The Daily REITBeat | Wednesday, November 12th, 2025

"Coming Together?"

**There will be no Daily REITBeat Newsletter tomorrow or Friday. Next publication is Monday, November 17th**

Announcing the Launch of REIT TV!!

Our goal with REIT TV is to bring you all the educational content provided by sources such as Nareit, CNBC, Bloomberg and others so you can create your own customized viewing channel of REIT videos.

Currently, we have over 725 videos in the hopper from the last year or so which represents just under 110 hours of video footage.

New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform.

Please alert us to bugs or if you have suggestions and ideas on how to improve this.

We have a lot of kinks to work out and tags to add to the videos but wanted to start sharing this new channel that benefits the entire REIT industry.

Check out the channel at https://reittv.com/

Today’s Newsletter (November 12th, 2025)

Futures in the green at the time of this writing as talking heads focus on the government shutdown potentially ending today along with AI stocks as Nvidia once again in focus.

From Bloomberg

  • "A rebound in technology shares drove stocks higher as a slate of upbeat earnings and optimism that the US government shutdown is nearing its end boosted sentiment.

  • Nasdaq 100 futures rose 0.7% as Nvidia Corp. led gains across the Magnificent Seven in premarket trading. Advanced Micro Devices Inc. jumped 5% after forecasting faster sales growth, while Nvidia partner Hon Hai Precision Industry Co. gave an upbeat outlook. Contracts for the S&P 500 rose 0.4%, extending the previous session’s gains, when investors shunned tech in favor of defensives.

  • Treasuries rallied, catching up with Tuesday’s gains in futures after the cash market was shut for Veterans Day. The dollar edged higher and gold was little changed.

  • House members are set to return to Washington on Wednesday to vote on a spending deal that would end the longest government shutdown in US history. The resumption of data releases could bolster rate-cut bets amid lingering uncertainty over the Fed’s next move."

In REIT News

  • Raymond James upgrades RLJ to Strong Buy from Market Perform ($9 price target)

  • Raymond James downgrades CSR to Market Perform from Strong Buy

  • CSR confirmed that earlier this fall its Board of Trustees initiated a review of the Company's strategic alternatives as the Board will consider a wide range of options including, among other things, a sale, merger and other business combinations, as well as continuing to execute on its independent business strategy

  • INN announced the publication of its annual Corporate Responsibility Report which represents its ongoing commitment to creating long-term shareholder value by investing responsibly, safeguarding the environment, and supporting its employees, communities, and other stakeholders

  • Yesterday, Fitch Ratings affirmed the Long-Term Issuer Default Ratings for BRX and its operating partnership at “BBB” and affirmed the operating partnership’s underlying senior unsecured debt at “BBB” with a stable outlook

Download today’s Daily REIT Beat here!

The Daily REITBeat 11-12-25.pdf745.35 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach