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- The Daily REITBeat | Wednesday, December 3rd, 2025
The Daily REITBeat | Wednesday, December 3rd, 2025
"Reinforcing Expectations???"
David Auerbach
December 03, 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/
Futures in the green at the time of this writing as talking heads focus on today’s ADP jobs report along with other economic data that could be key indicators ahead of next week’s Federal Reserve interest rate policy decision.
From Bloomberg
"US stock futures are signaling a second day of modest gains as traders wager that economic data due Wednesday will reinforce expectations for an interest-rate cut next week. Bitcoin extended its rebound.
Contracts on the S&P 500 rose 0.3%. The advance adds to a cautious rebound from November’s slump, after dovish remarks from Federal Reserve officials and the expected appointment of a chair seen as favoring easier policy have bolstered bets on a faster pace of rate cuts through 2026.
Treasuries firmed and the dollar slipped ahead of an ADP Research report that’s expected to show a deterioration in private-sector payroll growth. The data has taken on added importance with official releases still delayed. A separate report is likely to show softer growth in November services activity."
In REIT News
Ladenburg Thalmann initiates CBL with a Buy rating ($45 price target)
BMO upgrades EQIX to Outperform from Market Perform (maintain $900 price target)
AMT priced $850 million of 4.70% senior unsecured notes due 2032 and intends to use the net proceeds to repay existing indebtedness under its $4.0 billion senior unsecured revolving credit facility
VTR priced $500 million of 5.00% senior notes due 2036 on behalf of its limited partnership and intends to use the net proceeds for general corporate purposes, which may include repayment of other indebtedness, or any other general corporate purposes it may deem necessary or advisable, and to pay related fees and expenses
FCPT announced the acquisition of a VCA Animal Hospital property located in a strong retail corridor in New York for $5.8 million noting that the property is corporate-operated under a long-term net lease and priced at a cap rate in range with previous transactions
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Welcome your comments and feedback.
Have a great day!
David Auerbach