The Daily REITBeat | Wednesday, January 14th, 2026

"A Tense Geopolitical Backdrop"

Author

David Auerbach
January 14, 2026

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Today’s Newsletter (January 14th, 2026)

Futures in the red at the time of this writing as talking heads focus on another big economic calendar day plus Bank of America and Citi earnings, Iran protests, Saks bankruptcy, and the other usual topics such as gold/silver, oil, and the Fed.

From Bloomberg

  • "US stock futures pointed to the first back-to-back losses of 2026 as traders watched for an American response to the protests in Iran. Metals topped all-time highs.

  • Contracts on the S&P 500 fell 0.4% as concerns grew over the potential fallout from unrest in the OPEC producer and the threat of intervention by US President Donald Trump. Reuters reported that some personnel have been advised to leave a US air base in Qatar.

  • European shares wavered. Asian equities extended their outperformance on optimism that a likely election in Japan could cement Prime Minister Sanae Takaichi’s pro-stimulus agenda. Bitcoin climbed above $95,000 for the first time since November, signaling demand for some riskier assets.

  • Metals built on their blistering start to the year. Silver surged past $90 an ounce for the first time, spot gold hit a record, and tin and copper climbed to fresh highs. Base metals have been buoyed by strong industrial demand expectations, while gold and silver are also benefiting from the latest attacks on the Federal Reserve and a tense geopolitical backdrop."

In REIT News

  • JonesResearch initiates FVR with a Buy rating ($19 price target)

  • Scotiabank upgrades PLD to Sector Outperform from Sector Perform (raise price target by $13 to $146)

  • Scotiabank downgrades DEI to Sector Perform from Sector Outperform (lower price target by $3.50 to $12.50)

  • LXP closed on a new $600 million senior unsecured revolving credit facility maturing January 31st, 2030 which amends and restates its previous unsecured revolving credit facility plus announced the refinancing of its $250 million unsecured term loan with an initial maturity date of January 31, 2029

  • RITM priced an underwritten public offering of 10,000,000 shares of its 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock with a liquidation preference of $25.00 per share and raised gross proceeds of approximately $250,000,000 where net proceeds will be used for investments and general corporate purposes

Download today’s Daily REIT Beat here!

The Daily REITBeat 1-14-26.pdf802.10 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach

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