# ![@DailyREITBeat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1092146031305867267.png) @DailyREITBeat David Auerbach ⭕️

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

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

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

### Engagements: [---] [#](/creator/twitter::1092146031305867267/interactions)
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### Mentions: [--] [#](/creator/twitter::1092146031305867267/posts_active)
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### Followers: [-----] [#](/creator/twitter::1092146031305867267/followers)
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### CreatorRank: [---------] [#](/creator/twitter::1092146031305867267/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092146031305867267/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  78.85% [stocks](/list/stocks)  67.31% [cryptocurrencies](/list/cryptocurrencies)  14.42% [countries](/list/countries)  2.88% [formula 1](/list/formula-1)  1.92% [luxury brands](/list/luxury-brands)  1.92% [automotive brands](/list/automotive-brands)  1.92% [currencies](/list/currencies)  1.92% [financial services](/list/financial-services)  0.96% [technology brands](/list/technology-brands)  0.96%

**Social topic influence**
[reit](/topic/reit) #54, [target](/topic/target) 17.31%, [investment](/topic/investment) 12.5%, [trust](/topic/trust) 9.62%, [daily](/topic/daily) 8.65%, [beat](/topic/beat) 8.65%, [vornado](/topic/vornado) #11, [$vno](/topic/$vno) #2, [strong](/topic/strong) 7.69%, [ceo](/topic/ceo) 6.73%

**Top accounts mentioned or mentioned by**
[@hoyacapital](/creator/undefined) [@allthereitnews](/creator/undefined) [@prologis](/creator/undefined) [@reitsnareit](/creator/undefined) [@cohenandsteers](/creator/undefined) [@topgunfp](/creator/undefined) [@jonlitts](/creator/undefined) [@dividendology](/creator/undefined) [@thecredailys](/creator/undefined) [@realpage](/creator/undefined) [@simonpropertygp](/creator/undefined) [@etfcom](/creator/undefined) [@hoyacapitals](/creator/undefined) [@reitsnareits](/creator/undefined) [@principal](/creator/undefined) [@allthereitjobs](/creator/undefined) [@esrtsocial](/creator/undefined) [@cnbc](/creator/undefined) [@kellycnbc](/creator/undefined) [@mikeschiemer](/creator/undefined)

**Top assets mentioned**
[Veno Finance (VNO)](/topic/$vno) [UDR, Inc. (UDR)](/topic/$udr) [Camden Property Trust (CPT)](/topic/camden-property-trust) [Vornado Realty Trust (VNO)](/topic/vno-vornado-realty-trust) [Prologis Inc (PLD)](/topic/$pld) [Simon Property Group Inc (SPG)](/topic/$spg) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [Cousins Properties Inc. (CUZ)](/topic/$cuz) [Healthpeak (DOC)](/topic/healthpeak) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [Kilroy Realty Corp. (KRC)](/topic/$krc) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Public Storage (PSA)](/topic/public-storage) [Lineage, Inc. (LINE)](/topic/$line) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Equinix Inc (EQIX)](/topic/$eqix) [Curbline Properties Corp. (CURB)](/topic/$curb) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Highwoods Properties Inc. (HIW)](/topic/$hiw) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Acadia Realty Trust (AKR)](/topic/$akr) [Douglas Emmett, Inc. (DEI)](/topic/$dei) [NetSTREIT Corp. (NTST)](/topic/netstreit-corp) [WP Carey, Inc. (WPC)](/topic/$wpc) [AudioCoin (ADC)](/topic/$adc) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Iron Mountain Inc (IRM)](/topic/$irm) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Ethlas (ELS)](/topic/$els) [Weyerhaeuser Co (WY)](/topic/$wy) [Alexandria Real Estate Equities Inc (ARE)](/topic/alexandria-real-estate-equities-inc) [American Healthcare REIT, Inc. (AHR)](/topic/$ahr) [Morgan Stanley (MS)](/topic/morgan-stanley) [DiamondRock Hospitality Company (DRH)](/topic/$drh) [Fermi Inc. (FRMI)](/topic/$frmi) [CareTrust REIT, Inc (CTRE)](/topic/$ctre) [Kimco Realty Corp (KIM)](/topic/kimco-realty-corp) [SafeCoin (SAFE)](/topic/$safe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 23rd [----] 📅 🏎 Global Net Lease $GNL announced the successful closing of the sale of the McLaren Campus a three-building [------] sf property located in Woking Surrey England for [---] million at a 7.4% cash cap rate * Plans to use a significant portion of the net sale proceeds to meaningfully reduce outstanding debt 🛍 Four Corners Property Trust $FCPT announced the acquisition of a National Veterinary Associates property in Georgia for $4.4 million * The newly constructed property is corporate-operated under a long term net lease"  
[X Link](https://x.com/DailyREITBeat/status/2003451489226768718)  2025-12-23T13:03Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 10th [----] 📅 🎯 Yesterday Morningstar reinstated Vornado Realty Trust $VNO with a Hold rating and set a $31 price target Yesterday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $172 price target 📜 Brixmor Property Group $BRX Kilroy Realty Corporation $KRC UDR Inc. $UDR Vornado Realty Trust $VNO announced quarterly earnings * Agree Realty Corporation $ADC Acadia Realty Trust $AKR Douglas Emmett $DEI Highwoods Properties $HIW InvenTrust Properties Corp. $IVT NETSTREIT Corp. $NTST Welltower Inc."  
[X Link](https://x.com/DailyREITBeat/status/2021193543767736523)  2026-02-10T12:04Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 15th [----] 📅 🎯 Evercore ISI initiates Phillips Edison & Company $PECO with an Outperform rating and sets a $41 price target HSBC upgrades Digital Realty $DLR to Buy from Hold and raises its price target by $6 to $193 🏢 SL Green Realty Corp. $SLG closed on the previously announced acquisition of Park Avenue Tower located at [--] East 55th Street for $730.0 million * Financed with a new five-year fixed rate $480.0 million mortgage 💰 BXP Inc. $BXP completed property sales with aggregate net proceeds of more than $1.0 billion *"  
[X Link](https://x.com/DailyREITBeat/status/2011786170280050709)  2026-01-15T13:02Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 11th [----] 📅 📜 Agree Realty Corporation $ADC Acadia Realty Trust $AKR Douglas Emmett $DEI Highwoods Properties $HIW InvenTrust Properties Corp. $IVT NNN REIT Inc. $NNN NETSTREIT Corp. $NTST Urban Edge Properties $UE Welltower Inc. $WELL W. P. Carey Inc. $WPC announced quarterly earnings * Essential Properties Realty Trust Inc. $EPRT Equinix $EQIX Four Corners Property Trust $FCPT Getty Realty Corp. $GTY Independence Realty Trust Inc. $IRT Piedmont Realty Trust $PDM Rayonier $RYN STAG Industrial Inc. $STAG announce after the close"  
[X Link](https://x.com/DailyREITBeat/status/2021571023867371976)  2026-02-11T13:04Z [----] followers, [---] engagements


"🚀 Public Storage Unveils PS4.0: A New Era of Leadership & Innovation Big moves just announced at Public Storage $PSA with the launch of PS4.0 a generational strategic vision designed to accelerate growth elevate the customer experience and drive long-term shareholder value. 👔 Key Leadership Transitions * Tom Boyle has been appointed Chief Executive Officer effective April [--] [----]. * Shankh Mitra (CEO of Welltower) will become Non-Executive Chairman of the Board. * Joe Fisher CFA joins as President & Chief Financial Officer (effective Feb [--] 2026). * Natalia Johnson promoted to President"  
[X Link](https://x.com/DailyREITBeat/status/2022057996923138196)  2026-02-12T21:19Z [----] followers, [---] engagements


"📦 Activist Elliott Investment Management L.P. Takes Big Stake in Rexford Industrial Elliott Investment Management has quietly built a large active stake in Rexford Industrial Realty $REXR now one of its top five shareholders per Bloomberg. 🏭 Why Rexford * Pure-play Southern California industrial REIT * Market: 4th largest in the world by square footage (behind only U.S. China Japan) * Strategic location: proximity to Port of LA & Port of Long Beach (major U.S. trade hubs) * Portfolio growth: $1B acquisition from Blackstone in [----] * Co-CEOs: Howard Schwimmer & Michael Frankel 📉 Recent"  
[X Link](https://x.com/DailyREITBeat/status/1960696329660731576)  2025-08-27T13:30Z [----] followers, [----] engagements


"❄ Cold-Storage REITs Look Like Hot Buys Wall Street has put Americold Realty $COLD and Lineage $LINE on ice this year but for patient investors these stocks may be too cheap to ignore. 📉 Recent Performance * Americold (COLD): $12.50/share down 42% YTD lowest since [----] IPO * Lineage (LINE): $40/share down 32% YTD about half its July [----] IPO price of $78 * Both hit pandemic highs when consumers stocked up on frozen and fresh food Americold peaked above $40 in April [----]. 🏭 The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"  
[X Link](https://x.com/DailyREITBeat/status/1974181602717511681)  2025-10-03T18:35Z [----] followers, [----] engagements


"Gotham City short $IRM"  
[X Link](https://x.com/DailyREITBeat/status/1991169357096096229)  2025-11-19T15:39Z [----] followers, [----] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- November 20th [----] 📅 💰 AvalonBay Communities $AVB priced $400 million of 4.35% senior notes due [----] * Net proceeds to be used for working capital and general corporate purposes 💰 Lineage $LINE priced [---] million of 4.125% Senior Notes due [----] * Net proceeds to repay amounts outstanding from time to time under its revolving credit facility and for other general corporate and working capital purposes 💰Getty Realty Corp. $GTYentered into agreements to issue $250 million of senior unsecured notes with a ten-year term and a fixed interest"  
[X Link](https://x.com/DailyREITBeat/status/1991494166342152651)  2025-11-20T13:09Z [----] followers, [---] engagements


"🏢 Camden Property Trust Sells Houston Multifamily Asset to CWS Capital Partners 🏘 The Deal * $CPT Camden Property Trust has sold Marquis Enclave a 647-unit Class A community in downtown Houston. * Buyer: CWS Capital Partners. * Financing: $80.6M Freddie Mac loan originated by Newmark maturing [----]. * Located at [---] St. Joseph Parkway near I-45 & I-69 and walkable dining options. * [--] miles from George Bush Intercontinental Airport. 🔹 Property Snapshot * Built in two phases (2006 & 2013). * Seven 4-story buildings on 5+ acres. * Unit mix: Studios 1BR & 2BR (5481448 sq. ft.). 🌤 Amenities *"  
[X Link](https://x.com/DailyREITBeat/status/1992996246185750710)  2025-11-24T16:38Z [----] followers, 13.7K engagements


"🍎 Apple Expands Presence at Vornado Realty Trust's Penn [--] Apple is significantly increasing its footprint at $VNO Vornado Realty Trust's Penn [--] by an additional [-----] square feet. 🔍 Key Details * This expansion brings Apple's total space in the Midtown South office building to a massive [------] square feet. * Apple now occupies the 4th floor and the 8th through 16th floors of the 26-story building. * The new space (15th and 16th floors) was taken over from AMC Networks which renewed and downsized its lease from [------] to [------] square feet. * Apple's new lease aligns with its existing"  
[X Link](https://x.com/DailyREITBeat/status/1996646232664506813)  2025-12-04T18:22Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 8th [----] 📅 RBC upgrades Equity LifeStyle Properties Inc. $ELS to Outperform from Sector Perform and raises its price target by $4 to $70 RBC downgrades W. P. Carey Inc. $WPC to Sector Perform from Outperform and maintains its $69 price target 🏢 Global Net Lease $GNL entered into an agreement to sell the McLaren Campus a three-building [------] sf property located in Woking Surrey England for [---] million at a 7.4% cash cap rate 🏬 Piedmont Realty Trust $PDM completed over [------] sf of leasing thus far in the fourth quarter with"  
[X Link](https://x.com/DailyREITBeat/status/1998015894602096733)  2025-12-08T13:04Z [----] followers, [---] engagements


"🌲 Weyerhaeuser: A Deep Dive into a Timber Giant Trading Below Its Lumber Value Investor sentiment is overwhelmingly negative on $WY Weyerhaeuser pushing its stock down over 20% in [----] and nearly 50% since its [----] peak. However this dip creates a potential long-term buying opportunity especially for income-focused investors. 📉 The Current Situation & Market Drivers * WY shares are trading around $21.50 a value not seen since the late 1990s. * The stock drop is primarily due to weakness in new-home construction and renovation/remodeling activity key drivers for lumber demand. * This has"  
[X Link](https://x.com/DailyREITBeat/status/1998036083523678248)  2025-12-08T14:24Z [----] followers, [----] engagements


"🏢 Vornado Realty Trust's [----] Sixth Avenue Nears Full Occupancy with New Leases $VNO Vornado Realty Trust is seeing strong leasing success at its major Midtown Manhattan tower [----] Sixth Avenue following a $45 million capital upgrade program. The building is now more than 90% leased. ✍ Portage Point Partners * The Chicago-based firm is significantly expanding its footprint * Leased [-----] square feet. * Relocated from a 22000-square-foot sublease at [---] Fifth Ave. ✍ Protiviti * The global consulting firm is returning to the building. * Leased [-----] square feet. * Was previously based at 1290"  
[X Link](https://x.com/DailyREITBeat/status/1998065160674517237)  2025-12-08T16:20Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 12th [----] 📅 Mizuho upgrades Cousins Properties $CUZ to Outperform from Neutral and lowers its price target by $2 to $29 Piper Sandler upgrades EastGroup Properties Inc $EGP to Overweight from Neutral and raises its price target by $35 to $220 JPM upgrades Gaming and Leisure Properties Inc. $GLPI to Overweight from Neutral and raises its price target by $1 to $53 💰 SITE Centers $SITC announced the sale of Downtown Short Pump located in Richmond VA for approximately $31.5 million * A portion of net proceeds was used to repay"  
[X Link](https://x.com/DailyREITBeat/status/1999459202037670077)  2025-12-12T12:39Z [----] followers, [---] engagements


"💰 Camden Property Trust Acquires Solaya in Orlando $CPT Camden Property Trust expands its portfolio with a significant purchase in Orlando FL acquiring Solaya for $65.9 million 🔍 Transaction Details * Camden paid $65.9 million for the 322-unit multifamily property formerly known as Solaya. * The asset has been promptly rebranded as Camden Lake Buena Vista. * Sold by Bainbridge Cos. for approximately $204745 per unit. 📈 Orlando Market Snapshot * The Orlando multifamily sector is showing strong growth. * Year-to-date transaction activity as of November reached $2.1 billion across [--] assets."  
[X Link](https://x.com/DailyREITBeat/status/1999494563468112119)  2025-12-12T15:00Z [----] followers, [---] engagements


"🏢 BXP Inc. and Sidley Austin Announce Major Redevelopment Project in D.C. BXP Inc. $BXP is set to acquire and redevelop the prominent [----] M St. NW site in Washington D.C. with global law firm Sidley Austin LLP anchoring the new trophy office space. This blockbuster deal mirrors BXP's successful strategy at [---] 12th St. NW. 🏗 Key Project Highlights: [----] M St. NW Redevelopment * BXP is acquiring the current [------] sq. ft. building from AllianceBernstein LP and plans to raze the entire above-grade structure for a new development. * The site will be redeveloped into a new [------] sq. ft."  
[X Link](https://x.com/DailyREITBeat/status/2000632913050911049)  2025-12-15T18:23Z [----] followers, [---] engagements


"📰 Aimco (AIV) Announces $455M Chicago Multifamily Portfolio Sale Apartment Investment and Management Co. (Aimco) $AIV a Denver-based REIT is accelerating its liquidation with a significant portfolio sale in the Chicago area. 💰 Key details of the transaction: * $455 million for a seven-property portfolio. * The sale involves [----] units across the Chicago area. * A strategic partnership between LaTerra Capital Management (Los Angeles) and Respark Residential (Fort Lauderdale) acquired the portfolio. * The transaction is planned to be completed by the first quarter of [----] (no later than"  
[X Link](https://x.com/DailyREITBeat/status/2000918088854712500)  2025-12-16T13:17Z [----] followers, [---] engagements


"🌲 Weyerhaeuser: Positioning for a Forest Products Recovery Despite a rocky [----] for the timber industry $WY Weyerhaeuser CEO Devin Stockfish remains bullish on the companys future. With lumber prices at "unsustainably low" levels the timber giant is leveraging its cost structure to outlast the competition and prepare for the next industry upturn. 💡 The Strategy * Growth Beyond Pricing Weyerhaeuser recently set ambitious financial targets through [----] aiming to boost EBITDA by $1.5 billion. * $1 billion of the projected gain is expected to come from internal cost-cutting and productivity"  
[X Link](https://x.com/DailyREITBeat/status/2001292219743981973)  2025-12-17T14:03Z [----] followers, [----] engagements


"🏥 UCSF Secures $767M Expansion in Mission Bay In a move described as "unusually fast" UCSF has acquired two key life science buildings at [---] and [---] Illinois St. for $767 million. This acquisition from Alexandria Real Estate Equities Inc. $ARE and CBRE Investment Management secures UCSF's long-term future in one of San Franciscos most competitive submarkets. 🔍 The Strategy Behind the Speed: * With OpenAI and other tech giants gobbling up hundreds of thousands of square feet in Mission Bay UCSF moved quickly to prevent these buildings from being locked into long-term private leases. * The"  
[X Link](https://x.com/DailyREITBeat/status/2001666773586776217)  2025-12-18T14:52Z [----] followers, [---] engagements


"🏢 Why BXP Inc. is Trading One Tower for Another $BXP just closed a major deal in Kendall Square selling the Proto apartment tower to Pembroke (Fidelitys real estate arm) for approximately $170 million. While it might seem counterintuitive to sell in one of the world's strongest tech hubs the move is part of a calculated multi-billion dollar strategy. 📉 The Details of the Deal * Proto a 280-unit luxury complex at [--] Ames St. boasting a 95% occupancy rate. * Pembroke is aggressively diversifying pivoting from traditional office assets to residential hubs as remote work reshapes the market. *"  
[X Link](https://x.com/DailyREITBeat/status/2002004193414885850)  2025-12-19T13:12Z [----] followers, [---] engagements


"🏠 LaSalle and UDR Close $230M Deal on Nearly [----] Units LaSalle and $UDR have officially expanded their joint venture with a massive $230 million deal bringing their total agreement to a staggering $850 million. 🤝 Key Details: * The deal adds [---] units across four key markets: Portland Orlando and Richmond. * UDR maintains a 51% majority stake with LaSalle holding the remaining 49%. * UDR receives $200 million in cash proceeds as part of the transaction while leveraging the properties with 50% debt. 🔍 The new additions feature an average vintage of [----] and include: * Hunt Club (Lake"  
[X Link](https://x.com/DailyREITBeat/status/2002009332859240500)  2025-12-19T13:33Z [----] followers, [----] engagements


"🏠 Why American Healthcare REIT is Jefferies' Top Real Estate Play for [----] The "silver tsunami" is approaching and American Healthcare REIT $AHR is positioned at the center of this demographic shift. Jefferies recently named AHR its top pick to capitalize on the aging U.S. population. 📈 Massive Growth Potential: Jefferies has set a $57 price target implying a 20% upside from recent levels. This follows an impressive 68% gain year-to-date. 👵 Demographic Tailwinds: By [----] 21% of the U.S. population will be 65+. More importantly the 80+ cohort is projected to grow at a 5% compound annual"  
[X Link](https://x.com/DailyREITBeat/status/2003108981112229992)  2025-12-22T14:22Z [----] followers, [---] engagements


"🚀 Capgemini Moving to Vornado Realty Trust's Penn [--] Global consulting and IT leader Capgemini has officially signed a 43000-square-foot lease at $VNO Vornado Realty Trusts Penn [--]. The Paris-based firm is making a strategic move from the Flatiron District to this newly redeveloped 31-story tower sitting right above Penn Station. 🛠 Key Highlights of the Deal * Part of the 22nd floor at Penn [--] a [---] million-square-foot hub of innovation. * A 10-year lease agreement at an asking rent of $120 per square foot. * The building recently underwent a massive $750 million renovation to attract top-tier"  
[X Link](https://x.com/DailyREITBeat/status/2003453261911593181)  2025-12-23T13:10Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 6th [----] 📅 💥 Morgan Stanley reinstates Digital Realty $DLR ($180) and Equinix $EQIX ($915) with Buy ratings 🎯 Barclays initiates Apple Hospitality REIT Inc. $APLE ($14) Park Hotels & Resorts $PK ($13) and Ryman Hospitality Properties $RHP ($110) with Overweight ratings 🎯 Barclays initiates DiamondRock Hospitality $DRH ($10) and Host Hotels & Resorts $HST ($19) with Equalweight ratings 🎯 Barclays initiates Pebblebrook Hotel Trust $PEB ($10) and RLJ Lodging Trust $RLJ ($6) with Underweight ratings Deutsche Bank upgrades Highwoods"  
[X Link](https://x.com/DailyREITBeat/status/2008525053101543754)  2026-01-06T13:04Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 12th [----] 📅 Wolfe Research upgrades Curbline Properties $CURB to Outperform from Peer Perform and sets a $26 price target Baird upgrades Pebblebrook Hotel Trust $PEB to Outperform from Neutral and raises its price target by $2 to $15 Baird downgrades Sunstone Hotel Investors Inc. $SHO to Neutral from Outperform and maintains its $10 price target 🏢 Highwoods Properties $HIW acquired Bloc83 a two-building [------] sf mixed-use asset in CBD Raleigh in a 10%/90% JV with the North Carolina Investment Authority and The Terraces a 173000"  
[X Link](https://x.com/DailyREITBeat/status/2010699227521835298)  2026-01-12T13:03Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 13th [----] 📅 🎯 Ladenburg Thalmann reinstates Whitestone REIT $WSR with a Buy rating and sets a $17 price target Deutsche Bank upgrades DiamondRock Hospitality $DRH to Buy from Hold and raises its price target by $2 to $12 Barclays upgrades BXP Inc. $BXP to Overweight from Equalweight and raises its price target by $4 to $82 Barclays upgrades EastGroup Properties Inc $EGP to Overweight from Equalweight and raises its price target by $28 to $210 Barclays upgrades Digital Realty $DLR to Equalweight from Underweight and raises its"  
[X Link](https://x.com/DailyREITBeat/status/2011062865466101783)  2026-01-13T13:08Z [----] followers, [---] engagements


"🚨 Legal Battle Heats Up in Genesis Healthcare Bankruptcy A major conflict is unfolding in the Genesis Healthcare Inc. Chapter [--] case. Welltower $WELL OP LLC (the companys primary lender and landlord) has officially filed an objection to block a proposed $150 million lawsuit by creditor claimholders. ⚖ The Allegations: A claimholder committee is seeking standing to sue Welltower entrepreneur Joel Landau and others. They allege "fraudulent transfers" and "breach of fiduciary duty" claiming hundreds of millions were siphoned from the company. 🛡 The Defense: Welltower calls these claims"  
[X Link](https://x.com/DailyREITBeat/status/2011174093987463441)  2026-01-13T20:30Z [----] followers, [---] engagements


"🏨 Ashford Hospitality Trust: Making Strategic Moves to Preserve Liquidity The hotel sector continues to navigate a complex recovery. Ashford Hospitality Trust $AHT is taking decisive action to manage its capital structure and deleverage its business. 🔑 Key Updates: * The REIT paid $10 million to extend its $723.6 million Highland mortgage loan. * This loan backs [--] hotels a group previously described by executives as their "most valuable pool of assets." * The final maturity date for this loan is now set for July [--] [----]. 📜 Strategic Shifts & Liquidity: * The REIT has suspended preferred"  
[X Link](https://x.com/DailyREITBeat/status/2011791564549259453)  2026-01-15T13:24Z [----] followers, [---] engagements


"🛒 NETSTREIT Corp. $NTST Acquires [--] Jacksonville Supermarket Properties The Jacksonville grocery landscape continues to see significant investment with two longtime Rowes IGA Supermarket properties recently changing hands in a $17 million deal. This transaction highlights the sustained investor appetite for "essential retail" and stabilized assets anchored by proven local grocers. 📍 The Deal Breakdown: * Total Sale Price: $17 Million * The Buyer: NS Retail Holdings (linked to Dallas-based REIT NETSTREIT LP) * The Seller: Jacksonville-based grocer Robert A. Rowe 🏢 Property Highlights: *"  
[X Link](https://x.com/DailyREITBeat/status/2011826080970129607)  2026-01-15T15:41Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 16th [----] 📅 🎥 $VNO Vornado Realty Trust/Hudson Pacific Properties $HPP/Blackstone owned Sunset Pier [--] Studios announced that Paramount Television Studios has signed the first lease ahead of the studios opening this month * The [-----] sf lease will be used for filming the second season of the Showtime original series Dexter: Resurrection 🏢 COPT Defense Properties $CDP executed a build-to-suit lease in January [----] with a Defense/IT tenant in its Maryland portfolio * Anticipated capital commitment to this [------] sf facility is $146"  
[X Link](https://x.com/DailyREITBeat/status/2012148792452071635)  2026-01-16T13:03Z [----] followers, [---] engagements


"🏠 Invitation Homes Acquires ResiBuilt Invitation Homes $INVH has officially acquired ResiBuilt a premier build-to-rent (BTR) developer in the Southeast. This strategic move enhances their ability to deliver high-quality thoughtfully designed communities for American families while addressing the growing demand for attainable housing. 💡 Key Highlights of the Acquisition: * Integration of a leading developer with a proven track record of delivering over [----] homes since [----]. * Includes [--] existing fee-building contracts and a robust pipeline of future third-party opportunities. * Secured"  
[X Link](https://x.com/DailyREITBeat/status/2012156378647826790)  2026-01-16T13:33Z [----] followers, [---] engagements


"@dividendology"  
[X Link](https://x.com/DailyREITBeat/status/2012261115569291388)  2026-01-16T20:30Z [----] followers, [----] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 20th [----] 📅 Truist Securities upgrades Curbline Properties $CURB to Buy from Hold and raises its price target by $3 to $27 Truist Securities upgrades UDR $UDR to Buy from Hold and raises its price target by $1 to $42 Truist Securities upgrades Postal Realty Trust $PSTL to Buy from Hold and raises its price target by $2 to $20 Deutsche Bank upgrades NNN REIT Inc. $NNN to Buy from Hold and raises its price target by $3 to $47 Deutsche Bank upgrades Realty Income Corporation $O to Buy from Hold and raises its price target by $7 to $69"  
[X Link](https://x.com/DailyREITBeat/status/2013598253560815922)  2026-01-20T13:03Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 21st [----] 📅 🎯 Texas Capital initiates Fermi America $FRMI with a Buy rating ($23 price target) 📜 Prologis $PLD announced 4Q Core FFO of $1.44/share and sees [----] Core FFO guidance of $6.00-$6.20/share 🏭 Gladstone Commercial Corporation $GOOD executed lease extensions with Owens-Brockway Glass Container Inc. at its [------] sf industrial building in Brockport PA and its [------] sf industrial building in Lexington NC 👨 Getty Realty Corp. $GTY announced that Mark J. Olear Executive Vice President Chief Investment Officer and Chief"  
[X Link](https://x.com/DailyREITBeat/status/2013961779164901519)  2026-01-21T13:08Z [----] followers, [---] engagements


"❄ Lineage Sells Santa Maria Property for $60 Million The cold storage sector continues to see significant activity as $LINE Lineage Logistics officially sold its 226000-square-foot facility in Santa Maria CA for $60 million. The buyer Arctic Cold secured the asset with a $30M loan from UMB Bank bringing their total California footprint to nearly [---] million square feet. 🏢 Property Highlights: * Situated on [--] acres near Santa Maria Airport with easy access to US-101. * Features 132k sq. ft. of frozen storage and 65k sq. ft. for food processing. * [--] blast-freeze cells (1M lbs/day capacity)"  
[X Link](https://x.com/DailyREITBeat/status/2014025290771488780)  2026-01-21T17:20Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 22nd [----] 📅 🎯 Citizens reinstates CareTrust REIT $CTRE with a Market Outperform rating and sets a $44 price target 👨 Kimco Realty Corporation $KIM announced that David Jamieson has been appointed to the Companys Board of Directors effective January 19th * With this appointment the Board has now expanded to include ten members ✔ Yesterday Fitch Ratings affirmed $GTY Getty Realty Corp.s BBB- Long-Term Issuer Default Rating along with its senior unsecured revolver and notes * Affirmed its stable outlook Sign up for The Daily"  
[X Link](https://x.com/DailyREITBeat/status/2014323376878203080)  2026-01-22T13:04Z [----] followers, [---] engagements


"🏭 Prologis Kicks off 4Q'25 REIT Earnings Season. 💰 [----] Financial Guidance & Key Metrics * @Prologis $PLD has issued a robust outlook for [----] signaling a shift from stabilization to a "nonlinear" recovery. * Core FFO projected at $6.00 $6.20 per share a significant increase from the $5.81 reported in [----]. * Cash Same-Store Net Operating Income is expected to grow between 5.75% and 6.75%. * Average Occupancy forecasted to hold steady between 94.75% and 95.75%. * A massive target of $4 billion $5 billion of development starts with 40% specifically allocated to data centers. 🌩 Data Centers:"  
[X Link](https://x.com/DailyREITBeat/status/2014364647655105016)  2026-01-22T15:48Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- January 23rd [----] 📅 Morgan Stanley downgrades Safehold Inc. $SAFE to Underweight from Equalweight and lowers its price target by $2 to $14 First Industrial Realty Trust $FR refinanced its $425 million unsecured term loan with an initial maturity date of January [--] [----] and its $300 million term loan with an initial maturity date of January [--] [----] * The loans provides for interest-only payments initially at an interest rate of SOFR plus [--] basis points based on the Company's current credit ratings * The previous [--] basis point SOFR"  
[X Link](https://x.com/DailyREITBeat/status/2014685339424559140)  2026-01-23T13:03Z [----] followers, [---] engagements


"🚨 Orion Properties Announces Strategic Review to Maximize Stockholder Value $ONL Orion Properties announced a formal review of strategic options and a cooperation agreement with The Kawa Fund Limited. The Board of Directors is committed to exploring every avenue to drive growth and deliver the best possible outcome for stockholders. The Strategic Review Process: 🔍 Evaluating Alternatives: Including potential mergers acquisitions or the sale of the Company. ⚖ Commitment to Value: A thorough process to identify the best path forward while continuing to operate as an independent entity in the"  
[X Link](https://x.com/DailyREITBeat/status/2015782550321394063)  2026-01-26T13:43Z [----] followers, [---] engagements


"🎰 Why VICI Properties Inc. is Winning the "Experiential" Real Estate Game $VICI VICI Properties CEO Edward Pitoniak recently sat down with @thecredaily's No Cap Podcast hosted by Jack Stone and Alexander B. Gornik to pull back the curtain on how they built a gaming empire from the ashes of bankruptcy. ❓ What makes their strategy different * Forget 7-Elevens. VICI operates at a scale previously unheard of in the NNN worldowning [---] miles of frontage on the Las Vegas Strip. * Ed prioritizes "mission-critical" real estate where the abandonment risk is near zero because the infrastructure is too"  
[X Link](https://x.com/DailyREITBeat/status/2015784409236902357)  2026-01-26T13:50Z [----] followers, [---] engagements


"⚡ From Warehouses to Watts: Is Prologis the Next AI Power Play @Prologis $PLD just kicked off REIT earnings season and the conversation has shifted from loading docks to Data Centers. While the logistics giant is leaning hard into the AI revolution analysts are divided on whether the stock is still a "Buy." 🔹 The AI "Call Option" * Prologis isn't just about warehouses anymore. They are sitting on a massive opportunity to power the AI boom. * [--] Gigawatts: The total potential power capacity across its global portfolio. * [--] Gigawatts: The amount already in various stages of development. * In a"  
[X Link](https://x.com/DailyREITBeat/status/2015889768446361960)  2026-01-26T20:49Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 2nd [----] 📅 On Friday Morningstar downgraded Equinix $EQIX to Hold from Buy and maintained its $875 price target 🎉 American Healthcare REIT $AHR will be added to the S&P MidCap [---] Index prior to the open of trading 📜 Healthpeak Properties Inc. $DOC and Simon Property Group $SPG announce earnings after the close of trading 🏥 National Health Investors $NHI invested $105.5 million including transaction costs for the acquisition of nine properties with [---] units in KY SC and TN * Expects to make an additional investment of $3.3"  
[X Link](https://x.com/DailyREITBeat/status/2018309668213236070)  2026-02-02T13:04Z [----] followers, [---] engagements


"@HoyaCapital Weekly #REIT Recap (A Long Thread.) January 26th - January 30th [----] Warshed Out: The Dollar Fights Back U.S. equity and bond markets were surprisingly calm amid a frenzy of macro and policy developments including an FOMC rate decision and the selection of Kevin Warsh as Fed Chair. As expected the Federal Reserve "paused" its rate-cutting cycle following a series of three straight cuts citing concern over inflation stickiness and resilient - but cooling - labor market conditions. Long frustrated by an FOMC that has leaned towards a "restrictive" policy stance for much of his two"  
[X Link](https://x.com/DailyREITBeat/status/2018325968952201482)  2026-02-02T14:09Z [----] followers, [---] engagements


"Office A pair of office REITs reported decent results showing solid leasing volumes and signs of bottoming in occupancy rates but also some continued softness in rental rate trends and FFO headwinds from ongoing asset sales. Boston Properties (BXP) - the largest office REIT - slipped 1% this week after kicking off the earnings slate with a decent report highlighted by a forecasted return to FFO growth in [----]. On the all-important leasing front BXP signed [---] million SF of office space in Q4 - its best quarterly bookings since 4Q24 - which helped to drive a second-straight quarterly uptick in"  
[X Link](https://x.com/DailyREITBeat/status/2018326407034634453)  2026-02-02T14:11Z [----] followers, [--] engagements


"Lab Space Alexandria Real Estate (ARE) - which had plunged 30% after its disastrous third-quarter earnings report in which it slashed its [----] outlook and cut its dividend by 45% - dipped another 8% this week after reporting mixed results showing ongoing weakness in lab space fundamentals. Positively ARE met its full-year [----] FFO outlook at $9.01/share (-4.9% from 2024) and slightly beat its NOI guidance with full-year Cash NOI rising 0.9% (vs. -0.2% guidance) - a modest step in the right direction after a concerning series of downward revisions throughout the back half of last year. ARE"  
[X Link](https://x.com/DailyREITBeat/status/2018326587473645937)  2026-02-02T14:12Z [----] followers, [--] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 3rd [----] 📅 🎯Goldman Sachs reinstates Alexandria Real Estate Equities Inc. $ARE with a Neutral rating and sets a $60 price target BofA upgrades Equity LifeStyle Properties Inc. $ELS to Buy from Neutral and raises its price target by $2 to $76 UBS downgrades Peakstone Realty Trust $PKST to Neutral from Buy and raises its price target by $4 to $21 📜 Healthpeak Properties Inc. $DOC and Simon Property Group $SPG announced quarterly earnings while American Assets Trust Inc. $AAT and Brandywine Realty Trust $BDN announce after the"  
[X Link](https://x.com/DailyREITBeat/status/2018673322540581158)  2026-02-03T13:09Z [----] followers, [---] engagements


"🚀Camden Property Trust Exits California to Bet on Itself Houston-based$CPT Camden Property Trustis making waves by putting its entire California portfolio11 premium properties worth $1.5 billionup for sale. But this isn't just about leaving the Golden State; its a strategic play to unlock massive shareholder value. 🔹The Strategy: Buybacks Acquisitions CEO Ric Campo is leaning into share repurchases. With the stock trading at a significant discount Camden finds that buying back its own shares generates returns roughly200 basis points higherthan buying new apartments. 🔹The Portfolio: Instant"  
[X Link](https://x.com/DailyREITBeat/status/2018684694234087455)  2026-02-03T13:55Z [----] followers, [----] engagements


"🏗 CNBC's Diana Olick Interviews Camden Property Trust's CEO Ric Campo Despite a surge in supply and cooling rents investor appetite for multifamily real estate is "huge." $CPT Camden CEO Ric Campo recently shared why the firm is offloading its entireCalifornia portfolioto go all-in on theSun Belt. The "Great Migration" Strategy: Camden is shiftng focus to where the growth is. With 90% of their assets already in the Sun Belt they are doubling down on pro-business environments and superior long-term NOI growth. The Conflict of Fundamentals: National vacancy rates hit a record7.3%in January and"  
[X Link](https://x.com/DailyREITBeat/status/2018694898501689743)  2026-02-03T14:35Z [----] followers, [---] engagements


"🏗 @RealPage Apartment Demand Analysis: Which Markets Stayed Resilient in Q4 While the U.S. apartment market saw a seasonal shift toward net move-outs at the end of 2025marking a return to "pre-pandemic normalcy"a few powerhouse markets are still defying the cooldown. Out of the nations top [--] markets only [--] maintained positive demand in Q4. 🍎 New York: The Heavyweight Champ * New York continues to lead the nation proving its resilience despite broader market shifts. * Absorption: [----] units in Q4. * Track Record: This marks the 7th consecutive quarter of positive growth. * Occupancy: At"  
[X Link](https://x.com/DailyREITBeat/status/2018707936759914981)  2026-02-03T15:27Z [----] followers, [---] engagements


"📢 @HoyaCapital on Brookfield Acquisition of Peakstone Realty Trust Another REIT heads for the exit. Small-cap Peakstone Realty $PKST surged 33% yesterday after it agreed to be acquired by Brookfield Asset Management in an all-cash deal at $21/share - a 34% premium to its last closing price valued at about $1.2 billion. PKST owns [--] industrial properties across [--] states with a focus on the Industrial Outdoor Storage ("IOS") segment - a niche category consisting of secured paved or graveled yards used to store large equipment vehicles containers materials or inventory that cant be stored"  
[X Link](https://x.com/DailyREITBeat/status/2018716048631968064)  2026-02-03T15:59Z [----] followers, [---] engagements


"🏬 Key Takeaways from $SPG Simon Property Groups Earnings Call Leasing & Demand * 30% of lease signings were new leases; new lease rents running around $65/sf expected to hold into [----] * Leasing pipeline is up 15% YoY broad-based across categories * Tenant demand remains strong if anything increasing Traffic Sales & Loyalty * Traffic and sales are up a critical positive despite macro headwinds * Early traction from Simon+ loyalty program * Holiday activation drove organic buzz and incremental traffic * More rewards retailers and cross-program partnerships coming in [----] Tenant Health &"  
[X Link](https://x.com/DailyREITBeat/status/2018731945992106062)  2026-02-03T17:02Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 4th [----] 📅 🎯 Cantor Overweight REIT Initiations w/ Price Targets * $CTO CTO Realty Growth Inc. -- $20 price target * $GNL Global Net Lease -- $11 price target * $MDV Modiv Industrial -- $18 price target * $PINE Alpine Income Property Trust -- $20 price target * $WSR Whitestone REIT -- $16 price target 🎯 Yesterday Maxim initiated Medical Properties Trust Inc. $MPT with a Buy rating and set an $8 price target Yesterday Truist Securities downgraded Peakstone Realty Trust $PKST to Hold from Buy and raised its price target by $2 to"  
[X Link](https://x.com/DailyREITBeat/status/2019034393864442270)  2026-02-04T13:04Z [----] followers, [---] engagements


"✨ Barron's Presents [--] #REIT Stock Ideas from Cohen & Steers As we head into [----] REITs (Real Estate Investment Trusts) are quietly outperforming the S&P [---]. With lower valuations and yields triple that of the broader market the sector is becoming an income-investor's sanctuary. Ji Zhang co-manager of the standout @cohenandsteers Global Realty Shares fund and her team looks for mispriced assets with durable cash flows. [--] Digital Realty Trust $DLR * While other AI-adjacent stocks skyrocketed DLR stayed disciplined returning a modest 4% last year. * Focusing on established hubs like Northern"  
[X Link](https://x.com/DailyREITBeat/status/2019036195913654588)  2026-02-04T13:11Z [----] followers, [---] engagements


"🚀 From Warehouses to Watts: Prologis Eyes New Data Center Fund The worlds largest industrial real estate owner is officially pivoting toward the AI boom. $PLD @Prologis is exploring a massive shift: launching its first-ever co-investment vehicle dedicated entirely to Data Centers. Historically known for logistics Prologis is now leveraging its massive land bank to fuel the "frenzied race" for computing power. 📈 The Big Shift by the Numbers: * Data centers are projected to make up 40% of Prologis's new developments this year (up from just 10% last year). * The company has already secured 1.8"  
[X Link](https://x.com/DailyREITBeat/status/2019037072716079387)  2026-02-04T13:15Z [----] followers, [---] engagements


"🏗 Turning a Bankruptcy into a Rent Hike: Simon Property Groups Masterclass in Asset Management While most landlords fear the "B-word" (Bankruptcy) $SPG @SimonPropertyGp Simon Property Group is showing the market how to turn a tenant's exit into a massive financial win. Despite writing off a $100M investment in Saks Global CEO David Simon revealed that the #REIT is sitting on a "bright spot" that most missed. 📉 The Trade-Off: Less Space More Cash * The Old Deal: Saks Off 5th paid $18M in annual rent for their locations. * The New Reality: Simon is confident they can pull $30M in rent from"  
[X Link](https://x.com/DailyREITBeat/status/2019038873762811943)  2026-02-04T13:22Z [----] followers, [---] engagements


"📈 #REITs Outshine the Market: A Strong Start to [----] Real Estate Investment Trusts (REITs) are officially leading the charge this year. In January the FTSE @REITs_Nareit All Equity REITs Index posted a 2.8% total return comfortably outperforming the Russell [----] (1.4%) and the Dow Jones Total Stock Market (1.6%). While the Federal Reserve held rates steady on January 28th investor sentiment remains bullish on real assets. 🏆 Januarys Top Performers * Timberland: +7.8% (The month's clear winner) * Diversified: +7.6% * Specialty & Data Centers: Both tied at +7.2% * Free Standing Retail: +7.3%"  
[X Link](https://x.com/DailyREITBeat/status/2019040394365878760)  2026-02-04T13:28Z [----] followers, [---] engagements


"🚀 Healthpeak Properties Inc.s $360M Pipeline & the Road to Janus Living During Healthpeak Properties $DOC Q4 earnings call the Denver-based REIT revealed a massive $360 million investment pipeline as they prepare for the much-anticipated IPO of their new senior housing brand Janus Living. 📈 The Growth Strategy * Healthpeak has $360M under letters of intent/purchase agreements for 700+ units across Florida and Georgia. * Assets are concentrated in Orlando and Northern Atlantamarkets the team knows intimately. * To fund this growth CFO Kelvin Moses highlighted a $1B+ opportunistic capital"  
[X Link](https://x.com/DailyREITBeat/status/2019044883458117797)  2026-02-04T13:46Z [----] followers, [---] engagements


"🏗 Simon Property Group Unveils $250M+ Luxury Redevelopment Strategy for Iconic Assets $SPG Simon Property Group is investing over $250 million to transform three premier destinations into world-class mixed-use hubs. Following the full acquisition of these properties from Taubman Realty Group Simon is applying its signature "disciplined curation" to Nashville Denver and Tampa. 📍 The Mall at Green Hills Nashville TN * Grand Entrances: New two-story flagship statement entrances. * Luxury Focus: Specialized "jewel-box" spaces for high-end boutiques. * Exterior Revitalization: Lush landscaping"  
[X Link](https://x.com/DailyREITBeat/status/2019050301051789726)  2026-02-04T14:07Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 5th [----] 📅 BofA downgrades Americold Realty $COLD to Underperform from Buy and lowers its price target by $1 to $13 BofA downgrades Public Storage $PSA to Neutral from Buy and lowers its price target by $26 to $310 Wells Fargo downgrades Public Storage $PSA to Equalweight from Overweight and lowers its price target by $35 to $295 Wells Fargo downgrades SmartStop Self Storage $SMA to Equalweight from Overweight and lowers its price target by $8 to $33 📜 AvalonBay Communities $AVB Crown Castle $CCI EastGroup Properties Inc $EGP"  
[X Link](https://x.com/DailyREITBeat/status/2019396614381621444)  2026-02-05T13:04Z [----] followers, [---] engagements


"🏢 The $300M Strategic Pivot: Why Brandywine Realty Trust is Bullish on [----] The "wait and see" era of office real estate is officially over. $BDN Brandywine Realty Trust is kicking off a $300M disposition strategy and the data behind the move tells a fascinating story of market resilience. The State of the Market: * For the first time in years tenants are expanding their footprints rather than shrinking them. * Q3 saw [--] million sq. ft. of deals nationallythe strongest performance since [----]. * Research suggests the national vacancy rate has finally hit its ceiling at approximately 14%. *"  
[X Link](https://x.com/DailyREITBeat/status/2019398945382814162)  2026-02-05T13:13Z [----] followers, [---] engagements


"🌍 Global Real Estate is Back: January [----] Market Wrap-Up The numbers are in and January was a powerhouse month for global real estate. The FTSE EPRA @REITs_Nareit Developed Index surged with a 3.8% total return even managing to edge out global equities (3.2%). 🏆 The Regional Leaderboard * Performance was strong across the board but Asia and Europe stole the show. * Developed Asia & Europe tied for first place with a stellar 4.9% return. * North America posted a solid 3.2% return showing steady growth despite a more balanced market landscape. * Real estate proved its mettle by outperforming"  
[X Link](https://x.com/DailyREITBeat/status/2019399514776314179)  2026-02-05T13:15Z [----] followers, [---] engagements


"🏗 The Billionaires Row Shakeup: Empire State Realty Trust Lists [---] West 57th Street for $350M Tony Malkin and Empire State Realty Trust $ESRT are making headlines again. The REIT has officially listed its 540000-square-foot office trophy at [---] West 57th Street eyeing a $350 million exit. This isn't just a building sale; its a masterclass in portfolio rebalancing. As ESRT continues to pivot toward multifamily and prime retail they are proving that "office" isn't a monolithic categoryit's about knowing when to hold and when to fold. 📍 Property Highlights: A Modernized Classic * Spans a full"  
[X Link](https://x.com/DailyREITBeat/status/2019404033232961915)  2026-02-05T13:33Z [----] followers, [---] engagements


"📈 S&P Global US REITs Update: January NAV Monitor Are US REITs finally finding their footing The latest data from S&P Global Market Intelligence shows the median discount to Net Asset Value (NAV) narrowed to 16.2% in January moving up from an 18.3% discount in December. While the broader market shows signs of recovery the story varies wildly depending on the sector you're watching. 📉 The Deepest Discounts (Trading "On Sale") * Office (33.6% discount): Still facing the steepest uphill battle. Brandywine Realty Trust (BDN) and Hudson Pacific Properties (HPP) are trading at 60%+ discounts. *"  
[X Link](https://x.com/DailyREITBeat/status/2019411876552094103)  2026-02-05T14:04Z [----] followers, [---] engagements


"🏗 Logistics Real Estate: The Turning Point is Here The data is in and the message is clear: the U.S. logistics market has shifted into a new growth cycle. The latest $PLD Prologis Industrial Business Indicator (IBI) shows a significant rebound in leasing activity and a tightening of available space. 📈 Activity is Surging * The IBI Activity Index hit [----] in Januaryits highest level since late [----]. * Goods are moving downstream quickly as retailers move to replenish lean inventories. * Capacity utilization is hovering around 85% signaling that customers have finally "grown into" their"  
[X Link](https://x.com/DailyREITBeat/status/2019461930713276752)  2026-02-05T17:23Z [----] followers, [---] engagements


"🚨Erez Asset Management Encouraging $VRE Veris Residential to Explore Options 🚨 Reuters out with a story that Bruce Schanzer is urging the company to put itself up for sale arguing a transaction could reward shareholders with a 70% premium to the real estate investment trust's current share price. Erez Asset Management wants the company to begin a formal review of strategic alternatives and to publicly announce and fully market the process as it is pressing management and the board to act quickly and boldly now that its three main competitors have announced similar reviews."  
[X Link](https://x.com/DailyREITBeat/status/2019513160504602664)  2026-02-05T20:47Z [----] followers, [----] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 6th [----] 📅 Colliers Securities downgrades MAA $MAA to Neutral from Buy and lowers its price target by $5 to $145 Yesterday Argus Research downgraded Healthpeak Properties Inc. $DOC to Hold from Buy 📜 COPT Defense Properties $CDP Camden Property Trust $CPT Cousins Properties $CUZ Digital Realty $DLR Equity Residential $EQR Phillips Edison & Company $PECO Alpine Income Property Trust $PINE Regency Centers $REG and Ventas Inc. $VTR announced quarterly earnings 🏠 Federal Realty Investment Trust $FRT announced the sale of Misora"  
[X Link](https://x.com/DailyREITBeat/status/2019759508138962960)  2026-02-06T13:06Z [----] followers, [---] engagements


"🏢 MAA Q4 Update: Navigating Supply Headwinds & Gearing Up for Growth The Sun Belt multifamily market is seeing a tug-of-war between supply and demand. In their recent Q4 [----] earnings call executives from $MAA shared a transparent look at current challengesand why they are optimistic about a recovery in [----]. 📉 The Current Landscape: Concessions & Supply * While the portfolio remains resilient high supply continues to impact the bottom line. * Roughly two-thirds of competitors are offering concessions averaging about [--] weeks (rising to [---] weeks for new lease-ups). * Same-store revenues"  
[X Link](https://x.com/DailyREITBeat/status/2019770335353008615)  2026-02-06T13:49Z [----] followers, [---] engagements


"🏗 Cousins Properties Acquires [---] South Tryon in Charlotte for $317.5M While the national office narrative remains mixed$CUZ Cousins Propertiesis doubling down on Charlottes "positive stride." The Atlanta-based firm just added the iconic300 South Tryontower to its growing local portfolio. 💎 A Rare 100% Occupancy Win * Unlike other recent discounted sales in the area [---] South Tryon stands out for its stability. * The tower boasts a100% occupancy ratewith average lease terms of six years. * The 25-story building is anchored byBarings with other major tenants likeAmeriprise Financial. *"  
[X Link](https://x.com/DailyREITBeat/status/2019785615810625595)  2026-02-06T14:49Z [----] followers, [---] engagements


"📅 @HoyaCapital #REIT Earnings Calendar 📅 February 9th - February 13th [----] MONDAY 2/9 Earnings Pre-Market:Alexanders Inc. $ALX Earnings Post-Market:Brixmor Property Group $BRX Kilroy Realty Corporation $KRC UDR $UDR Vornado Realty Trust $VNO TUESDAY 2/10 Earnings Post-Market:Agree Realty Corporation $ADC Acadia Realty Trust $AKR Douglas Emmett $DEI Highwoods Properties $HIW InvenTrust Properties Corp. $IVT NETSTREIT Corp. $NTST Welltower Inc. $WELL W. P. Carey Inc. $WPC WEDNESDAY 2/11 Earnings Pre-Market:NNN REIT Inc. $NNN Urban Edge Properties $UE Earnings Post-Market:Essential Properties"  
[X Link](https://x.com/DailyREITBeat/status/2019809191783702930)  2026-02-06T16:23Z [----] followers, [---] engagements


"⚡ The AI Bet That Investors Still Love: Why Data Center REITs are Winning While the broader AI trade has seen some recent turbulence one sector is standing tall: Data Center REITs. Even as tech hyperscalers and software stocks face valuation questions the "landlords of the internet" continue to rally. [--] Performance Powerhouses: The industry giants are off to a hot start this year * Digital Realty $DLR: Up 9.8% in [----] following a strong Q4 earnings beat. * Equinix $EQIX: Up 9.3% as investors look ahead to their Feb [--] report. [--] The "Agnostic" AI Play: Whether ChatGPT Claude or Gemini comes"  
[X Link](https://x.com/DailyREITBeat/status/2019869949049630795)  2026-02-06T20:24Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 9th [----] 📅 🎯 Citizens initiates Fermi America $FRMI with a Market Outperform rating and sets a $30 price target 📜 Curbline Properties $CURB announced 4Q earnings * Brixmor Property Group $BRX Kilroy Realty Corporation $KRC UDR Inc. $UDR Vornado Realty Trust $VNO announce earnings after the close of trading 🏨 Pebblebrook Hotel Trust $PEB announced the election of Nina P. Jones and Bill Bayless to the Board of Trustees as Ms. Jones's election is effective March [--] [----] while Mr. Bayless is expected to join the Board during the"  
[X Link](https://x.com/DailyREITBeat/status/2020846388448301384)  2026-02-09T13:04Z [----] followers, [---] engagements


"🏥 Ventas Inc. Targets $2.5B of Investment in [----] Ventas $VTR is hitting the ground running in [----] with a massive appetite for senior housing. 🚀 Aggressive Growth & Investment * Ventas has already closed over $800M in deals this year aiming for a total of $2.5B in investments for [----]. * Over the last [--] months they've poured $4.8B into the sector across [--] distinct transactions. * U.S. senior housing remains their #1 capital allocation priority. 🏘 Operational Wins (SHOP Segment) * The Senior Housing Operating Portfolio (SHOP) is now the company's powerhouse making up 53% of its annual"  
[X Link](https://x.com/DailyREITBeat/status/2020855470123028546)  2026-02-09T13:41Z [----] followers, [---] engagements


"🏢 The Rise of "Next-Gen" Real Estate: Why [----] is the Year to Watch The REIT landscape has fundamentally shifted. What used to be "niche" sectorslike data centers and senior housingnow make upmore than halfof the total REIT investing universe. According to the latest insights from@cohenandsteers we are entering one of the most supportive backdrops for real estate investing in years. Here is whats driving the "Next-Gen" evolution: 🚀 The Structural Shift * Twenty years ago sectors like cell towers data centers and self-storage were small players. Today they sit at the center of the modern"  
[X Link](https://x.com/DailyREITBeat/status/2020859466447532164)  2026-02-09T13:56Z [----] followers, [---] engagements


"@HoyaCapital Weekly #REIT Recap (A Long Thread.) February 2nd - February 6th [----] From Silicon To Steel: The Value Trade Returns U.S. equity markets diverged sharply as cooling labor data revived Fed rate-cut expectations accelerating a value rotation and pressuring growth amid scrutiny and an unwind of the dollar debasement trade. With the January BLS payrolls report delayed investors instead reacted to softer-than-expected JOLTS ADP Challenger and initial claims data interrupting a stretch of resilient economic releases and tempering risk sentiment. Meanwhile the busiest week of corporate"  
[X Link](https://x.com/DailyREITBeat/status/2020862789523288487)  2026-02-09T14:10Z [----] followers, [---] engagements


"The other trio of reports this week showed similar trends of labor market cooling. ADP Payroll data showed private-sector job growth of just 22k in January - below estimates of 46k - which would have been worse absent a +74k surge in healthcare and educational employment. Professional and business services shed jobs while hiring remained stagnant at smaller firms. Wage growth for job switchers continued to decelerate - hovering around five-year lows - another sign of easing labor tightness. Elsewhere Challenger Job Cuts data showed that U.S. companies announced [------] job cuts in January - up"  
[X Link](https://x.com/DailyREITBeat/status/2020863106067399103)  2026-02-09T14:11Z [----] followers, [--] engagements


"Real estate earnings season kicked into high gear this week with reports from over two dozen REITs. With roughly 25% of REIT earnings season now in the books sector-by-sector results are broadly consistent with those forecast in our Earnings Preview. Of the [--] REITs that provide full-year guidance for Funds From Operations ("FFO") [--] REITs (50%) reported actual full-year results that exceeded the midpoint of their most recent guidance while [--] REITs (31%) met their guidance and [--] REITs (19%) reported results below their most recent guidance midpoint. Consistent with the "green shoots" noted in"  
[X Link](https://x.com/DailyREITBeat/status/2020863169434996885)  2026-02-09T14:11Z [----] followers, [--] engagements


"Beginning with some non-earnings news small-cap net lease REIT Peakstone Realty (PKST) surged 30% this week after it agreed to be acquired by Brookfield Asset Management in an all-cash deal at $21/share - a 34% premium to its last closing price. PKST owns [--] industrial properties across [--] states with a focus on the Industrial Outdoor Storage ("IOS") segment - a niche category consisting of yards used to store large equipment vehicles containers materials or inventory that cant be stored inside traditional warehouses. PKST also owns [--] office properties a segment that it has been exiting via"  
[X Link](https://x.com/DailyREITBeat/status/2020863225437245874)  2026-02-09T14:11Z [----] followers, [--] engagements


"Senior Housing Beginning with the winners this week Ventas (VTR)the second-largest senior housing REIT rallied 6% after delivering solid results - highlighted by another quarter of strong senior housing operating performanceand announcing an 8% dividend increase. Driven by robust momentum in its core Senior Housing Operating Portfolio (SHOP) VTR reported full-year FFO growth of 9.1% in [----] above its prior guidance of 7.7%and forecasts robust FFO growth of 10.1% in [----]. Senior Housing fundamentals remained the clear standout with SHOP same-store NOI up 15.4% in [----] and average occupancy"  
[X Link](https://x.com/DailyREITBeat/status/2020863309252083778)  2026-02-09T14:12Z [----] followers, [--] engagements


"Mall Simon Property (SPG)the largest mall owner in the nationrallied 4% after reporting impressive results showing continued momentum in high-end retail fundamentals and provided a relatively upbeat [----] outlook. SPG reported full-year FFO growth of 4.0% in [----] - exceeding its prior guidance of 3.3% - and its initial forecast for [----] calls for FFO growth of 3.1% at the midpoint. Portfolio occupancy ended the year near record highs of 96.4% essentially flat sequentially and year-over-year fueled by another strong quarter of leasing activity. SPG signed 4.4M SF of leasing in Q4lifting its"  
[X Link](https://x.com/DailyREITBeat/status/2020863393792504164)  2026-02-09T14:12Z [----] followers, [--] engagements


"Data Center Digital Realty (DLR)the second-largest data center REIT gained 3% this week after reporting impressive results highlighted by an across-the-board earnings beat and an encouraging [----] outlook. Fueled by continued robust AI-related and enterprise cloud demand DLR reported full-year FFO growth of 10.0% in [----] above its prior outlook of 9.1%and forecasts strong FFO growth of 7.6% in [----]. Operationally leasing trends remained constructive with little indication of cooling in either volumes or pricing power. DLR reported total cash releasing spreads of 6.1% (+4.3% on small leases and"  
[X Link](https://x.com/DailyREITBeat/status/2020863494002774442)  2026-02-09T14:12Z [----] followers, [--] engagements


"Office Philly-focused office REIT Brandywine (BDN) surged over 15% this week after reporting decent results and providing an upbeat forecast for [----] calling for a return to FFO growth for the first time in four years. BDN reported full-year FFO of $0.52 in [----] matching its prior guidance but down more than 60% from pre-pandemic levels as it continues to reposition its pandemic-hit portfolio and repair its balance sheet. Initial [----] FFO guidance was constructive however implying 6% growth at the midpoint. BDN also expects [---] bps of occupancy gains this year and positive net absorption for"  
[X Link](https://x.com/DailyREITBeat/status/2020863570758521324)  2026-02-09T14:13Z [----] followers, [--] engagements


"Skilled Nursing Omega Healthcare (OHI) - the largest skilled nursing REIT - rallied 3% this week after it reported solid results highlighted by continued improvement in tenant health. OHI reported full-year FFO growth of 8.0% - exceeding its prior forecast of 6.4% - and provided [----] guidance calling for FFO growth of 3.2% reflecting improving rent coverage and stable operating trends across the portfolio with EBITDAR coverage increasing [--] bps sequentially to 1.57x while exposure to sub-1.0x tenants remained contained at 4.3% of NOI. Portfolio occupancy was stable at 82.6% and leverage"  
[X Link](https://x.com/DailyREITBeat/status/2020863645010297271)  2026-02-09T14:13Z [----] followers, [--] engagements


"Industrial Among the better-performers this week industrial REITs rallied after strong results from a pair of "middle-America" focused logistics REITs offset a weak report from the West Coast. Sunbelt-heavy EastGroup (EGP) rallied 5% after reporting strong results and boosting its dividend by 11%. EGP reported full-year FFO growth of 7.5% in [----] topping its prior guidance of 7.3%and forecasts FFO growth of 5.8% in [----]. Leasing activity was in line with expectations with cash spreads of +19.1% in Q4 a moderation from the +28% TTM average. First Industrial (FR)which owns a regionally diverse"  
[X Link](https://x.com/DailyREITBeat/status/2020863709007024372)  2026-02-09T14:13Z [----] followers, [--] engagements


"Cell Tower Onto the losers this week Crown Castle (CCI)the second-largest cell tower REIT - dipped 7% after reporting decent Q4 results but posted disappointing [----] guidance reflecting a larger-than-expected impact from DISH-related terminations and weaker leasing assumptions. CCI reported a full-year FFO decline of -4.0% in [----] better than its prior guidance for a -6.0% declineas it continues to work through its fiber divestiture which remains on track to close by mid-2026. A modest return to FFO growth is forecast in [----] with initial guidance calling for a 3.3% FFO increase but this was"  
[X Link](https://x.com/DailyREITBeat/status/2020863774169661573)  2026-02-09T14:14Z [----] followers, [--] engagements


"Medical Office Healthpeak Properties (DOC)the largest medical office REIT declined 2% this week after reporting mixed results beating near-term earnings expectations but issuing a more cautious [----] outlook as lab fundamentals remain under pressure. DOC reported full-year FFO growth of 1.7% in [----] (matching its prior outlook) on full-year same-store NOI growth of 4.0% - topping its prior forecast of 3.5% - driven by outperformance in its Medical Office (MOB) and Senior Housing segments offsetting weakness in its lab segment. Portfolio performance remained bifurcated: outpatient medical"  
[X Link](https://x.com/DailyREITBeat/status/2020863840385106035)  2026-02-09T14:14Z [----] followers, [--] engagements


"Apartment Apartment REITs also lagged this week after the initial slate of reports pointed to a more muted near-term fundamentals backdrop - especially in the Sunbelt - with continued downward pressure on rental rates despite easing supply pressures. West Coast-focused Essex Property (ESS) was the leader of the group gaining 2.5% after reporting more solid trends in its supply-constrained West Coast markets recording blended rent growth of +1.9% (-2.4% on new leases and +4.8% on renewals). ESS reported full-year FFO growth of 2.2% in [----] matching its prior guidanceand forecasts FFO growth of"  
[X Link](https://x.com/DailyREITBeat/status/2020863905149411769)  2026-02-09T14:14Z [----] followers, [--] engagements


"2026 YTD Performance & [----] Recap Through the first month and a week of [----] REITs have outperformed the large-cap benchmarks despite some modest upward pressure on benchmark interest rates. The Equity REIT Index has posted gains of 4.2% this year while the Mortgage REIT Index has gained 2.7% and the Housing [---] Index has rallied 7.7%. This compares to the 1.3% advance for the S&P [---] the 8.6% gain for the Mid-Cap [---] and the 9.8% gain for the Small-Cap [---]. Within the REIT sector 16-of-20 property sectors are higher on the year led by Farmland Net Lease and Data Center REITs. At 4.20% the"  
[X Link](https://x.com/DailyREITBeat/status/2020863964788281653)  2026-02-09T14:14Z [----] followers, [--] engagements


"🏠 AvalonBay Communities Forecasts [----] Growth as Housing Supply Tightens Multifamily giant AvalonBay $AVB is looking at a bullish [----]. After navigating a heavy delivery year in [----] the REIT expects market fundamentals to strengthen as new supply drops significantly. 📉 Tighter Supply Higher Demand * New housing deliveries are expected to be 40% lower in [----] compared to last year. * Executives forecast sequential improvement each quarter as existing "standing inventory" is absorbed leaving renters with fewer options. * AVB achieved a 41% turnover rate in 2025the lowest in company"  
[X Link](https://x.com/DailyREITBeat/status/2020867777548918993)  2026-02-09T14:29Z [----] followers, [---] engagements


"Thank you Brad Roth and @etfcom for highlighting @HoyaCapital's High Dividend Yield Index and Hoya Housing Index in your "Behind the Ticker" podcast. Check out my full conversation with Brad https://www.etf.com/sections/podcasts/behind-ticker-riet-and-homz https://www.etf.com/sections/podcasts/behind-ticker-riet-and-homz"  
[X Link](https://x.com/DailyREITBeat/status/2020923202797715950)  2026-02-09T18:10Z [----] followers, [---] engagements


"🏙 The Return of the Landlord Highlighting Vornado Realty Trust Manhattan Office Leasing Activity $VNO Vornado Realty Trust Chairman and CEO Steven Roth dropped some interesting news during the Q4 earnings call noting that Manhattan office leasing is officially having a moment. According to Roth we are on the "foothills of the best landlord's market in [--] years." 🏆 Decade-High Performance: Vornado leased [---] million sq. ft. in Manhattan last yearthe highest volume in over a decade. 🚉 The Penn District Dominates: Demand is surging at PENN [--] which is now 80% occupied. Recent deals in Q4 hit"  
[X Link](https://x.com/DailyREITBeat/status/2021574361585488193)  2026-02-11T13:17Z [----] followers, [----] engagements


"🍽 New Dining District Coming to Austins "Second Downtown" $CUZ Cousins Properties is doubling down on The Domain. The Atlanta-based REIT has filed plans for a new dining-focused project Domain [---] Retail right in the heart of Austins premier tech corridor. 📍 Prime Location: The project sits on [---] acres next to the Domain [--] office building (home to Amazon) and across from Nvidia. 🍱 A Culinary Hub: The 13440-square-foot development features four buildings designed to cover every meal of the day. * Dinner: A flagship 5984-sq.-ft. space. * Lunch: A dedicated 3321-sq.-ft. spot. * Breakfast: A"  
[X Link](https://x.com/DailyREITBeat/status/2021575546153418828)  2026-02-11T13:22Z [----] followers, [---] engagements


"📈 Data Centers Are Back: @REITs_Nareit's Q4 Real Estate Fund Tracker Insights The latest Nareit tracker for actively managed U.S. real estate funds is out and the sentiment shift is clear. As we wrap up the final quarter of [----] expert investors are making big moves in specialized sectors. 🚀 The Big Winners * Data Centers saw the largest quarterly increase jumping to 134% of its index weight. Its now the 4th largest allocation overall at 13%. * Telecommunications remains the most "overweight" sector in funds sitting at 135% relative to its index weight. * Health Care holds the #1 crown for"  
[X Link](https://x.com/DailyREITBeat/status/2021628892243509552)  2026-02-11T16:54Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 12th [----] 📅 📜 Essential Properties Realty Trust Inc. $EPRT Equinix $EQIX Four Corners Property Trust $FCPT Getty Realty Corp. $GTY Iron Mountain $IRM Independence Realty Trust Inc. $IRT Kimco Realty Corporation $KIM LXP Industrial Trust $LXP Piedmont Realty Trust $PDM Rayonier $RYN Safehold Inc. $SAFE STAG Industrial Inc. $STAG announced quarterly earnings * CareTrust REIT $CTRE Federal Realty Investment Trust $FRT Healthcare Realty $HR Public Storage $PSA announce earnings after the close of trading 💰 NETSTREIT Corp. $NTST"  
[X Link](https://x.com/DailyREITBeat/status/2021933089438458170)  2026-02-12T13:03Z [----] followers, [---] engagements


"📉 Multifamily REITs: A Tough [----] Ahead But Hope Is on the Horizon The multifamily sector is facing a "math problem" as we head further into [----]. With operating expenses outpacing revenue growth major REITs are signaling a period of tightening belts. 💸 The Profit Squeeze * MAA $MAA expects same-store Net Operating Income (NOI) to drop 0.75% this year with expenses rising nearly 2.7%. * Equity Residential $EQR is projecting a modest 1.5% midpoint for NOI growtha significant slowdown from previous years due to "geopolitical uncertainty" and cooling job growth. * AvalonBay Communities $AVB is"  
[X Link](https://x.com/DailyREITBeat/status/2021939126635741687)  2026-02-12T13:27Z [----] followers, [---] engagements


"🏥 Welltower Inc. $WELL Pivots Toward Becoming a "Pure-Play SHOP REIT": CEO Shankh Mitra's Reality Check Here is the breakdown of Welltower's aggressive [----] strategy and why "writing credit checks" isn't the same as operational success: 🚀 The Big Pivot: Welltower [---] * Welltower is simplifying its structure moving away from being a "real estate deal shop" to an "operations and technology first business." * 59% of cash flow currently comes from the Senior Housing Operating Portfolio (SHOP). The goal is to grow that to 72% in the near future. * To fuel this growth the company has assembled a"  
[X Link](https://x.com/DailyREITBeat/status/2021944115437420836)  2026-02-12T13:46Z [----] followers, [---] engagements


"🏗 @principal Asset Management on The (CRE)covery: How Long Do Commercial Real Estate Cycles Last Weve officially entered a new phase of the Commercial Real Estate (CRE) cycle. According to Richard Hill and Principal's [----] Global CRE Outlook the broad-based downturn is behind us and the path forward is all about selectivity. 🔄 The Anatomy of a CRE Cycle Historical data (dating back to the 1970s) shows that real estate cycles are incredibly durable. * Average Duration: Cycles typically last over [--] years. * Long Expansions: Once the recovery phase ends the expansion phase averages 1213"  
[X Link](https://x.com/DailyREITBeat/status/2021963560293720380)  2026-02-12T15:04Z [----] followers, [---] engagements


"🏨 Sotherly Hotels Inc. Acquired by KWHP and Ascendant Capital Partners Joint Venture Kemmons Wilson Hospitality Partners (KWHP) and Ascendant Capital Partners have officially completed their acquisition of Sotherly Hotels Inc. $SOHO. This merger represents a strategic expansion into high-growth Southeastern U.S. markets combining deep industry legacy with modern investment expertise. 💰 Transaction Value: Sotherly common stock was acquired for $2.25 per share in cash. 📍 Strategic Growth: The acquisition adds [--] full-service hotels and a condo-hotel management agreement to the joint"  
[X Link](https://x.com/DailyREITBeat/status/2021978796098818303)  2026-02-12T16:04Z [----] followers, [---] engagements


"**Update on the REIT Jobs Website** I am so excited to announce some HUGE changes with All The REIT Jobs website very soon Full update redesign user interface and interactive concept being added. [--]. Will be working with REITs to add internship opportunities [--]. Users will be able to apply directly to jobs OR upload resumes for REITs to search for particular positions to fill. [--]. Website will be updated weekly with new jobs. [--]. Working to add Buyside/Sellside positions in REIT investment management and research [--]. Will be adding company descriptions and pages/websites for candidates to learn"  
[X Link](https://x.com/DailyREITBeat/status/2022006401166725572)  2026-02-12T17:54Z [----] followers, [---] engagements


"🏙 Love at the Top: Why Iconic Towers are Betting on Romance In the world of commercial real estate "location location location" has a new partner: romance. As the office market evolves owners of New Yorks most famous skyscrapers are turning their observation decks into major revenue engines by leaning into the "experience economy." 💖 Turning Skyline Views into Revenue Streams * $ESRT @ESRTsocial Empire State Realty Trust and other major landlords are proving that love is big business. * The observatory at the Empire State Building alone accounted for 25% of the REITs net operating income in"  
[X Link](https://x.com/DailyREITBeat/status/2022298430853296270)  2026-02-13T13:14Z [----] followers, [---] engagements


"🤖 Is AI the "Office Killer" or its Secret Weapon 🏢 Yesterday on @CNBC "The Exchange" yesterday Piper Sandler #REIT analyst Alexander Goldfarb chatted with @KellyCNBC Kelly Evans to tackle the elephant in the room:Is AI going to destroy the demand for office space The short answer The data suggests the exact opposite. 🔹The "Mall Evolution" Lesson:Just as the internet didn't kill physical malls AI isn't replacing the need for physical workspaces. Post-COVID weve learned that physical retail and office hubs remain essential for brand and culture. 🔹AI is a Tenant Not Just a Threat:While some"  
[X Link](https://x.com/DailyREITBeat/status/2022298773192335417)  2026-02-13T13:16Z [----] followers, [---] engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- February 13th [----] 📅 Raymond James upgrades Rayonier $RYN to Strong Buy from Outperform and raises its price target by $2 to $28 📜 CBL Properties $CBL CareTrust REIT $CTRE Federal Realty Investment Trust $FRT Healthcare Realty $HR Public Storage $PSA Sabra Health Care REIT Inc. $SBRA announced quarterly earnings 💰 W. P. Carey Inc. $WPC priced [---] million aggregate principal amount of 3.250% Senior Notes due [----] and [---] million aggregate principal amount of 3.750% Senior Notes due [----] * Net proceeds to repay all of the [---] million in"  
[X Link](https://x.com/DailyREITBeat/status/2022296989300293901)  2026-02-13T13:09Z [----] followers, [---] engagements


"💰 #REIT Earnings Calendar 📅 February 16th - February 20th [----] MONDAY 2/16 Earnings Post-Market:Armada Hoffler $AHH TUESDAY 2/17 Earnings Pre-Market:Kite Realty Group $KRG Earnings Post-Market:Community Healthcare Trust $CHCT Centerspace $CSR Empire State Realty Trust $ESRT JBG SMITH $JBGS WEDNESDAY 2/18 Earnings Post-Market:Broadstone Net Lease Inc. $BNL Gladstone Commercial Corporation $GOOD Host Hotels & Resorts $HST Industrial Logistics Properties Trust $ILPT Invitation Homes $INVH Macerich $MAC THURSDAY 2/19 Earnings Pre-Market:Americold Realty $COLD Medical Properties Trust Inc. $MPT"  
[X Link](https://x.com/DailyREITBeat/status/2022328212269793735)  2026-02-13T15:13Z [----] followers, [---] engagements


"@HoyaCapital Hoya Capital is excited to host Iman Brivanlou Portfolio Manager of the TCW Relative Value and Real Estate equity strategies for an in-depth REIT webinar this coming Tuesday at 3pm eastern. Interested in attending Got questions for Dr. Brivanlou Want a link to the replay Send me a message. https://twitter.com/i/web/status/2022354327860318686 https://twitter.com/i/web/status/2022354327860318686"  
[X Link](https://x.com/DailyREITBeat/status/2022354327860318686)  2026-02-13T16:56Z [----] followers, [---] engagements

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