The Daily REITBeat | Wednesday, September 10th, 2025

"Holy Moly Oracle?"

Author

David Auerbach
September 10, 2025

Today’s Newsletter (September 10th, 2025)

Futures mixed at the time of this writing as talking heads focus on Oracle’s earnings results and their outlook for AI to their future revenue stream along with today’s economic data as pivotal signs ahead of next week’s Federal Reserve meeting.

From Bloomberg

  • "US stocks are set to notch fresh highs as Oracle Corp. surges on a blowout outlook and traders bet that a pair of inflation reports won’t deter the Federal Reserve from cutting interest rates.

  • Futures for the S&P 500 rose 0.4%. Oracle jumped more than 30% in premarket trading after stunning Wall Street with an aggressive forecast, fueling optimism that the AI infrastructure roll-out is speeding up. Chipmaker Nvidia Corp. and AI infrastructure firms also advanced.

  • US Treasuries steadied and the dollar was little changed. Money markets are projecting as many as three quarter-point rate cuts this year. 

  • With the latest leg of the stock rally driven by hopes that the Fed will rapidly lower rates, investors believe that sticky wholesale and consumer inflation will remain sufficiently contained and give officials room to shore up the jobs market."

In REIT News

  • Wells Fargo downgrades SVC to Equalweight from Overweight (lower price target by $.50 to $2.50)

  • Compass Point downgrades BXP to Neutral from Buy (maintain $75 price target)

  • Moody’s upgraded SBRA’s limited partnership’s backed senior unsecured notes rating to “Baa3” from “Ba1” plus withdrew its “Ba1” corporate family rating and assigned a “Baa3” issuer rating to the company while it revised its outlook to stable from positive

  • PDM completed over 500,000 sf of leasing thus far in the third quarter with over 400,000 sf related to new tenants and approximately 85% of the new tenant leases are for previously vacant space and year-to-date leasing volume now totals over 1.5 million sf while approximately 178,000 sf of the new tenant leases relate to the Company’s out-of-service portfolio which is now over 50% leased

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Welcome your comments and feedback.

Have a great day!

David Auerbach