidia Corp.’s earnings, with investors awaiting an update on the artificial intelligence boom that has powered equity gains this year.
Futures on the S&P 500 and Nasdaq 100 were little changed. Nvidia rose 0.6% in premarket trading, while its Magnificent Seven peers were mixed. In Europe, stocks were firm after days of losses as France’s benchmark rebounded. The dollar advanced 0.4%, strengthening against all major currencies.
Bonds steadied after long-dated debt from the US to France and the UK retreated Tuesday, with the yield on 10-year Treasuries little changed at 4.27%.
There’s been plenty to rattle markets in recent days, including French political turmoil and the Trump administration’s attacks on the Fed, as well as fresh tariff threats. But investors are now honing in on Nvidia’s earnings, due after the bell. The chipmaking giant is expected to provide clues on the sustainability of massive AI spending, and how the US-China rivalry is limiting growth.
“Nvidia is the story of the week. We’ve seen some erosion of the AI premium, so this is an important number to determine whether the AI story has got further to go,” said Guy Miller, chief strategist at Zurich Insurance Group. “This could either allow the technology cycle, the AI dream, to continue, or it could get significantly dented.”"
In REIT News
Scotiabank upgrades PLD to Sector Perform from Underperform (raise price target by $14 to $114)
BofA downgrades SBAC to Neutral from Buy (lower price target by $30 to $230)
BHR announced that its Board of Directors has initiated a process for the sale of the company where it formed a Special Committee comprised solely of independent and disinterested directors to explore a range of strategic alternatives and after reviewing various strategic options to maximize value for shareholders, the Board has determined that it is in the best interests of the Company and its shareholders to pursue a sale of the Company
SMA announced the acquisition of five institutional-quality self-storage properties in Alberta comprised of approximately 330,000 net rentable sf, including 2,770 storage units, with a mix of interior climate-controlled, heated and exterior drive-up options and its Canadian portfolio now totals 49 operating assets
Fitch Ratings affirmed GTY’s ratings, including its Long-Term Issuer Default Rating and senior unsecured debt rating, at “BBB-“ with a stable outlook
Yesterday, Fitch Ratings affirmed the Long-Term Issuer Default Ratings of FCPT and its operating partnership at “BBB” plus affirmed its operating partnership’s senior unsecured debt at “BBB” with a stable outlook
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David Auerbach