@HoyaCapital Hoya Capital 🏙️
Hoya Capital 🏙️ posts on X about $7741t, reit, inflation, fed the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance stocks cryptocurrencies countries currencies exchanges technology brands travel destinations us election fashion brands
Social topic influence $7741t #66, reit #78, inflation #2096, fed #1035, rates, stocks, in the, dividend #850, federal reserve, strong
Top accounts mentioned or mentioned by @dailyreitbeat @reitacademy @allthereitnews @seekingalpha @rbradthomas @reitsnareit @alreits @realtyincome @nareit @ericbalchunas @alphaeos @armadaetfs @nyse @arrofincomm @solactive @caretrustreit @howardhugheshq @coptdefense @kiterealtygroup @digitalrealty
Top assets mentioned Equinix Inc (EQIX) Terreno Realty Corporation (TRNO) Prologis Inc (PLD) Digital Realty Trust Inc (DLR) Simon Property Group Inc (SPG) Veno Finance (VNO) Kilroy Realty Corp. (KRC) American Tower Corp (AMT) Kite Realty Group Trust (KRG) SL Green Realty Corp. (SLG) WELL3 (WELL) Federal Realty Investment Trust (FRT) Gaming and Leisure Properties, Inc. (GLPI) Public Storage (PSA) Regency Centers Corp (REG) Ventas, Inc. (VTR) Crown Castle Inc (CCI) Welltower Inc (WELL) Medical Properties Trust, Inc. (MPW) Equity Residential (EQR) Autonomous Virtual Beings (AVB) Kimco Realty Corp (KIM) Boston Properties, Inc. (BXP) Omega Healthcare Investors Inc. (OHI) Eigenpie (EGP) SITE Centers Corp. Common Shares (SITC) CareTrust REIT, Inc (CTRE) Highwoods Properties Inc. (HIW) BRIXMOR PROPERTY GROUP INC. (BRX) Sui (SUI) Healthpeak (DOC) Invitation Homes, Inc. (INVH) Healthcare Realty Trust, Inc. (HR) UDR, Inc. (UDR) Brandywine Realty Trust (BDN) Mid-America Apartment Communities Inc (MAA) Cousins Properties Inc. (CUZ) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) Rexford Industrial Realty, Inc. (REXR) WP Carey, Inc. (WPC) LXP Industrial Trust (LXP) American Homes [--] Rent (AMH) Earth [--] Essence (ESS) TANGER FACTORY OUTLET CENTERS (SKT) Independence Realty Trust Inc. (IRT) Host Hotels and Resorts Inc (HST) VICI Properties, Inc. (VICI)
Top Social Posts
Top posts by engagements in the last [--] hours
"REITs rally 1% on the day led by retail and mall REITs. Homebuilders up 0.4%. Brandywine $BDN and Eastgroup $EGP reported earnings this afternoon"
X Link 2018-07-20T00:41Z [----] followers, [--] engagements
"Real Estate Daily Recap: Another Tough Day for REITs and Housing As Earnings Kicks Into High-Gear https://www.hoyacapital.com/post/real-estate-daily-recap-another-tough-day-for-reits-and-housing-as-earnings-kicks-into-high-gear https://www.hoyacapital.com/post/real-estate-daily-recap-another-tough-day-for-reits-and-housing-as-earnings-kicks-into-high-gear"
X Link 2019-04-22T20:45Z [----] followers, [--] engagements
"Stocks on the Move: $NVR $BBBY $WHP $OSTK ETFs on the Move: $VNQ $IYR $XHB $ITB"
X Link 2019-04-22T20:47Z [----] followers, [--] engagements
"REIT Dividend Boosts Tax Hikes Week Ahead The wave of REIT dividend hikes continued today with another two REITs - Store Capital $STOR and BRT Apartments $BRT. [---] REITs have now hiked their dividends this year. https://www.hoyacapital.com/post/reit-dividend-boosts-tax-hikes-week-ahead https://www.hoyacapital.com/post/reit-dividend-boosts-tax-hikes-week-ahead"
X Link 2021-09-13T20:45Z [----] followers, [--] engagements
"REIT Earnings WeWork IPO Dividends & M&A WeWork (WE) successfully went public via a SPAC roughly two years after its failed IPO. The SPAC merger valued WeWork at $9 billion roughly 80% below its peak fundraising valuation of $47B in [----]. https://www.hoyacapital.com/post/reit-earnings-wework-ipo-dividends-m-a https://www.hoyacapital.com/post/reit-earnings-wework-ipo-dividends-m-a"
X Link 2021-10-21T20:25Z [----] followers, [--] engagements
"Data center demand and fundamentals remain resilient and were remarkably unaffected by the pandemic and subsequent reopenings but that's precisely the issue as investors have rotated into more pro-cyclical sectors. $DLR $EQIX $DBRG $AMT $IRM $SRVR $VPN https://seekingalpha.com/article/4492864-data-center-reits-tech-turbulencesource=all_articles_title https://seekingalpha.com/article/4492864-data-center-reits-tech-turbulencesource=all_articles_title"
X Link 2022-03-04T14:07Z [----] followers, [--] engagements
"Logistics M&A Simon Hikes Dividend Crypto Crash Another day another blockbuster REIT M&A deal. Duke Realty rallied 4% after Prologis proposed to acquire Duke in an all-stock deal. Duke rejected two prior offers from Prologis. $DRE $PLD $INDS $VNQ https://www.hoyacapital.com/post/logistics-m-a-simon-hikes-dividend-crypto-crash https://www.hoyacapital.com/post/logistics-m-a-simon-hikes-dividend-crypto-crash"
X Link 2022-05-10T20:37Z [----] followers, [--] engagements
"Amazon Cost Cutting Hotel Recovery Week Ahead Industrial REITs remained under pressure on further details about Amazon's plan to cut costs in its logistics network which may include subletting space or renegotiating leases. $AMZN $PLD $DRE $REXR https://www.hoyacapital.com/post/amazon-cost-cutting-hotel-recovery-week-ahead https://www.hoyacapital.com/post/amazon-cost-cutting-hotel-recovery-week-ahead"
X Link 2022-05-23T20:43Z [----] followers, [--] engagements
"Industrial REITs - a perennial performance leader in recent years - have been slammed over the past month with declines of 20-30% after Amazon announced plans to cut costs in its logistics network. $AMZN $PLD $DRE $VNQ https://seekingalpha.com/article/4514609-industrial-reits-amazon-cuts-deepsource=all_articles_title https://seekingalpha.com/article/4514609-industrial-reits-amazon-cuts-deepsource=all_articles_title"
X Link 2022-05-26T13:10Z [----] followers, [--] engagements
"REIT earnings season was surprisingly strong across nearly all property sectors. Of the REITs that provide guidance nearly two-thirds raised their full-year FFO outlook alongside another two dozen dividend hikes. $VNQ $RIET $IYR $XLRE #REITs https://seekingalpha.com/article/4556346-reit-earnings-recap-rents-paid-dividends-raised https://seekingalpha.com/article/4556346-reit-earnings-recap-rents-paid-dividends-raised"
X Link 2022-11-11T16:13Z [----] followers, [--] engagements
"The combination of near-zero new development and positive net absorption since early [----] has driven occupancy rates to record-highs and allowed Strip Center REITs to enjoy some long-awaited pricing power. $KIM $REG $KRG $BRX $VNQ $RIET $UBA $SITC $FRT https://seekingalpha.com/article/4569702-strip-center-reits-bang-for-your-buck https://seekingalpha.com/article/4569702-strip-center-reits-bang-for-your-buck"
X Link 2023-01-13T15:06Z [----] followers, [---] engagements
"REIT Earnings Housing Thaw GDP Ahead Homebuilders were again among the upside standouts after mortgage market data showed a second-straight week of rebounding demand as rates moderate from recent decade-high peaks above 7.0%. https://www.hoyacapital.com/post/reit-earnings-housing-thaw-gdp-ahead https://www.hoyacapital.com/post/reit-earnings-housing-thaw-gdp-ahead"
X Link 2023-01-25T22:08Z [----] followers, [---] engagements
"After the close today Crown Castle $CCI reported solid fourth-quarter results recording full-year revenue growth of 10% and FFO growth of 6.2% - each slightly above the midpoint of its most recent guidance - and maintained its outlook for full-year 2023"
X Link 2023-01-25T22:10Z [----] followers, [---] engagements
"Long before the current challenges being faced by Non-Traded REIT platforms started to become headline news some industry veterans began to raise red flags. Excellent report by @armadaetfs /@DailyREITBeat comparing Public REITs vs. NTRs. $BX $KKR $BREIT https://seekingalpha.com/article/4573098-a-deeper-dive-into-reit-structures https://seekingalpha.com/article/4573098-a-deeper-dive-into-reit-structures"
X Link 2023-01-27T21:36Z [----] followers, [---] engagements
"Hot Inflation Data Stocks Slump REIT Dividend Hikes Four more REITs raised their dividends over the past [--] hours - Prologis $PLD Lamar $LAMR Essex $ESS and Gaming & Leisure Properties $GLPI - bringing the full-year total to [--] REIT dividend hikes while [--] REITs have lowered their dividends this year. https://www.hoyacapital.com/post/hot-inflation-data-stocks-slump-reit-dividend-hikes https://www.hoyacapital.com/post/hot-inflation-data-stocks-slump-reit-dividend-hikes https://www.hoyacapital.com/post/hot-inflation-data-stocks-slump-reit-dividend-hikes"
X Link 2023-02-24T21:26Z [----] followers, [---] engagements
"The strong earnings season for storage REITs continued with a pair of strong reports. CubeSmart $CUBE rallied 4% after reporting better-than-expected results noting that its full-year FFO increased by 19.9% in [----] and sees FFO growth of another 5.7% in [----] the highest in the storage sector. CUBE expects same-store NOI growth of 5% for [----] as sticky pricing trends on renewals are expected to offset a decline in rental rates for new customers. CUBE noted that "street rates" for new customers were down about 10% in Q4 and about 9% in early [----]. Life Storage $LSI reported sector-leading"
X Link 2023-02-24T21:29Z [----] followers, [--] engagements
"Deep Inversion Strong Jobs Data Data Center Deal Ahead of the BLS nonfarm payroll report on Friday a pair of employment reports continued a months-long trend of stronger-than-expected readings. ADP Research reported that private payrolls rose [------] last month - above the median estimate of [------]. The Labor Department meanwhile reported that there were [----] million job openings in January - down from [----] million a month earlier but well above the median estimate of [----] million. https://www.hoyacapital.com/post/deep-inversion-strong-jobs-data-data-center-deal"
X Link 2023-03-08T21:52Z [----] followers, [---] engagements
"Cherry Hill Mortgage $CHMI dipped more than 10% after recording earnings available for distribution of $0.24 in Q4 - shy of its $0.27 quarterly distribution - while its Book Value Per Share ("BVPS") increased fractionally to $6.06 which was below the average increase of 6% from its Agency-focused peers. Ellington Residential $EARN reported that its BVPS increased to $8.56 at the end of February - up about 2% since the end of December. The company noted that it had incorrectly indicated that its BVPS had risen "close to 4%" in that period. https://twitter.com/i/web/status/1633587310297006089"
X Link 2023-03-08T21:55Z [----] followers, [---] engagements
"REIT M&A UK Inflation MPW Tenant Update A pair of externally-managed REITs advised by AR Global - Global Net Lease $GNL and Necessity Retail REIT $RTL - announced plans to merge and internalize their management under the Global Net Lease. https://www.hoyacapital.com/income-builder/reit-ma-uk-inflation-mpw-tenant-update https://www.hoyacapital.com/income-builder/reit-ma-uk-inflation-mpw-tenant-update"
X Link 2023-05-24T21:11Z [----] followers, [---] engagements
"Storage REIT National Storage (NSA)declined 3% today after reporting soft second-quarter results and lowering its full-year NOI and FFO outlook rounding out a surprisingly weak quarter for the storage REIT sector in which three-of-four REITs lowered their earnings outlook. NSA - which focuses on cheaper storage units in secondary and tertiary markets compared to its larger peers - commented that it "experienced a softer spring leasing season and the interest rate environment was tougher than expected." NSA now expects its FFO to decline by 5.3% this year - a sharp downward revision from its"
X Link 2023-08-08T20:52Z [----] followers, [--] engagements
"Small-capBRT Apartments $BRT - which owns roughly 8k units in28 properties across the U.S. Southeast and Midwest - dipped about 5% today after reporting mixed results and maintaining its full-year outlook which calls for FFO growth of 2.3% - below the apartment sector average of 5.0%. BRT cited two underperforming properties in Texas and Nashville fora slowdown in its same-store growth NOI to 1.4% in the quarter. BRT achieved renewal rent increases of 5.4% in Q2 and 5.3% in July and new lease rent increases of 4.3% in Q2 and 3.2% in July - both about on-par with its apartment REIT peers."
X Link 2023-08-08T20:56Z [----] followers, [--] engagements
"Yields Surge WPC Exits Office Dividend Cuts Net Lease REIT WP Carey $WPC dipped 8% today after it announced a strategic plan to sell its office assets - which comprise roughly 16% of its portfolio - aimed at"driving a re-rating" of WPC's stock price which has traded at discounted valuations to similar-sized net lease peers. The strategy entails a spin-off of [--] U.S. office properties into a new REIT -Net Lease Office Properties ("NLOP") that will be completed by the end of next month - and a sale of [--] remaining European office properties which it expects to complete by early [----]. WPC notes"
X Link 2023-09-21T21:27Z [----] followers, [----] engagements
"Fed Says More Pain Needed U.S. equity markets posted their worst week since March as benchmark interest rates surged through multi-decade highs after the Federal Reserve reiterated a "higher for longer" monetary policy approach. WP Carey (WPC) dipped 10% after it announced a strategic plan to sell its office assets - which comprise roughly 16% of its portfolio - aimed at "driving a re-rating" of WPC's stock price which has traded at discounted valuations to similar-sized net lease and industrial REIT peers. Office REIT Brandywine (BDN) dipped more than 12% after it reduced its quarterly"
X Link 2023-09-24T15:20Z [----] followers, [---] engagements
"Payrolls Ahead REITs Rebound MOB Update Medical office building ("MOB") REITHealthcare Realty (HR) was little changed today after it provided a business update with preliminary third-quarter operating metrics. Among the highlights HR reported that it achieved record new leasing volumes totaling 447k square feet in the third quarter improving from 376k in Q2 and [------] in Q1 citing "particularly strong momentum" in leasing in the legacy HTA properties. HR noted that occupancy is expected to be flat in Q3 but is expected to increase in [----] based on recent leasing volume.HR also noted that it"
X Link 2023-10-05T21:29Z [----] followers, [---] engagements
"The very strong earnings season for strip center REITs continued over the past [--] hours. Regency Centers (REG) advanced 1% after reporting solid results raising its full-year outlook and raising its dividend by 3% to$0.67/share becoming the 72nd REIT to raise its dividend this year. $REG now expects full-year FFO growth of 1.0% - up [--] basis points from its prior outlook - and expects same-store NOI growth of 3.5% - also up [--] basis points. Federal Realty (FRT) gained 3% after reporting strong leasing activity and also raising its full-year outlook. Driven by blended leasings spreads of 11% -"
X Link 2023-11-03T20:42Z [----] followers, [---] engagements
"Concluding an otherwise disappointing slate of apartment REIT earnings results on a high note coastal-focused Apartment Income (AIRC) rallied nearly 4% after reporting solid results and maintaining its full-year outlook. $AIRC reported the strongest third-quarter blended leasing spreads in the sector at 4.7% - comprised of 6.0% growth in renewal rents and a 3.6% increase on new leases. AIRC continues to expect sector-leading same-store NOI growth of 9.2% in [----] and continues to expect its full-year FFO to be unchanged from [----]. AIRC also provided an initial [----] outlook noting that it"
X Link 2023-11-03T20:43Z [----] followers, [--] engagements
"REIT IPOs WPC Joins Mid-Cap Travel Records WP Carey(WPC)rallied 4% today after S&P announced that it will add $WPC to theS&P MidCap [---] Index(MDY) prior to the open of trading on Thursday November 30th. WPC - which has a market capitalization of roughly $13B - had previously been the largest REIT excluded from any of the major REIT indexes. This exclusion was partially a byproduct of its classification as a "diversified" REIT which WPC has addressed through its "strategic exit" out of the office segment announced earlier this quarter. WPC joins [--] other REITs in the S&P [---] index. WPC will"
X Link 2023-11-28T22:21Z [----] followers, [---] engagements
"Weekly Outlook: Pivot Pending Lifted by the rate retreat real estate equities were again the leaders this week. The Equity REIT Index rallied 5.0% this week extending their rebound since late-October to nearly 20%. Fund flows were a major theme this week as the combination of index rebalancing and a forceful shift in sentiment sparked a double-digit surge this week from many of the most beaten-down REITs. W. P. Carey rallied after S&P announced that it would be added to the Mid-Cap [---]. Office REITs - the most underweight property sector among active managers and the most heavily-shorted"
X Link 2023-12-03T16:42Z [----] followers, [----] engagements
"Big day for the Hoya Capital team and the $RIET Index Thankful for our investors and our amazing service providers @DailyREITBeat @AllTheREITNews @ReitAcademy @NYSE @SeekingAlpha @arrofincomm @Solactive"
X Link 2023-12-12T01:27Z [----] followers, [---] engagements
"Best-Performing REITs of [----] Top [--] Diversified Healthcare $DHC Tanger Outlets $SKT Park Hotels $PK SL Green $SLG Iron Mountain $IRM Empire State Realty $ESRT Macerich $MAC Industrial Logistics $ILPT Welltower $WELL Ryman Hospitality $RPH @REITAcademy @AllTheREITNews @DailyREITBeat https://twitter.com/i/web/status/1740896434470142175 https://twitter.com/i/web/status/1740896434470142175"
X Link 2023-12-30T00:43Z [----] followers, [---] engagements
"Potentially impacting the competitive positioning of Cell Tower REITs - which own a dominant share of land-based macro towers - SpaceX announced that it successfully launched its first batch of Starlink satellites that have the added capability to connect directly to unmodified 4G LTE smartphones - an advancement beyond the emergency-use-only satellite technology that is currently available in mobile devices. Through a partnership with T-Mobile SpaceX plans to start enabling texting from space this year with voice and data connectivity coming in [----]. SpaceX CEO Elon Musk noted that the"
X Link 2024-01-03T22:21Z [----] followers, [---] engagements
"Sunbelt-focused multifamily REIT Independence Realty (IRT) announced the sale of four "non-core" properties across four markets as part of a portfolio optimization and deleveraging strategy that it initiated last October raising gross proceeds of $200.7 million which was used to repay $196.8 million in debt. $IRT also noted that five of the six additional properites identified in its optimization strategy are currently under contract and expected to close this quarter. IRT expects to generate a total of roughly $525M from these sales which will enable the firm to lower its Debt-to-EBITDA"
X Link 2024-01-03T22:22Z [----] followers, [---] engagements
"American Tower (AMT) - the largest cell tower REIT - finished lower by 0.5% today after it announced a $2.5B deal to sell its India operations to an affiliate of Brookfield Asset Management (BAM) which completes AMT's exit from the Indian market - a region that has been a source of turbulence for the firm in recent years. AMT initially entered India in [----] - its first investment outside of the Americas - and expanded its portfolio to over [-----] cell sites through acquisitions and site development becoming AMT's largest international market at roughly a third of its total cell site and 10% of"
X Link 2024-01-05T22:33Z [----] followers, [---] engagements
"Additional Headlines from @DailyREITBeat Sun Communities ( $SUI) priced $500 million of 5.50% senior notes due [----] and intends to use the net proceeds to repay debt. Mid-America ( $MAA) priced $350 million of 5.00% senior unsecured notes due [----] and intends to use the proceeds to repay debt. UMH Properties ( $UMH) provided preliminary Q4 operating metrics noting that occupancy gains and rent increases achieved throughout [----] increased its January [----] rental by 12.0%. Redford Industrial ( $REXR) bought two industrial properties totaling $69.5M: a $57.0M property in Anaheim and a $12.5M"
X Link 2024-01-05T22:36Z [----] followers, [---] engagements
"REITs were once again very active on the capital-raising front over the past [--] hours. Following roughly $2B in capital raising yesterday across the sector REITs raised announced another $1B haul today. Office REIT Kilroy (KRC) raised $400M of twelve-year unsecured bonds at a 6.25% interest rate. Strip center REIT Brixmor (BRX) raised $400M in ten-year unsecured bonds at a 5.50% interest rate. Net lease REIT NetStreit (NTST) raised $173M in common equity through a forward sale agreement of 9.6M shares at $18/share"
X Link 2024-01-10T22:17Z [----] followers, [---] engagements
"A pair of net lease REITs provided business updates over the past [--] hours. WP Carey (WPC) - which is in the midst of a portfolio shift to focus on industrial properties - was unchanged today after it detailed its recent acquisition activity noting that it completed $320 million of investments in the fourth-quarter at a 7.7% average cap rate. Consistent with other net lease REITs that provided business updates over the past two weeks $WPC reported a continued uptick in acquisition cap rates - a welcome sign that private markets are adjusting pricing downward to reflect the higher rate"
X Link 2024-01-10T22:19Z [----] followers, [---] engagements
"Fed Pushback Strong Travel Demand Week Ahead Daily REIT Recap: The state of the U.S. housing market will be in focus in the week ahead - the segment that bore the brunt of the Fed's rate hiking cycle. On Wednesday we'll see NAHB Homebuilder Sentiment data for January which is expected to show a second-straight monthly rise in builder optimism following four straight months of declines. We'll also see Retail Sales data on Tuesday which will provide final numbers on the critical holiday retail spending season. On Thursday we'll see Housing Starts and Building Permits data for December which is"
X Link 2024-01-16T22:40Z [----] followers, [---] engagements
"Ryman Hospitality (RHP) was among the leaders today after providing preliminary fourth-quarter operating metrics showing performance that exceeded its prior guidance. RHP noted that its full-year Total Revenue Per Available Room ("RevPAR") climbed to $458 in [----] - a 13.2% increase from last year which was above its prior outlook calling for a 12% increase. Commenting that the results "exceeded its expectations" and citing "continued strength in leisure room rates" RHP now anticipates full-year AFFO growth of nearly 24% at the midpoint of its updated range - up from the roughly 14% growth"
X Link 2024-01-16T22:44Z [----] followers, [---] engagements
"Stocks Rebound Homebuilder M&A Jobless Claims Daily REIT Recap: MDC Holdings (MDC) - the ninth-largest publicly-traded homebuilder - surged 18% today after it agreed to be acquired by Japanese firm Sekisui House in an all-cash transaction valued at $4.9 billion. Headquartered in Denver and founded in [----] MDC builds and sells roughly [-----] homes per year with a focus on higher-end development in West Coast markets and is the only homebuilder to pay a dividend yield above the S&P [---] average. Sekisui initially entered the U.S. homebuilding market in [----] through its acquisition of Woodside"
X Link 2024-01-18T22:33Z [----] followers, [---] engagements
"Hoya Hotseat: CareTrust (CTRE) CareTrust REIT (CTRE) is a small-cap healthcare REIT ($2.5B market cap) focused on the skilled nursing and senior housing sub-sector. $CTRE owns [---] properties across [--] states - primarily in the Western United States. CTRE pays a dividend yield of 5.2% on a quarterly basis. (As of 1/25/2024) CEO Dave Sedgwick joins the Hoya Hotseat to discuss CareTrust's growth from a one-tenant operator at its [----] IPO into a diversified healthcare platform with [--] operators and discusses the opportunities and risks of the Skilled Nursing space including the role of government"
X Link 2024-01-25T19:25Z [----] followers, [---] engagements
"Inflation Week REIT Earnings Return To Office Daily REIT Recap: A critical slate of inflation and housing market data highlights the economic calendar in the week ahead. The main event comes on Tuesday with the Consumer Price Index for January which investors and the Fed are hoping will show a continued cooling of inflationary pressures. The Core CPI is expected to moderate to a 3.8% year-over-year rate - down from 3.9% last month - as some of the effects from the heavily weighted shelter component finally begin to moderate. Gasoline prices - which remain a key "swing" inflation input - were"
X Link 2024-02-12T22:34Z [----] followers, [---] engagements
"A pair of office coastal office REITs reported results after the bell today. Vornado (VNO) - which focuses almost exclusively in Manhattan - is higher after-hours after it reported a notable rebound in office leasing activity in Q4. VNO signed 475k SF of NYC office space (840K including JV partners) in Q4 - its most active quarter since Q4 of [----] which was more than double its average volume during the prior three quarters. VNO was aggressive with pricing to close these deals however with these leases signed at an initial rent of $100.33 PSF which translated to a decline in cash spreads of"
X Link 2024-02-12T22:36Z [----] followers, [---] engagements
"Retail Tumble REIT Earnings Data Center Demand Daily REIT Recap: U.S. equity markets advanced Thursday while benchmark interest rates ticked lower as investors parsed surprisingly soft retail sales and industrial production data which calmed jitters about a potentially overheating economy. A key look into the health and sentiment of the U.S. consumer data this morning showed that Retail Sales tumbled by the most in nearly a year in January while sales figures in December were also revised lower. Retail sales declined 0.8% in January from the prior month following a downwardly revised 0.4%"
X Link 2024-02-15T22:25Z [----] followers, [---] engagements
"Equinix (EQIX) - the largest data center REIT - rallied 5% today after reporting solid fourth-quarter results driven by accelerating AI demand robust pricing dynamics and "continued momentum" across its data center and digital services portfolios. $EQIX reported full-year FFO growth of 8.7% in [----] - above its prior guidance of 8.4% - and expects growth to accelerate to 8.8% in [----] at the midpoint of its initial range. Pricing power remained impressive with EQIX recording same-store revenue growth of 10.0% - its fourth-straight quarter of double-digit revenue growth which comes after a"
X Link 2024-02-15T22:32Z [----] followers, [---] engagements
"Apartment REIT Independence Realty (IRT) rallied 7% today after reporting stronger-than-expected fourth-quarter results delivering the biggest FFO and NOI "beat" of the apartment sector this earnings season as rent growth stayed marginally positive in Q4 and accelerated in January. $IRT reported full-year FFO growth of 7.0% in [----] - above its prior guidance of 6.5% - and expects its FFO to decline -0.9% in [----]. By comparison guidance from its two Sunbelt peers - Camden Property (CPT) and Mid-America (MAA) - call for a -2.5% average decline in FFO in [----]. IRT noted that blended rent spreads"
X Link 2024-02-15T22:33Z [----] followers, [---] engagements
"Manufactured housing REIT Sun Communities (SUI) advanced 2% today after it reported very strong U.S. property-level performance in Q4 and provided guidance showing a return to FFO growth in [----] alongside a 1% dividend hike which helped to offset continued weakness in its struggling UK segment. SUI reported that its full-year Core FFO declined -3.4% in [----] - slightly better than its prior guidance - and sees a return to growth in [----] with expected FFO growth of 0.6%. Property-level performance in the U.S. was very strong in the final months of [----] as headwinds from its sluggish transient"
X Link 2024-02-21T22:35Z [----] followers, [---] engagements
"Rates Rise Equinix CEO Transition REIT Earnings Real Estate Daily Recap: Equinix (EQIX) - the largest data center REIT and one of the top-performing REITs over the past year - was among the laggards today after it announced a "planned leadership transition" effective late Q2 [----] whereby its current President and CEO Charles Meyers will transition to the role of Executive Chairman. Meyers had been CEO for the past six years during which time EQIX has produced total returns that are roughly 5x above the broader REIT index. Equinix hired Google Cloud Go-to-Market President Adaire Fox-Martin to"
X Link 2024-03-13T20:40Z [----] followers, [---] engagements
"Small-cap BRT Apartments (BRT) - which owns [--] apartment communities across roughly a dozen Sunbelt markets totaling [----] units - gained 2% today after it reported solid fourth-quarter results. The final apartment REIT to post results this earnings season BRT reported that its full-year adjusted FFO was flat in [----] compared to the prior year at $1.52 as higher interest expense negated solid property-level performance. $BRT reported same-store NOI growth of 5.5% in [----] but interest expense jumped more than 40% from the prior year representing an incremental $0.37/share drag on its full-year"
X Link 2024-03-13T20:43Z [----] followers, [---] engagements
"Hoya Hotseat: Easterly Government (DEA) Easterly Government (DEA) is a small-cap office REIT with a unique focus on properties leased to U.S. government agencies. DEA owns [--] properties across a national footprint with 99% of leases backed by the United States government. Founder and Chairman Darrell Crate joins the Hoya Hotseat to discuss the company's strategy of tailoring facilities to meet the unique needs of each US Government agency. He notes the steady growth nature of government spending particularly for mission-critical activities and shared Easterly's journey starting as a private"
X Link 2024-03-25T14:12Z [----] followers, [---] engagements
"Yields Jump REITs Slump Jobs Week Real Estate Daily Recap: U.S. equity markets slipped Monday while benchmark interest rates jumped to the cusp of four-month highs after PMI data showed a rebound in U.S. manufacturing activity and reacceleration in raw materials prices ahead of a critical slate of employment data. We'll see the JOLTS report on Tuesday ADP Payrolls on Wednesday Jobless Claims data on Thursday and the BLS Nonfarm Payrolls report on Friday. Economists are looking for job growth of roughly 200k in March which follows a relatively strong print in February in which 275K jobs were"
X Link 2024-04-01T21:07Z [----] followers, [---] engagements
"Rexford Industrial (REXR) slumped about 3% today as markets responded to its announcement last Thursday afternoon that it reached a $1.0B deal to buy [--] industrial properties from Blackstone (BX) and its non-traded BREIT. The portfolio of [--] Southern California properties totals [-------] square feet and was priced at $332 PSF. The combined portfolio is 98% leased. REXR expects the portfolio to generate an initial unlevered cash yield of 4.7% and an anticipated stabilized unlevered cash yield of 5.6%. Speculation had mounted that REXR may be preparing for a significant acquisition after a major"
X Link 2024-04-01T21:09Z [----] followers, [--] engagements
"M&A Monday Blackstone Buys AIRC Inflation Week Real Estate Daily Recap: Apartment Income (AIRC) - which we own in the Focused Income Portfolio - surged more than 20% today after it announced a $10B deal to be sold to Blackstone (BX) Real Estate Partners X in an all-cash deal priced at $39.12/share - a 25% premium to AIRC's last closing price. $AIRC - also known as AIR Communities - owns [--] apartment communities concentrated primarily in coastal markets including Miami Los Angeles Boston and Washington D.C. One of our top holdings we've highlighted in recent reports that AIRC was a potential"
X Link 2024-04-08T21:17Z [----] followers, [---] engagements
"Stocks Stumble Canada SFR Crackdown MPW In Focus Real Estate Daily Recap: Embattled hospital owner Medical Properties Trust (MPW) is trading sharply higher in after-hours trading after it announced a $1.1B portfolio sale of five hospitals and announced that it maintained its quarterly dividend at $0.15/share (14.4% dividend yield). $MPW announced after the close that it sold its five Utah hospitals - which were managed by struggling operator Steward Healthcare until its operators were acquired by CommonSpirit Health in [----] - into a newly-formed joint venture with "a leading multi-strategy"
X Link 2024-04-12T21:48Z [----] followers, [---] engagements
"Tricon Residential (TCN) - which agreed to be sold to Blackstone (BX) in January - pared a steep intra-day plunge to close lower by 1% as investors parsed the implications of a plan unveiled by the Canadian government - called "Solving the Housing Crisis" - which included a proposal "to restrict the purchase and acquisition of existing single-family homes by very large corporate investors." $TCN is dual-listed in both the United States and Canada but the vast majority of TCN's assets are single-family rentals in the United States. TCN briefly dipped by over 10% at the early-afternoon lows"
X Link 2024-04-12T21:51Z [----] followers, [---] engagements
"Turmoil Abroad MPW Sqeeze Retail Sales Real Estate Daily Recap: A key look into the health and sentiment of the U.S. consumer data this morning showed that Retail Sales were considerably stronger than expected in March posting a back-to-back acceleration in the annual growth rate for the first time since late [----]. Providing more support for the "hawkish" path for Fed policy Total Retail Sales rose 0.7% in March - well above the 0.4% consensus expectation - which translated to a year-over-year increase of 4.0%. Separately the NAHB reported that its Homebuilder Sentiment Index remained steady"
X Link 2024-04-15T21:07Z [----] followers, [---] engagements
"Embattled hospital owner Medical Properties Trust (MPW) - which is the most heavily-shorted REIT with nearly a third of its outstanding shares held short - surged more than 18% today after it announced last Friday afternoon a $1.1B portfolio sale of five hospitals and also announced that it maintained its quarterly dividend at $0.15/share (14.4% dividend yield). $MPW announced that it sold its five Utah hospitals - which were managed by struggling operator Steward Healthcare before its operations were acquired by CommonSpirit Health in [----] - into a newly formed joint venture with an"
X Link 2024-04-15T21:10Z [----] followers, [---] engagements
"Data Center REIT Equinix (EQIX) - another nae that has been targeted by short-sellers - dipped another 4% today after it announced a $600M Joint Venture deal with PGIM Real Estate to build and operate the first xScale data center in the United States. Located at EQIX's Great Oaks data center campus in Silicon Valley the campus expansion represents the second joint-venture deal between the two firms. PGIM Real Estate will control an 80% equity interest in the joint venture and Equinix will own the remaining 20% equity interest. The two-story facility which will be known as SV12x will be built"
X Link 2024-04-15T21:12Z [----] followers, [--] engagements
"Small-cap hotel REIT DiamondRock Hospitality (DRH) - which owns [--] upscale hotels across a national footprint comprising [----] rooms - was among the outperformers today after it announced a series of leadership changes including the appointment of a new CEO. $DRH elevated Jeffrey Donnelly - who has been its Chief Financial Officer since joining the company in [----] - to the CEO role succeeding Mark Brugger who is departing the company after [--] years as the firm's president and CEO. Another executive - Chief Investment Officer Troy Furbay - will also depart the company which will reduce its"
X Link 2024-04-15T21:12Z [----] followers, [---] engagements
"REIT earnings season kicks off later this week which we'll discuss in our REIT Earnings Preview published tomorrow morning. On Wednesday we'll hear reports from: -Prologis (PLD) -Rexford (REXR) -First Industrial (FR) -Brandywine (BDN) -SL Green (SLG) -Crown Castle (CCI) On Thursday we'll hear reports from: -Alpine Income (PINE) https://twitter.com/i/web/status/1779981578199875972 https://twitter.com/i/web/status/1779981578199875972"
X Link 2024-04-15T21:14Z [----] followers, [---] engagements
"Fed Holds Dovish Powell REIT Earnings Real Estate Daily Recap: U.S. equity markets were mixed Wednesday in a volatile session while benchmark interest rates retreated from five-month highs as investors weighed downbeat economic data and commentary from Fed Chair Powell that was viewed as slightly more "dovish" than anticipated. As anticipated the Federal Reserve held benchmark interest rates at a 5.5% upper-bound but unexpectedly kept its policy statement from March largely intact maintaining several key "dovish" phrases including that "inflation has eased" and maintaining the framework bias"
X Link 2024-05-01T21:22Z [----] followers, [---] engagements
"We heard results from a pair of strip center REITs over the past [--] hours both of which reported solid results and raised their full-year guidance. Kite Realty (KRG) slipped 1% despite reporting strong results and raising its full-year NOI and FFO growth outlook driven by another quarter of robust leasing activity. KRG now expects full-year NOI growth of 2.0% - up from 1.5% previously - and sees FFO growth of 1.0% - up from 0.0% previously. On the leasing front KRG noted that it signed 1.0M square feet of new and renewed leases achieving 12.8% rent increases on these leases which marked its"
X Link 2024-05-01T21:27Z [----] followers, [---] engagements
"Net Lease REIT WP Carey (WPC) - which has stumbled in recent quarters since initiating a "strategic exit from office" last September - gained 1% after reporting in-line results and maintaining its full-year outlook. $WPC noted that it's "80%" complete with its office exit which included [--] properties sold in Q1 for gross proceeds of $411M leaving WPC with just [--] office assets comprising 1.3% of rent remaining. For WPC a broader slowdown in the "goods economy" in recent quarters has added to the complexity as a handful of major manufacturing and transportation tenants have scaled back leasing"
X Link 2024-05-01T21:28Z [----] followers, [---] engagements
"Gladstone Land (LAND) was also among the leaders today after reporting in-line results and providing updates on several of its struggling farmer tenants. Flagging a mix of industry headwinds and tenant-specific issues LAND has faced rent collection issues on roughly 10% of its portfolio since mid-2023 and is currently in various stages of workouts or defaults with these farmers. $LAND noted that [--] of our [---] farms are vacant while [--] were repossessed by LAND and are currently being operated by third-party management groups. Two tenants remain on non-accrual status but LAND commented that it"
X Link 2024-05-08T21:03Z [----] followers, [---] engagements
"Office REIT Douglas Emmett (DEI) - which focuses primarily on the Los Angeles market - gained 1% after reporting strong results wrapping up a relatively solid quarter for the office REIT sector that saw a modest rebound in leasing activity and rent spreads. $DEI reported a very strong quarter of leasing activity signing 1.2M SF of space in Q1 - up nearly 70% from last quarter and roughly 40% higher than its pre-pandemic average from 2017-2019. Leasing spreads also improved with DEI reporting a 1.9% cash increase on these leases which snapped a streak of [--] straight quarters of negative cash"
X Link 2024-05-08T21:05Z [----] followers, [---] engagements
"Housing Affordability Apartment M&A Index Rebalancing REIT Daily Recap: After the close today Apartment Income (AIRC) announced that its stockholders approved the all-cash acquisition of the company by private equity firm Blackstone (BX) Real Estate Partners X which is expected to be completed this week. In April Blackstone agreed to buy AIRC in a $10B priced at $39.12/share - a 25% premium to AIRC's prior close. The deal is one of two residential REIT privatizations by Blackstone this year - and its fourth since [----] - including its most recent $3.5 deal to acquire single-family rental REIT"
X Link 2024-06-25T21:44Z [----] followers, [---] engagements
"Jobs Week Yields Jump REIT Upgrade REIT Daily Recap: Employment data highlights another critical slate of economic data in the holiday-shortened week. U.S. equity and bond markets will be closed on Thursday for Independence Day and have a shortened session on Wednesday with a 1pm close. Prior to the July 4th holiday we'll see the Job Openings & Labor Turnover Survey ("JOLTS") on Tuesday which showed last month that job openings unexpectedly dipped to three-year lows. On Wednesday we'll see the ADP Payrolls report - which also missed estimates last month - along with weekly Jobless Claims data"
X Link 2024-07-01T21:08Z [----] followers, [---] engagements
"Kite Realty (KRG) - which is one of our three "Best Ideas in Real Estate" - was among the better-performing REITs today after S&P ratings upgraded its credit ratings on the strip center REIT including its issuer credit rating to BBB from BBB- and its unsecured debt rating to 'BBB' from 'B-' with a stable outlook. In its public announcement S&P noted that KRG "has further deleveraged its balance sheet following its merger with RPAI and noted that it "will likely improve its leased occupancy and rents over the next couple of years due to our view that demand for its well-located open-air"
X Link 2024-07-01T21:10Z [----] followers, [---] engagements
"Weak Jobs Data Yields Dip Office Vacancy Rises REIT Daily Recap: The critical BLS Nonfarm Payrolls report this morning showed that the U.S. economy added 206k jobs in June - above consensus estimates of 191k - but consistent with the trend of past several quarters the report was quite a bit weaker under the surface than the headline metric would suggest. Net revisions subtracted 111k from the prior two months while the composition of job growth in June was skewed heavily toward government and healthcare jobs with private payrolls posting a disappointing 136k increase. The Household Survey -"
X Link 2024-07-05T21:00Z [----] followers, [---] engagements
"Freight Recession REIT Earnings Home Sales Slump REIT Daily Recap: Commercial mortgage REIT KKR Real Estate (KREF) - which had been among the weaker performers this year after reporting rising delinquencies in its office-heavy loan book - surged 14% today after reporting results that were "less bad" than feared. Despite realizing several losses on three delinquent loans KREF reported that its Book Value Per Share ("BVPS") actually increased 0.4% during the quarter to $15.24 as its CECL reserves adequately covered the realized losses. KREF's distributable EPS excluding realized losses rose a"
X Link 2024-07-24T00:03Z [----] followers, [---] engagements
"Manufactured Housing REIT Equity Lifestyle (ELS) declined 2.5% today after reporting mixed second-quarter results as continued softness in its transient recreational vehicle ("RV") segment partially offset continued strength in its core manufactured housing ("MH") business and tailwinds from lower-than-expected operating expenses. Lower utility and payroll costs drove favorable revisions in the full-year expense outlook which in turn translated to upward revisions to both full-year FFO and NOI.ELS now expects full-year FFO growth of 5.8% - up from 5.1% previously - and expects full-year NOI"
X Link 2024-07-24T00:05Z [----] followers, [---] engagements
"REITs were also busy on the capital-raising front over the last [--] hours quickly taking advantage of the pullback in interest rates. Apartment REIT Independence Realty (IRT) raised $198M in common equity through a forward offering of [--] million shares of its common stock at $19.75/share. IRT noted that it intends to use the cash "to fund potential acquisitions and other investment opportunities." Data center REIT Equinix (EQIX) raised more than $750M in "green" bonds across two debt offerings: 600M of nine-year notes due [----] at a 3.65% interest rate and $100M of five-year Swiss"
X Link 2024-09-04T21:43Z [----] followers, [---] engagements
"REIT Earnings Updates Stocks Slip Yields Push Higher REIT Daily Recap: Manufactured Housing REIT Equity Lifestyle (ELS) gained 1% after reporting solid third-quarter results highlighted by impressive rent growth and raised its full-year outlook despite expected impacts from the pair of Gulf Coast hurricanes. Consistent with the theme over the past year continued softness in its transient recreational vehicle ("RV") segment offset continued strength in its core manufactured housing ("MH") business and tailwinds from lower-than-expected operating expenses. Lower utility and overhead costs drove"
X Link 2024-10-22T20:52Z [----] followers, [---] engagements
"Data Center Demand Earnings Updates Volatility Ahead REIT Earnings Updates: Digital Realty (DLR) - the second-largest data center REIT - surged nearly 10% after reporting record-levels of leasing activity and rent growth in the third-quarter and raising its full-year outlook. Consistent with the positive green shots mentioned in our Earnings Preview DLR reported a stellar $520M in new leasing in the third quarter which was more than double its prior record set in Q1 of this year. Rent growth was equally impressive with DLR achieving 15.2% comparable rent increases on these leases fueled by"
X Link 2024-10-25T20:50Z [----] followers, [---] engagements
"The solid start to earnings season for office REITs continued over the past [--] hours with a pair of strong results from Sunbelt-focused names. Cousins (CUZ) gained 0.5% after reporting stellar leasing activity and raising its full-year earnings outlook. $CUZ signed 763k SF of office space in the third quarter - its strongest haul since [----] - which was more than 30% above its pre-pandemic average from 2017-2019 and achieved solid cash rent spreads of 7.2% on these leases. Citing strong leasing and lower expenses CUZ raised full-year FFO growth outlook to 2.3% (up from 1.3% previously) which"
X Link 2024-10-25T20:53Z [----] followers, [---] engagements
"Medical office REIT Healthpeak (DOC) - which has been among the top-peforming REITs over the past quarter - slipped 3% today despite kicking off healthcare REIT earnings season with a solid report and raising its full-year outlook. Citing strong leasing activity and merger synergies $DOC increased its full-year FFO outlook for the third time this year now forecasting FFO growth of 1.1% (up from 0.6% previously) and sees NOI growth of 4.0% (up from 3.5% previously). On its MOB segment (51% of its portfolio) - which has been steady throughout the pandemic - DOC notes "fundamentals are favorable"
X Link 2024-10-25T20:54Z [----] followers, [--] engagements
"The encouraging earnings season for office REITs continued over the past [--] hours. Kilroy (KRC) - which focuses on West Coast markets - slipped 1% today despite reporting solid third-quarter results - highlighted by a sequential jump in leasing volume - and raising its full-year outlook. $KRC signed 436k SF of office space in the third quarter (up from 235k in Q2) which is 80% of its pre-pandemic average from 2017-2019. KRC achieved strong rent increases of +7.1% on these leases (up from -4.6% last quarter) the highest since late [----]. Kilroy now forecasts that its full-year FFO will decline"
X Link 2024-10-29T21:07Z [----] followers, [---] engagements
"Residential mortgage REIT Rithm Capital (RITM) - which focuses on Mortgage Servicing Rights ("MSR") assets - gained 2% after reporting solid results highlighted by an improvement in its distributable EPS to $0.54 - up from $0.47 last quarter - which easily covered its $0.25/share dividend. RITM noted that its Book Value Per Share ("BVPS") was effectively unchanged at $12.31. RITM's CEO commented that it would "love to raise the dividend.but it's a board decision and I don't see us raising the dividend today" citing its current strategy of retaining capital to redeploy into the business. Two"
X Link 2024-10-29T21:11Z [----] followers, [---] engagements
"Election Night REIT Earnings Stocks Rebound REIT Daily Recap: The relatively strong quarter for office REITs continued over the past [--] hours. West Coast-focused office REIT Douglas Emmett (DEI) rallied 3% today after reporting surprisingly solid third-quarter results - highlighted by impressive leasing volume - and raising its full-year outlook. $DEI signed 1.0M square feet of office space in Q3 - up from roughly 800k SF last quarter - which was roughly 20% above its pre-pandemic average from 2017-2019. DEI took a hit on rental rates however recording a -11.2% decline in spreads which was a"
X Link 2024-11-05T22:18Z [----] followers, [---] engagements
"Trump Trifecta Stocks Surge Fed Ahead REIT Daily Recap: U.S. equity markets soared to record highs Wednesday after President Trump claimed a surprisingly decisive election victory - including a "trifecta" of political control via Republican wins in the Senate and House - completing an unlikely political comeback and building on a significant socio-demographic political realignment. Climbing to fresh record-highs the S&P [---] gained 2.5% today while the Dow Jones Industrial Average soared over [----] points. Consistent with the pre-election "Trump trade" dynamic smaller-cap companies and"
X Link 2024-11-06T22:33Z [----] followers, [---] engagements
"We heard results from a trio of industrial REITs over the past [--] hours which continued to show relatively decent bottom-line performance despite a recent softening in logistics demand and headwinds from record-levels of new supply. LXP Industrial (LXP) - which has been among the weaker-performing REITs this year - rallied 4% after reporting decent third-quarter results and maintaining its full-year FFO outlook. Consistent with its industrial REIT peers rent growth on new and renewed leases cooled to +22% in Q3 (down from +44% in Q2). Cold storage operator Lineage Logistics (LINE) - which"
X Link 2024-11-06T22:37Z [----] followers, [---] engagements
"Shutdown Looms Cell Tower M&A Cannabis Comedown REIT Daily Recap: U.S. equity markets pared steep weekly declines Friday while benchmark interest rates pulled back from six-month highs after the closely-watched PCE report - the Fed's preferred gauge of inflation - showed cooler-than-expected inflation trends while investors monitored the status of a deal to avoid a US government shutdown. The Core PCE Price Index - the Feds preferred inflation gauge - showed an increase of just 0.1% from last month and 2.8% from a year earlier - both cooler-than-expected. Still posting its worst week since"
X Link 2024-12-20T22:42Z [----] followers, [---] engagements
"Realty Income (O) - Hoya Hotseat Realty Income (O) is the largest Net Lease REIT and one of the largest real estate operators in the world owning over [-----] properties across all [--] states in the U.S. and six European countries. Branded as "The Monthly Dividend Company" Realty Income is one of [--] REITs in the S&P [---] and one of three REITs in the S&P Dividend Aristocrats Index. Focused on single-tenant properties with long-term triple-net leases roughly 80% of its portfolio is invested in retail properties 15% in industrial and 5% in gaming. CEO Sumit Roy joins the Hotseat to discuss the"
X Link 2025-01-22T23:09Z [----] followers, [---] engagements
"Fed Ahead AI Rebound REIT Earnings REIT Daily Recap: Ahead of the Fed's decision US equity markets rebounded from a brief "DeepSeek dip" while benchmark interest rates hovered at six-week lows as investors waded back into mega-cap AI darlings. Rebounding after dipping 1.4% on Monday the S&P [---] advanced 0.8% today while the Dow Jones Industrial Average gained [---] points. Real estate equities lagged after a strong start to the week as REIT earnings season kicked into gear with a handful of mixed reports. The Equity REIT Index slipped 1.2%. Bond markets were little-changed as traders parsed a"
X Link 2025-01-28T22:34Z [----] followers, [---] engagements
"Manufactured Housing: Equity Lifestyle (ELS) - the second-largest manufactured housing REIT - declined about 4% today after reporting in-line results as strong performance in its core manufacturing housing ("MH") segment and favorable expense trends continues to be partially offset by weaker demand trends in its recreational vehicle ("RV") segment. ELS reported solid full-year FFO growth of 5.8% in [----] (slightly shy of its prior forecast of 6.2%) and reported same-store NOI growth of 6.5% (above its prior forecast of 6.3%) driven by favorable expense trends. Consistent with the theme over"
X Link 2025-01-28T22:36Z [----] followers, [---] engagements
"Howard Hughes (HHH) - Hoya Hotseat Howard Hughes Holdings (HHH) is one of the largest real estate developers in the United States focused on large-scale master-planned community development. Initially spun out from General Growth Properties in [----] HHH is among the largest landowners in the country with over 35k acres of developable land on which it builds and manages a portfolio of commercial residential and mixed-use real estate properties across its five U.S. markets. CEO David O'Reilly joins the Hotseat to discuss the backstory and evolution of Howard Hughes following its GGP spinoff its"
X Link 2025-02-07T17:40Z [----] followers, [---] engagements
"Inflation Isn't Dead Yet REIT Weekly Outlook: US equity markets flirted with fresh record-highs this week while benchmark interest rates hovered around two-month lows as investors weighed positive earnings news against uncomfortable hot inflation data. Complicating the policy outlook for the Federal Reserve CPI data showed the fastest monthly rise in consumer prices since August prompting a pledge from Powell for "more work to do." Snapping a two-week losing streak the S&P [---] rebounded by 1.5% closing fractionally below its prior record-high set in late January. The tech-heavy Nasdaq 100"
X Link 2025-02-16T15:54Z [----] followers, [---] engagements
"REIT Earnings Halftime Report Buoyed by much-needed relief on the interest rate front real estate earnings season is off to a strong start both fundamentally and performance-wise. Of the REITs that provide full-year guidance for Funds from Operations ("FFO") [--] (61%) beat their most recent full-year outlook while three (6%) missed their outlook - better than the historical average. Healthcare REITs have been the "star of the show" thus far as senior housing results showed accelerating momentum in the post-pandemic occupancy recovery. Retail REITs have also been upside surprises thus far"
X Link 2025-02-18T21:21Z [----] followers, [---] engagements
"Fresh Records Ackman's Land Bid REIT Earnings REIT Daily Recap: US equity markets climbed to fresh record-highs Wednesday while benchmark interest rates pared an early-week advance as investors parsed a mixed slate of earnings results alongside the latest Fed minutes. After posting record-highs for the first time in a month on Tuesday the S&P [---] advanced another 0.2% today while the Dow Jones Industrial Average added [--] points. Real estate equities were among the better-performers today ahead of a busy slate of REIT earnings results over the next [--] hours. The Equity REIT Index advanced 0.1%"
X Link 2025-02-19T22:25Z [----] followers, [---] engagements
"Omega Healthcare (OHI) - Hoya Hotseat Omega Healthcare Investors (NYSE: OHI) is the largest skilled nursing REIT with a portfolio of [-----] beds across [--] U.S. states and the UK. OHI specializes in providing long-term triple-net lease financing to skilled nursing (70% of its portfolio) and senior housing operators (30% of its portfolio) leveraging demographic trends that drive demand for senior care. President Matthew Gourmand joins the Hotseat to discuss OHIs strategic vision the evolution of its extensive portfolio the advantages of the REIT structure in the healthcare sector and the key"
X Link 2025-02-21T16:42Z [----] followers, [---] engagements
"Bad Vibes Positive Results REIT Weekly Outlook: US equity markets slumped this week - while benchmark interest rates tumbled to two-month lows - after downbeat economic data and cautious corporate commentary sparked concern over slowing economic growth. Compounded by some unsettling COVID-related headlines late in the week investors adopted a more "risk off" position after consumer and business survey data picked up a sudden negative sentiment shift. After notching a pair of record-highs early in the week a two-day tumble sent the S&P [---] lower by 1.6% on the week. Small-Caps and Mid-Caps"
X Link 2025-02-23T15:59Z [----] followers, [----] engagements
"Winner #2: Industrial REITs Industrial: (Final Grade: A-) Positives: Post-election demand rebound despite (or because of) tariff uncertainty encouraging [----] outlook for moderating supply growth by mid-year strength in Sunbelt markets recovery in cold-storage margins. Negatives: Ongoing weakness in Southern California market rents remain negative nationally moderating rent spreads after record-setting increases. FFO Guidance: [--] Beat [--] Meet [--] Miss [----] Growth: +5.4% Top Performer: EastGroup $EGP Worst Performer: Americold $COLD"
X Link 2025-03-11T15:43Z [----] followers, [---] engagements
"Winner #3: Net Lease REITs Net Lease: (Final Grade: B+) Positives: Impressive FFO beats (especially Postal Realty $PSTL) healthy but disciplined acquisition activity $WPC's return to growth positive commentary on retail credit added lift from sharp retreat in benchmark interest rates. Negatives: Modest cap rate compression additional retail categories join the watch list (car washes following Zips bankruptcy). FFO Guidance: [--] Beat [--] Meet [--] Miss [----] Growth: +2.3% Top Performer: W.P. Carey $WPC Worst Performer: FrontView REIT $FVR https://twitter.com/i/web/status/1899486564608065584"
X Link 2025-03-11T15:44Z [----] followers, [--] engagements
"Commercial Mortgage: Commercial mREITs remained under pressure this week after the final slate of earnings reports confirmed that loan distress is no longer isolated to the office space. Ready Capital $RC - which focuses primarily on multifamily bridge lending - plunged 22% last week after reporting surprisingly weak results - underscored by a 15% dip in its Book Value Per Share ("BVPS") - and slashing its dividend by 50%. Echoing commentary from Arbor Realty $ABR earlier in earnings season RC cited "challenges from higher rates inflationary pressures and lower rent growth" for a substantial"
X Link 2025-03-11T16:00Z [----] followers, [--] engagements
"Office: Back in the office sector several office REITs were active on the M&A-front last week seeking to take advantage of some of this private market distress. Sunbelt-focused Highwoods $HIW - which has been among the better-performing office REITs in recent years - gained 1% after it announced a deal to acquire the Advance Auto Parts Tower a 20-story Class AA office building in Raleigh. The 346k SF building was built in [----] and is 100% leased with a weighted average lease term of [---] years. HIW did not disclose the purchase price but noted that it will fund the deal on a leverage-neutral"
X Link 2025-03-11T16:01Z [----] followers, [--] engagements
"📈 S&P Global Reports [--] US #REITs Increase Dividends in February 💰 In February [--] publicly traded US REITs declared increases to their regular dividends signaling strong performance and a commitment to returning value to shareholders. 🔸 Largest Dividend Increase: * $DRH DiamondRock Hospitality (Hotel REIT) raised its quarterly cash payout by 166.7% * New dividend: [--] cents per share * Payment date: April [--] * Still 36% lower than its pre-pandemic level in [----] 🔸 Second-Largest Dividend Increase: * $FR First Industrial Realty Trust (Industrial REIT) boosted its quarterly dividend by 20.3% *"
X Link 2025-03-17T14:44Z [----] followers, [---] engagements
"📦 National Storage (NSA) - Hoya Hotseat National Storage Affiliates (NSA) is the fourth-largest self-storage REIT ($4.8B market cap) owning and managing over [----] storage facilities across [--] states. Paying the highest dividend yield in the sector NSA's 70M square foot portfolio is focused primarily on secondary and tertiary markets two-thirds of which are located in the Sunbelt region. NSA has grown through strategic acquisitions and partnerships with regional operators creating a unique "PRO" (Participating Regional Operators) joint venture network that fosters local expertise while"
X Link 2025-03-26T19:10Z [----] followers, [---] engagements
"So naturally REITs "hunkered down" in recent quarters as stock price valuations remained low by historical standards and in relation to private market-implied valuations but have started to rebound in recent quarters. On an annual basis the amount of capital raised in [----] was up about 17% from a year earlier. REITs raised roughly $72B in capital through equity and debt offerings with the majority of this capital raised coming via long-term debt offerings which accounted for roughly 65% of the total capital raised in [----] above the historical average of around 50%. The largest common equity"
X Link 2025-03-31T13:10Z [----] followers, [--] engagements
"REIT External Growth: Animal Spirits Awaken Distress for some is an opportunity for others and we've begun to see on a limited scale public REITs with balance sheet firepower start to take advantage of capitulation from highly levered players a trend that will gather steam if debt markets remain tight and REIT NAV premiums hold. REIT external growth comes in two forms buying and building. Acquisitions have historically been a key component of FFO/share growth accounting for more than half of the REIT sector's FFO growth over the past three decades with the balance coming from "organic""
X Link 2025-03-31T13:11Z [----] followers, [--] engagements
"Fed Rate Cut Tracker June 2025: [---] Cuts (Up from [---] Yesterday) December 2025: [---] Cuts (Up from [---] Yesterday)"
X Link 2025-04-03T20:25Z [----] followers, [---] engagements
"Four of the largest industrial REITs announced this week that they have collectively updated their standardized methodology for calculating key non-GAAP property metrics to improve comparability across the sector - building on a "harmonization initiative" that the group began in [----]. Prologis (PLD) EastGroup (EGP) First Industrial (FR) and STAG Industrial (STAG) reaffirmed their approach to determining property stabilization occupancy rent change and customer retention while the annual same-store portfolio will continue to include only properties that were stabilized in both the current and"
X Link 2025-04-07T12:54Z [----] followers, [--] engagements
"On the downside this week Innovative Industrial (IIPR) - the largest cannabis REIT - dipped 16% this week after announcing another wave of tenant defaults last Friday afternoon adding to a swelling list of tenant defaults across the regulated cannabis industry in recent quarters. Two weeks after announcing that its largest tenant - PharmaCann - defaulted on its rent obligations in representing roughly 17% of annual rents in March IIPR announced three additional tenant defaults by 4Front Ventures Gold Flora and Tilt Holdings. Collectively the three additional companies comprised roughly 11% of"
X Link 2025-04-07T12:54Z [----] followers, [--] engagements
"COPT Defense Properties (CDP) - Hoya Hotseat COPT Defense Properties (CDP) is a specialized office REIT focused on serving the U.S. government and defense-related tenants. @COPTDefense owns a portfolio of [---] mission-critical properties located primarily in key defense markets - 45% of which are leased to U.S. government agencies - with a strong concentration in the Washington D.C. region and other strategic military and intelligence hubs. COPTs properties are typically located near defense installations and are leased to high-credit government agencies and defense contractors creating a"
X Link 2025-04-10T17:30Z [----] followers, [---] engagements
"While the "hard" inflation data - alongside the better-than-expected Jobless Claims report - delivered encouraging trends this week survey data continued to paint a significantly bleaker picture on the economic outlook. The University of Michigan's Consumer Sentiment Index dipped to its lowest level in over two years in March falling to [----] in the preliminary March reading - the weakest since June [----] - and down sharply from the [----] read in March. Consistent with the "bad vibes" theme respondents noted that their current economic situation has remained relatively steady in recent months"
X Link 2025-04-14T12:28Z [----] followers, [--] engagements
"Bucking the trend this week as several economically sensitive companies - including Walmart (WMT) and Delta (DAL) - withdrew earnings guidance amid tariff uncertainty a pair of retail REITs announced dividend increases this week. Outlet center REIT Tanger Outlets (SKT) gained 1% this week after announcing a 6% increase to its quarterly dividend to $0.2925/share (3.8% dividend yield). For Tanger it's the sixth dividend increase since it resumed its dividend in January [----] following a two-quarter pause during COVID but the payout is still below the $0.355 level in [----]. Its larger mall peer -"
X Link 2025-04-14T12:28Z [----] followers, [--] engagements
"#REIT Executives Ponder Blue Skies Ahead (A Thread.) Last week we had the opportunity to attend the NYU REIT Schack Symposium held earlier this week in NYC. With over [--] REIT executives speaking at this one-day event it is truly one of the best REIT events of the entire year. Of course this years event was even more timely following the recent retaliation tariffs initiative known as Liberation Day. Coincidentally President Trump announced a pause on tariffs during the event which saw the sector rally massively as the RMZ index finished up over 6% for the day. The major topics that were"
X Link 2025-04-15T16:16Z [----] followers, [---] engagements
"Panel 1: Market Dynamics Blue Skies Ahead Seth Weintrob MD and Global Head of Real Estate Gaming and Lodging Morgan Stanley Leslie D. Hale President and CEO $RLJ Lodging Trust Ronald Havner Chairman of the Board $PSA Public Storage Mark Parrell President and CEO $EQR Equity Residential Owen D. Thomas Chairman and CEO $BXP Inc. The first panel started with the question at hand regarding uncertainty and volatility impact on their respective businesses and customers. In addition the topic of demand demographic and drivers was examined along with what Sovereign Wealth Funds (SWF) are thinking"
X Link 2025-04-15T16:16Z [----] followers, [--] engagements
"Panel 3: Opportunities in a Volatile Interest Rate Environment Jeffrey Horowitz Global Head of Real Estate Gaming & Lodging Investment Banking BofA Securities Ken Bernstein President and CEO $AKR Acadia Realty Trust Colin Connolly President and CEO $CUZ Cousins Properties Rob Harper Head of Real Estate Asset Management Blackstone Tammy K. Jones Co-Founder and CEO Basis Investment Group Sam Landy President and CEO $UMH Properties Inc. Dana Pettito Chief Operating Officer and Portfolio Manager Brookfield REIT The third panel highlighted the various opportunities that the companies have seen as"
X Link 2025-04-15T16:18Z [----] followers, [--] engagements
"Panel 4: Investor Roundtable Mary Hogan Preusse Senior Advisor Fifth Wall Brian Jones Managing Director Neuberger Berman Mathew Kirschner Senior Vice President and Portfolio Manager Cohen & Steers Cedrik Lachance Director of Research Green Street Nick Joseph Head of the Real Estate and Lodging and Global Real Estate Super Sector Citi Suzanne Sorkin CFA Senior Vice President Adelante Capital Management The fourth panel provided great investor insights from a variety of REIT investors looking at REIT performance versus the S&P along with cash flow growth in the sector leverage activism fund"
X Link 2025-04-15T16:18Z [----] followers, [---] engagements
"Turnaround Tuesday Trade Deal Progress REIT Earnings REIT Daily Recap: Following a plunge on Monday US equity markets rebounded Tuesday on reports that the White House is nearing trade deals with several key partners and is seeking to ease China tensions. On the heels of declines of 2.4% on Monday the S&P [---] rallied 2.6% today - its best day in two weeks and paring its drawdown to around 14%. The Dow Jones Industrial Average soared more than [----] points - more than erasing the plunge of [---] points on Monday. Gains were broad-based today across market-cap tiers and sectors. Real estate"
X Link 2025-04-22T20:51Z [----] followers, [---] engagements
"Equity Lifestyle (ELS) - the second-largest manufactured housing ("MH") REIT - was among the laggards today after reporting modestly disappointing results as downward revisions to its full-year revenue guidance were offset by favorable expense trends. Citing lingering occupancy impacts from Hurricane Milton in its Tampa-area MH portfolio ELS trimmed its full-year revenue outlook in its MH segment to 5.3% at the midpoint (down from 5.7% previously). $ELS also lowered its revenue outlook in its RV/Marina segment to 2.7% (down from 3.2% previously) due primarily to a continued drag from seasonal"
X Link 2025-04-22T20:53Z [----] followers, [---] engagements
"📈 Today's Earnings Winners 🟢 $NYMT: New York Mortgage Trust: +8.2% 🟢 $PGRE Paramount: +7.2% 🟢 $KIM Kimco: +4.9% 🟢 $HST Host Hotels: +2.9% 🟢 $INVH Invitation Homes: +2.7% 📉 Today's Earnings Losers 🔴 $SKT Tanger Outlets: -5.0% 🔴 $RWT Redwood Trust: -6.1% 🔴 $VTR Ventas: -6.5% 🔴 $MPW Medical Properties: -6.9% 🔴 $OPI Office Properties Income: -16.1% https://twitter.com/i/web/status/1918042268314849778 https://twitter.com/i/web/status/1918042268314849778"
X Link 2025-05-01T20:38Z [----] followers, [---] engagements
"Industrial: On the downside this week cold storage operator Americold (COLD) dipped 12% this week after reporting disappointing first-quarter results and lowering its full-year outlook - one of just two non-hotel REITs to lower its guidance this earnings season. While COLD noted that it faces limited direct impacts from tariffs it noted that the "unprecedented" macroeconomic environment has prompted "adjustments in customer product portfolios and reduced inventory levels." COLD now expects its full-year FFO to be flat this year (down from +5.4% previously) and now expects same-store NOI"
X Link 2025-05-12T12:32Z [----] followers, [--] engagements
"Property Sector Earnings Scorecards Data Center: (Final Grade: A-) FFO Guidance: [--] Raise Top Performer: Digital Realty $DLR: +15.1% Worst Performer: Equinix $EQIX +11.6%"
X Link 2025-05-20T12:41Z [----] followers, [--] engagements
"Single-Family Rental: (Final Grade: B+) FFO Guidance: [--] Maintain Top Performer: American Homes $AMH: +9.8% Worst Performer: Invitation Homes $INVH +8.2%"
X Link 2025-05-20T12:42Z [----] followers, [--] engagements
"Commercial mREITs: (Final Grade: B+) Change in Book Value Q/Q: -1.3% Top Performer: Angel Oak Mortgage $AOMR: +33.7% Worst Performer: Ready Capital $RC: -6.3%"
X Link 2025-05-20T12:44Z [----] followers, [--] engagements
"Self-Storage: (Final Grade: B) FFO Guidance: [--] Raise [--] Maintain Top Performer: CubeSmart $CUBE: +13.2% Worst Performer: National Storage $NSA: +5.8%"
X Link 2025-05-20T12:44Z [----] followers, [--] engagements
"Strip Centers: (Final Grade: B) FFO Guidance: [--] Raise [--] Maintain Top Performer: Kite Realty $KRG: +9.6% Worst Performer: Whitestone REIT $WSR: -2.3%"
X Link 2025-05-20T12:44Z [----] followers, [--] engagements
"Casino: (Final Grade: B) FFO Guidance: [--] Raise [--] Maintain Top Performer: VICI Properties $VICI: +2.5% Worst Performer: Gaming & Leisure Properties $GLPI: -1.3%"
X Link 2025-05-20T12:45Z [----] followers, [--] engagements
"Winner #4: Casino REITs Casino: (Final Grade: B+) Positives: Tenant operators remain healthy Steady-but-modest FFO and dividend growth GLPI dipping toes into tribal casino market VICI credit rating upgrade by Moody's - now investment grade across all three. Negatives: Limited M&A opportunities - especially for gaming assets Vegas convention traffic and overall visitor volumes flat in [----] vs. 2023"
X Link 2025-05-20T13:04Z [----] followers, [--] engagements
"📊 Tariffs On Tariffs Off Real Estate Weekly Outlook: US equity markets rallied this week capping off the best monthly gains since November [----] as investors weighed encouraging inflation data against a whipsaw of court rulings on tariffs. Extending the on-again-off-again tariff saga a trade court ruled that the tariffs were procedurally invalid but an Appeals court paused the block likely sending the decision to the Supreme Court. Rebounding from declines of 2.6% last week the S&P [---] rallied 1.8% this week closing within 4% of its February record highs. Ahead of the annual REITweek industry"
X Link 2025-06-01T15:47Z [----] followers, [---] engagements
"🛍 Kite Realty (KRG) - Hoya Hotseat Kite Realty (KRG) is one of the largest retail real estate operators in the nation owning 180+ properties spanning [--] million square feet. Strategically concentrated in Sunbelt (70%) and suburban markets KRG's portfolio is comprised of a balanced mix of larger power centers smaller grocery-anchored neighborhood centers and some mixed-use developments. CEO John Kite joins the Hoya Hotseat to discuss the companys backstory as a small construction company and its evolution into one of the largest retail REITs. John Kite also shares insights into the evolving"
X Link 2025-06-18T16:56Z [----] followers, [---] engagements
"On a related theme Hudson Pacific Properties (HPP) - a West Coast focused-office REIT which has also lost more than 90% of its value over the past five years - rallied 3% this week after asset manger Cohen & Steers (CNS) announced that it bought $300M of HPP's substantial $690M secondary common stock offering announced last week. In the release CNS commented "The West Coast office market recovery is underway and poised to gain momentum over the coming years. Recapitalizing the balance sheet positions HPP to reduce debt extend existing debt maturities and fund the immense occupancy upside this"
X Link 2025-06-23T12:58Z [----] followers, [--] engagements
"🏙 The Daily REITBeat Monday June 23rd [----] $BXP $CHH $COLD $FRT $GMRE $GNL $HHH $HLT $HPP $HR $HST $JBGS $LINE $MAR $ONL $PK $RHP $SAFE $SHO $VTR $WH @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025"
X Link 2025-06-23T19:51Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +1.0% 🏦 Equity REITs: +1.5% Top Performing Sectors: 🟢 Farmland: +2.4% 🟢 Cell Tower: +2.0% Bottom Performing Sectors: 🔴 Office: 0.0% 🔴 Cannabis: 0.0% Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6170461-the-daily-reitbeat-monday-june-23rd-2025"
X Link 2025-06-23T20:20Z [----] followers, [---] engagements
"📈 Today's REIT Winners 🟢 $ONL: Orion Office +19.3% 🟢 $CMTG: Creative Media: +8.8% 🟢 $GPMT: Granite Point: +7.6% 📉Today's REIT Losers 🔴 $WHLR: Wheeler Real Estate: -11.3% 🔴 $LFT: Lument Finance: -4.3% 🔴 $OPI: Office Properties Income: -3.0%"
X Link 2025-06-23T20:30Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +1.1% 🏦 Equity REITs: +0.5% Top Performing Sectors: 🟢 Data Center: +1.4% 🟢 Industrial: +1.1% Bottom Performing Sectors: 🔴 Office: -0.7% 🔴 Farmland: -0.0% Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6171232-the-daily-reitbeat-tuesday-june-24th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6171232-the-daily-reitbeat-tuesday-june-24th-2025"
X Link 2025-06-24T20:17Z [----] followers, [---] engagements
"📈 Today's Real Estate Winners 🟢 $WHLR: Wheeler Real Estate: +8.7% 🟢 $GMRE Global Medical REIT: +4.5% 🟢 $BX Blackstone: +4.% 📉Today's Real Estate Losers 🔴 $ONL Orion Office: -7.6% 🔴 $CMTV Creative Media: -3.0% 🔴 $ESRT Empire State Realty: -2.8%"
X Link 2025-06-24T20:20Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition Real estate equities were under pressure today - particularly those with significant New York City exposure - after the stunning primary victory for NYC mayor by socialist Zohran Mamdani. 📈 S&P 500: +0.0% 🏦 Equity REITs: -2.4% Top Performing Sectors: 🟢 Mortgage: -0.5% 🟢 Healthcare: -0.7% Bottom Performing Sectors: 🔴 Data Center: -6.3% 🔴 Industrial: -3.4% Full Report: @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits #retwit https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6171650-the-daily-reitbeat-wednesday-june-25th-2025"
X Link 2025-06-25T20:37Z [----] followers, [---] engagements
"📈 Today's REIT Winners 🟢 $GIPR Generation Income: +1.4% 🟢 $ONL Orion Office: +1.3% 🟢 $CLPR Clipper Realty: +1.0% 📉Today's REIT Losers 🔴 $EQIX Equinix: -9.1% 🔴 $ESRT Empire State Realty: -7.6% 🔴 $VNO Vornado Realty: -6.7% 🔴 $SLG SL Green: -5.7% 🔴 $CTO CTO Realty: -5.4%"
X Link 2025-06-25T20:41Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition Real estate equities were mixed today as selling pressure on heavily-weighted technology REITs offset strength across most other property sectors. 📈 S&P 500: +0.8% 🏦 Equity REITs: -0.1% Top Performing Sectors: 🟢 Billboard: +2.1% 🟢 Regional Malls: +2.0% Bottom Performing Sectors: 🔴 Data Center: -5.6% 🔴 Cell Tower: -1.2% Full Report: @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits #retwit https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6172127-the-daily-reitbeat-thursday-june-26th-2025"
X Link 2025-06-26T20:31Z [----] followers, [---] engagements
"@AllTheREITNews @DailyREITBeat @ReitAcademy 📈 Today's REIT Winners 🟢 $ESRT Empire State Realty: +5.7% 🟢 $CMTG Creative Media: +5.7% 🟢 $INN Summit Hotels: +5.4% 📉Today's REIT Losers 🔴 $WHLR Wheeler: -2.4% 🔴 $SOHO Sotherly Hotels: -6.6% 🔴 $EQIX Equinix: -9.0%"
X Link 2025-06-26T20:35Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.5% (Record-High) 🏦 Equity REITs: +0.3% Top Performing Sectors: 🟢 Data Center: +3.5% 🟢 Industrial: +0.6% Bottom Performing Sectors: 🔴 Manufactured Housing: -1.1% 🔴 Timber: -1.8% Full Report: @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6169611-the-daily-reitbeat-friday-june-20th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6169611-the-daily-reitbeat-friday-june-20th-2025"
X Link 2025-06-27T20:35Z [----] followers, [---] engagements
"📈 Today's REIT Winners 🟢 $CMCT: Creative Media: +7.9% 🟢 $SACH Sachem Capital: +6.4% 🟢 $EQIX Equinix: +5.6% 📉Today's REIT Losers 🔴 $WHLR Wheeler: -4.0% 🔴 $GPMT Granite Point: -4.6% 🔴 $CMTG Claros Mortgage: -5.4%"
X Link 2025-06-27T20:37Z [----] followers, [--] engagements
"REITs were notably active on the capital-raising front for a third-straight week announcing a combined $2.6B in total fundraising activity following a similarly sized haul in each of the past two weeks. Senior Housing REIT Welltower (WELL) raised $1.25B in senior unsecured notes via a dual-tranche public offering comprised of: $600M in five-year senior notes due [----] at a 4.50% interest rate and $650M of ten-year senior notes due [----] at a 5.125% interest rate. Self-Storage REIT Public Storage (PSA) raised $875M in senior unsecured notes via a dual-tranche public offering comprised of: 1)"
X Link 2025-06-30T13:04Z [----] followers, [--] engagements
"📰 The Daily REITBeat Monday June 30th [----] $AHR $BDN $ESRT $SLG $SPG $TRNO $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173040-the-daily-reitbeat-monday-june-30th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173040-the-daily-reitbeat-monday-june-30th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173040-the-daily-reitbeat-monday-june-30th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173040-the-daily-reitbeat-monday-june-30th-2025"
X Link 2025-06-30T15:07Z [----] followers, [---] engagements
"🎙 Inside Whitestone REIT: Christine Mastandrea Talks Retail Resilience Growth Strategy & Leadership Vision @HoyaCapital recently hosted Christine Mastandrea Chief Operating Officer at Whitestone REIT $WSR for a compelling conversation on the #REITs evolving story strategic positioning and whats next for this Sun Belt-focused shopping center operator. 🧠 Christine brings deep industry experience and clarity of vision during a pivotal moment in the companys journey. Here are the standout takeaways: 🏬 Community-Centered Retail Strategy Whitestones model is built around service-based retail"
X Link 2025-06-30T16:38Z [----] followers, [---] engagements
"Casino operator Caesars Entertainment (CZR) and office REIT SL Green (SLG) officially submitted their proposal for a Times Square casino license - one of several applications for one of three available licenses to operate a downtown NYC casino. The proposal calls for the transformation of the office building at [----] Broadway into a luxury five-star hotel featuring [---] rooms and an upscale casino complex with a total proposed investment of $5.4B. Neither of the two casino REITs - VICI Properties (VICI) and Gaming & Leisure Properties (GLPI) - are currently involved with any of the announced"
X Link 2025-06-30T20:43Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday July 1st [----] $AVB $DLR $EQR $FVR $H $HPP $KRG $LINE $REXR @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173971-the-daily-reitbeat-tuesday-july-1st-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6173971-the-daily-reitbeat-tuesday-july-1st-2025"
X Link 2025-07-01T12:15Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday July 3rd [----] 🎯 Yesterday Freedom Broker initiated $BFS with a Buy rating ($50 price target) Yesterday Compass Point downgraded $STRW to Neutral from Buy (lowered price target by $1.55 to $10.65) @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6174847-the-daily-reitbeat-thursday-july-3rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6174847-the-daily-reitbeat-thursday-july-3rd-2025"
X Link 2025-07-03T10:51Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday July 7th [----] Evercore ISI upgrades Equity Residential to Outperform from Inline and raises price target by $1 to $75 Evercore ISI upgrades UDR - Opening Doors to your future to Outperform from Inline and raises price target by $1 to $46 @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6175284-the-daily-reitbeat-monday-july-7th-2025 https://twitter.com/i/web/status/1942194091841716697"
X Link 2025-07-07T12:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday July 10th [----] $DLR $EQIX $FCPT $FRT $NHI $ONL $OPI $TRNO @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6177265-the-daily-reitbeat-thursday-july-10th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6177265-the-daily-reitbeat-thursday-july-10th-2025"
X Link 2025-07-10T12:17Z [----] followers, [---] engagements
"Skilled nursing operator Genesis Healthcare (OTC:GENN) which operates roughly [---] nursing facilities across [--] states and is a tenant of several REITs Omega Healthcare (OHI) and LTC Properties (LTC) filed for Chapter [--] bankruptcy protection after several years of financial struggles. At its peak in [----] Genesis operated over [---] facilities but it began divesting properties as it struggled with razor-thin margins amid pressures from labor shortages expensive and disruptive lawsuits and ever-evolving government reimbursement challenges. The bankruptcy was triggered by missed rent payments to"
X Link 2025-07-14T13:07Z [----] followers, [--] engagements
"Residential REITs were among the laggards this week as investors digested a handful of reports showing modestly softer multifamily market trends over the past month. A report from (CoStar Group) showed that year-over-year asking rents rose just 0.9% in Q2 - a modest slowdown from the 1.2% increase in Q1. Quarter-over-quarter rents rose 0.6% a slowdown from the prior quarters gain of 1.1%. Roughly 150k units were absorbed in Q2 - below the 176k new units supplied - but construction starts have continued to moderate over the past two years. The national vacancy rate held steady at 8.2% for the"
X Link 2025-07-14T13:07Z [----] followers, [--] engagements
"REITs were again relatively active on the capital-raising front this week announcing a combined $1B in total fundraising activity following a combined haul of over $5B in the prior three weeks. Net lease REIT WP Carey (WPC) raised $400M via an underwritten public offering of five-year senior notes due [----] at a 4.65% interest rate. Mall REIT CBL Properties (CBL) closed on a $78.0M non-recourse loan secured by Cross Creek Mall in Fayetteville NC. The new five-year loan bears a fixed interest rate of 6.856% and proceeds from the loan were used to retire the existing $81.9M loan secured by the"
X Link 2025-07-14T13:08Z [----] followers, [--] engagements
"📰 The Daily REITBeat Tuesday July 15th [----] $ARE $ELS $EQIX $ESRT $O $SQFT $SUI @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6179354-the-daily-reitbeat-wednesday-july-16th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6179354-the-daily-reitbeat-wednesday-july-16th-2025"
X Link 2025-07-15T12:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday July 17th [----] $BRX $FR $NXRT $REXR $SLG $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy #retwit Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6178955-the-daily-reitbeat-thursday-july-17th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6178955-the-daily-reitbeat-thursday-july-17th-2025"
X Link 2025-07-17T11:00Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition U.S. equity markets edged higher Tuesday - while benchmark interest rates declined for a fourth-straight session - as investors rotated into some beaten-down market segments - including REITs and homebuilders - amid a strong start to corporate earnings season. 📈 S&P 500: +0.1% (Record-High) 🏦 Equity REITs: +1.7% Top Performing Sectors: 🟢 Timber: +4.2% 🟢 Cannabis: +3.2% Bottom Performing Sectors: 🔴 Farmland: +0.7% 🔴 Manufactured Home: +0.5% Full Report:"
X Link 2025-07-22T20:50Z [----] followers, [--] engagements
"Manufactured Housing: Equity Lifestyle (ELS) was among the laggards after reporting modestly disappointing results as weak RV trends were offset by favorable expense trends and strong rent growth in its core manufactured housing portfolio. Driven by y/y rent growth of nearly 6% ELS raised its full-year revenue outlook in its MH segment to 5.4% at the midpoint (up from 5.3% previously). ELS lowered its revenue outlook in its RV/Marina segment to 1.1% (down from 2.7% previously) due primarily to a continued drag from seasonal and transient RV usage. This seasonal and transient segment declined"
X Link 2025-07-22T21:00Z [----] followers, [---] engagements
"Alexandria Real Estate (ARE) - the largest lab space operator in the nation - rallied 3% after reporting decent second-quarter results and maintaining its full-year outlook indicating some early signs of stabilization in long-sputtering life science fundamentals. Leasing activity was relatively steady in Q2 with 770k SF in total volume - down slightly from the 1.0M in Q1. ARE achieved 6.1% cash rent growth on these leases - down from 7.5% last quarter. As reported last week ARE subsequently signed its largest life science lease in company history in July with a 467k SF lease at its Alexandria"
X Link 2025-07-22T21:03Z [----] followers, [---] engagements
"Net Lease Also among the winners this week a trio of mid-cap net lease REITs posted strong gains after delivering impressive results and boosting their full-year outlook. Netstreit (NTST) rallied 5% after raising its outlook and boosting its dividend by 2% becoming the 46th REIT to increase its dividend this year. NTST now expects full-year FFO growth of 3.2% - up [--] bps from its prior forecast - driven by solid acquisition activity. NTST completed $117M of gross investments at a blended cash yield of 7.8% - the highest quarterly cash yield on record for the company. Getty Realty (GTY) which"
X Link 2025-07-28T12:18Z [----] followers, [--] engagements
"Healthcare Alexandria Real Estate (ARE) the largest lab space operator in the nation rallied 5% after reporting decent second-quarter results and maintaining its full-year outlook indicating some early signs of stabilization in long-sputtering life science fundamentals. Leasing activity was relatively steady in Q2 with 770k SF in total volume - down slightly from the 1.0M in Q1. ARE achieved 6.1% cash rent growth on these leases - down from 7.5% last quarter. As reported last week ARE subsequently signed its largest life science lease in company history in July with a 467k SF lease at its"
X Link 2025-07-28T12:18Z [----] followers, [--] engagements
"Mortgage Commercial mREIT KKR Real Estate (KREF) rallied 4% this week after reporting decent results showing stable loan performance in its multifamily and industrial portfolio but further distress from a pair large loans backed by office and life science properties. KREF noted that its Book Value Per Share ("BVPS") declined -4.2% to $13.84 in Q2 a decline attributable to a $0.74/share increase in its Current Expected Credit Losses ("CECL") allowance due to downgrades to two loans. KREF downgraded two loans - a $163M Boston Life Sciences loan from a Risk [--] to a Risk [--] and a $91M Chicago"
X Link 2025-07-28T12:18Z [----] followers, [--] engagements
"Manufactured Housing Among the lowlights this week Equity LifeStyle (ELS) - the second-largest manufactured housing ("MH") REIT - slipped 4% after reporting modestly disappointing results as downward revisions to its full-year R/V guidance were offset by favorable expense trends and strong rent growth in its core manufactured housing portfolio. ELS raised its full-year revenue outlook in its MH segment to 5.4% at the midpoint (up from 5.3% previously). ELS lowered its revenue outlook in its RV/Marina segment to 1.1% (down from 2.7% previously) due primarily to a continued drag from seasonal"
X Link 2025-07-28T12:19Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition U.S. equity markets snapped a six-day winning streak Tuesday despite a sharp retreat in benchmark interest rates as investors parsed downbeat employment data and took positions ahead of the Fed's rate decision. 📈 S&P 500: -0.3% 🏦 Equity REITs: +1.6% Top Property Sectors: 🟢 Healthcare: +2.6% 🟢 Single-Family Rental: +2.4% Bottom Property Sectors: 🔴 Hotel: -0.7% 🔴 Cell Tower: -1.9% Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6184470-the-daily-reitbeat-tuesday-july-29th-2025"
X Link 2025-07-29T20:39Z [----] followers, [--] engagements
"Senior Housing REIT Welltower (WELL) - which has been the top-performing REIT over the past three years - rallied another 5% today after reporting another stellar quarter in its Senior Housing Operating Portfolio ("SHOP") and raising its full-year earnings outlook. Adding to cumulative FFO growth of roughly 45% over the past three years WELL now expects full-year FFO growth of 18.1% in [----] - up from 15.0% previously. WELL also boosted its dividend by 10% to $0.74/quarter becoming the 47th REIT to raise its dividend this year. While most REITs have traded at persistent NAV discounts over the"
X Link 2025-07-29T20:41Z [----] followers, [--] engagements
"Office: West Coast-focused Kilroy (KRC) rallied 5% after reporting decent second-quarter results and boosting its full-year outlook. Leasing volumes were the upside highlight this quarter with $KRC signing 346k SF of office space in Q2 - up 70% from a disappointing Q1 - but accepted a negative rent spread of -15.2% (up from -23.0% in Q1). KRC now expects full-year FFO growth of -10.7% (up from -13.9% previously) and expects same-store NOI growth of -1.5% (up from -2.25% previously). Sunbelt-focused Piedmont (PDM) also rallied nearly 5% after reporting similarly solid results and raising its"
X Link 2025-07-29T20:44Z [----] followers, [--] engagements
"Office REITs: DC-focused JBG Smith (JBGS) surged 12% after announcing a $452M deal to sell its multifamily and land assets at a 4.9% cap rate and plans to use to proceeds to fund share repurchases. A notable strategy shift in which $JBGS is effectively doubling down on the beleaguered office sector JBGS noted that it is also exploring acquiring distressed office assets citing its acquisition of Tyson Dulles Plaza at a 20%+ in-place cap rate. Boston Properties (BXP) - the largest office REIT - dipped 5% despite reporting relatively solid results and raising its full-year earnings outlook. BXP"
X Link 2025-07-30T20:59Z [----] followers, [---] engagements
"Net Lease REITs: WP Carey (WPC) - the second-largest net lease REIT - slipped 2% despite reporting solid results and raising its full-year outlook. Commenting that it's "built considerable momentum across our business driven by strong investment activity and disciplined execution of our disposition strategy" WPC now expects full-year FFO growth of 4.5% this year (up from 3.6% previously). $WPC acquired $548.6M in Q2 at a 7.5% cap rate - roughly matching its Q1 activity - which prompted a upward revision in its full-year acquisition target to $1.6B at the midpoint (up from $1.2B previously)."
X Link 2025-07-30T21:01Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday August 4th [----] $AHH $AIV $AVB $CSR $DEA $DHC $ELME $EPR $EQR $ESS $LTC $NNN $NSA $PSA $PSTL $RHP $SBAC $SBRA $SILA $SITC $SKT $SPG $UNIT $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6186527-the-daily-reitbeat-monday-august-4th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6186527-the-daily-reitbeat-monday-august-4th-2025"
X Link 2025-08-04T12:07Z [----] followers, [---] engagements
"Healthcare: Senior housing REIT Welltower (WELL) - which has been the top-performing REIT over the past three years - rallied another 3% this week after reporting another stellar quarter in its Senior Housing Operating Portfolio ("SHOP") and raising its full-year earnings outlook. Adding to cumulative FFO growth of roughly 45% over the past three years WELL now expects full-year FFO growth of 18.1% in [----] - up from 15.0% previously. WELL also boosted its dividend by 10% to $0.74/quarter becoming the 47th REIT to raise its dividend this year. While most REITs have traded at persistent NAV"
X Link 2025-08-04T13:47Z [----] followers, [--] engagements
"Industrial: (Final Grade: B) FFO Guidance: [--] Raise [--] Maintain Top Performer: Industrial Logistics $ILPT: +9.2% Worst Performer: LXP Industrial $LXP: -6.2%"
X Link 2025-08-11T13:07Z [----] followers, [--] engagements
"Hotels: (Final Grade: B-) FFO Guidance: [--] Raise [--] Maintain [--] Lower Top Performer: Xenia Hotels $XHR: -3.0% Worst Performer: Braemar Hotels $BHR: -19.1%"
X Link 2025-08-11T13:08Z [----] followers, [--] engagements
"Self-Storage: (Final Grade: C+) FFO Guidance: [--] Raise [--] Maintain [--] Lower Top Performer: Public Storage $PSA: -1.6% Worst Performer: Extra Space $EXR: -7.8%"
X Link 2025-08-11T13:10Z [----] followers, [--] engagements
"Cold Storage: (Final Grade: C-) FFO Guidance: [--] Lower Top Performer: Lineage $LINE: +0.3% Worst Performer: Americold $COLD: -9.6%"
X Link 2025-08-11T13:10Z [----] followers, [--] engagements
"📰 The Daily REITBeat Thursday August 14th [----] $AVB $CSR $FCPT $FVR $GLPI $GMRE $ILPT $MAA $TRNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6191369-the-daily-reitbeat-thursday-august-14th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6191369-the-daily-reitbeat-thursday-august-14th-2025"
X Link 2025-08-14T12:13Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday August 15th [----] $EQIX $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6191824-the-daily-reitbeat-friday-august-15th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6191824-the-daily-reitbeat-friday-august-15th-2025"
X Link 2025-08-15T12:05Z [----] followers, [---] engagements
"💊 Global Medical REIT (GMRE) - Hoya Hotseat Our latest Hoya Hotseat interview is with Global Medical REIT (GMRE)- a small-cap healthcare REIT focused on the medical office building (MOB) subsector with a strategic emphasis on secondary/tertiary markets. $GMRE portfolio includes [---] properties totaling nearly [--] million square feet across [--] U.S. states. Roughly 95% of its properties are operated under a triple-net lease structure. Medical Office Buildings (MOB) comprise roughly 75% of GMREs portfolio 20% is invested in Inpatient Rehabilitation Facilities (IFR) and the balance is invested in"
X Link 2025-08-15T13:42Z [----] followers, [---] engagements
"Mall: Wrapping up a very strong earnings season for retail REITs Macerich (MAC) - the second-largest mall REIT behind Simon Property (SPG) - rallied 3% this week after reporting continued progress on its "Path Forward Plan" aimed at simplifying the business and deleveraging its balance sheet through strategic asset sales. Noting that it is "ahead of schedule" on leasing activity MAC has signed an impressive 4.3M square feet of retail space year to date which has already surpassed its full-year target. Rent spreads have been similarly impressive with MAC notching blended increases of 10.5% on"
X Link 2025-08-18T12:34Z [----] followers, [--] engagements
"Last week we published our REIT Earnings Scorecard. A surprising solid REIT earnings season wrapped up this week. Of the [---] equity REITs that provide full-year FFO guidance 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar while skilled nursing REITs received some good news on"
X Link 2025-08-18T12:35Z [----] followers, [--] engagements
"REITs were very busy on the capital-raising front this week quickly taking advantage of the recent pullback in longer-term rates with over $4B in total fundraising. Mall REIT Simon Property (SPG) raised $1.5B in debt capital via a dual tranche bond offering: $700M in five-year senior notes due [----] at a 4.375% interest rate and $800M of ten-year senior notes due [----] at a 5.125% interest rate. Casino REIT Gaming & Leisure Properties (GLPI) raised $1.3B in debt capital via a dual tranche bond offering: $600M in eight-year senior unsecured notes due [----] at a 5.25% interest rate and $700M in"
X Link 2025-08-18T12:35Z [----] followers, [--] engagements
"📱 Digital Realty (DLR) - Hoya Hotseat Our latest Hoya Hotseat interview is with Digital Realty (DLR) - one of the largest data center owners in the world with a portfolio of 300+ data centers totaling [--] million SF across 50+ metropolitan markets. $DLR provides critical digital infrastructure that powers the cloud connectivity and enterprise computing worldwide with a diversified tenant base including hyperscalers network operators and enterprises. CEO Andrew Power joins the Hoya Hotseat to discuss Digital Realtys global expansion strategy and how it's adapting to the rapidly evolving needs"
X Link 2025-08-20T18:46Z [----] followers, [----] engagements
"📰 The Daily REITBeat Thursday August 28th [----] $IVT $LAND $OHI @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6196937-the-daily-reitbeat-thursday-august-28th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6196937-the-daily-reitbeat-thursday-august-28th-2025"
X Link 2025-08-28T12:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday September 2nd [----] $GLPI $SPG $STRW @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6197841-the-daily-reitbeat-tuesday-september-2nd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6197841-the-daily-reitbeat-tuesday-september-2nd-2025"
X Link 2025-09-02T12:10Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday September 3rd [----] $DHC $EQR $PKST $REXR $SLG $UDR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6199261-the-daily-reitbeat-wednesday-september-3rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6199261-the-daily-reitbeat-wednesday-september-3rd-2025"
X Link 2025-09-03T12:17Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday September 4th [----] $AVB $CPT $IRM $KIM $KRC $SLG $WPC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6199863-the-daily-reitbeat-thursday-september-4th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6199863-the-daily-reitbeat-thursday-september-4th-2025"
X Link 2025-09-04T12:09Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday September 9th [----] $AKR $BRX $BXP $CBL $CPT $CURB $DEI $FRT $IVT $KIM $KRG $MRP $PECO $PK $PSA $REG $SITC $TRNO $UE $VICI $VNO $VTR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6201678-the-daily-reitbeat-tuesday-september-9th-2025 https://twitter.com/i/web/status/1965387469374783669 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6201678-the-daily-reitbeat-tuesday-september-9th-2025 https://twitter.com/i/web/status/1965387469374783669"
X Link 2025-09-09T12:11Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday September 10th [----] $BXP $PDM $SBRA $SVC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6202157-the-daily-reitbeat-wednesday-september-10th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6202157-the-daily-reitbeat-wednesday-september-10th-2025"
X Link 2025-09-10T12:09Z [----] followers, [---] engagements
"Hotel: Several weeks after Braemar Hotels (BHR) initiated a plan to sell the company Sunstone Hotel (SHO) - which owns a similarly high-quality portfolio of [--] hotel and resort properties that most analysts view as undervalued at current pricing - gained 2% this week after its second-largest shareholder published a letter urging the company to explore a sale. Tarsadia Capital which owns 3.4% of Sunstone sent a letter to SHO's Board calling on the company to "immediately commence" a two-track process to pursue a sale of the entire company or a plan of sale and liquidation of the assets."
X Link 2025-09-15T13:03Z [----] followers, [--] engagements
"Net Lease: Among the most active REITs on the acquisitions front in recent quarters Curbline Properties (CURB) slipped 2% this week despite announcing that it closed on the acquisition of an additional [--] assets for $309.7M thus far in the third quarter lifting its YTD total acquisitions to [--] properties for $588.8M. Curbline spun off from SITE Centers in October [----] focusing on convenience retail assets in affluent suburban markets. Another REIT newcomer with a similar focus this week we published our latest Hoya Hotseat interview featuring FrontView REIT (FVR) - a newly listed Net Lease"
X Link 2025-09-15T13:03Z [----] followers, [--] engagements
"Company-level M&A trends have started to pick up in recent months following a long lull from mid-2024 to mid-2025. In July City Office REIT (CIO) agreed to be acquired by MCME Carell Holdings in a deal worth $1.1 billion. In August Braemar Hotels (BHR) announced a plan to sell the company citing undervaluation and activist pressure. This recent REIT privatization follows a historic wave of such activity from [----] through [----] - largely driven by Blackstone and its affiliates which acquired ten public REITs with a combined enterprise value of over $105B paying an average premium of 35%"
X Link 2025-09-16T15:03Z [----] followers, [---] engagements
"Takeaways: Silver Linings After Dark Ages While REIT stock prices don't yet reflect it we believe that macroeconomic conditions are evolving in an ideal manner for public REITs to finally exploit their competitive advantageaccess to nimble equity capital and long-term fixed-rate debtwhich was of little advantage in the "lower forever" environment. And while past periods of tight lending conditions were remembered as those of distress they can rightfully also be remembered as periods of a significant revolution and rebirth that spanned many of the public REITs that exist today. The S&L Crisis"
X Link 2025-09-16T15:03Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday September 19th [----] $AHR $HPP $KRC $PEB $RLJ $VTR $WELL @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6205673-the-daily-reitbeat-friday-september-19th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6205673-the-daily-reitbeat-friday-september-19th-2025"
X Link 2025-09-19T12:07Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday September 26th [----] $CTO $HST $LTC $MAC $NTST $O @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208279-the-daily-reitbeat-friday-september-26th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208279-the-daily-reitbeat-friday-september-26th-2025"
X Link 2025-09-26T12:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday September 29th [----] $ARE $AVB $BDN $BNL $CLDT $EQR $ESS $MAA $MPW $PSA $UDR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208691-the-daily-reitbeat-monday-september-29th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208691-the-daily-reitbeat-monday-september-29th-2025"
X Link 2025-09-29T12:18Z [----] followers, [---] engagements
"It was an exceptionally busy week on the capital-raising front with nearly $5B in total capital raised as REITs have pounced on the pullback in rates over the past month to shore up their balance sheets via debt refinancing while others have looked to pad their coffers ahead of a potential wave of acquisition activity following a historically quiet three-year stretch. Among the highlights this week Realty Income (O) - the largest net lease REIT - raised $800M via a dual-tranche public offering consisting of $400M of 3.95% senior unsecured notes due [----] and $400M of 4.50% senior unsecured"
X Link 2025-09-29T12:47Z [----] followers, [--] engagements
"Elsewhere NYC-focused SL Green (SLG) - the largest owner of Manhattan office space - completed a $1.4 billion five-year fixed-rate refinancing of [--] Madison Avenue at a stated coupon of 5.625% replacing a previous variable-rate debt stack. A number of other REITs announced expanded credit facilities: Sunstone (SHO) upsized its credit capacity to $1.35 billion Postal Realty (PSTL) recast and expanded its credit facilities to $440M; Whitestone REIT (WSR) amended and expanded its $750M credit facility; Netstreit (NTST) closed on $450M in additional financing commitments and amendments to its"
X Link 2025-09-29T12:47Z [----] followers, [--] engagements
"Among the success stories within the REIT space during this time has been the newly established Millrose Properties (MRP) which has surged over 40% since its spin-off from homebuilder Lennar (LEN) in February. Attracting investor interest out of the gate for its unique land focus and its hearty dividend yield of above 8% Milrose increased its dividend by another 6% this week to $0.73/quarter (8.6% dividend yield) becoming the 60th REIT to raise its dividend this year. A pair of other small-cap REITs announced expanded stock buyback programs: UMH Properties (UMH) approved a buyback of up to"
X Link 2025-09-29T12:47Z [----] followers, [--] engagements
"📰 The Daily REITBeat Thursday October 2nd [----] $AMH $AMT $CBL $CCI $CURB $ESRT $GOOD $IIPR $NHI $SLG $SMA $UMH @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210269-the-daily-reitbeat-thursday-october-2nd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210269-the-daily-reitbeat-thursday-october-2nd-2025"
X Link 2025-10-02T12:07Z [----] followers, [---] engagements
"Earlier in the week the JOLTS (Job Openings and Labor Turnover Survey) report showed similarly soft trends with total job openings holding steady around post-pandemic lows of 7.2M in August. The report also showed that hiring activity slipped modestly to 5.1M - down about 10% from year-ago levels. Layoffs and quits were little changed however pointing to a labor market that is softening through reduced churn rather than widespread job losses at least for now. Later in the week employment data within the ISM's PMI reports were similarly soft with its Manufacturing Employment Index remaining in"
X Link 2025-10-06T13:32Z [----] followers, [--] engagements
"Data Center Is the REIT IPO drought coming to an end Fermi - a startup AI energy infrastructure firm co-founded in [----] by former US Energy Secretary Rick Perry - soared more than 35% on the heels of a $683M initial public offering on the NYSE. Fermi sold 32.5M shares at an IPO price of $21 - the upper-end of its marketed range - and traded above $32 before ending the week at $28.60 implying a market value of roughly $17B based on the outstanding shares listed in its filings. The company is developing "Project Matador" a massive 11GW hyperscale data center campus in partnership with the Texas"
X Link 2025-10-06T13:33Z [----] followers, [--] engagements
"REITs were busy once again on the capital-raising front this week with another $2B+ in total capital raising following a $5B haul in the prior week as REITs have pounced on the pullback in rates over the past month to shore up their balance sheets via debt refinancing while others have looked to pad their coffers ahead of a potential wave of acquisition activity following a historically quiet three-year stretch. Commercial mortgage REIT Starwood Property Trust (STWD) raised $550M via a private offering of six-year unsecured senior notes due [----] at a 5.750% interest rate. Public Storage (PSA)"
X Link 2025-10-06T13:34Z [----] followers, [--] engagements
"📰 The Daily REITBeat Tuesday October 7th [----] $FRT $IIPR $NHI @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211822-the-daily-reitbeat-tuesday-october-7th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211822-the-daily-reitbeat-tuesday-october-7th-2025"
X Link 2025-10-07T12:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday October 14th [----] $COLD $CUBE $PCH $PSA $RYN @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6214187-the-daily-reitbeat-tuesday-october-14th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6214187-the-daily-reitbeat-tuesday-october-14th-2025"
X Link 2025-10-14T12:09Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.4% 🏦 Equity REITs: +1.5% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 98% (Prior: 97%) Total [----] Cuts: [---] (Prior: 2.9) Top Property Sectors: 🟢 Industrial: +5.6% 🟢 Cannabis: +3.2% Bottom Property Sectors: 🔴 Apartment: -0.4% 🔴 SF Rental: -0.7% Notable REIT Movers: 🟢 $PLD: +6.5% 🟢 $DEA: +5.1% 🟢 $IIPR: +4.2% 🔴 $SOHO: -3.0% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6214610-the-daily-reitbeat-wednesday-october-15th-2025"
X Link 2025-10-15T20:12Z [----] followers, [--] engagements
"Prologis (PLD) the largest industrial REIT surged 6% today after kicking off REIT earnings season with a surprisingly strong report and raising its full-year outlook fueled by record-setting leasing activity. $PLD signed 62M SF of leases in Q3 up from 51M last quarter and topping its record 58M in Q1 of this year and reported impressive cash rent spreads of 29.4% - down only slightly from the 32% average in the first half of [----]. Prologis now expects full-year FFO growth of 5.7% this year (up from 5.3% previously) and sees same-store NOI growth of 5.0% (up from 4.5% previously). PLD also"
X Link 2025-10-15T20:16Z [----] followers, [----] engagements
"📰 The Daily REITBeat Thursday October 16th [----] $AHH $DLR $EQIX $FR $GLPI $GTY $KRC $LXP $PCH $PINE $REXR $RYN $SLG $SPG $VICI @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6215011-the-daily-reitbeat-thursday-october-16th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6215011-the-daily-reitbeat-thursday-october-16th-2025"
X Link 2025-10-16T12:09Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.7% 🏦 Equity REITs: -0.3% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 100% (Prior: 98%) Total [----] Cuts: [---] (Prior: 2.9) Top Property Sectors: 🟢 Self-Storage: +2.0% 🟢 Cell Tower: +0.8% Bottom Property Sectors: 🔴 Billboard: -2.4% 🔴 Cannabis: -3.0% Notable REIT Movers: 🟢 $RYN: +2.8% 🟢 $GTY: +6.1% 🔴 $SLG: -6.0% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6215011-the-daily-reitbeat-thursday-october-16th-2025"
X Link 2025-10-16T20:21Z [----] followers, [--] engagements
"Following very strong results yesterday from logistics sector stalwart Prologis (PLD) which sparked a broad rally across the sector a pair of smaller industrial REITs maintained the momentum after reporting similarly strong results. Rexford (REXR) - which focuses exclusively on the Southern California market - gained 2% today after reporting record-setting leasing volume and raising its full-year outlook. Signaling a potential positive inflection in SoCal logistics fundamentals after a prolonged slump over the past two years resulting from labor strikes and trade policy REXR signed 3.3M SF of"
X Link 2025-10-16T20:23Z [----] followers, [---] engagements
"NYC-focused SL Green (SLG) slumped 5% today after kicking off office REIT earnings season with a mixed report with solid leasing volumes offset by weak pricing on renewals and a charge on its unsuccessful Manhattan casino bid. SLG leased 658k SF of office space in Q3 - up 22% from last quarter and roughly flat with its pre-pandemic average quarterly volume. The solid quarter of volume - including another 123k SF thus far in Q4 - lifted its full-year volume to 1.9M SF pacing to roughly match its full-year totals in the pre-pandemic period of around 2.5M. Pricing on this leasing activity"
X Link 2025-10-16T20:26Z [----] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
- category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing