The Daily REITBeat | Wednesday, November 26th, 2025

"Newfound Optimism?"

Author

David Auerbach
November 26, 2025

**Next publication: Monday, December 1st**

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 775 videos in the hopper from the last year or so which represents just under 125 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 26th, 2025)

Futures in the green at the time of this writing as talking heads focus on the travel industry with the holiday season fully underway along with recent movement from names such as Alphabet and Nvidia. Big economic calendar coming due today before the holiday as well.

From Bloomberg

  • "US stock futures climbed as rising expectations for interest-rate cuts helped carry traders’ newfound optimism into the Thanksgiving break. UK assets fluctuated ahead of Wednesday’s budget.

  • The S&P 500 was set to extend a three-day, 3.5% advance marked by broad sector gains. The US benchmark also found technical support by reclaiming its 50-day moving average. Alphabet Inc. rose 1.3% in premarket trading after three consecutive all-time highs. Nvidia Corp. headed for a second daily loss. 

  • Equities are regaining momentum after early-November jitters over stretched technology valuations prompted a strong pullback. Sentiment has since improved as dovish remarks by Federal Reserve officials revived bets on a December rate cut.

  • Those expectations strengthened after it emerged that White House National Economic Council Director Kevin Hassett is the leading contender for the next Fed chair — a choice investors see aligning with President Donald Trump’s push for lower rates.

  • Money markets now price an 80% chance of a Fed quarter-point cut next month and favor three more by end-2026. A week ago, traders expected only three cuts in total. "

In REIT News

  • ELME approved a special liquidating distribution of $14.67/share which will be paid on January 7, 2026 to shareholders of record at the close of business on December 22, 2025

  • SAFE closed on a $400 million unsecured term loan that has a fully extended maturity date of November 15, 2030 which includes two twelve-month extension options and provides for a borrowing rate of SOFR plus 90 basis points as proceeds will be used for debt repayment and general corporate purposes

  • FVR announced the successful re-leasing of its former TriColor property in Marietta, GA to Avis Budget Group with a new 10-year absolute net lease that has an annual base rent of $480,000 and 2.1% average annual rent escalators and estimates the property’s value at approximately $8.8 million implying a mid 5% capitalization rate

  • Yesterday morning, REXR announced the appointment of David Stockert to its Board of Directors effective January 1, 2026

Download today’s Daily REIT Beat here!

The Daily REITBeat 11-26-25.pdf787.72 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach