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- The Daily REITBeat | Wednesday, October 22nd, 2025
The Daily REITBeat | Wednesday, October 22nd, 2025
"A Bellweather Letdown"
David Auerbach
October 22, 2025
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/
Futures in the red at the time of this writing as talking heads focus on disappointing earnings from Netflix along with other corporate earnings, the 3rd week of the government shutdown and the other usual topics. CPI coming due in a couple of days which will be digested even more than usual.
From Bloomberg
"US futures struggled for direction as traders parsed the latest earnings reports and corporate news amid worries over trade, the US government shutdown and geopolitical risks. Gold and silver extended declines after Tuesday’s slump.
US equity futures were little changed after a rally on Wall Street lost steam. Netflix Inc. fell in premarket trading after the streaming-video company reported third-quarter results it said were hurt by a tax dispute with Brazil. Texas Instruments Inc. slumped on an underwhelming outlook.
Alphabet Inc. gained after a report that the Google owner is in talks with Anthropic PBC about a deal for cloud computing services valued in the high tens of billions of dollars. Warner Bros. Discovery Inc. rose after saying it’s considering a sale of the company after receiving unsolicited interest, with Netflix and Comcast Corp. said to be among potential bidders.
Gold fell more than 2%, closing in on $4,000 an ounce and deepening its worst intraday drop in more than a dozen years in the previous session, amid concerns its rally had run too far, too fast. Silver also declined following Tuesday’s 7.1% fall."
In REIT News
Daiwa initiates DLR with a Buy rating ($210 price target)
Morgan Stanley initiates RHP with an Equalweight rating ($92 price target)
Morgan Stanley upgrades H to Overweight from Equalweight (raise price target by $21 to $168)
Morgan Stanley upgrades PGRE to Equalweight from Underweight (raise price target by $1.10 to $6.60)
ADC announced quarterly earnings while BDN, CCI, ELS, EPRT, GTY, VRE announce after the close of trading and MRP announces tomorrow morning before the open
IRM announced the election of Christie Kelly to the Board of Directors effective October 21st
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Welcome your comments and feedback.
Have a great day!
David Auerbach