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@DailyREITBeat Avatar @DailyREITBeat David Auerbach ⭕️

David Auerbach is not mentioned in the provided tweets. However, some key events are happening in the REIT (Real Estate Investment Trust) sector, including significant transactions, changes in leadership, and ratings upgrades and downgrades.

Some major REITs like Prologis, Alexandria Real Estate Equities, and Equinix are making significant moves, including investments in data centers and energy infrastructure, and large lease agreements.

Various REITs are also experiencing changes in their credit ratings, with some being upgraded or downgraded by rating agencies.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% exchanges XXXX% technology brands XXXX% currencies XXXX% agencies XXXX% travel destinations XXXX% formula 1 XXXX% luxury brands XXXX%

Social topic influence reit #22, target 15.05%, investment 8.6%, vornado #23, $vno #2, ceo #3497, headlines 5.38%, acquisition 4.3%, sf #1223, dividend #749

Top accounts mentioned or mentioned by @hoyacapital @allthereitnews @digitalrealty @simonpropertygp @jamesashields @divstockpile @greenstreetcre @reitsnareit @realtyincome @macerich @tangeroutlets @realestatetrent @bobknakal @xenospizza @jonlitt @apartmentscoms @vancityreynolds @rmcelhenney @wrexhamafc @phish

Top assets mentioned Veno Finance (VNO) Alexandria Real Estate Equities Inc (ARE) Americold Realty Trust, Inc. (COLD) CareTrust REIT, Inc (CTRE) SL Green Realty Corp. (SLG) Vornado Realty Trust (VNO) Eigenpie (EGP) Public Storage (PSA) Simon Property Group Inc (SPG) Weyerhaeuser Co (WY) Rexford Industrial Realty, Inc. (REXR) American Tower Corp (AMT) VICI Properties, Inc. (VICI) Equinix Inc (EQIX) ALEX Lab (ALEX) Prologis Inc (PLD) Cousins Properties Inc. (CUZ) Welltower Inc (WELL) WELL3 (WELL) Federal Realty Investment Trust (FRT) Morgan Stanley (MS) National Storage Affiliates Trust (NSA) 501 (32) Mid-America Apartment Communities Inc (MAA) Rithm Capital Corp. (RITM) PotlatchDeltic Corporation Common Stock (PCH) Omega Healthcare Investors Inc. (OHI) Sabra Healthcare REIT, Inc. (SBRA) Hilton Hotels Corporation Common Stock (HLT) Invitation Homes, Inc. (INVH) Realty Income Corp (O) Camden Property Trust (CPT) Crown Castle Inc (CCI) TANGER FACTORY OUTLET CENTERS (SKT) The Macerich Company (MAC) Credbull (CBL) First Industrial Realty Trust, Inc. (FR)

Top Social Posts

Top posts by engagements in the last XX hours

"🛍 Federal Realty Investment Trust Realty Acquires Village Pointe in Omaha Federal Realty Investment Trust $FRT announced the acquisition of Village Pointe in Omaha NE for $XXXXX million reinforcing its disciplined growth strategy with a dominant high-performing asset. 📍 Prime Location: A 453000-square-foot open-air lifestyle center in an established commercial corridor of West Omaha. 💰 Affluent Demographics: The 3-mile average household income is in excess of $180000 with a trade area serving over half a million people. 🚀 Strong Performance: The center draws nearly X million annual visits"
X Link 2025-12-01T18:50Z 4188 followers, XXX engagements

"A reminder that @HoyaCapital is excited to host Pierre Revol from FrontView REIT $FVR for a #REIT conversation today at 2pm eastern. Interested in attending or want the replay link Send me a message"
X Link 2025-12-04T18:37Z 4188 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 5th 2025 📅 🎯 Morgan Stanley resumes Public Storage $PSA with an Equalweight rating and sets a $XXX price target Morgan Stanley upgrades NSA Storage $NSA to Equalweight from Underweight and raises its price target by $X to $XX Scotiabank downgrades MAA $MAA to Sector Perform from Outperform and lowers its price target by $X to $XXX 🏢 SL Green Realty Corp. $SLG closed on the acquisition of its JV partners combined XXXXX% interest in XXX Third Avenue for total cash consideration of $XXX million * Completed a modification and"
X Link 2025-12-05T13:08Z 4188 followers, XXX engagements

"🎉 "Do What You Love" 🎉 The highs and lows of my 25-year #REIT career has been a roller coaster and none it would have been possible without my start at @GreenStreet_CRE. Here we are XX years later and I have recently learned that @REITs_Nareit and my industry colleagues have asked me to join its Real Estate Investment Advisory Council on behalf of @HoyaCapital. To say i'm shocked and honored is an understatement and reinforces why I am so passionate about the REIT industry. Thank you so much to my industry peers. Nareits longstanding Real Estate Investment Advisory Council (REIAC) consists"
X Link 2025-12-05T14:41Z 4188 followers, XXX engagements

"📰 #REIT Headlines -- September 23rd 2025 📅 🎯 BMO initiates Alexandria Real Estate Equities Inc. $ARE with an Outperform rating and sets a $XXX price target 🎯 Wells Fargo initiates Sila Realty Trust Inc. $SILA with an Equalweight rating and sets a $XX price target JPM downgrades Americold Realty $COLD to Underweight from Neutral and lowers its price target by $X to $XX 💰 National Health Investors $NHI priced $XXX million of XXXX% senior notes due 2033 * Net proceeds to reduce borrowings outstanding under its Revolving Credit Facility with any remaining amounts being used for working"
X Link 2025-09-23T12:03Z 4191 followers, XXX engagements

"🏢 Rithm Capital Bets on Office Recovery X% Yield with NYC + SF Focus Rithm Capital $RITM a mortgage REIT expanding into equity real estate is doubling down on high-quality office assets in coastal gateway markets confident that return-to-office momentum and lower rates will reprice office fundamentals higher. 📌 Key Highlights * $1.6B acquisition of Paramount Group (PGRE) expected to close by YE2025 * Cost basis XX% below pre-COVID pricing per management * CEO sees rising leasing velocity in top-tier coastal markets * Return-to-office mandates accelerating * Finance + Tech sectors leading"
X Link 2025-10-30T13:27Z 4191 followers, XXX engagements

"🛍 Simon Property Group Doubles Down on Luxury Retail With Full Taubman Takeover @SimonPropertyGp $SPG Simon has completed its long-planned acquisition of the remaining stake in Taubman Realty Group securing full ownership of one of the premier luxury mall portfolios in the U.S. 💼 Deal Highlights * SPG acquired the final XX% interest in Taubman * Consideration: 5.06M partnership units ($900M value) * Marks completion of a multi-year purchase strategy begun in 2020 * Provides SPG full control over Taubmans premium assets & redevelopment strategy 🏬 Taubman's Luxury Portfolio * Short Hills"
X Link 2025-11-04T13:26Z 4191 followers, XXX engagements

"🏥 CareTrust REIT Sets Up SHOP Eyes Long-Term Growth Through Senior Living and UK Expansion 💬 CareTrust $CTRE CEO Dave Sedgwick: Our sights are set on where we will be in 10-plus years and how we can grow in the next decade like we did in our first. ⚙ Three core growth engines: * Skilled Nursing Facilities (SNFs) the REITs historic foundation and bread and butter. * Senior Housing Operating Portfolio (SHOP) newly launched targeting higher upside through active operations. * United Kingdom expansion following the $817M acquisition of Care REIT earlier this year. * Goal: Replicate CTREs strong"
X Link 2025-11-07T14:18Z 4186 followers, XXX engagements

"🏬 @SimonPropertyGp Simon Property Groups Big Retail Comeback Once written off during the pandemic retail apocalypse Simon Property Group $SPG the nations largest mall owner has powered back to dominance with soaring occupancy steady income growth and a winning strategy of turning malls into destination experiences. 📉 From Pandemic Pain to Record Recovery * 2020 crash: Cash flow down XX% major tenants like Gap sued over unpaid rent. * 2025 rebound: Q2 net income: $556M up from $493M year-over-year. * Q3 real estate FFO: $1.21B up from $1.15B in Q2. * Occupancy: XXXX% up from XXXX% last year."
X Link 2025-11-11T13:21Z 4191 followers, XXX engagements

"📰 #REIT Headlines -- November 17th 2025 📅 BofA downgrades PotlatchDeltic Corporation $PCH to Underperform from Buy and lowers its price target by $X to $XX BofA downgrades Weyerhaeuser $WY to Neutral from Buy and lowers its price target by $X to $XX 📜 Sunstone Hotel Investors Inc. $SHO announced the appointment of Michael Barnello to the Company's Board of Directors effective November XX 2025 * Company will nominate him to stand for election to the Board of Directors at the 2026 Annual Meeting of Stockholders * Inclusive of this appointment the Board will now be comprised of nine directors"
X Link 2025-11-17T13:13Z 4192 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- November 18th 2025 📅 🎯 UBS initiates CareTrust REIT $CTRE with a Buy rating and sets a $XX price target 🎯 UBS initiates Omega Healthcare Investors $OHI with a Buy rating and sets a $XX price target 🎯 UBS initiates Sabra Health Care REIT Inc. $SBRA with a Neutral rating and sets a $XX price target 🎯 Wells Fargo initiates Hilton $HLT with an Overweight rating and sets a $XXX price target 🎯 Wells Fargo initiates Marriott International $MAR with an Overweight rating and sets a $XXX price target 🎯 Wells Fargo initiates Hyatt $H with an"
X Link 2025-11-18T13:59Z 4191 followers, XXX engagements

"🏠 Key Takeaways from $INVH Invitation Homes CEO Dallas Tanner on Housing Demand & Inflation ✨ Housing Market Dynamics * Demand for single-family rentals remains strong as high mortgage rates keep homeowners in place. * Lock-in effect continues many owners wont give up low mortgage rates limiting mobility. * For-sale inventory remains tight pushing more families toward professionally managed rentals. 💰 Affordability & Inflation Pressures * Homeownership costs (mortgage insurance taxes) are rising faster than incomes. * Inflation is cooling but not enough to materially ease affordability"
X Link 2025-11-18T16:26Z 4191 followers, XXX engagements

"🏭 Rexford Industrial: Strategic & Financial Priorities to Enhance Shareholder Value $REXR Rexford Industrial outlined a sweeping set of strategic operational and governance actions aimed at strengthening cash flows tightening capital allocation and unlocking per-share NAV growth. 🚀 C-Suite & Governance Actions * COO Laura Clark to become CEO on April X 2026 * Clark joins the Board effective Nov. XX 2025 * Co-CEOs Howard Schwimmer & Michael Frankel to step down March XX 2026 * Both remain on the Board until the 2026 Annual Meeting 🧩 Board Refresh: * New independent director to be appointed"
X Link 2025-11-19T13:29Z 4186 followers, 7399 engagements

"📣 NYSE Interview Highlights: Realty Income Corporation CEO Sumit Roy 🏛 $O Realty Incomes Core Mission & Evolution * Founded in 1969 with a focus on monthly income + capital preservation. * Started as a XXX% retail-focused net-lease platform. * Since the 1994 NYSE listing dividends have grown every quarter over XXX consecutive monthly dividends. ⚙ Strategic shift under CEO Sumit Roy (2018+): * Expanded beyond U.S. retail into industrial gaming and data centers. * Entered Europe to unlock larger sale-leaseback opportunities. * Leveraged scale to become the go-to global net-lease partner. 🌍"
X Link 2025-11-24T15:55Z 4191 followers, 1058 engagements

"🏢 Camden Property Trust Sells Houston Multifamily Asset to CWS Capital Partners 🏘 The Deal * $CPT Camden Property Trust has sold Marquis Enclave a 647-unit Class A community in downtown Houston. * Buyer: CWS Capital Partners. * Financing: $80.6M Freddie Mac loan originated by Newmark maturing 2030. * Located at XXX St. Joseph Parkway near I-45 & I-69 and walkable dining options. * XX miles from George Bush Intercontinental Airport. 🔹 Property Snapshot * Built in two phases (2006 & 2013). * Seven 4-story buildings on 5+ acres. * Unit mix: Studios 1BR & 2BR (5481448 sq. ft.). 🌤 Amenities *"
X Link 2025-11-24T16:38Z 4191 followers, 13.5K engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 1st 2025 📅 Barclays downgrades American Tower $AMT to Equalweight from Overweight and lowers its price target by $X to $XXX Barclays downgrades Crown Castle $CCI to Equalweight from Overweight and lowers its price target by $X to $XXX Evercore ISI downgrades VICI Properties Inc. $VICI to Inline from Outperform and lowers its price target by $X to $XX 🛍 Federal Realty Investment Trust $FRT announced the acquisition of Village Pointe Omaha's leading open-air lifestyle center for $XXXXX million * The 453000 sf property features a"
X Link 2025-12-01T13:06Z 4186 followers, XXX engagements

"🚀 Leadership Lessons & Transformation: The Stephen Yalof Story at Tanger $SKT Taking the reins as President and COO of Tanger Outlets in April 2020 was a trial by fire. With centers closed employees remote and the stock price near an all-time low Stephen Yalof had to pivot fast. His story is a masterclass in resilience vision and community focus. 💡 Turning Crisis into Opportunity (2020 - Present) * Yalof's strategic moves not only rescued the company but set it on a path for major growth and evolution. * Community-Driven Insight: During the 2020 closures he noticed "mall walkers" using the"
X Link 2025-12-01T13:12Z 4190 followers, XXX engagements

"@HoyaCapital Weekly #REIT Recap (A Long Thread.) November 24th - November 28th 2025 Doves Take The Wheel U.S. equity markets staged a broad rally in the holiday-shortened week while benchmark interest rates dipped to the cusp of multi-year lows as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "Hasset trade" revived appetite for long-duration and rate-sensitive equity sectors as investors"
X Link 2025-12-01T14:04Z 4192 followers, XXX engagements

"Additional Notable REIT Headlines FrontView (FVR) authorized a $75M stock buyback program which will expire on November XX 2026 Safehold (SAFE) closed on a $400M unsecured term loan that matures in November 2030 at a floating rate of SOFR plus XX basis points. Rexford (REXR) announced the appointment of David Stockert to its Board of Directors effective January X 2026 Brixmor (BRX) announced that CEO James Taylor will retire on January X 2026. Brian Finnegan President and CCO has been appointed as CEO. Sixth Street Partners announced that its no longer pursuing an acquisition of Plymouth"
X Link 2025-12-01T14:06Z 4188 followers, XX engagements

"🏥 CareTrust REIT: Major Expansion into Senior Housing Operating Portfolios (SHOP) $CTRE CareTrust REIT has announced a significant strategic move making its first investment in a Senior Housing Operating Portfolio (SHOP) through the acquisition of three communities in Texas. This marks a new "engine of growth" for the REIT. 🤝 Key Deal Highlights * Acquisition Value: $XX million. * Assets: Three senior living communities in Texas with a combined XXX assisted living and memory care units. * Operator: The communities will be managed by Sinceri Senior Living. * Financials: The deal was funded"
X Link 2025-12-02T13:21Z 4186 followers, XXX engagements

"🚀 Macerich Turnaround: CEO Jackson Hsieh Charts the "Path Forward" Jackson Hsieh a veteran in investment banking and REITs took the helm as President and CEO of @Macerich $MAC on March X 2024 despite lacking traditional shopping center operations experience. He was mandated to revitalize the company whose stock was historically low and which had faced five years of losses. 💡 The Initial Challenge & Strategy Development * Initial Discovery (First XX Days): Identified critical gaps including a lack of clear strategy mission statement core values and a consistent system for evaluating real"
X Link 2025-12-02T13:55Z 4188 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 3rd 2025 📅 🎯 Ladenburg Thalmann initiates CBL Properties $CBL with a Buy rating and sets a $XX price target BMO upgrades Equinix $EQIX to Outperform from Market Perform and maintains its $XXX price target 💰 American Tower $AMT priced $XXX million of XXXX% senior unsecured notes due 2032 * Net proceeds to repay existing indebtedness under its $XXX billion senior unsecured revolving credit facility 💰 Ventas Inc. $VTR priced $XXX million of XXXX% senior notes due 2036 on behalf of its limited partnership * Net proceeds to be used"
X Link 2025-12-03T13:06Z 4189 followers, XXX engagements

"🚨 Alexandria Real Estate Cuts Dividend by XX% 🚨 Alexandria Real Estate Equities Inc. $ARE announced that its Board of Directors declared a quarterly cash dividend of $0.72/share for 4Q'25 which represents a XX% reduction from the dividend declared for 3Q'25. "The Board's decision to reduce the declared dividend per common share reflects the company's commitment to fortify its already strong balance sheet enhancing financial flexibility and preserving liquidity of approximately $XXX million on an annual basis. In addition to conserving significant capital the dividend provides an attractive"
X Link 2025-12-03T13:21Z 4187 followers, 1538 engagements

"📉 SL Green Realty Corp. Faces Potential Dividend Cut Amidst Falling Earnings and Asset Sale Shortfalls New York's largest office landlord SL Green $SLG is navigating investor concerns as financial forecasts suggest a likely reduction in its long-standing dividend payout next year. 💰 Financial & Investor Alarm Bells: * Analysts predict dividend distributions will soon exceed adjusted funds from operations (AFFO) a key cash flow metric. * SL Green sold less than $XXX million in properties this year far below its $X billion target. This failure is driving the expected drop in earnings. *"
X Link 2025-12-03T16:08Z 4190 followers, 6864 engagements

"🏗 Land & Buildings Investment Management Highlights First Industrial Realty Trust's Substantial Discount to NAV Land & Buildings Investment Management has issued a presentation detailing significant investment upside potential at First Industrial Realty Trust $FR. 🚀 The Opportunity: Underappreciated Quality & XX% Upside * L&B argues the investment community holds a "legacy perception" of FR as low-quality despite a material portfolio transformation over the last decade. * Over the past XX years FR has developed nearly XX% of its portfolio and disposed of over XX% of its legacy assets. * The"
X Link 2025-12-04T14:06Z 4190 followers, XXX engagements

"Does SL Green $SLG cut the dividend tomorrow at their Investor Day presentation"
X Link 2025-12-04T18:11Z 4191 followers, XXX engagements

"Net Lease Broadstone (BNL) - among the top-performing net lease REITs since its 2020 IPO - was among the better-performers this week after providing a relatively upbeat 2026 outlook at its Investor Day event. Citing continued progress on its non-core asset sale strategy and expense reduction initiative BNL expects 2026 FFO/share in the range of $XXXX to $XXXX an increase of X% at the midpoint. BNL also maintained its 2025 forecast for $XXXXX at the midpoint an increase of XXX% from last year. Echoing a strategy utilized by its larger peer WP Carey (WPC) BNL has continued to sell off its"
X Link 2025-12-08T14:12Z 4191 followers, XX engagements

"Casino Realty Income (O) - the largest net lease REIT with a market cap of over $50B - gained XXX% this week it continued its push into the casino sector via a deal with Blackstone Real Estate under which it will make an $800M perpetual preferred equity investment in the real estate of CityCenter in Las Vegas. The complex - which comprises Aria Resort & Casino and Vdara Hotel & Spa - is managed by MGM Resorts and owned by Blackstone which will retain XXX% of the common equity ownership. For Realty Income the perpetual preferred equity investment carries an initial yield of XXX% with annual"
X Link 2025-12-08T14:13Z 4191 followers, XX engagements

"🌲 Weyerhaeuser: A Deep Dive into a Timber Giant Trading Below Its Lumber Value Investor sentiment is overwhelmingly negative on $WY Weyerhaeuser pushing its stock down over XX% in 2025 and nearly XX% since its 2022 peak. However this dip creates a potential long-term buying opportunity especially for income-focused investors. 📉 The Current Situation & Market Drivers * WY shares are trading around $XXXXX a value not seen since the late 1990s. * The stock drop is primarily due to weakness in new-home construction and renovation/remodeling activity key drivers for lumber demand. * This has"
X Link 2025-12-08T14:24Z 4186 followers, XXX engagements

"📊 U.S. Apartment Rents See Steepest November Drop in Over XX Years 📉 @apartmentscom's November 2025 report highlights continued softening in the U.S. multifamily market driven by high new supply and seasonal weakness. 📉 Key National & Market Trends * The national average rent fell to $1706 a -XXXX% decrease from October. * This marks the fifth consecutive month of flat or negative monthly change. * It was the steepest November decline recorded in over XX years. * Year-over-year rent growth slowed significantly to just 0.7%. * Elevated supply pressures from aggressive new construction are"
X Link 2025-12-08T15:20Z 4191 followers, XXX engagements

"Non-REIT Post One has to give credit to Ryan Reynolds @VancityReynolds and Rob McElhenney @RMcElhenney for thinking well ahead when they acquired @Wrexham_AFC in 2021. In a note published by Bloomberg today they report: "Wrexham AFC the Welsh football club owned by Hollywood actors Ryan Reynolds and Rob McElhenney secured a minority investment from alternative asset manager Apollo Global Management.Financial terms werent disclosed. Apollos stake is less than XX% and the US investor will get one board seat according to a person familiar with the matter.Bloomberg previously reported Wrexham"
X Link 2025-12-08T16:28Z 4191 followers, XXX engagements

"📰 Alexander & Baldwin to Go Private in $XXX Billion Deal 🏢 Hawaii-based commercial real estate owner and operator Alexander & Baldwin Inc. $ALEX (A&B) has entered a definitive merger agreement to be acquired by an Investor Group comprised of MW Group Blackstone Real Estate (via affiliated funds) and DivcoWest. * The deal is an all-cash transaction with an enterprise value of approximately $XXX billion including outstanding debt. * Shareholders will receive $XXXXX per share in cash representing a XXXX% premium to A&B's closing stock price on the last full trading day prior to the"
X Link 2025-12-09T11:41Z 4190 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 9th 2025 📅 Piper Sandler downgrades Alexander & Baldwin $ALEX to Neutral from Overweight and maintains its $XX price target 🎉 Alexander & Baldwin $ALEX entered into a definitive merger agreement in which a JV formed by MW Group and funds affiliated with Blackstone Real Estate and DivcoWest will acquire all outstanding common shares for $21.20/share in an all-cash transaction 📜 Curbline Properties $CURB announced quarter-to-date investment and capital markets activity * In the fourth quarter 2025 to date Curbline has acquired 10"
X Link 2025-12-09T12:05Z 4190 followers, XXX engagements

"❄ Cold-Storage REITs Look Like Hot Buys Wall Street has put Americold Realty $COLD and Lineage $LINE on ice this year but for patient investors these stocks may be too cheap to ignore. 📉 Recent Performance * Americold (COLD): $12.50/share down XX% YTD lowest since 2018 IPO * Lineage (LINE): $40/share down XX% YTD about half its July 2024 IPO price of $XX * Both hit pandemic highs when consumers stocked up on frozen and fresh food Americold peaked above $XX in April 2021. 🏭 The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"
X Link 2025-10-03T18:35Z 4186 followers, 1061 engagements

"📰 #REIT Headlines -- October 14th 2025 📅 🎯 UBS initiates Americold Realty $COLD with a Neutral rating and sets a $XX price target Yesterday Deutsche Bank upgraded CubeSmart $CUBE to Buy from Hold and raised its price target by $X to $XX Yesterday Deutsche Bank upgraded Public Storage $PSA to Buy from Hold and raised its price target by $XX to $XXX 🌳 Rayonier $RYN and PotlatchDeltic Corporation $PCH plan to combine in an all-stock deal where PCH holders are expected to receive XXXXXX common shares of RYN for each PCH common share which implies a price of $44.11/PCH share and would value"
X Link 2025-10-14T12:06Z 4186 followers, XXX engagements

"🏢 Vornado Realty Trusts XXX Madison Avenue Loan Sent to Special Servicing Vornado Realty Trust $VNO and its partners have seen another setback in Manhattans high-end office market as XXX Madison Avenue a flagship Plaza District property was transferred to special servicing after the borrower failed to meet loan obligations. 📉 Key Facts * Property: XXX Madison Avenue between E. 59th & 60th Streets * Size: XX stories / 595000 sq. ft. (office + retail) * Ownership Group: Vornado Realty Trust Oxford Properties and OMERS * Loan: $XXX million refinancing secured in 2019 * Purchase Price (2013):"
X Link 2025-10-16T12:18Z 4186 followers, XXX engagements

"📰 #REIT Headlines -- October 21st 2025 📅 Wells Fargo upgrades Kite Realty Group $KRG to Overweight from Equalweight and maintains its $XX price target BNP Paribas Exane downgrades Rexford Industrial $REXR to Neutral from Outperform and maintains its $XX price target 💰 Prologis $PLD priced C$700 million of XXXX% notes due 2032 * Net proceeds to be used for general corporate purposes which may include the repayment of borrowings under the Issuer's global lines of credit a Canadian dollar secured mortgage loan and possibly other debt 🥩Four Corners Property Trust $FCPT announced the"
X Link 2025-10-21T12:04Z 4187 followers, XXX engagements

"🏢 FGS Global Expands at Vornado Realty Trusts Redeveloped Penn X 📝 Deal Overview * FGS Global the stakeholder strategy and communications advisory firm has signed a 15-year lease for 80000 square feet at $VNO Vornado Realty Trusts Penn X in Midtown Manhattan. * The lease covers the entire 16th floor and part of the 17th with an asking rent of $XXX per square foot. * Penn X sits directly above Penn Station and has been fully redeveloped by Vornado to reposition it as a premier Midtown office destination. * FGS Global currently occupies 60000 SF at Vornados XXX Third Avenue marking a"
X Link 2025-10-28T12:21Z 4187 followers, XXX engagements

"🏢 AAR Expands Office Footprint at Vornado Realty Trusts Merchandise Mart In a rare win for Chicagos downtown office market aviation services leader AAR Corp. is expanding not shrinking and relocating to $VNO Vornados iconic Merchandise Mart. ✈ Deal Highlights * 90000 SF lease at Merchandise Mart (vs. a single floor currently at XXX N. Clark) * Significantly larger footprint bucking corporate downsizing trends * AARs core operations remain near OHare but HQ implications still TBD * AAR revenue: $2.8B (+20% YoY) as of May 2025 supporting expansion 🧠 Why It Matters * Shows selective demand for"
X Link 2025-10-31T16:10Z 4186 followers, XXX engagements

"💻🏢 IBM Relocating to Cousins Properties Domain XX Tower in 2026 📍 Key Highlights * Tenant: IBM Corp. (NYSE: IBM) * New Location: Domain XX Tower 11800 Alterra Parkway Austin TX * Landlord: Cousins Properties Inc. $CUZ * Size: 320000 SF full-building lease * Move-In Date: Mid-2026 (ahead of original 2027 plan) * Renovation Cost: $XX million tenant build-out * Contractor Timeline: Nov 2025 July 2026 (per Texas Department of Licensing and Regulation) 🧭 Context & Background * IBM took over Metas full-building lease at Domain XX in late 2024. * The move replaces an earlier plan to occupy a"
X Link 2025-11-06T13:18Z 4187 followers, XXX engagements

"🏥 The Nvidia of Senior Living Real Estate: Welltower Inc. $WELL & Ventas Inc. $VTR Shine as Growth + Defensive REIT Plays 🌟 Big Picture * CNBCs Josh Brown calls Welltower (WELL) and Ventas (VTR) two of the Best Stocks in the Market REITs that combine growth potential with defensive durability. * Both are benefiting from the booming 80+ population limited new supply and surging demand for modern senior housing and medical office space. 🏗 Welltower (WELL): The Nvidia of Senior Living * Enterprise value: $XX B+ across 2000+ properties / 102000 units. * 2025 revenue: $XX B; $X B to be paid in"
X Link 2025-11-06T16:09Z 4187 followers, XXX engagements

"🏗 @digitalrealty Digital Realty Drops $9M per Acre on Vernon Data Center Site $DLR Digital Realty has acquired land in Vernon California paying roughly $X million per acre to expand its growing data center footprint. 💼 Deal Details: * Buyer: Digital Realty (NYSE: DLR) * Seller: Pacific Santa Fe Industrial * Location: Vernon part of the Greater Los Angeles industrial corridor 🏙 Context: This acquisition comes two years after Digital Realty floated plans to replace a parking garage at XXX Grand Avenue in Downtown L.A. with a data center though the current status of that project remains"
X Link 2025-11-07T17:08Z 4186 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- November 24th 2025 📅 🎯 JPM initiates Hyatt $H with an Overweight rating and sets a $XXX price target JPM upgrades Vornado Realty Trust $VNO to Neutral from Underweight and maintains its $XX price target JPM downgrades Brandywine Realty Trust $BDN to Underweight from Neutral On Friday Morningstar upgraded Equinix $EQIX to Buy from Hold and maintained its $XXX price target 🏨 Park Hotels & Resorts $PK announced that on November 21st the court-appointed receiver completed the sale of the 1921-room Hilton San Francisco Union Square and the"
X Link 2025-11-24T13:04Z 4186 followers, 1152 engagements

"For all you @phish and #REIT nerds like me. Phish announced X shows at @SphereVegas in April/May 2026. The land on which Sphere sits is owned by VICI Properties $VICI"
X Link 2025-12-02T19:37Z 4187 followers, XXX engagements

"🍎 Apple Expands Presence at Vornado Realty Trust's Penn XX Apple is significantly increasing its footprint at $VNO Vornado Realty Trust's Penn XX by an additional 95000 square feet. 🔍 Key Details * This expansion brings Apple's total space in the Midtown South office building to a massive 550000 square feet. * Apple now occupies the 4th floor and the 8th through 16th floors of the 26-story building. * The new space (15th and 16th floors) was taken over from AMC Networks which renewed and downsized its lease from 335000 to 177000 square feet. * Apple's new lease aligns with its existing"
X Link 2025-12-04T18:22Z 4186 followers, XXX engagements

"🏢 SL Green Realty Corp.: Stock Drops Amid Lower 2026 Guidance and Strategic Shift $SLG SL Green Realty Corp. shares fell sharply on Friday after the Manhattan office landlord's 2026 forecast for Funds From Operations (FFO) per share missed analyst expectations. 📉 The Forecast Miss & Dividend Shift * The company projected FFO per share to range from $XXXX to $XXXX. * This is significantly below the average analyst estimate of $XXXX. * Stock dropped as much as XXX% and closed down XXX% on the day of the announcement reflecting investor disappointment. * SL Green will switch from monthly to"
X Link 2025-12-08T14:32Z 4188 followers, XXX engagements

"🏢 Vornado Realty Trust's 1290 Sixth Avenue Nears Full Occupancy with New Leases $VNO Vornado Realty Trust is seeing strong leasing success at its major Midtown Manhattan tower 1290 Sixth Avenue following a $XX million capital upgrade program. The building is now more than XX% leased. ✍ Portage Point Partners * The Chicago-based firm is significantly expanding its footprint * Leased 55000 square feet. * Relocated from a 22000-square-foot sublease at XXX Fifth Ave. ✍ Protiviti * The global consulting firm is returning to the building. * Leased 38000 square feet. * Was previously based at 1290"
X Link 2025-12-08T16:20Z 4188 followers, XXX engagements

"📰 #REIT Headlines -- October 6th 2025 📅 On Friday Morningstar downgraded Prologis $PLD to Hold from Buy and maintained its $XXX price target On Friday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $XXX price target ⛽Getty Realty Corp. $GTY closes a sale leaseback transaction under which the Company acquired XX convenience stores for $XXX million * Entered into a long-term unitary net lease with a subsidiary of Now & Forever a privately-owned regional convenience store chain located in Houston TX 🏘 BRT Apartments Corp. $BRT announced the acquisition of"
X Link 2025-10-06T12:15Z 4188 followers, 4728 engagements

"🏢✨ Rippling Relocates to Vornado Realty Trust's XXX W. 34th Street Rippling is relocating from X World Trade Center to XXX West 34th Street in $VNO Vornados Penn District. 📐 Deal Terms: * Lease size: 133000 SF * Term: XX years * Floors: 7th9th * Asking rent: $85/SF 🗽 Ripplings Rising NYC Footprint * January 2024: Relocated to X WTC subleasing 69K SF from Spotify. * Supported by $3.5M in NY state performance-based tax credits. ➕ Commitment includes: * XXX new jobs (marketing engineering sales finance legal ops) * XXX jobs retained * $29M investment in NY R&D over XX years 🌎 Company"
X Link 2025-11-17T13:23Z 4188 followers, XXX engagements

"🧬 Alexandria Real Estate Equities Inc. Faces Investor Lawsuit After Sharp Guidance Cut A new proposed class-action lawsuit is targeting Alexandria Real Estate Equities $ARE one of the nations largest life science REITs following a major guidance reduction and steep stock selloff. 🔍 What Happened * ARE shares plunged XX% on Oct. XX its biggest one-day drop since 2008. * The decline followed lower-than-expected Q3 results and a reduced 2025 FFO guidance: * Midpoint cut from $XXXX $9.01/share * Driven by slower re-leasing softer demand and rising vacancy across life sciences. * The company"
X Link 2025-11-26T13:10Z 4188 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 4th 2025 📅 KeyBanc upgrades BXP Inc. $BXP to Overweight from Sector Weight and sets an $XX price target KeyBanc upgrades Curbline Properties $CURB to Overweight from Sector Weight and sets a $XX price target KeyBanc upgrades EastGroup Properties Inc $EGP to Overweight from Sector Weight and sets a $XXX price target Colliers Securities upgrades UMH Properties Inc. $UMH to Buy from Neutral and raises its price target by $X to $XX Colliers Securities downgrades AvalonBay Communities $AVB to Neutral from Buy and lowers its price"
X Link 2025-12-04T13:03Z 4188 followers, XXX engagements

"🤝 Blackstone Sells NYC Retail Center to Acadia Realty Trust/TPG JV Blackstone Inc. has agreed to sell The Shops at Skyview a prominent shopping center in Flushing Queens New York to a joint venture between TPG Inc. and Acadia Realty Trust $AKR. 📍 Transaction Details: * The complex is under contract for approximately $XXX million. * The Shops at Skyview spans 555000 square feet (51561 square meters). * It's part of a larger mixed-use development featuring over 1000 apartments and medical office space. * The center is nearly fully leased. * Major Tenants Include: BJs Wholesale Club Round1"
X Link 2025-12-04T13:17Z 4188 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 8th 2025 📅 RBC upgrades Equity LifeStyle Properties Inc. $ELS to Outperform from Sector Perform and raises its price target by $X to $XX RBC downgrades W. P. Carey Inc. $WPC to Sector Perform from Outperform and maintains its $XX price target 🏢 Global Net Lease $GNL entered into an agreement to sell the McLaren Campus a three-building 840000 sf property located in Woking Surrey England for XXX million at a XXX% cash cap rate 🏬 Piedmont Realty Trust $PDM completed over 475000 sf of leasing thus far in the fourth quarter with"
X Link 2025-12-08T13:04Z 4188 followers, XXX engagements

"🏗 Commercial Real Estate & REITs: Dual Divergences Set the Stage for a 2026 Rebound REITs have demonstrated remarkable resilience and operational strength positioning them uniquely for potential outperformance as key market divergences are set to converge according to @REITs_Nareit's 2026 Outlook. ✅ REIT Fundamentals Remain Resilient * Year-over-year Net Operating Income (NOI) grew by XXX% as of Q3 2025. * REITs maintained well-structured balance sheets * They maintained reliable access to capital markets throughout the turbulence. ⚠ The Dual Divergence Opportunity * REITs are currently"
X Link 2025-12-11T16:22Z 4188 followers, XXX engagements

"🏭 EastGroup Properties Inc Hoya Capital Hotseat 🎤 Eastgroup Properties $EGP President & CEO Marshall Loeb recently joined the @HoyaCapital Hotseat to discuss the evolution of EastGroup since its initial founding in 1969 and the strategy and factors behind its impressive growth trajectory. In addition Marshall discussed the advantages of their focus on the "last mile" plus its industry-leading balance sheet. He also details the secular forces - both positive and negative - shaping fundamentals in the industrial real estate sector. EastGroup Properties is the second-largest industrial REIT"
X Link 2025-12-11T18:23Z 4188 followers, XXX engagements

"Join us tomorrow at 2:30pm eastern as @HoyaCapital chats with @JDHatfield_ICAP from @InfraCap get his thoughts on #REITs and other income sectors heading into 2026 following the Fed's XX bps rate cut yesterday. Interested in attending or want the replay link Send me a message"
X Link 2025-12-11T18:38Z 4188 followers, XXX engagements

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 12th 2025 📅 Mizuho upgrades Cousins Properties $CUZ to Outperform from Neutral and lowers its price target by $X to $XX Piper Sandler upgrades EastGroup Properties Inc $EGP to Overweight from Neutral and raises its price target by $XX to $XXX JPM upgrades Gaming and Leisure Properties Inc. $GLPI to Overweight from Neutral and raises its price target by $X to $XX 💰 SITE Centers $SITC announced the sale of Downtown Short Pump located in Richmond VA for approximately $XXXX million * A portion of net proceeds was used to repay"
X Link 2025-12-12T12:39Z 4188 followers, XXX engagements