The Daily REITBeat | Wednesday, December 24th, 2025

"T'was the Night.."

Author

David Auerbach
December 24, 2025

**Next daily publication on Monday, December 28th then the following Monday**

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Today’s Newsletter (December 24th, 2025)

Futures in the red at the time of this writing as talking heads focus on the move in Gold and Copper with the Santa rally hoping to hold in a holiday shortened session.

Happy holidays to all of you!!

From Bloomberg

  • "US stocks are hovering near all-time highs ahead of the Christmas break as a seasonally strong period for equities begins. Gold climbed above $4,500 an ounce.

  • Futures on the S&P 500 were little changed after technology shares pushed the index to a record, with Wednesday’s trading expected to be lighter amid shortened holiday hours. Traders remain confident that the year can end on a positive note as the Santa Claus Rally stretch gets underway, potentially adding to the US benchmark’s roughly 17% gain this year.

  • Investors are drawing optimism from a US economy that continues to outperform expectations, supporting earnings prospects in the year ahead. At the same time, money markets still see scope for at least two Federal Reserve rate cuts in 2026, a backdrop that could lift a broader range of stocks even as valuation concerns linger around pace-setting tech shares."

In REIT News

  • AIV sold its Brickell Assemblage, which includes The Yacht Club Apartments and the adjacent 1001 Brickell Bay Drive office building located in Miami, FL for $520 million plus entered into a definitive agreement to sell two properties totaling 660 apartment homes located in Plantation, FL and Nashville, TN to an affiliate of Harbor Group International, LLC for $155 million

  • CLDT announced the closing of the sale of the 147-suite Homewood Suites by Hilton Billerica, MA for $17.4 million noting that the hotel was projected to have the third lowest RevPAR in the portfolio and earn approximately $1 million of net operating income in 2025 which equates to a capitalization rate of approximately 4%

  • FCPT announced the acquisition of a Crash Champions property located in a strong retail corridor in Ohio for $2.6 million noting that the property is corporate-operated under a long term, net lease with approximately nine years of term remaining and priced at a 7.2% cap rate including rent credits received at closing and exclusive of transaction costs plus announced the acquisition of an Olive Garden property located in a highly trafficked corridor in Illinois for $2.2 million noting that the property is corporate-operated under a long term, triple net lease with approximately eight years of term remaining and priced at a 6.7% cap rate on rent as of the closing date and exclusive of transaction costs

  • SMA announced the acquisition of a 1.78-acre land parcel in Toronto, Ontario for the planned development of a four-story, 100,000 net rentable sf Class A self-storage facility comprising approximately 1,100 climate-controlled units as it will undertake the development in partnership with SmartCentres

  • S&P announced that BDN will be removed from the S&P SmallCap 600 index prior to the open of trading on Tuesday, January 6th

  • Yesterday morning, COLD announced a new partnership with On the Run, one of Australia’s most recognized P&C brands and it will provide storage and distribution services to support OTR’s supply chain in Adelaide and its rapid national expansion

  • Yesterday morning, APLE published its annual Corporate Responsibility Report which details its commitment to enhancing long-term shareholder value through responsible investment, environmental stewardship, strong governance and ethics, and the ongoing support of its corporate employees, hotel associates, hotel guests, communities, and other stakeholders

Download today’s Daily REIT Beat here!

The Daily REITBeat 12-24-25.pdf807.95 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach