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- The Daily REITBeat | Wednesday, January 7th, 2026
The Daily REITBeat | Wednesday, January 7th, 2026
"Shifting Risk Landscape"
David Auerbach
January 07, 2026
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Futures mixed at the time of this writing as talking heads focus on a little cooling in the markets ahead of some pivotal jobs data coming due this week along with the other usual topics like gold/silver/oil, Venezuela, bitcoin and geopolitical tensions.
From Bloomberg
"Equities are heading for their first down day of 2026 as traders take stock of a shifting risk landscape when many are building positions for the year ahead. Yields fell across the globe.
S&P 500 futures dipped 0.1% after the benchmark notched a fresh high on Tuesday. European stocks nudged lower, while a gauge for Asian equities was also set for its first daily loss of the year. Nasdaq 100 contracts slipped 0.3%.
Stocks have been on a tear on optimism over solid earnings growth and inflation remaining sufficiently contained for the Federal Reserve to keep cutting interest rates. That optimism has persisted despite a worsening geopolitical backdrop, including US actions in Venezuela, its threats of intervention elsewhere and rising tensions between China and Japan.
“Shifting trends create uncertainties that need to be priced into assets,” said Florian Ielpo, head of macro and multi-asset at Lombard Odier. “We are talking about a breathing period, with investors taking time to rethink how to deploy their concentrated equity investments in a deconcentrating world.”"
In REIT News
SPG priced $800 million of 4.30% senior notes due 2031 on behalf of its limited partnership and intends to use the net proceeds for repayment of its $800 million of 3.30% notes due 2026 and any remaining for general business purposes, including to repay other unsecured indebtedness
SKT announced that its operating partnership closed on $550 million of unsecured term loans (comprised of a $350 million loan due December 2030 and a $200 million loan due January 2033) which increases the Company’s term loan capacity by $225 million plus announced that its operating partnership intends to offer, subject to market conditions and other factors, $200 million aggregate principal amount of its Exchangeable Senior Notes due 2031 in a private placement
DOC announced the formation, filing of draft registration statement on Form S-11 to the SEC, and planned initial public offering of Janus Living, Inc., a pure-play RIDEA-structured senior housing REIT, whereby Healthpeak will contribute its 34-community, 10,422-unit senior housing portfolio to Janus Living and will serve as its external manager and immediately following the IPO, Healthpeak intends to retain a substantial majority interest in Janus Living with new public shareholders owning the remainder
BXP announced the signing of an approximately 275,000 sf, 20-year lease with Starr, a global investment and insurance organization, at 343 Madison Avenue, a 930,000 sf premier workplace currently under construction, with direct access to Grand Central’s Madison Concourse between 44th and 45th Street as Starr will occupy floors 16 through 27 in their entirety, leasing approximately 30% of the buildingCDP executed a build-to-suit lease in December 2025 with the University of Maryland’s (UMD) Applied Research Laboratory for Intelligence and Security (ARLIS) at 4400 River Road in College Park, MD and the Company is expected to commence construction of the 110,000 sf, four-story Class A office development in the first quarter of 2026 and is scheduled for shell completion in the second quarter of 2027 where anticipated capital commitment to this development project is $65 million
WPC announced in 2025 that it completed record investment volume totaling $2.1 billion at a weighted-average initial cash cap rate of approximately 7.6% and an estimated average yield of approximately 9.2% while 4Q’25 investment volume totaled about $625 million, including the $322 million acquisition of a portfolio of 10 fitness facilities located in Eastern and Central U.S., net leased to Life Time Fitness while 4Q’25 dispositions totaled 44 properties for gross proceeds totaling about $500 million, bringing total gross disposition proceeds for the 2025 full year to $1.5 billion and during 2025, the Company sold 6.3 million shares of common stock under its ATM program subject to forward sale agreements at a weighted-average gross price of $67.53 per share, representing total gross proceeds of approximately $423 million, which currently remains available for settlement
CTO announced its transaction activities for the full year 2025, and the execution of three new leases totaling 12,000 sf at The Collection at Forsyth which brings its leased occupancy to 93% and full year 2025 investment activity totals $165.9 million at a weighted average initial cash yield of 9.0% while full year 2025 disposition activity, including two properties, totaled $85.1 million representing a weighted average exit cash rate of mid-5%
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David Auerbach
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