The Daily REITBeat | Wednesday, October 15th, 2025

"The Constant Whipsaw"

Author

David Auerbach
October 15, 2025

Announcing the Launch of REIT TV!!

We are excited to announce the launch of "REIT TV" as we beta test the platform.

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 675 videos in the hopper from the last year or so which represents just under 100 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 (October 15th, 2025)

Futures in the green at the time of this writing as talking heads focus on the same usual topics as the government shutdown drags on as earnings, tariffs, gold and crypto get attention. The rocky roller coaster continues.

From Bloomberg

  • "Global stocks advanced as strong earnings reignited risk appetite in a market that’s been whipsawed for days by shifting trade-war fears. Gold surged above $4,200 an ounce.

  • S&P 500 futures rose as a second day of big-bank results got underway, with Bank of America Corp. climbing more than 5% in early trade after a solid earnings beat. Morgan Stanley also topped estimates. In Europe, stocks were lifted by a 13% jump in LVMH following an unexpected return to growth.

  • The dollar fell against all major peers as bets on Federal Reserve interest-rate cuts grew and China stepped up support for the yuan. The People’s Bank of China set the reference rate at its strongest in almost a year, helping stem outflows and bolster confidence.

  • Gold rose to a fresh record, boosted by US-China frictions and expectations for Fed easing. US Treasuries gained across the curve, with the yield on 10-year notes falling two basis points to 4.02%."

In REIT News

  • Compass Point upgrades DEA to Buy from Neutral (raise price target by $2.95 to $26.45)

  • Citi downgrades PCH to Neutral from Buy (lower price target by $4 to $45)

  • PLD announced quarterly earnings while FR, REXR, SLG announce after the close of trading

  • O announced that Kim Hourihan has been appointed to the Board of Directors

  • UDR announced the publication of its seventh annual Corporate Responsibility Report which summarizes 2024 calendar year achievements and details its progress towards sustainability targets

  • Yesterday morning, GOOD announced that it amended, extended and upsized its syndicated revolving credit and term loan facility from $475 million to $600 million, with an option to increase such amount by a maximum of $250 million for a total credit facility of $850 million and noted that the aggregate term loan component was upsized by $50 million, while the revolving credit facility was upsized by $75 million

Download today’s Daily REIT Beat here!

The Daily REITBeat 10-15-25.pdf795.91 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach