Tell Your REIT Story Visually…

Investor expectations are rising.

REIT Leadership must communicate vision, progress, and momentum with clarity.

What if we could turn REIT stories and focus into cinematic proof built for capital markets, tenants, and the public arena?

Across the industry, buy-side and sell-side leaders are signaling the same shift:
* REITs must explain their strategy, progress, and value with a 2026 mindset.
* Modern investor relations requires more than charts & filings; it demands narrative clarity and visual proof.

BAND helps REIT leadership show what’s changing, why it matters, and where momentum is building.

Reach out to me to learn about how BAND is changing the visual approach to REIT investor relations.

REIT TV

One streaming channel with 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 800 videos!

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

Today’s Newsletter (December 17th, 2025)

Futures in the green at the time of this writing as talking heads focus on President Trump’s ban on sanctioned oil tankers going into and out of Venezuela as oil and gold are on the move.

In REIT News

• Mizuho upgrades GLPI to Outperform from Neutral (maintain $50 price target)

• FCPT announced the acquisition of a Tires Plus property located in a strong retail corridor in Georgia for $2.3 million noting that the property is corporate-operated under a long-term, triple net lease and priced at a cap rate in range with previous FCPT transactions plus announced the acquisition of four Mission Pet Health properties located in strong retail corridors in Illinois (3) and Wisconsin (1) for $9.3 million and noted that the properties are corporate-operated under long term, net leases with a weighted average of 11 years of term remaining which priced at a 6.9% cap rate on rent as of the closing date and exclusive of transaction costs

• SUI announced the appointment of Mark E. Patten as Chief Financial Officer effective January 5, 2026 succeeding Fernando Castro-Caratini who will transition into an advisory role with the Company

• EPRT announced the appointment of Robert W. Salisbury, CFA as the Executive Vice President and Chief Financial Officer of the Company, effective January 1, 2026 as he succeeds Mark Patten who is pursuing a new professional opportunity

• EGP announced a series of leadership promotions to support the Company's continued long-term growth whereby effective January 1st, 2026 1) Reid Dunbar, Head of EastGroup's Central Region, will become President of the Company; 2) Staci Tyler, Chief Administrative Officer and Chief Accounting Officer, will become Chief Financial Officer; 3) Brent Wood, Chief Financial Officer, will assume the newly created position of Chief Operating Officer, and 4) Michelle Rayner, Controller, will assume the role of Chief Accounting Officer

• Moody’s affirmed the ratings of HR’s limited partnership including its “Baa2” issuer rating, “Basa2” backed senior unsecured rating, “Baa2” senior unsecured rating, and “(P)Baa2” backed senior unsecured shelf rating and revised its outlook to stable from negative

• Yesterday morning, Kawa Capital Management Inc. issued a statement in response to a November 26th letter that ONL questioned the validity of its advance notice submissions for the nomination of five director candidates at the 2026 Annual Meeting

• Yesterday morning, REG announced the election of Mark J. Parrell to its Board of Directors effective January 1, 2026 and with the addition of Mr. Parrell as an independent director, the Company will expand the size of its Board to twelve directors

Download today’s Daily REIT Beat here!

Welcome your comments and feedback.

Have a great day!

David Auerbach