The Daily REITBeat | Wednesday, February 4th, 2026

"On the Flip Side"

Author

David Auerbach
February 04, 2026

Tell Your REIT Story Visually…

Investor expectations are rising.

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Today’s Newsletter (February 4th, 2026)

Futures mixed at the time of this writing as talking heads focus on a reversal of AI enthusiasm as corporate earnings continue to rollout with AMD disappointing. Some jobs data coming due but the partial shutdown affecting the brunt of the data.

From Bloomberg

  • "Stocks rebounded after a selloff in software shares, while gold reclaimed the $5,000-an-ounce mark.

  • Economically sensitive shares were Wednesday’s biggest gainers, with futures for the Russell 2000 index of small caps advancing 0.5%. Contracts on the S&P 500 rose 0.2% ahead of Alphabet Inc. earnings, while those for the Nasdaq 100 were little changed. In Europe, chemicals and auto shares outperformed. Novo Nordisk A/S sunk 16% after a disappointing sales outlook.

  • The rotation into cyclical stocks persisted as renewed fears over AI-driven disruption weighed on markets. Tuesday’s selloff was sparked by a new automation tool from Anthropic PBC, with losses spilling into financial services and asset managers. Caution lingered on Wednesday, with a European basket of stocks seen at risk from AI disruption falling another 1.1%."

In REIT News

  • Cantor initiates CTO ($20), GNL ($11), MDV ($18), PINE ($20) and WSR ($16) with Overweight ratings

  • Yesterday, Maxim initiated MPT with a Buy rating ($8 price target)

  • Yesterday, Truist Securities downgraded PKST to Hold from Buy (raised price target by $2 to $21)

  • AAT and BDN announced 4Q’25 earnings while AVB, CCI, EGP, ESS, FR, MAA, OHI, REXR announce earnings after the close of trading

  • PDM promoted Alex Valente to Co- Chief Operating Officer, working alongside George M. Wells, to oversee all property management and asset management areas of the Company

  • Yesterday morning, CUBE announced with CBRE Investment Management the acquisition of a self-storage location in Phoenix, AZ as the initial property in a $250 million self-storage venture which will invest in core, core-plus, and value-add opportunities in high growth markets across the United States and CubeSmart will manage the stores on behalf of the venture

Download today’s Daily REIT Beat here!

The Daily REITBeat 2-4-26.pdf800.43 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach