The Daily REITBeat | Wednesday, January 21st, 2026

"Davos and Housing"

Author

David Auerbach
January 21, 2026

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Today’s Newsletter (January 21st, 2026)

Futures in the red at the time of this writing as talking heads stop down for President Trump’s speech and interview from Davos today where comments on institutional ownership of rental housing along with the Fed are rumored to be discussed. VIX, Commodities, Crypto, Treasuries all on the move today.

From Bloomberg

  • "A tentative recovery in US stock futures lost steam as traders awaited President Donald Trump’s address at Davos to hear whether he would ratchet down days of tensions with Europe over Greenland. 

  • S&P 500 contracts were down 0.1%, erasing earlier gains of 0.4% and pointing to further losses after the US benchmark suffered its biggest drop in three months. Selling pressure initially eased after Trump struck a more conciliatory tone ahead of his departure for the World Economic Forum, even as he continued to insist the US should take control of the Danish territory.

  • A sharp rebound in long-dated Japanese bonds offered a lift to global debt markets, with the yield on 30-year US Treasuries holding steady as short-dated rates fell.

  • Precious metals remained the haven of choice as gold closed in on $4,900 an ounce. Silver hit an all-time high as well. The dollar steadied after a three-day slide."

In REIT News

  • Texas Capital initiates FRMI with a Buy rating ($23 price target)

  • PLD announced 4Q Core FFO of $1.44/share and sees 2026 Core FFO guidance of $6.00-$6.20/share

  • GOOD executed lease extensions with Owens-Brockway Glass Container Inc. at its 290,000 sf industrial building in Brockport, PA and its 154,000 sf industrial building in Lexington, NC

  • GTY announced that Mark J. Olear, Executive Vice President, Chief Investment Officer and Chief Operating Officer, will retire from the Company effective February 27, 2026 and Robert J. (“RJ”) Ryan, Senior Vice President of Acquisitions, has been selected to succeed Mr. Olear as Chief Investment Officer while the position of Chief Operating Officer will not be backfilled

  • NLOP declared a special cash distribution of $6.75/share which totals approximately $100 million and the distribution is payable on February 17, 2026 to shareholders of record as of the close of business on January 30, 2026

  • Yesterday morning, TRNO completed the development and stabilization of the 164,000 sf Countyline Corporate Park Phase IV Building 32 in Hialeah, Florida which is 100% leased to two tenants as the building is expected to achieve LEED certification whereby the total investment is $43.4 million and the estimated stabilized cap rate is 6.0%

  • Yesterday morning, MPW published a letter to shareholders from its Chairman, President, and Chief Executive Officer, Edward K. Aldag, Jr., outlining several key branding initiatives in 2026 as the Company celebrates its 20th year as a publicly traded company where as part of this update to its brand, MPT has changed its ticker symbol from “MPW” to “MPT” on the New York Stock Exchange effective at the open of trading on Monday, February 2, 2026

Download today’s Daily REIT Beat here!

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Welcome your comments and feedback.

Have a great day!

David Auerbach