The Daily REITBeat | Wednesday, October 29th, 2025

"Nvidia Bump?"

Author

David Auerbach
October 29, 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/

Today’s Newsletter (October 29th, 2025)

Futures in the green at the time of this writing as talking heads focus on today’s Federal Reserve interest rate policy decision as many people speculate another 25bps cut while corporate earnings are also centerstage with Boeing and Nvidia results being digested.

From Bloomberg

  • "Technology stocks kept driving global equities higher as hopes for a breakthrough by Nvidia Corp. in China reinforced optimism about artificial intelligence ahead of a likely Federal Reserve interest-rate cut.

  • The S&P 500 looked set to extend its record rally, with futures up 0.2%. Nvidia Corp. rose 3% premarket after US President Donald Trump said he’ll discuss its Blackwell processors with China’s Xi Jinping, setting the AI powerhouse on course to become the first public company worth $5 trillion.

  • The technology sector remains at the center of market attention, with Microsoft Corp., Alphabet Inc., Meta Platforms Inc., Amazon.com Inc. and Apple Inc. all set to report results within the next two days. The so-called “Magnificent Seven,” which also include Tesla Inc., are projected to post third-quarter profit growth of 14%, nearly double the 8% expected for the broader S&P 500.

  • Meanwhile, the Federal Reserve is widely seen lowering interest rates by a quarter point later Wednesday, with policymakers emphasizing support for the labor market. Traders will also watch for signals on when officials may halt the runoff of the Fed’s balance sheet.

  • “The story of AI is still intact,” said Anthi Tsouvali, a multi-asset strategist at UBS Global Wealth Management. “The fact that the Fed is cutting rates — and we do expect that the Fed will cut another 25 points — is very good for the economy. It’s easing financial conditions, boosting growth.” "

In REIT News

  • BTIG downgrades ARE to Neutral from Buy

  • AAT, AKR, BXP, CHCT, CTO, EQR, FCPT, FSP, HIW, ILPT, IVT, JBGS, REG, UE, WPC announced quarterly earnings while AMH, AVB, BNL, EQIX, ESRT, ESS, EXR, FPI, INVH, IRT, KRG, MAA, PGRE, PSA, STAG, SUI, UDR, VTR, WSR announce after the close of trading and KIM, LXP announce tomorrow morning before the open

  • BXP signed more than 1.5 million sf of leases in the third quarter of 2025 with a weighted-average lease term of 7.9 years, representing its strongest third quarter of leasing since 2019 and a 38% increase over the third quarter of 2024 as leasing activity through the third quarter totals approximately 3.8 million sf

  • ESRT signed a new lease with Tourneau, LLC for a 3,709 sf Rolex retail store at 86 North Sixth Street plus announced that it is one of the first companies to achieve the U.S. Environmental Protection Agency’s ENERGY STAR NextGen certification which is a new recognition that identifies the nation’s most energy efficient buildings noting that The Empire State Building, One Grand Central Place, 111 West 33rd Street, 501 Seventh Avenue, 1400 Broadway, 1350 Broadway, 298 Mulberry Street, and 345 East 94th Street are noted as more efficient than 90 percent of similar properties nationwide

  • AHH announced that Atlantic Union Bank has signed a full floor lease for approximately 12,000 sf at One Columbus Center located in the heart of Town Center of Virginia Beach as the new lease represents an immediate backfill of recently available space at a nearly 7% spread over the prior tenant’s lease and its office portfolio at Town Center is now 99% leased

Download today’s Daily REIT Beat here!

The Daily REITBeat 10-29-25.pdf879.85 KB • PDF File

Welcome your comments and feedback.

Have a great day!

David Auerbach