The Daily REITBeat | Wednesday, February 11th, 2026

"Not-Really-Hiring, Not-Really-Firing Mode"

Author

David Auerbach
February 11, 2026

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Today’s Newsletter (February 11th, 2026)

Futures in the green at the time of this writing as talking heads focus on today’s delayed January Nonfarm employment report and the impact it will have on the Fed cutting interest rates in the near future. Earnings, market momentum, crypto, commodities, 10-year getting a lot of attention as well.

From Bloomberg

  • "Stock futures rose modestly while the dollar fell to its lowest level this month, as traders considered whether Wednesday’s US jobs report would prompt the Federal Reserve to cut interest rates more quickly.

  • S&P 500 contracts gained 0.1%. The dollar retreated for a fourth consecutive day, weakening against all major peers. Ten-year Treasury yields touched a five-week low after money markets raised the odds of an April rate cut. Fears of artificial-intelligence disruption weighed on European stocks.

  • January’s payrolls report is due after US government officials, including National Economic Council Director Kevin Hassett, recently warned that investors should expect lower jobs numbers going forward. Analysts are also anticipating an annual revision to the jobs count, which is expected to reveal a markdown in the year through March 2025."

In REIT News

  • ADC, AKR, DEI, HIW, IVT, NNN, NTST, UE, WELL, WPC announced quarterly earnings while EPRT, EQIX, FCPT, GTY, IRT, PDM, RYN, STAG announce after the close of trading and IRM, KIM, LXP announce tomorrow morning before the open

  • CURB priced an underwritten public offering of 8,000,000 shares of its common stock raising gross proceeds of $204 million (~$25.50/share) on a forward basis and intends to use the net proceeds for general corporate purposes, which may include, among other things, funding the acquisition of properties, working capital and capital expenditures, repaying outstanding indebtedness, or a combination of the foregoing

  • CUZ priced $500 million of 4.875% senior unsecured notes due 2033 on behalf of its operating partnership and intends to use the net proceeds to repay a portion of borrowings under its credit facility, which were partially incurred in connection with the 300 South Tryon Acquisition, with any remaining amounts being used for working capital, capital expenditures and other general corporate purposes, which may include repayment of other outstanding indebtedness (including a portion of its 2021 term loan)

  • ARE priced $750 million of 5.25% senior notes due 2036 and intends to use the net proceeds to repay a portion of the borrowings under its commercial paper program incurred in connection with the repurchase or redemption of up to the Aggregate Maximum Tender Amount of the Tender Offer Notes pursuant to the Tender Offer as it also announced the pricing terms and results to date of its previously announced cash tender offers to purchase a portion of the Company's outstanding 3.000% Senior Notes due 2051, 3.550% Senior Notes due 2052 and 4.000% Senior Notes due 2050 and is increasing the Aggregate Maximum Tender Amount (as defined in the Offer to Purchase) in order to accept all of the Notes that were validly tendered and not validly withdrawn at or prior to the Early Tender Date

  • FRMI secured a $500 million financing commitment from MUFG Bank, Ltd. to fund the acquisition of three Siemens Energy F-class gas turbines which was previously announced

Download today’s Daily REIT Beat here!

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Welcome your comments and feedback.

Have a great day!

David Auerbach