#  @HoyaCapital Hoya Capital 🏙️
Hoya Capital 🏙️ posts on X about $7741t, reit, fed, rates the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::3958994607/interactions)
- [--] Week [-----] -1.40%
- [--] Month [------] +6.80%
- [--] Months [-------] +29%
- [--] Year [-------] -4.20%
### Mentions: [--] [#](/creator/twitter::3958994607/posts_active)
- [--] Week [--] -52%
- [--] Month [---] +7.60%
- [--] Months [---] +41%
- [--] Year [-----] +160%
### Followers: [-----] [#](/creator/twitter::3958994607/followers)
- [--] Week [-----] +0.12%
- [--] Month [-----] +0.84%
- [--] Months [-----] +5.10%
- [--] Year [-----] +11%
### CreatorRank: [---------] [#](/creator/twitter::3958994607/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 76.88% [stocks](/list/stocks) 36.68% [cryptocurrencies](/list/cryptocurrencies) 11.06% [currencies](/list/currencies) 5.53% [technology brands](/list/technology-brands) 1.01% [countries](/list/countries) 1.01% [financial services](/list/financial-services) 0.5% [exchanges](/list/exchanges) 0.5%
**Social topic influence**
[$7741t](/topic/$7741t) #69, [reit](/topic/reit) #82, [fed](/topic/fed) #456, [rates](/topic/rates) 7.54%, [daily](/topic/daily) 5.53%, [$vno](/topic/$vno) #19, [dividend](/topic/dividend) #1294, [inflation](/topic/inflation) 4.52%, [$psa](/topic/$psa) #6, [$spg](/topic/$spg) #16
**Top accounts mentioned or mentioned by**
[@allthereitnews](/creator/undefined) [@dailyreitbeat](/creator/undefined) [@reitacademy](/creator/undefined) [@alreits](/creator/undefined) [@seekingalpha](/creator/undefined) [@rbradthomas](/creator/undefined) [@reitsnareit](/creator/undefined) [@prologis](/creator/undefined) [@dilanhira](/creator/undefined) [@sebcfo](/creator/undefined) [@topgunfp](/creator/undefined)
**Top assets mentioned**
[Veno Finance (VNO)](/topic/$vno) [Public Storage (PSA)](/topic/$psa) [Simon Property Group Inc (SPG)](/topic/$spg) [Crown Castle Inc (CCI)](/topic/$cci) [Eigenpie (EGP)](/topic/$egp) [Kimco Realty Corp (KIM)](/topic/$kim) [UDR, Inc. (UDR)](/topic/$udr) [Equinix Inc (EQIX)](/topic/$eqix) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Douglas Emmett, Inc. (DEI)](/topic/$dei) [Ventas, Inc. (VTR)](/topic/$vtr) [COPT Defense Properties (CDP)](/topic/$cdp) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [CareTrust REIT, Inc (CTRE)](/topic/$ctre) [Prologis Inc (PLD)](/topic/$pld) [Terreno Realty Corporation (TRNO)](/topic/$trno) [LXP Industrial Trust (LXP)](/topic/$lxp) [Highwoods Properties Inc. (HIW)](/topic/$hiw) [Independence Realty Trust Inc. (IRT)](/topic/$irt) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [Iron Mountain Inc (IRM)](/topic/$irm) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [NetSTREIT Corp. (NTST)](/topic/$ntst) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [Regency Centers Corp (REG)](/topic/$reg) [First Industrial Realty Trust, Inc. (FR)](/topic/$fr) [TANGER FACTORY OUTLET CENTERS (SKT)](/topic/$skt) [WELL3 (WELL)](/topic/$well) [Healthpeak (DOC)](/topic/$doc) [Acadia Realty Trust (AKR)](/topic/$akr) [Fermi Inc. (FRMI)](/topic/$frmi) [AMERICAN ASSETS TRUST, INC. (AAT)](/topic/$aat) [Earth [--] Essence (ESS)](/topic/$ess) [WP Carey, Inc. (WPC)](/topic/$wpc) [Federal Realty Investment Trust (FRT)](/topic/$frt) [Rayonier Inc. (RYN)](/topic/$ryn) [Cousins Properties Inc. (CUZ)](/topic/$cuz) [American Homes [--] Rent (AMH)](/topic/$amh) [Healthcare Realty Trust, Inc. (HR)](/topic/$hr) [Curbline Properties Corp. (CURB)](/topic/$curb) [Kilroy Realty Corp. (KRC)](/topic/$krc) [AudioCoin (ADC)](/topic/$adc) [Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [Omega Healthcare Investors Inc. (OHI)](/topic/$ohi) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Sui (SUI)](/topic/$sui) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Kite Realty Group Trust (KRG)](/topic/$krg) [AhaToken (AHT)](/topic/$aht) [Phillips Edison & Company, Inc. (PECO)](/topic/$peco)
### Top Social Posts
Top posts by engagements in the last [--] hours
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +1.9% 🟢 Equity REITs: +1.6% 🟢 Housing Index: +1.0% Top Property Sectors: 🟢 Data Center: +4.8% 🟢 Cold Storage: +3.2% Bottom Property Sectors: 🔴 Net Lease: -0.3% 🔴 SF Rental: -0.3% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing"
[X Link](https://x.com/HoyaCapital/status/2019887546453442661) 2026-02-06T21:34Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Alpine Income $PINE: +6.0% 🟢 Digital Reality $DLR: +4.2% 🟢 Ventas $VTR: +3.4% 🟢 Equity Residential $EQR: +3.4% 🟢 COPT Defense $CDP: +1.4% 🟢 Camden Property $CPT: +0.1% 🔴 Regency Centers $REG: -0.3% 🔴 Philips Edison $PEC: -0.8% 🔴 Cousins Property $CUZ: -1.2% https://twitter.com/i/web/status/2019889247310721458 https://twitter.com/i/web/status/2019889247310721458"
[X Link](https://x.com/HoyaCapital/status/2019889247310721458) 2026-02-06T21:41Z [----] followers, [--] engagements
"📰 The Daily REITBeat Wednesday November 12th [----] $BRX $CSR $INN $RLJ @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6224830-the-daily-reitbeat-wednesday-november-12th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6224830-the-daily-reitbeat-wednesday-november-12th-2025"
[X Link](https://x.com/HoyaCapital/status/1988563275542417501) 2025-11-12T11:03Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday January 5th [----] $AIV $AMT $CCI $CTRE $DHC $EGP $FR $SHO $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6240956-the-daily-reitbeat-monday-january-5th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6240956-the-daily-reitbeat-monday-january-5th-2026"
[X Link](https://x.com/HoyaCapital/status/2008167443156394230) 2026-01-05T13:23Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday January 8th [----] $AMH $CDP $DLR $EXR $GTY $HR $INVH $PK $PLD $SKT $TRNO $VNO $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6245137-the-daily-reitbeat-thursday-january-8th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6245137-the-daily-reitbeat-thursday-january-8th-2026"
[X Link](https://x.com/HoyaCapital/status/2009253669078757638) 2026-01-08T13:19Z [----] followers, [---] engagements
"Big day for Hoya Capital $RIET hit a major growth milestone surpassing $100 Million in AUM @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit"
[X Link](https://x.com/HoyaCapital/status/2011591199938003079) 2026-01-15T00:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday January 16th [----] $CDP $HPP $INVH $KIM $SILA $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6248620-the-daily-reitbeat-friday-january-16th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6248620-the-daily-reitbeat-friday-january-16th-2026"
[X Link](https://x.com/HoyaCapital/status/2012149882421936480) 2026-01-16T13:08Z [----] followers, [---] engagements
"Healthcare We also heard business updates this week from a pair of healthcare REITs. Healthpeak Properties Inc. (DOC)which rallied last week after announcing plans to spin off its senior housing portfolio into a new REIT called Janus Livingrallied another 6% this week after it announced a series of deals totaling $925M. This month DOC acquired a 1.4-million-square-foot campus on [--] acres on Gateway Boulevard in San Francisco for a total of $600M. The campus is 60% occupied and expands DOC's footprint in South San Francisco to roughly 6.5M SF across [---] acres. DOC also announced that it closed"
[X Link](https://x.com/HoyaCapital/status/2013625487172489464) 2026-01-20T14:51Z [----] followers, [--] engagements
"📰 The Daily REITBeat Monday January 26th [----] $CUBE $ELME $NSA $ONL $PLD $PSA $WELL @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6251920-the-daily-reitbeat-monday-january-26th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6251920-the-daily-reitbeat-monday-january-26th-2026"
[X Link](https://x.com/HoyaCapital/status/2015773604240031806) 2026-01-26T13:07Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🔴 January Rate Cut Odds: 3% (Prior: 4%) 🟠 [----] Implied Cuts: [---] (Prior: 1.9) https://twitter.com/i/web/status/2016261603012886858 https://twitter.com/i/web/status/2016261603012886858"
[X Link](https://x.com/HoyaCapital/status/2016261603012886858) 2026-01-27T21:26Z [----] followers, [---] engagements
"Key Themes To Watch This REIT Earnings Season Real estate earnings season kicked into gear this week and over the next month we'll hear results from [---] equity REITs [--] mortgage REITs and dozens of housing industry companies. After another disappointing year in [----] REITs have gathered momentum over the past quarter as the outlook for interest rates has modestly improved on the heels of improving inflation data. In this report we focus specifically on property-level fundamentals previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various"
[X Link](https://x.com/HoyaCapital/status/2017252289275158659) 2026-01-30T15:03Z [----] followers, [---] engagements
"📊 Warshed Out: A New Macro Regime Real Estate Weekly Outlook: U.S. equity and bond markets were surprisingly calm this past week amid a frenzy of macro and policy developments including a critical FOMC rate decision and the selection of a new Fed Chair. As expected the Federal Reserve "paused" its rate-cutting cycle following three consecutive cuts citing concern about 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 terms President Trump unveiled Kevin Warsh as his Fed"
[X Link](https://x.com/HoyaCapital/status/2018010556490244594) 2026-02-01T17:16Z [----] followers, [---] engagements
"As discussed in our Earnings Preview report real estate earnings season kicked into gear this week with results from a dozen REITs. In the report we analyzed notable "green shoots" gleaned from recent data including 1) a pickup in housing market activity as mortgage spreads tighten; 2) no signs of cooling in the red-hot senior housing space as occupancy rates continue to push higher; 3) improved office fundamentals on net-negative supply growth and still-rising office attendance; and 4) re-firming retail fundamentals after the early-2025 cooldown. Weaker recent trends include 1)"
[X Link](https://x.com/HoyaCapital/status/2018325047920697490) 2026-02-02T14:06Z [----] followers, [--] engagements
"Retail REITs Earnings Preview Strip Centers: Following a period of softening in retail fundamentals in early [----] recent data points to a meaningful improvement in fundamentals into year-end. Cushman & Wakefields latest Q4 [----] U.S. Retail Report shows that retail demand rebounded meaningfully in the second half with net absorption accelerating to [---] million square feet in Q4the strongest quarterly gain since Q4 2023driven largely by backfilling of secondary space by discount retailers grocery chains and sporting goods stores. After three weak quarters all regions posted positive absorption"
[X Link](https://x.com/HoyaCapital/status/2018338128788967631) 2026-02-02T14:58Z [----] followers, [--] engagements
"Fed Watch: Rate Cut Tracker 🔴 January Rate Cut Odds: 11% (Prior: 13%) 🔴 [----] Implied Cuts: [---] (Prior: 2.1) https://twitter.com/i/web/status/2018435404953739715 https://twitter.com/i/web/status/2018435404953739715"
[X Link](https://x.com/HoyaCapital/status/2018435404953739715) 2026-02-02T21:24Z [----] followers, [---] engagements
"Another REIT heads for the exit. Small-cap Peakstone Realty (PKST) surged 33% today 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 inside traditional warehouses. PKST also owns [--] remaining office"
[X Link](https://x.com/HoyaCapital/status/2018444319355486498) 2026-02-02T22:00Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.9% 🔴 Equity REITs: -0.2% 🟢 Housing Index: +0.7% Commodities 🟢 Gold: +6.2% 🟢 Crude Oil: +2.9% 🔴 Bitcoin: -2.0% Top Property Sectors: 🟢 Timber: +2.4% 🟢 Self-Storage: +2.2% Bottom Property Sectors: 🔴 Billboard: -0.8% 🔴 Medical Office: -1.0% @ReitAcademy @DailyREITBeat @rbradthomas @SeekingAlpha @AllTheREITNews #REITs https://twitter.com/i/web/status/2018794465302065612 https://twitter.com/i/web/status/2018794465302065612"
[X Link](https://x.com/HoyaCapital/status/2018794465302065612) 2026-02-03T21:11Z [----] followers, [---] engagements
"Mall: Simon Property (SPG) the largest mall owner in the nation declined 1% today despite reporting impressive results showing continued momentum in high-end retail fundamentals and provided a relatively optimistic outlook for the year ahead. 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"
[X Link](https://x.com/HoyaCapital/status/2018795116790440091) 2026-02-03T21:13Z [----] followers, [--] engagements
"Healthpeak Properties $DOC the largest medical office REIT declined 2% today after reporting mixed fourth-quarter 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 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 delivered strong"
[X Link](https://x.com/HoyaCapital/status/2018796367247020341) 2026-02-03T21:18Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Philly-focused office REIT Brandywine (BDN) surged nearly 12% today after reporting decent Q4 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 calling for $0.51$0.59 per share implying 6% growth at the midpoint. BDN expects flat same-store"
[X Link](https://x.com/HoyaCapital/status/2019167308367704346) 2026-02-04T21:52Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Omega Healthcare (OHI) - the largest skilled nursing REIT - rallied 6% after it reported solid 4Q25 results highlighted by continued improvement in tenant fundamentals and another quarter of steady cash flow growth. 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. Coverage metrics continued to firm with EBITDAR coverage increasing [--] bps sequentially to 1.57x while exposure to sub-1.0x"
[X Link](https://x.com/HoyaCapital/status/2019524966132126181) 2026-02-05T21:34Z [----] followers, [--] engagements
"Apartment REITs lagged today after the initial trio of reports pointed to a more muted near-term fundamentals backdrop with continued downward pressure on rental rates despite easing supply pressures. AvalonBay (AVB) the largest apartment REIT - declined 4% after it reported blended rent growth of -0.3% (-4.2% on new leases and +3.0% on renewals) a deceleration from the +2.5% blended last quarter. $AVB reported full-year FFO growth of 2.1% in [----] slightly missing its prior guidance of 2.2% and forecasts FFO growth of 0.1% in [----]. Essex (ESS) the third-largest apartment REIT - traded flat"
[X Link](https://x.com/HoyaCapital/status/2019532196529283518) 2026-02-05T22:02Z [----] followers, [--] engagements
"📊 REIT Earnings Quick Takes Digital Realty (DLR) the second-largest data center REIT rallied 4% after reporting impressive Q4 results highlighted by an across-the-board earnings beat and an encouraging [----] outlook that came in ahead of expectations. 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"
[X Link](https://x.com/HoyaCapital/status/2019889856831279151) 2026-02-06T21:44Z [----] followers, [---] engagements
"Ventas (VTR) the second-largest senior housing REIT advanced 2% today after delivering solid Q4 results - highlighted by another quarter of strong senior housing operating performance and announcing a 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% y/y and average occupancy rising [---] bps year-over-year to 90.1%"
[X Link](https://x.com/HoyaCapital/status/2019890727434469418) 2026-02-06T21:47Z [----] followers, [---] engagements
"📊 From Silicon To Steel: The Value Trade Returns Real Estate Weekly Outlook: 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 earnings season raised questions around where"
[X Link](https://x.com/HoyaCapital/status/2020552940377837922) 2026-02-08T17:38Z [----] 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/HoyaCapital/status/2020861350881194370) 2026-02-09T14:04Z [----] 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/HoyaCapital/status/2020861628586025057) 2026-02-09T14:05Z [----] 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/HoyaCapital/status/2020861692633088189) 2026-02-09T14:05Z [----] 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/HoyaCapital/status/2020861971885638070) 2026-02-09T14:06Z [----] 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/HoyaCapital/status/2020862045814448493) 2026-02-09T14:07Z [----] 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/HoyaCapital/status/2020862116392046968) 2026-02-09T14:07Z [----] 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/HoyaCapital/status/2020862322772742518) 2026-02-09T14:08Z [----] 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/HoyaCapital/status/2020862398790357258) 2026-02-09T14:08Z [----] 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/HoyaCapital/status/2020862473172029619) 2026-02-09T14:08Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +0.5% 🟢 Equity REITs: +0.4% 🔴 Housing Index: -0.3% Top Property Sectors: 🟢 Cell Tower: +1.9% 🟢 Cold Storage: +1.1% Bottom Property Sectors: 🔴 Billboard: -1.1% 🔴 Regional Mall: -1.3% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
[X Link](https://x.com/HoyaCapital/status/2020969498098987094) 2026-02-09T21:14Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟠 March Rate Cut Odds: 18% (Prior: 18%) 🟢 [----] Implied Cuts: [---] (Prior: 2.2) https://twitter.com/i/web/status/2020971263603376327 https://twitter.com/i/web/status/2020971263603376327"
[X Link](https://x.com/HoyaCapital/status/2020971263603376327) 2026-02-09T21:21Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -1.5% 🟠 Equity REITs: 0.0% 🔴 Housing Index: -1.2% Top Property Sectors: 🟢 Data Center: +7.5% 🟢 Cell Tower: +3.5% Bottom Property Sectors: 🔴 Apartment: -2.8% 🔴 Medical Office: -2.9% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
[X Link](https://x.com/HoyaCapital/status/2022057174147412388) 2026-02-12T21:16Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +0.1% 🟢 Equity REITs: +1.4% 🟢 Housing Index: +1.4% Top Property Sectors: 🟢 Regional Mall: +2.7% 🟢 Medical Office: +2.7% Bottom Property Sectors: 🟠 Cold Storage: +0.1% 🔴 Timber: -0.1% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
[X Link](https://x.com/HoyaCapital/status/2022421878217048397) 2026-02-13T21:25Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday February 9th [----] $AKR $BRX $CURB $FRMI $JOSS $KRC $PEB $UDR $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6257400-the-daily-reitbeat-monday-february-9th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6257400-the-daily-reitbeat-monday-february-9th-2026"
[X Link](https://x.com/HoyaCapital/status/2020847561502806220) 2026-02-09T13:09Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 8% (Prior: 6%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) Treasury Yields 2-Year: 3.45% (-6 bps) 10-Year: 4.10% (-7 bps)"
[X Link](https://x.com/HoyaCapital/status/2022058306370408845) 2026-02-12T21:20Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 10% (Prior: 8%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) Treasury Yields 2-Year: 3.41% (-5 bps) 10-Year: 4.05% (-5 bps) https://twitter.com/i/web/status/2022422723264168268 https://twitter.com/i/web/status/2022422723264168268"
[X Link](https://x.com/HoyaCapital/status/2022422723264168268) 2026-02-13T21:28Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday October 29th [----] $AAT $AHH $AKR $AMH $ARE $AVB $BNL $BXP $CHCT $CTO $EQIX $EQR $ESRT $ESS $EXR $FCPT $FPI $FSP $HIW $ILPT $INVH $IRT $IVT $JBGS $KIM $KRG $LXP $MAA $PGRE $PSA $REG $STAG $SUI $UDR $UE $VTR $WPC $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6219469-the-daily-reitbeat-wednesday-october-29th-2025 https://twitter.com/i/web/status/1983507297054720462 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6219469-the-daily-reitbeat-wednesday-october-29th-2025"
[X Link](https://x.com/HoyaCapital/status/1983507297054720462) 2025-10-29T12:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday November 5th [----] $AHT $AVB $BHR $BNL $CLDT $COLD $CTRE $DEI $EQR $FRT $GMRE $GNL $GOOD $HIW $HPP $HST $INN $IRM $KRG $LAMR $LAND $LINE $LTC $MAC $PEB $PECO $PSTL $RLJ $RYN $SAFE $SBRA $SILA $SKT $TRNO $VNO $WELL $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6222054-the-daily-reitbeat-wednesday-november-5th-2025 https://twitter.com/i/web/status/1986058624142110857 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6222054-the-daily-reitbeat-wednesday-november-5th-2025"
[X Link](https://x.com/HoyaCapital/status/1986058624142110857) 2025-11-05T13:10Z [----] followers, [----] engagements
"📰 The Daily REITBeat Friday December 19th [----] $ADC $AHR $CPT $NHI $SVC $TRNO $UDR $VICI @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6238603-the-daily-reitbeat-friday-december-19th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6238603-the-daily-reitbeat-friday-december-19th-2025"
[X Link](https://x.com/HoyaCapital/status/2002003296584601720) 2025-12-19T13:09Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday January 12th [----] $AMH $CIO $CURB $DOC $FCPT $HIW $O $PEB $SHO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6246065-the-daily-reitbeat-monday-january-12th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6246065-the-daily-reitbeat-monday-january-12th-2026"
[X Link](https://x.com/HoyaCapital/status/2010700297367146735) 2026-01-12T13:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday January 14th [----] $DEI $FVR $LXP $PLD $RITM @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247660-the-daily-reitbeat-wednesday-january-14th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247660-the-daily-reitbeat-wednesday-january-14th-2026"
[X Link](https://x.com/HoyaCapital/status/2011426221372956705) 2026-01-14T13:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday January 20th [----] $AAT $AVB $CURB $CUBE $ELS $IRT $NHI $NNN $O $PINE $PLD $PSA $PSTL $REG $SITC $SPG $SUI $UDR $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6249050-the-daily-reitbeat-tuesday-january-20th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6249050-the-daily-reitbeat-tuesday-january-20th-2026"
[X Link](https://x.com/HoyaCapital/status/2013599765410283830) 2026-01-20T13:09Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday January 21st [----] $FRMI $GOOD $GTY $MPW $NLOP $PLD $TRNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250408-the-daily-reitbeat-wednesday-january-21st-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250408-the-daily-reitbeat-wednesday-january-21st-2026"
[X Link](https://x.com/HoyaCapital/status/2013962980472357103) 2026-01-21T13:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday January 22nd [----] $CTRE $GTY $KIM @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250943-the-daily-reitbeat-thursday-january-22nd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250943-the-daily-reitbeat-thursday-january-22nd-2026"
[X Link](https://x.com/HoyaCapital/status/2014324534564807142) 2026-01-22T13:09Z [----] followers, [---] engagements
"Lab space REIT 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% - rebounded by 2% today after reporting fourth-quarter results that were a modest step in the right direction. 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). ARE also maintained its full-year [----] outlook (which had been reduced at its Investor Day in December) for FFO of $6.40 at the midpoint"
[X Link](https://x.com/HoyaCapital/status/2016270703956259320) 2026-01-27T22:02Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 13% (Prior: 12%) 🟢 [----] Implied Cuts: [---] (Prior: 1.8) https://twitter.com/i/web/status/2016986527524671841 https://twitter.com/i/web/status/2016986527524671841"
[X Link](https://x.com/HoyaCapital/status/2016986527524671841) 2026-01-29T21:27Z [----] followers, [---] engagements
"Post-Earnings Performance 🟢 $SLG SL Green: +2.3% 🟢 $ELS Equity Lifestyle: +1.4% 🔴 $WY Weyerhaeuser: -0.5% 🔴 $NLY Annaly Capital: -1.0% 🔴 $BX Blackstone: -2.6% https://twitter.com/i/web/status/2016987854006604216 https://twitter.com/i/web/status/2016987854006604216"
[X Link](https://x.com/HoyaCapital/status/2016987854006604216) 2026-01-29T21:32Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday February 2nd [----] $AHR $DOC $EQIX $NHI $SPG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6252885-the-daily-reitbeat-monday-february-2nd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6252885-the-daily-reitbeat-monday-february-2nd-2026"
[X Link](https://x.com/HoyaCapital/status/2018311028493226098) 2026-02-02T13:10Z [----] followers, [---] engagements
"On cue with the "REIT Exodus" prediction commercial mortgage REIT Apollo Commercial Real Estate (ARI) rallied 9% after announcing an agreement to sell its entire $9B commercial real estate loan portfolio to Athene Holding - an Apollo-linked insurer - at roughly 99.7% of commitments net of reserves. The deal which is expected to close in 2Q [----] is expected to leave ARI with about $1.4 billion in net cash and $1.7 billion in equity implying $12.05 per share in residual value - nearly 25% above its prior closing share price of around $10. Citing its objective to maximize shareholder value ARI"
[X Link](https://x.com/HoyaCapital/status/2018325109027549371) 2026-02-02T14:06Z [----] 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/HoyaCapital/status/2018325193354055925) 2026-02-02T14:06Z [----] followers, [--] engagements
"Manufactured Housing Among the stronger relative performers this week Equity Lifestyle (ELS) - the second-largest manufactured housing ("MH") REIT - was little changed after reporting decent fourth-quarter results and raising its dividend by 5% as steady strength in its core MH portfolio was partially offset by continued weakness in its transient and seasonal RV segment. ELS delivered full-year revenue in its MH segment of 5.5% - matching its prior guidance - but came up short in its RV and Marina segment with 0.2% full-year growth below its prior 0.3% guide. In all ELS reported solid"
[X Link](https://x.com/HoyaCapital/status/2018325267198951504) 2026-02-02T14:06Z [----] 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/HoyaCapital/status/2018325362350993632) 2026-02-02T14:07Z [----] followers, [--] engagements
"From a drywall contractor to a $5B retail REIT. Kite Realty Group's (KRG) story is an interesting American growth story evolving into one of the largest owner/operators of strip center retail in the nation. #REIT #RealEstate #Investing #Dividends #KRG"
[X Link](https://x.com/HoyaCapital/status/2018386117171544354) 2026-02-02T18:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday February 3rd [----] $AAT $ARE $BDN $DOC $ELS $GMRE $LAMR $OUT $PKST $SPG $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6255550-the-daily-reitbeat-tuesday-february-3rd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6255550-the-daily-reitbeat-tuesday-february-3rd-2026"
[X Link](https://x.com/HoyaCapital/status/2018674695432802369) 2026-02-03T13:15Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.5% 🟢 Equity REITs: +1.4% 🟢 Housing Index: +2.4% Top Property Sectors: 🟢 Cold Storage: +4.9% 🟢 Mall: +3.1% Bottom Property Sectors: 🟠 Timber: +0.2% 🔴 Senior Housing: -0.8% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing"
[X Link](https://x.com/HoyaCapital/status/2019159061753962980) 2026-02-04T21:20Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday February 4th [----] $AHR $AVB $CCI $CDP $COLD $CPT $CUZ $DLR $EGP $EQR $ESS $FR $HHH $MAA $OHI $PECO $PINE $PSA $REG $REXR $SMA $SPG $SUI $TRNO $VTR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256478-the-daily-reitbeat-thursday-february-5th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256478-the-daily-reitbeat-thursday-february-5th-2026"
[X Link](https://x.com/HoyaCapital/status/2019398094245282052) 2026-02-05T13:09Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Omega Healthcare $OHI: +6.0% 🟢 EastGroup $EGP: +2.9% 🟢 First Industrial $FR: +2.2% 🟠 Essex $ESS: -0.4% 🔴 Mid-America $MAA: -3.1% 🔴 AvalonBay $AVB: -4.6% 🔴 Rexford $REXR -6.5% 🔴 Ladder $LADR -6.5% 🔴 Crown Castle $CCI: -9.0% https://twitter.com/i/web/status/2019523678434726380 https://twitter.com/i/web/status/2019523678434726380"
[X Link](https://x.com/HoyaCapital/status/2019523678434726380) 2026-02-05T21:29Z [----] followers, [--] engagements
"Eastgroup (EGP) the second-largest industrial REIT - rallied 3% after reporting strong fourth-quarter 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) the fourth largest industrial REIT - gained 2% after reporting similarly solid results and raising its dividend by 12%. $FR reported sector-leading full-year FFO growth of 11.7% in"
[X Link](https://x.com/HoyaCapital/status/2019528847109353582) 2026-02-05T21:49Z [----] 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/HoyaCapital/status/2020861745993015671) 2026-02-09T14:06Z [----] 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/HoyaCapital/status/2020861825579896984) 2026-02-09T14:06Z [----] 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/HoyaCapital/status/2020861890562269375) 2026-02-09T14:06Z [----] 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/HoyaCapital/status/2020862182494187813) 2026-02-09T14:07Z [----] 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/HoyaCapital/status/2020862256351748129) 2026-02-09T14:08Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.2% 🟢 Equity REITs: +1.3% 🟢 Housing Index: +2.3% Top Property Sectors: 🟢 SF Rental: +2.9% 🟢 Hotel: +2.8% Bottom Property Sectors: 🟢 Office: +0.1% 🟠 Cannabis: 0.0% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
[X Link](https://x.com/HoyaCapital/status/2021331145598599253) 2026-02-10T21:11Z [----] followers, [---] engagements
"Brixmor (BRX) the fourth-largest strip center REIT owning a regionally diverse portfolio focused on grocery-anchored centers gained 2% today after reporting a strong Q4 highlighted by accelerating in-line leasing momentum and a positive [----] outlook consistent with still-favorable retail fundamentals. $BRX reported full-year FFO growth of 5.6% - topping its prior guidance of 5.2% - and its initial [----] outlook calls for FFO growth of 4.4% this year. At the property-level BRX reported same-store NOI growth of 4.2% in [----] also topping its prior guide and projects an acceleration in [----] to"
[X Link](https://x.com/HoyaCapital/status/2021336180101677297) 2026-02-10T21:31Z [----] followers, [--] engagements
"Vornado Realty (VNO) the second largest office REIT owning an NYC-focused portfolio - gained 3% today after it reported a mixed 4Q25 with improving fundamentals in its core New York office portfolio offset by some property-specific headwinds. Leasing activity accelerated meaningfully with 960K SF signed during the quarter (an acceleration from its TTM average of roughly 780k) while NYC office occupancy jumped [---] bps sequentially to 91.2%. Cash leasing spreads remained healthy at +7.2% in the quarter (+7.8% for FY25) underscoring continued flight-to-quality demand in Manhattan. These"
[X Link](https://x.com/HoyaCapital/status/2021337218401415386) 2026-02-10T21:35Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday February 110th [----] $ADC $AKR $ARE. $CURB $CUZ $DEI $EPRT $EQIX $FCPT $FRMI $GTY $HIW $IRM $IRT $IVT $KIM $LXP $NNN $NTST $PDM $RYN $STAG $UE $WELL $WPC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258764-the-daily-reitbeat-wednesday-february-11th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258764-the-daily-reitbeat-wednesday-february-11th-2026"
[X Link](https://x.com/HoyaCapital/status/2021572708773851601) 2026-02-11T13:11Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🟠 S&P 500: 0.0% 🔴 Equity REITs: -0.6% 🔴 Housing Index: -0.7% Treasury Yields: 🔴 2-Year: 3.51% (+6 bps) 🔴 10-Year: 4.17% (+2 bps) Top Property Sectors: 🟢 Senior Housing: +3.0% 🟢 Farmland: +1.6% Bottom Property Sectors: 🔴 Office: -2.3% 🔴 Cold Storage: -3.0% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits #REITs https://twitter.com/i/web/status/2021692979547705738 https://twitter.com/i/web/status/2021692979547705738"
[X Link](https://x.com/HoyaCapital/status/2021692979547705738) 2026-02-11T21:09Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🔴 March Rate Cut Odds: 6% (Prior: 20%) 🔴 [----] Implied Cuts: [---] (Prior: 2.6)"
[X Link](https://x.com/HoyaCapital/status/2021693560869838929) 2026-02-11T21:11Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Chimera $CIM: +6.4% 🟢 Welltower $WELL: +3.5% 🟢 Blackstone Mortgage $BXMT: +1.7% 🟢 Agree Realty $ADC: +0.4% 🟢 InvenTrust $IVT: +0.1% 🟠 NetStreit $NTST: -0.2% 🟠 WP Carey $WPC: -0.5% 🟠 National Retail $NNN: -0.9% 🟠 Urban Edge $UE: -1.3% 🔴 Douglas Emmett $DEI: -2.4% 🔴 Acadia Realty $AKR: -3.7% 🔴 Highwoods $HIW: 9.8% https://twitter.com/i/web/status/2021695908401098919 https://twitter.com/i/web/status/2021695908401098919"
[X Link](https://x.com/HoyaCapital/status/2021695908401098919) 2026-02-11T21:20Z [----] followers, [--] engagements
"Four net lease REITs reported results over the past [--] hours each of which reported an acceleration in acquisition activity as investment spreads improved. WP Carey (WPC) the second-largest net lease REIT owning an industrial-focused portfolio traded flat today despite reporting solid fourth quarter results that capped off an active [----] as it completed a multi-year strategic portfolio repositioning to focus more exclusively on industrial real estate. Fueled by embedded contractual escalators and robust investment activity WPC reported full-year FFO growth of 5.7% in [----] modestly above its"
[X Link](https://x.com/HoyaCapital/status/2021697382195319044) 2026-02-11T21:26Z [----] followers, [--] engagements
"National Retail (NNN) the fourth-largest net lease REIT owning a retail-focused portfolio traded modestly higher after reporting solid fourth-quarter results and introducing an outlook that points to modestly accelerating growth in [----] supported by record acquisition activity. $NNN reported full-year AFFO growth of 2.7% in [----] above its prior guidance for 2.4% - and forecast AFFO growth of 3.2% for full-year [----] reflecting higher assumed acquisition volume and stable operating fundamentals. Acquisition volume totaled $931M in [----] (up 51% from 2024) which was the largest annual total in"
[X Link](https://x.com/HoyaCapital/status/2021698008073593204) 2026-02-11T21:29Z [----] followers, [---] engagements
"Continuing a strong start to retail REIT earnings season a trio of strip center REITs reported results over the past [--] hours two of which announced dividend hikes. InvenTrust (IVT) which focuses on grocery-anchored centers in the Southeast traded flat today after reporting solid Q4 results and hiking its dividend by 5%. $IVT reported full-year FFO growth of 5.8% - topping its prior guidance of 4.9% - and its initial [----] outlook calls for FFO growth of 5.5% this year. At the property-level Same-store NOI grew 5.3% in [----] also topping its prior guide and projects a slight deceleration in"
[X Link](https://x.com/HoyaCapital/status/2021700198054125661) 2026-02-11T21:37Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Redwood Trust $RWT +20.3% 🟢 Equinix $EQIX +10.6% 🟢 Getty Realty $GTY +5.8% 🟢 Iron Mountain $IRM +5.3% 🟠 Kimco Realty $KIM +1.9% 🟠 Rayonier $RYN +1.0% 🔴 Essentials Property $EPRT 0.1% 🔴 Four Corners Property $FCPT 3.3% 🔴 STAG Industrial $STAG 4.6% 🔴 Independence Realty $IRT 4.6% 🔴 LXP Industrial $LXP 6.6% 🔴 Piedmont Realty $PDM 8.1% 🔴 Franklin BSP $FBRT 14.2% https://twitter.com/i/web/status/2022059595494306169 https://twitter.com/i/web/status/2022059595494306169"
[X Link](https://x.com/HoyaCapital/status/2022059595494306169) 2026-02-12T21:25Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Equinix (EQIX)the largest data center REIT surged after it delivered a decisive earnings beat boosted its dividend by 10% and introduced a [----] outlook that meaningfully exceeded expectations signaling accelerating momentum across both demand and profitability. Fueled by robust enterprise hyperscale and AI-driven demand $EQIX reported normalized AFFO growth of roughly 9.5% in [----] matching its prior guidance - and forecasts 10.4% AFFO growth in [----] well above consensus expectations and a sharp step-up from the 5% growth profile outlined at its June Analyst Day."
[X Link](https://x.com/HoyaCapital/status/2022061373669130449) 2026-02-12T21:32Z [----] followers, [---] engagements
"Kimco Realty (KIM) the largest strip center REIT owning a nationally diversified portfolio of grocery-anchored shopping centers rallied today after reporting solid fourth-quarter results highlighted by a 10th-straight quarter of double-digit leasing spreads - and introducing upbeat [----] guidance indicating a continuation of robust retail real estate fundamentals. Driven by solid property-level fundamentals and accretive capital recycling KIM reported full-year FFO growth of 6.7% in [----] among the best in the sector and topping its prior forecast and projects FFO growth of 3.4% this year in"
[X Link](https://x.com/HoyaCapital/status/2022061891263021141) 2026-02-12T21:34Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday November 4th [----] $AHH $AHT $AIV $APLE $BHR $CLDT $CSR $DEI $DHC $EPR $GMRE $GOOD $HPP $HST $IIPR $INN $IRM $LINE $LTC $MAA $MAC $NNN $NSA $O $PSTL $RHP $SBAC $SILA $SITC $SKT $SPG $TRNO $UMH $VNO $WSR $WY @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6221641-the-daily-reitbeat-tuesday-november-4th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6221641-the-daily-reitbeat-tuesday-november-4th-2025"
[X Link](https://x.com/HoyaCapital/status/1985697719424356594) 2025-11-04T13:16Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday January 13th [----] $AHT $BXP $CCI $CDP $DLR $DRH $EGP $FVR $LINE $NTST $PDM $STAG $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247209-the-daily-reitbeat-tuesday-january-13th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247209-the-daily-reitbeat-tuesday-january-13th-2026"
[X Link](https://x.com/HoyaCapital/status/2011064137087070407) 2026-01-13T13:13Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday February 4th [----] $AAT $AVB $BDN $CCI $CTO $CUBE $EGP $ESS $FR $GNL $MAA $MDV $MPT $OHI $PDM $PINE $PKST $REXR $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256010-the-daily-reitbeat-wednesday-february-4th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256010-the-daily-reitbeat-wednesday-february-4th-2026"
[X Link](https://x.com/HoyaCapital/status/2019035532601250022) 2026-02-04T13:09Z [----] followers, [---] engagements
"Post-Earnings Performance 🟢 Brandywine $BDN: +11.7% 🟢 American Assets $AAT: +3.9% 🟠 Rithm Capital $RITM: -1.6% 🔴 KKR Real Estate $KREF: -3.7% REIT Earnings This Afternoon AvalonBay $AVB Crown Castle$CCI EastGroup $EGP Essex $ESS First Industrial$FR Mid-America$MAA Omega Healthcare$OHI Rexford $REXR https://twitter.com/i/web/status/2019160409790390472 https://twitter.com/i/web/status/2019160409790390472"
[X Link](https://x.com/HoyaCapital/status/2019160409790390472) 2026-02-04T21:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -1.3% 🟠 Equity REITs: -0.1% 🔴 Housing Index: -0.7% Commodities 🔴 Bitcoin: -14.4% 🔴 Silver: -13.5% 🔴 Gold: -2.8% Top Property Sectors: 🟢 Senior Housing: +3.2% 🟢 Billboard: +1.9% Bottom Property Sectors: 🔴 Cold Storage: -2.8% 🔴 Cell Tower: -4.6% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing https://twitter.com/i/web/status/2019522623055532099 https://twitter.com/i/web/status/2019522623055532099"
[X Link](https://x.com/HoyaCapital/status/2019522623055532099) 2026-02-05T21:24Z [----] followers, [---] engagements
"Crown Castle (CCI) the second-largest cell tower REIT - dipped 9% today after reporting decent fourth-quarter 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% decline as 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 well shy of"
[X Link](https://x.com/HoyaCapital/status/2019526641236447494) 2026-02-05T21:40Z [----] followers, [--] engagements
"📰 The Daily REITBeat Tuesday February 10th [----] $ADC $AIV $AKR $BRX $DEI $HIW $IVT $KRC $NNN $NTST $UDR $UE $VNO $WELL $WPC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258330-the-daily-reitbeat-tuesday-february-10th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258330-the-daily-reitbeat-tuesday-february-10th-2026"
[X Link](https://x.com/HoyaCapital/status/2021194275694735654) 2026-02-10T12:07Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 22% (Prior: 17%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) https://twitter.com/i/web/status/2021331466886471710 https://twitter.com/i/web/status/2021331466886471710"
[X Link](https://x.com/HoyaCapital/status/2021331466886471710) 2026-02-10T21:12Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Ares Commercial $ACRE: +11.4% 🟢 UDR Inc $UDR: +4.3% 🟢 Vornado $VNO: +2.7% 🟢 Brixmor $BRX: +2.5% 🔴 Kilroy $KRC: -3.7% https://twitter.com/i/web/status/2021333051926786211 https://twitter.com/i/web/status/2021333051926786211"
[X Link](https://x.com/HoyaCapital/status/2021333051926786211) 2026-02-10T21:18Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes UDR Inc. (UDR) the fifth-largest apartment REIT with the most regionally-diverse portfolios among its peers rallied nearly 5% today after reporting mixed Q4 results but provided a relatively constructive outlook for [----]. $UDR reported full-year FFO growth of 2.4% - meeting its prior guidance - and its initial [----] outlook calls for an FFO decline of -0.8% this year. At the property-level same-store NOI grew of 2.3% in [----] also meeting its prior guide and projects NOI growth of 0.1% in [----]. UDR reported blended rent growth of -2.1% in Q4 (-7.2% on new leases and"
[X Link](https://x.com/HoyaCapital/status/2021335034276225071) 2026-02-10T21:26Z [----] followers, [--] engagements
"📊 REIT Earnings Quick Takes Welltower (WELL) the largest senior housing owner in the country and top-performing REIT on a rolling 5-year basis - rallied another 3.5% today after reporting another stellar quarter highlighted by exceptional senior housing operating performance and a very strong initial [----] outlook. Fueled by continued outperformance in its Senior Housing Operating Portfolio (SHOP) $WELL reported full-year FFO growth of 22.5% in [----] above its prior guidance of 18.1% - and forecasts these robust trends to in [----] with an outlook calling for FFO growth of 16.6% this year."
[X Link](https://x.com/HoyaCapital/status/2021696362144813304) 2026-02-11T21:22Z [----] followers, [--] engagements
"Results from a pair of office REITs over the past [--] hours showed that while property-level trends have inflected positivelyevidenced by improved leasing volumes modest occupancy gains and stabilizing in-place rentsbottom-line profitability remains constrained by elevated leverage elevated interest expense and balance sheets still healing from years of value erosion. Douglas Emmett (DEI) which focuses exclusively on the L.A. and Honolulu office markets slipped 3% after reporting mixed Q4 results with decent leasing volume trends offset by continued downward pressure on rents. Recording a"
[X Link](https://x.com/HoyaCapital/status/2021702886837604754) 2026-02-11T21:48Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday February 12th [----] $CTRE $EPRT $EQIX $FCPT $FRT $GMRE $GTY $HR $IRM $IRT $KIM $LXP $NTST $PDM $PEB $PSA $RYN $SAFE $STAG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6259210-the-daily-reitbeat-thursday-february-12th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6259210-the-daily-reitbeat-thursday-february-12th-2026"
[X Link](https://x.com/HoyaCapital/status/2021934429225267597) 2026-02-12T13:08Z [----] followers, [---] engagements
"A trio of net lease REITs reported results: Getty Realty (GTY) which focuses on gas stations and other automotive-related real estate jumped 6% today after reporting solid fourth quarter results highlighted by a notable acceleration in acquisition activity. Fueled by embedded rent growth and a pick-up in investment activity GTY reported full-year AFFO growth of 4.3% in [----] topping its prior guidance - and reaffirmed [----] AFFO per share guidance of $2.48$2.50 implying growth of 2.0% this year. GTY completed $269M of investments in [----] (up 28% from 2024) including $135M in Q4 at a 7.9% cap"
[X Link](https://x.com/HoyaCapital/status/2022063703244382576) 2026-02-12T21:42Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday February 6th [----] $CDP $CPT $CUZ $DLR $DOC $EQR $FRT $FSP $MAA $PECO $PINE $REG $SPG $VTR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256984-the-daily-reitbeat-friday-february-6th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256984-the-daily-reitbeat-friday-february-6th-2026"
[X Link](https://x.com/HoyaCapital/status/2019760604072788209) 2026-02-06T13:10Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday February 13th [----] $CTRE $EPRT $EQIX $FCPT $FRT $GMRE $GTY $HR $IRM $IRT $KIM $LXP $NTST $PDM $PEB $PSA $RYN $SAFE $STAG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: $BRX $CBL $CTRE $FRT $HR $PSA $RYN $SBRA $SOHO $WPC https://twitter.com/i/web/status/2022298108013445306 https://twitter.com/i/web/status/2022298108013445306"
[X Link](https://x.com/HoyaCapital/status/2022298108013445306) 2026-02-13T13:13Z [----] followers, [--] engagements
"📊 January CPI Report Year-Over-Year Changes 🟢 Headline CPI: +2.39% (Prior: +2.68%) 🟢 Core CPI: +2.50% (Prior: +2.64%) 🟢 Core CPI ex-Shelter: +2.04% (Prior: +2.40%) Notable Upside M/M Movers & Contribution 🔴 Airfares: +6.5% (30% contribution) 🔴 Owner Eq. Rent: +0.2% (29%) 🔴 Hospital Services: +0.9% (11%) 🔴 Primary Rent: +0.2% (10%) Notable Downside M/M Movers & Contribution 🟢 Gasoline: 3.2% (-50% contribution) 🟢 Used Cars & Trucks: 1.8% (-26%) 🟢 Motor Vehicle Insurance: 0.4% (-6%) 🟢 Fuel Oil: -5.7% (-3%)"
[X Link](https://x.com/HoyaCapital/status/2022412956227768781) 2026-02-13T20:49Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Public Storage $PSA: +2.7% 🟢 Healthcare Realty $HR: +2.7% 🟠 Federal Realty $FRT: 0.0% 🔴 Rithm Property $RPT: 3.6% 🔴 CareTrust $CTRE: 1.8% 🔴 CBL Properties $CBL: 3.6% https://twitter.com/i/web/status/2022424765336588398 https://twitter.com/i/web/status/2022424765336588398"
[X Link](https://x.com/HoyaCapital/status/2022424765336588398) 2026-02-13T21:36Z [----] followers, [---] engagements
"Cold Storage: Americold (COLD) - which has been among the worst-performing REITs this year amid a myriad of challenges impacting the refrigerated storage sector and broader transportation industry - dipped another 4% this week after announcing that its CEO plans to step down at the end of this month. COLD announced the retirement of CEO George Chappelle who was appointed to the top role in November [----] after the termination of its former CEO Fred Boehler who oversaw Americold's successful IPO in [----] as the first cold storage REIT and had delivered roughly [--] percentage points of"
[X Link](https://x.com/HoyaCapital/status/1962896751473684732) 2025-09-02T15:13Z [----] followers, [--] engagements
"Healthcare: Embattled hospital owner Medical Properties Trust (MPW) - which has stabilized since early [----] following an 80% plunge from early [----] through late [----] amid issues with its largest (and now defunct) tenant Steward Healthcare - rallied 4% this week after it announced a lease agreement on six properties formely operated by Prospect another top tenant that filed for bankruptcy this past January. MPW announced that NOR Healthcare Systems will lease six facilities that were part of Prospects California operations under a master lease with an initial annualized rent of $45 million and"
[X Link](https://x.com/HoyaCapital/status/1962896826161402223) 2025-09-02T15:14Z [----] followers, [--] engagements
"2025 Performance & [----] Recap At the unofficial end of summer real estate equities have posted mixed performance compared to the major equity benchmarks slumping during the Spring and early Summer but showing renewed signs of life in recent weeks in hopes of imminent Fed rate cuts. The Equity REIT Index is now higher by 5.7% on the year while the Mortgage REIT Index has gained 9.8% and the Housing [---] Index has advanced 5.6%. This compares with the 10.7% advance for the S&P [---] the 5.1% gain for the Mid-Cap [---] and the 3.3% gain for the Small-Cap [---]. Within the REIT sector 10-of-18 property"
[X Link](https://x.com/HoyaCapital/status/1962896904489984454) 2025-09-02T15:14Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 0.9% this year - retreating over the past two months after surging to six-month highs in June - but the broader Commodities complex remains higher by 7.6% buoyed by a 31% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 1.6% on the year. In currency markets the US Dollar Index (DXY) has declined 5.1% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the Mortgage REIT"
[X Link](https://x.com/HoyaCapital/status/1962896952539873628) 2025-09-02T15:14Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead We'll see another critical slate of economic data and "Fed Speak" in the holiday-shortened week ahead including the final slate of employment data ahead of the mid-September FOMC meeting. The main event comes on Friday via the BLS Nonfarm Payrolls which last month posted a historically large downward revision to job growth in the early summer months sparking the sharp pivot in monetary policy expectations with the Fed now widely expected to resume its rate-cutting cycle after a nine-month pause. Economists expect job growth of 78k in August on the"
[X Link](https://x.com/HoyaCapital/status/1962897013642572054) 2025-09-02T15:14Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.7% 🏦 Equity REITs: -1.7% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 92% (Prior: 86%) Total [----] Cuts: [---] (Prior: 2.2) Top Property Sectors: 🟢 Office: -0.3% 🟢 Healthcare: -0.6% Bottom Property Sectors: 🔴 SF Rental: -3.2% 🔴 Timber: -3.4% Full Report at iREIT+Hoya on Seeking Alpha: 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](https://x.com/HoyaCapital/status/1962975968483516711) 2025-09-02T20:28Z [----] followers, [---] engagements
"🚚 Prologis (PLD) - Hoya Hotseat Our latest Hoya Hotseat interview features Prologis (PLD) - the worlds largest industrial REIT owning a global logistics portfolio exceeding $200 billion in assets spanning [---] billion square feet across key distribution hubs in [--] countries. Founded in [----] Prologis is the clear leader in modern logistics real estate serving a diversified tenant base of multinational retailers e-commerce giants third-party logistics providers and manufacturers. PLD's portfolio benefits from long-term secular growth in global trade supply chain reconfiguration and e-commerce"
[X Link](https://x.com/HoyaCapital/status/1963326214644380102) 2025-09-03T19:40Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.8% (Record High) 🏦 Equity REITs: +0.7% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 97% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.3) Top Property Sectors: 🟢 Timber: +2.9% 🟢 Cannabis: +2.5% Bottom Property Sectors: 🔴 SF Rental: 0.1% 🔴 Cell Tower: -1.1% Full Report at iREIT+Hoya on Seeking Alpha: 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](https://x.com/HoyaCapital/status/1963699686138618267) 2025-09-04T20:24Z [----] followers, [---] engagements
"📊 Slacking Into A Rate Cut Real Estate Weekly Outlook: U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets the number of job seekers surpassed the number of available job openings for"
[X Link](https://x.com/HoyaCapital/status/1964708954472169680) 2025-09-07T15:14Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 1st - September 5th [----] Slacking Into A Rate Cut U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets the number of job seekers"
[X Link](https://x.com/HoyaCapital/status/1965038559120752872) 2025-09-08T13:04Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets effectively locking in a Federal Reserve rate cut later this month and more to follow by year-end. Viewed by markets as a "Goldilocks" set of reports data this week showed slowing but still positive job growth in August. Perhaps more importantly it provided clear evidence of cooling wage pressures and emerging labor market slack - disinflationary offsets that have become"
[X Link](https://x.com/HoyaCapital/status/1965038665266032983) 2025-09-08T13:05Z [----] followers, [--] engagements
"The more notable action this week was in global sovereign bond markets. Global benchmark yields surged early in the week on European deficit concerns - underscored by a jump in UK gilt yields to the highest level since [----] - but yields tumbled on Thursday and Friday after a weak slate of U.S. jobs data fueled recession fears and expectations of imminent Fed rate cuts. Plunging to its lowest level in nearly three years the policy-sensitive 2-Year Treasury Yield fell by [--] basis points to 3.52%. Longer-duration yields fell even more significantly with the 10-Year Treasury Yield falling 14"
[X Link](https://x.com/HoyaCapital/status/1965038725785649506) 2025-09-08T13:05Z [----] followers, [--] engagements
"The long-resilient U.S. labor market is now showing definitive signs of cooling with a rather unflattering set of data this week indicating a combination of soft hiring demand slowing wage growth and a continued swing in bargaining power from workers to employers. Following the startling downward revision in the last report the critical BLS Nonfarm Payrolls showed that the U.S. economy added just 22k jobs in August - well shy of the consensus estimate of 75k - and another round of downward revisions subtracted another 21k from prior months. While revisions were more modest than last month"
[X Link](https://x.com/HoyaCapital/status/1965038782610395295) 2025-09-08T13:05Z [----] followers, [--] engagements
"The BLS' Household Survey - on which the unemployment rate and the participation rate are calculated - was a notable bright spot in the payrolls report showing healthy gains in both the size of the civilian labor force (+436k) and in the Employment Level (+288k). Importantly each of the major reports this week also showed consistent evidence of cooling wage growth and emerging labor market slack - favorable for the prospects of monetary easing and pushing back on concerns over stagflationary conditions resulting from tariffs and tighter immigration policies. The U3 Unemployment Rate rose to"
[X Link](https://x.com/HoyaCapital/status/1965038840093298995) 2025-09-08T13:05Z [----] followers, [--] engagements
"Is the REIT IPO drought coming to an end Fermi - a startup energy infrastructure founded in [----] and co-founded by former US Energy Secretary and former Texas Governor Rick Perry - filed for an IPO with plans to list on the Nasdaq under ticker FRMI. The company is developing Project Matador a massive 11GW hyperscale data center campus in partnership with the Texas Tech University System. Spanning 18M SF on a plot of land leased from Texas Tech the site will host ultra-power-hungry AI data centers using a mix of natural gas solar wind and eventually nuclear. Fermi owns 600MW of natural gas"
[X Link](https://x.com/HoyaCapital/status/1965151469725958333) 2025-09-08T20:33Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% (Record-High) 🏦 Equity REITs: -0.2% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 100% (Prior: 100%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +2.5% 🟢 Office: +1.2% Bottom Property Sectors: 🔴 Manufactured Home: -1.6% 🔴 Apartment: -1.8% Full Report at iREIT+Hoya on Seeking Alpha: 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](https://x.com/HoyaCapital/status/1965876094969499946) 2025-09-10T20:32Z [----] followers, [---] engagements
"Very good news on the inflation front. Producer Price Index data this morning showed that wholesale prices unexpectedly declined in August for the first time in four months entirely reversing last month's pop and providing further support for a Fed rate cut - or perhaps multiple cuts - later this month. Headline PPI fell 0.1% in August a sharp reversal from Julys 0.7% increase signaling that businesses may be absorbing higher import costs rather than passing them on to consumers. On an unadjusted annual basis headline PPI rose 2.60% down from 3.06% last month. The decline was driven by lower"
[X Link](https://x.com/HoyaCapital/status/1965876602841219172) 2025-09-10T20:34Z [----] followers, [---] engagements
"🏙 Cool Enough For Cuts Real Estate Weekly Outlook: U.S. equity markets climbed to fresh record highs this past week after relatively benign inflation data and weak employment data cleared the path for the Fed to resume rate cuts. While CPI and PPI readings continued to show a modest reacceleration in price pressures from their post-pandemic lows earlier this year - certainly not ideal trends to initiate or resume a rate-cutting cycle - both remained "cool enough" for the FOMC to push inflation to the back burner to address labor market concerns which were amplified by another round of steep"
[X Link](https://x.com/HoyaCapital/status/1967243817528037754) 2025-09-14T15:07Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 8th - September 12th [----] Cool Enough For Cuts U.S. equity markets climbed to fresh record highs this past week after relatively benign inflation data and weak employment data cleared the path for the Fed to resume rate cuts. While CPI and PPI readings continued to show a modest reacceleration in price pressures from their post-pandemic lows earlier this year both remained "cool enough" to permit a policy pivot. The Fed is widely expected to cut reference rates by [--] basis points to a 4.25% upper bound which follows a nine-month"
[X Link](https://x.com/HoyaCapital/status/1967574444060151916) 2025-09-15T13:01Z [----] followers, [---] engagements
"Ahead of the wave of central bank policy decisions in the US UK Canada and Japan bond markets were relatively quiet as investors weighed lukewarm inflation data against another soft slate of employment data including a jump in initial jobless claims to the highest level in nearly four years. Posting its lowest end-of-week close since April the 10-Year Treasury Yield declined one basis point on the week to close at 4.07%. After dipping to three-year lows last week the policy-sensitive 2-Year Treasury Yield rebounded by [--] basis points to close at 3.56%. Swaps markets now price in a 100%"
[X Link](https://x.com/HoyaCapital/status/1967574602953199969) 2025-09-15T13:01Z [----] followers, [--] engagements
"Decent news on the inflation front. As expected the critical Consumer Price Index showed a modest reacceleration in price pressures in Augustrising at the highest annual pace in six monthsbut the underlying details continued to indicate that broad consumer price pressures remain relatively muted with an ongoing push-and-pull between upward tariff pressures and offsetting deflationary downdrafts via shelter and energy costs. Headline CPI rose 0.4% in August lifting the year-over-year increase to 2.92% exactly in line with estimates as a rebound in grocery prices and a modest uplift in gasoline"
[X Link](https://x.com/HoyaCapital/status/1967574655666970625) 2025-09-15T13:02Z [----] followers, [--] engagements
"Earlier in the week Producer Price Index data showed that wholesale prices unexpectedly declined in August for the first time in four months reversing last month's increase entirely and providing further support for a Fed rate cut - or perhaps multiple cuts - in the week ahead. Headline PPI fell 0.1% in August a sharp reversal from Julys 0.7% increase signaling that businesses may be absorbing higher import costs rather than passing them on to consumers. On an unadjusted annual basis headline PPI rose 2.60% down from 3.06% last month. The decline was driven by lower energy and transportation"
[X Link](https://x.com/HoyaCapital/status/1967574705763754466) 2025-09-15T13:02Z [----] followers, [--] engagements
"This week we published State Of REITs: A Rebound Written In Rates. We noted that three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of"
[X Link](https://x.com/HoyaCapital/status/1967574759698268224) 2025-09-15T13:02Z [----] followers, [--] engagements
"The report highlighted that REIT dividend increases continue to outpace dividend decreases by a 3:1 margin this year while the average REIT dividend payout ratios remained at 76% in the second quarter - below the 20-year average of around 80%. This week net lease REIT Realty Income (O) raised its monthly dividend for the fifth time this year - and 132nd time overall since its [----] IPO -to $0.2695/share (5.4% dividend yield) up 2.3% from last year. Moving in the other direction BXP (BXP) - the largest office REIT - gained 0.5% this week despite reducing its quarterly dividend by 29% becoming"
[X Link](https://x.com/HoyaCapital/status/1967574819106333016) 2025-09-15T13:02Z [----] followers, [--] engagements
"The Rate-Cut REIT Revival 🏙 State of REITs: Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of underperformance seen in the GFC. What goes"
[X Link](https://x.com/HoyaCapital/status/1967610717038608585) 2025-09-15T15:25Z [----] followers, [---] engagements
"@HoyaCapital State of REIT Nation The Rate-Cut REIT Revival Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of underperformance seen in the"
[X Link](https://x.com/HoyaCapital/status/1967966165197541676) 2025-09-16T14:57Z [----] followers, [---] engagements
"State Of The REIT Nation In our State of REIT Nation report we analyze the recently released NAREIT T-Tracker data. Last month we published our REIT Earnings Recap which analyzed Q2 results on a company-by-company level but this report will focus on higher-level macro themes affecting the REIT sector at large. Rates down REITs up Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. Commercial and residential real estate markets were the most direct transmission mechanism - or "punching"
[X Link](https://x.com/HoyaCapital/status/1967966257501618192) 2025-09-16T14:58Z [----] followers, [--] engagements
"Underperformance from real estate equities in a persistent elevated interest rate environment is not unwarranted given that the two prior rate hike cycles that exceeded [---] basis points - the late 1980s cycle that sparked the Savings & Loan Crisis and the mid-2000s cycle that sparked the Great Financial Crisis - resulted in significant distress and disruption across the real estate industry. But the cumulative 55-percentage-point performance gap between REITs and the broader equity market in this three-year stretch is nevertheless remarkable given the historical performance correlations: on a"
[X Link](https://x.com/HoyaCapital/status/1967966322136060213) 2025-09-16T14:58Z [----] followers, [--] engagements
"By any measure it's been a truly forgettable three-year period for real estate equities dating back to the start of the Fed's rate-hiking cyclea period that's seen historically low levels of "dynamism" across the sector including the slowest three-year period ever for REIT capital raising activity (as a percent of market cap) the fewest number of REIT IPOs since the late-90s recession and the only time ever in which the total number of publicly listed REITs declined for three consecutive years. Today there are [---] REITs in the FTSE Nareit All REITs Index down from [---] at the start of [----] and"
[X Link](https://x.com/HoyaCapital/status/1967966372488515648) 2025-09-16T14:58Z [----] followers, [--] engagements
"Given the historical correlations between REITs and interest rates - both the 10-Year Treasury Yield and the Fed Funds Rate - we believe the market is overlooking the likelihood - and perhaps inevitability - of a robust real estate rebound if interest rates retreat as implied by current market-implied pricing. Swaps markets now price in a 100% probability of at least one Federal Reserve rate cut in September including a 12% chance of a "double cut" of [--] basis points. Markets imply a Fed Funds Rate of 3.79% at the end of [----] (vs. 4.50% now) implying [---] Fed interest rate cuts in 2025."
[X Link](https://x.com/HoyaCapital/status/1967966437265563686) 2025-09-16T14:58Z [----] followers, [--] engagements
"REITs are as "unloved" as they ever have beenbut is it justified A theme we'll emphasize throughout this report valuationsnot necessarily fundamentalsare responsible for the vast majority of the underperformance during this "REIT Dark Age" setting the stage for a sustained REIT rebound in the quarters and years ahead as benchmark interest rates retreat. The extended stretch of REIT underperformance since early 2022combined with the nearly 20% increase in FFO during this timepulled REIT valuations to the lowest level since the end of the Great Financial Crisis in late [----] and while REITs"
[X Link](https://x.com/HoyaCapital/status/1967966505779257609) 2025-09-16T14:59Z [----] followers, [--] engagements
"Consistent with the deeper discounts offered by smaller-cap REITs we note that Equity REITs pay a dividend yield of 4.1% on a market-cap-weighted basis but this dividend yield climbs to over 6.5% on an equal-weight basis and roughly 8.5% when including mortgage REITs. And while the average REIT now trades at an estimated 10% discount to its Net Asset Valueas implied by current private market valuationssmall-cap REITs trade at an estimated 24% discount to NAV while micro-cap REITs trade with a NAV discount of over 30%. That said for REITs being "too cheap" can be a problem - especially in an"
[X Link](https://x.com/HoyaCapital/status/1967966569255829739) 2025-09-16T14:59Z [----] followers, [--] engagements
"A real estate portfolio is only as good as the balance sheet that finances it. And while public REITs may own the best house in the neighborhood with balance sheets that are the envy of the institutional real estate world they are certainly not immune to the impacts of the lingering rate-driven distress around them. "Hope" has been the only strategy for many highly levered property owners amid a dearth of buying interest and limited capital availability"hope" that interest rates recede before their "debt clock" expires. And for an increasing number of borrowersespecially those reliant on"
[X Link](https://x.com/HoyaCapital/status/1967966763892490292) 2025-09-16T15:00Z [----] followers, [--] engagements
"Access to long-term debt is perhaps the most distinct competitive advantage of the public REIT model but it's an advantage that hardly gave public REITs much of an edge when debt capital was cheap and plentiful in the "zero-rate" economic environment of the 2010s. Compared to private institutions publicly traded REITs had far greater access to fixed-rate unsecured debtwhich is usually in the form of 5-10 year corporate bonds. This allowed REITs to lock in these fixed rates on 90% of their debt while simultaneously pushing their average debt maturity to nearly [--] years on average thus avoiding"
[X Link](https://x.com/HoyaCapital/status/1967966824378614181) 2025-09-16T15:00Z [----] followers, [--] engagements
"Deeper Dive Into REIT Fundamentals As noted the pockets of distress are almost entirely debt-drivenand further isolated largely to the office sectoras nearly every property sector reported "same-store" property-level income above pre-pandemic levels. REITs reported that "same-store" property-level operating income ("NOI") on average was 17.5% above pre-pandemic levels in the second quarter and up by 2.7% on a year-over-year basis. The residential industrial and technology sectors have been the upside standouts during this pandemic and post-pandemic period with most of these REITs reporting"
[X Link](https://x.com/HoyaCapital/status/1967966903399240109) 2025-09-16T15:00Z [----] followers, [--] engagements
"After recording the largest year-over-year decline on record in 2020which dragged the sector-wide occupancy rate to 89.8%REIT occupancy rates rebounded since mid-2020 back to around 93%toward the upper end of its 20-year average of 90-94%. By comparison occupancy levels dipped as low as 88% during the Financial Crisis and took three years to recover back above 90%. Retail REITs have been the noted upside standout on the occupancy front as store openings have significantly outpaced store closings over the past three yearsa sharp departure from the "retail apocalypse" trends of the 2010s."
[X Link](https://x.com/HoyaCapital/status/1967966975625502868) 2025-09-16T15:01Z [----] followers, [--] engagements
"REIT company-level metrics have tracked this rebound in property-level performance relatively closely throughout the pandemic with the exception of the highly levered REITs that have reported sharp FFO declines even as property-level cash flows remain healthy. REIT FFO ("Funds From Operations") fully recovered the sharp declines from early in the pandemic and in the second quarter FFO was 20% above its [----] pre-pandemic level on an absolute basis and roughly 5% above pre-pandemic levels on a per-share basis. On a year-over-year basis FFO/share was down 2.6% in Q2 however resulting primarily"
[X Link](https://x.com/HoyaCapital/status/1967967041597362544) 2025-09-16T15:01Z [----] followers, [--] engagements
"Powered by more than [---] REIT dividend hikes in both [----] and [----] and another [--] dividend hikes in [----] and [----] dividends per share have finally fully recovered from the wave of pandemic-era dividend cuts in [----]. In [----] we tracked [--] dividend increases and [----] is pacing slightly ahead of [----] with dividend hikes from [--] REITs thus far. With FFO growth outpacing dividend growth since the start of the pandemic REIT dividend payout ratios remained at around 76% in the second quarter on a trailing twelve-month basisbelow the 20-year average of around 80%. With a relatively healthy dividend"
[X Link](https://x.com/HoyaCapital/status/1967967097117368802) 2025-09-16T15:01Z [----] followers, [--] engagements
"Deeper Dive: REIT Balance Sheets The ability to avoid "forced" capital raising events has been the cornerstone of REIT balance sheet management since the GFCa time in which many REITs were forced to raise equity through secondary offerings at "firesale" valuations just to keep the lights on resulting in substantial shareholder dilution which ultimately led to a "lost decade" for REITs. While REITs entered this tightening period on very solid footing with deeper access to capital the same can't necessarily be said about many private market players that rely on short-term borrowing or"
[X Link](https://x.com/HoyaCapital/status/1967967160782696703) 2025-09-16T15:01Z [----] followers, [--] engagements
"With the scars of the Great Financial Crisis still visible most public REITs were "preparing for winter" for the last decade often to the frustration of some investors who turned to higher-leveraged and riskier alternatives in recent years. Private market players and non-traded REIT platforms were willing to take on more leverage and to finance operations with shorter-term variable-rate and secured debta strategy that worked well in a near-zero rate environment but quickly crumbles when financing costs double or triple in a matter of months. NAREIT reported last year that nearly 50% of"
[X Link](https://x.com/HoyaCapital/status/1967967212733342081) 2025-09-16T15:02Z [----] followers, [--] engagements
"Even as long-term benchmark interest rates doubled and even with market values of REITs lagging the broader equity market by 30-50 percentage points throughout the past several years REITs balance sheets remain healthy by historical standards merely giving back the incremental pandemic-era improvement. Debt as a percent of Enterprise Value still accounts for less than 35% of the REITs' capital stack down from an average of roughly 45% in the pre-recession periodand substantially below the 60-80% Loan-to-Value ratios that are typical in the private commercial real estate space. Interest"
[X Link](https://x.com/HoyaCapital/status/1967967263664865563) 2025-09-16T15:02Z [----] followers, [--] engagements
"That said not all REITs are created equal and the broad-based sector average does mask some of the intensifying issues in several of the more at-risk sectors and among REITs that have been more aggressive in their balance sheet management. A handful of small- and micro-cap REITssome of which would be considered as having a rather strong balance sheet relative to similar private equity portfolioshave incurred significant charges to "fix" their floating-rate debt exposure while others have continued to roll the dice by maintaining a sizable chunk of variable-rate debt. The BofA BBB US Corporate"
[X Link](https://x.com/HoyaCapital/status/1967967313916797128) 2025-09-16T15:02Z [----] followers, [--] engagements
"Deeper Dive: REIT Valuations & Growth REITs "hunkered down" in recent years as stock price valuations remained low by historical standards and in relation to private market-implied valuations but activity has started to rebound in recent quarters. On an annual basis the amount of capital raised through mid-year was up about 50% from a year earlier. REITs raised roughly $43B in capital through equity and debt offerings through June with the majority of this capital raised coming via long-term debt offerings which accounted for roughly 65% of the total capital raised thus far in 2025above the"
[X Link](https://x.com/HoyaCapital/status/1967967375493353527) 2025-09-16T15:02Z [----] followers, [--] engagements
"Distress for some is an opportunity for others and we've begun to seeon a limited scalepublic REITs with balance sheet firepower start to take advantage of capitulation from highly levered playersa trend that will gather steam if debt markets remain tight and REIT NAV premiums can hold for at least several quarters. REIT external growth comes in two formsbuying 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" same-store growth"
[X Link](https://x.com/HoyaCapital/status/1967967431525044569) 2025-09-16T15:02Z [----] followers, [--] engagements
"At the property-sector level net lease healthcare and industrial REITs have been the most active acquirers of private market assets in recent quartersaccounting for more than half of total net purchases across the REIT industry. Most other REIT sectors have been more reluctant to "hit the bid" on slow-to-adjust private market valuations. Office and Cell Tower REITs have been the most significant "net sellers" over the past year. Several of the largest REIT acquisitions in [----] emanated from Blackstone's (BX) non-traded fund BREIT which faced a wave of investor redemption requests in [----] and"
[X Link](https://x.com/HoyaCapital/status/1967967484306182334) 2025-09-16T15:03Z [----] followers, [--] engagements
"REITs have become some of the most active builders in the country over the past decade anddespite the slowdown in recent quartersREITs still have over $40B of active development in the pipeline. Favorably much of this pipeline is in the final stages of construction as new groundbreakings have been few and far between over the past few quarters given the unfavorable rate environment. The swelling of the development pipeline to the record highs seen in [----] was fueled by three property sectorsdata centers industrial and self-storagebut some of this inflated pipeline is the result of higher"
[X Link](https://x.com/HoyaCapital/status/1967967536072253465) 2025-09-16T15:03Z [----] followers, [--] engagements
"📰 The Daily REITBeat Wednesday September 17th [----] $AMH $CPT $DHC $HPP $KRC $PGRE $SILA $SKT $SVC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025"
[X Link](https://x.com/HoyaCapital/status/1968286943449579693) 2025-09-17T12:12Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.1% 🏦 Equity REITs: -0.1% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 88% (Prior: 74%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Cell Tower: +1.1% 🟢 Mortgage: +0.7% Bottom Property Sectors: 🔴 Timber: -1.5% 🔴 Office: -2.4% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025"
[X Link](https://x.com/HoyaCapital/status/1968417028361842732) 2025-09-17T20:49Z [----] followers, [---] engagements
"🚚 Industrial Logistics (ILPT) - Hoya Hotseat Industrial Logistics Properties Trust (ILPT) is a small-cap industrial REIT with a portfolio of over [---] properties comprising [--] million square feet across [--] states including significant exposure to Hawaii. One of five REITs externally managed by RMR Group ILPT focuses primarily on single-tenant properties with long-term triple-net or ground leases. The portfolio spans distribution centers warehouses and specialized facilities. President & COO Yael Duffy joins the Hoya Hotseat to discuss ILPTs strategy and outlook with a particular focus on the"
[X Link](https://x.com/HoyaCapital/status/1968744858534953155) 2025-09-18T18:32Z [----] followers, [---] engagements
"A Dovish Turn A Hawkish Shadow REIT Weekly Outlook: U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering with all [--] members backing a rate cut. A bit unsettling for policymakers longer-term yields rose this week driven primarily by surprisingly solid retail sales and a dip in initial jobless claims that"
[X Link](https://x.com/HoyaCapital/status/1969815046516617289) 2025-09-21T17:24Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 15th - September 19th [----] A Dovish Turn A Hawkish Shadow U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering with all [--] members backing a rate cut. A bit unsettling for policymakers longer-term yields rose this week driven primarily by surprisingly"
[X Link](https://x.com/HoyaCapital/status/1970119157887664542) 2025-09-22T13:33Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a cautiously dovish policy pivot acknowledging a dual-mandate dilemma to support softening labor markets while simultaneously attempting to contain stubbornly elevated inflation. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering. Eleven of twelve officials backed a 25-basis-point cut - including embattled"
[X Link](https://x.com/HoyaCapital/status/1970119258722967860) 2025-09-22T13:33Z [----] followers, [--] engagements
"Treasury yields at the longer end of the curve rose this week despite the Fed rate cut - a bit unsettling for policymakers and markets - driven primarily by stronger-than-expected economic data including solid retail sales and a dip in initial jobless claims that reversed a surge in the prior week. After posting its lowest end-of-week close since April last week the 10-Year Treasury Yield rebounded by seven basis points on the week to close at 4.13%. The more policy-sensitive 2-Year Treasury Yield remained near three-year lows this week however closing at 3.57%. Swaps markets now price in a"
[X Link](https://x.com/HoyaCapital/status/1970119311881637909) 2025-09-22T13:33Z [----] followers, [--] engagements
"Apartment: Small-cap apartment REIT Aimco (AIV) rallied nearly 5% this week after announcing a $2.23/share special dividend (28.4% of its market cap) alongside an announced deal to sell four properties in suburban Boston for $490M. AIV noted that it remains on track to close its final Boston asset sale for $250M later this month and expects to close on the $520M sale of two Miami properties by year-end. Combined AIV expects to have sold $1.26 billion in asset sales this year - representing roughly half of its portfolio by number of units - and expects to return between $4.00 and $4.20 per"
[X Link](https://x.com/HoyaCapital/status/1970119543461716165) 2025-09-22T13:34Z [----] followers, [--] engagements
"Last week we published The Rate Cut REIT Revival which discussed the historic magnitude of REITs' underperformance over the past three years and the likelihood - and perhaps inevitability - of a robust REIT rebound if interest rates track the current bond market implied pricing. We highlighted that REIT dividend increases continue to outpace dividend decreases by a 3:1 margin this year while the average REIT dividend payout ratios remain at 76% - below the 20-year average of around 80%. This week net lease REIT W.P. Carey (WPC) raised its dividend for a seventh-straight quarter declaring a"
[X Link](https://x.com/HoyaCapital/status/1970119614370587062) 2025-09-22T13:34Z [----] followers, [--] engagements
"Hotel: Micro-cap hotel REIT Sotherly Hotels (SOHO) - which owns ten hotel properties totaling [----] rooms - surged 10% this week after it completed a refinancing of the DeSoto Hotel in Savannah. The $42.0M interest-only loan matures on October [--] [----] and carries a fixed interest rate of 7.13%. Proceeds from the loan were used to repay the existing first mortgage. SOHO has struggled under the weight of a perilous balance sheet in recent years despite a decent underlying portfolio comprised of upscale branded hotels under the Hilton Hyatt and IHG flags located in secondary markets along the East"
[X Link](https://x.com/HoyaCapital/status/1970119678870630841) 2025-09-22T13:35Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 2.7% this year - retreating over the past two months after surging to six-month highs in June - but the broader Commodities complex remains higher by 8.1% buoyed by a 40% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 3.0% on the year. In currency markets the US Dollar Index (DXY) has declined 4.8% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the Mortgage REIT"
[X Link](https://x.com/HoyaCapital/status/1970119795140952240) 2025-09-22T13:35Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead We'll see another busy slate of economic data and "Fed Speak" in the week ahead with scheduled remarks from nearly a dozen Federal Reserve officials including from Chair Powell on Tuesday. The main event comes on Friday via the PCE Price Index - the Fed's preferred gauge of inflation - which is expected to tick higher to 2.7% in August a fourth straight monthly uptick after hitting four-year lows of 2.1% in April. Earlier this month the CPI and PPI showed that while consumer inflation has remained surprisingly muted producers have started to feel the pinch"
[X Link](https://x.com/HoyaCapital/status/1970119855320777047) 2025-09-22T13:35Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.5% (Record High) 🏦 Equity REITs: 0.0% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 90% (Prior: 92%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +1.3% 🟢 Billboard: +0.5% Bottom Property Sectors: 🔴 Hotel: -1.8% 🔴 Cannabis: -2.1% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6206088-the-daily-reitbeat-monday-september-22nd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6206088-the-daily-reitbeat-monday-september-22nd-2025"
[X Link](https://x.com/HoyaCapital/status/1970223736910393539) 2025-09-22T20:28Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.6% 🏦 Equity REITs: +1.0% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 90% (Prior: 86%) Total [----] Cuts: [---] (Prior: 2.5) Top Property Sectors: 🟢 Self-Storage: +1.9% 🟢 Regional Mall: +1.9% Bottom Property Sectors: 🔴 Office: +0.1% 🔴 Cannabis: -0.2% Full Report at iREIT+Hoya on Seeking Alpha: 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](https://x.com/HoyaCapital/status/1971679090630631698) 2025-09-26T20:51Z [----] followers, [---] engagements
"📊 Echoes Of Earlier Easing REIT Weekly Outlook: U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late [----] when mid-year weakness prompted a policy pivot that was subsequently cut short by a"
[X Link](https://x.com/HoyaCapital/status/1972333905777709434) 2025-09-28T16:13Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 22nd - September 26th [----] Echoes Of Earlier Easing U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late [----] when mid-year weakness prompted"
[X Link](https://x.com/HoyaCapital/status/1972644033613689247) 2025-09-29T12:46Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose for a second straight week as investors parsed a surprisingly strong slate of economic data showing hearty consumer spending an uptick in home sales activity and a notable moderation in jobless claims. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply propelled this week by an upward revision to second-quarter GDP growth to the strongest pace in two years. While"
[X Link](https://x.com/HoyaCapital/status/1972644118867153270) 2025-09-29T12:46Z [----] followers, [--] engagements
"After dipping to multi-month lows in early September before the Fed rate decision Treasury yields increased for a second week as strong economic data prompted traders to pare back some of the more aggressive Fed rate cut forecasts. After closing below 3.50% for the first time in three years in early September the policy-sensitive 2-Year Treasury Yield jumped seven basis points this week to 3.64%. The 10-Year Treasury Yield rose [--] basis points this week to close at 4.18% up from recent lows of 4.01% in mid-September. Swaps markets now price in a 90% probability of another [--] basis point rate"
[X Link](https://x.com/HoyaCapital/status/1972644169639202958) 2025-09-29T12:46Z [----] followers, [--] engagements
"The Federal Reserves preferred inflation gauge - the PCE Price Index - held steady in August as expected consistent with the earlier CPI and PPI reports this month showing a relatively modest tariff-related uplift that continues to be largely offset by lower gasoline prices and softer housing-related inflation. Headline PCE increased 0.3% in August and 2.7% from a year ago - both as expected even with the 2.7% annual rate seen in February before tariffs were enacted and still reasonably within the "margin of error" of the Fed's stated 2% inflation objective. Core PCE - which the Fed cites"
[X Link](https://x.com/HoyaCapital/status/1972644224500748636) 2025-09-29T12:46Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Approaching the end of the third quarter real estate equities have posted mixed performance compared to the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer but showing renewed signs of life in recent weeks on hopes of imminent Fed rate cuts. The Equity REIT Index is now higher by 5.3% on the year while the Mortgage REIT Index has gained 7.6% and the Housing [---] Index has advanced 4.0%. This compares with the 13.9% advance for the S&P [---] the 5.6% gain for the Mid-Cap [---] and the 3.9% gain for the Small-Cap [---]. Within"
[X Link](https://x.com/HoyaCapital/status/1972644457515200962) 2025-09-29T12:47Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% 🏦 Equity REITs: +0.0% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 89% (Prior: 88%) Total [----] Cuts: [---] (Prior: 2.6) Top Property Sectors: 🟢 Timber: +0.9% 🟢 Self-Storage: +0.8% Bottom Property Sectors: 🔴 Billboard: -0.7% 🔴 Data Center: -0.9% Full Report at iREIT+Hoya on Seeking Alpha: $HPP $SACH $WHLR $OPI $BDN $DHC $RC https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208691-the-daily-reitbeat-monday-september-29th-2025"
[X Link](https://x.com/HoyaCapital/status/1972759677688488042) 2025-09-29T20:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.4% 🏦 Equity REITs: +0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 97% (Prior: 90%) Total [----] Cuts: [---] (Prior: 2.6) Top Property Sectors: 🟢 Single Family Rental: +1.5% 🟢 Healthcare: +1.3% Bottom Property Sectors: 🔴 Cell Tower: -0.2% 🔴 Hotel: -1.2% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209499-the-daily-reitbeat-tuesday-september-30th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209499-the-daily-reitbeat-tuesday-september-30th-2025"
[X Link](https://x.com/HoyaCapital/status/1973121731691741262) 2025-09-30T20:24Z [----] followers, [---] engagements
"Weak employment data so far this week. 🔴 ADP: -32K. Declines in 3/4 months since June. 🔴 JOLTS: Hires Rate (3.2%) lowest since April [----] 🔴 ISM Manf. PMI: 8th-straight employment contraction Still to come (*if shutdown ends) ⚫ Challenger Job Cuts ⚫ ISM Services Employment ⚫*Initial & Continuing Jobless Claims* ⚫ *BLS Nonfarm Payrolls*"
[X Link](https://x.com/HoyaCapital/status/1973416132607385823) 2025-10-01T15:54Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% 🏦 Equity REITs: +0.2% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 99% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Cannabis: +2.0% 🟢 Industrial: +1.7% Bottom Property Sectors: 🔴 Data Center: -1.0% 🔴 SF Rental: -1.2% Notable REIT Movers: 🟢 $FRMI: +54.9% 🟢 $MPW: +6.1% 🔴 $OPI: -9.3% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209912-the-daily-reitbeat-wednesday-october-1st-2025"
[X Link](https://x.com/HoyaCapital/status/1973486885722005998) 2025-10-01T20:35Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.01% 🏦 Equity REITs: +0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 98%) Total [----] Cuts: [---] (Prior: 2.9) Top Property Sectors: 🟢 Self-Storage: +1.2% 🟢 Manufactured Housing: +1.2% Bottom Property Sectors: 🔴 Cannabis: -0.5% 🔴 Hotel: -0.7% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210638-the-daily-reitbeat-friday-october-3rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210638-the-daily-reitbeat-friday-october-3rd-2025"
[X Link](https://x.com/HoyaCapital/status/1974211558961303655) 2025-10-03T20:34Z [----] followers, [---] engagements
"Flying In The Dark Real Estate Weekly Outlook: U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since [----] the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in [----] (16 days) and in [----] (35 days) markets largely shrugged off the latest Congressional impasse with investors still anticipating a"
[X Link](https://x.com/HoyaCapital/status/1974871141379723569) 2025-10-05T16:15Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread.) September 29th - October 3rd [----] Flying In The Dark U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since [----] the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in [----] (16 days) and in [----] (35 days) markets largely shrugged off the latest"
[X Link](https://x.com/HoyaCapital/status/1975191981723640299) 2025-10-06T13:30Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets rallied to fresh record-highs this past week - while benchmark interest rates moderated - as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown which delayed the critical nonfarm payrolls report. For the fourth time since [----] the federal government entered a partial "shutdown" - a suspension of non-essential federal agencies - after the U.S. Senate failed to reach the 60-vote threshold required for passage of an appropriations bill. Deferring to experience from prior shutdowns"
[X Link](https://x.com/HoyaCapital/status/1975192093535465755) 2025-10-06T13:31Z [----] followers, [--] engagements
"While development-stage REIT IPOs are not typical there is some precedent for "blind pool" structures in which new REITs with limited operating assets use IPO equity proceeds primarily to fund asset acquisitions post-launch. At its [----] IPO data center REIT Digital Realty (DLR) - which now has a market cap of over $40B - owned just [--] data centers worth approximately $500M. Several other smaller-cap REITs - Global Net Lease American Finance Trust and Power REIT - also listed with "blind pool" structures. As noted in our recent State of REIT Nation report REIT IPOs have been scarce as tight"
[X Link](https://x.com/HoyaCapital/status/1975192689894215688) 2025-10-06T13:33Z [----] followers, [--] engagements
"Healthcare It was a better week for a pair of struggling REITs. Embattled hospital owner Medical Properties Trust (MPW) surged more than 12% this week after it announced a settlement agreement with Yale New Haven Health System and bankrupt tenant Prospect Medical that will result in full repayment of its $105M debtor-in-possession loan balance to Prospect. Under the settlement Yale will pay $45M in exchange for a release from buying the three Connecticut hospitals that Yale had agreed to purchase in [----]. MPW reported that Prospect has reached a deal with an operator to purchase two of these"
[X Link](https://x.com/HoyaCapital/status/1975192767409078415) 2025-10-06T13:33Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Entering the fourth quarter real estate equities have posted mixed performance compared to the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer but showing renewed signs of life in recent weeks as the Fed resumed its rate cutting cycle. The Equity REIT Index is now higher by 5.7% on the year while the Mortgage REIT Index has gained 9.4% and the Housing [---] Index has advanced 4.5%. This compares with the 15.2% advance for the S&P [---] the 6.3% gain for the Mid-Cap [---] and the 5.5% gain for the Small-Cap [---]. Within the"
[X Link](https://x.com/HoyaCapital/status/1975192910862709242) 2025-10-06T13:34Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.4% 🏦 Equity REITs: -0.9% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Data Center: +1.1% 🟢 Industrial: +0.1% Bottom Property Sectors: 🔴 Cannabis: -2.2% 🔴 Regional Mall: -2.8% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211017-the-daily-reitbeat-monday-october-6th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211017-the-daily-reitbeat-monday-october-6th-2025"
[X Link](https://x.com/HoyaCapital/status/1975294056008966384) 2025-10-06T20:16Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.4% 🏦 Equity REITs: -0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 96% (Prior: 94%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Self-Storage: +0.9% 🟢 Cell Tower: +0.7% Bottom Property Sectors: 🔴 Hotel: -1.2% 🔴 Timber: -1.9% Full Report at iREIT+Hoya on Seeking Alpha: 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](https://x.com/HoyaCapital/status/1975658992522170769) 2025-10-07T20:26Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.6% (Record-High) 🏦 Equity REITs: -0.5% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 93% (Prior: 95%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Timber: +0.9% 🟢 Data Center: +0.9% Bottom Property Sectors: 🔴 Casino/Gaming: -1.7% 🔴 Healthcare: -1.7% Notable REIT Movers: 🟢 $CMTG +4.8% 🟢 $TWO: +3.0% 🔴 $ESRT: -3.4% 🔴 $ARE: -3.7% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6212239-the-daily-reitbeat-wednesday-october-8th-2025"
[X Link](https://x.com/HoyaCapital/status/1976021913416634393) 2025-10-08T20:28Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.3% 🏦 Equity REITs: -0.5% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 94%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +0.5% 🟢 Self-Storage: +0.3% Bottom Property Sectors: 🔴 Cannabis: -1.6% 🔴 Billboard: -1.7% Notable REIT Movers: 🔴 $JBGS: -5.2% 🔴 $HPP: -5.4% 🔴 $SVC: -5.4% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6212636-the-daily-reitbeat-thursday-october-9th-2025"
[X Link](https://x.com/HoyaCapital/status/1976383940731494443) 2025-10-09T20:27Z [----] followers, [---] engagements
"Blindspots And Trade Shocks Real Estate Weekly Outlook: U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions. While markets may have"
[X Link](https://x.com/HoyaCapital/status/1977428055107813586) 2025-10-12T17:36Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread.) October 6th - October 10th [----] Blindspots And Trade Shocks U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively"
[X Link](https://x.com/HoyaCapital/status/1977726662734188555) 2025-10-13T13:22Z [----] followers, [---] engagements
"Benchmark interest rates retreated for a second straight week tumbling Friday on the China tariff news after trading in a tight range for much of the week amid a continued dearth of economic data. The 10-Year Treasury Yield declined by six basis points to close at 4.06% back within reach of its recent lows of 4.01% in mid-September. The policy-sensitive 2-Year Treasury Yield pulled back five basis points to close at 3.53% just above recent lows of 3.50% in early September. Swaps markets now price in a 97% probability of another [--] basis point rate cut at the next FOMC meeting in late October"
[X Link](https://x.com/HoyaCapital/status/1977726883673301363) 2025-10-13T13:23Z [----] followers, [--] engagements
"The only major economic release this week that was unaffected by the government shutdown the first look at October's Consumer Sentiment report from the University of Michigan showed that confidence held roughly steady at [----] little changed from Septembers [----] and marginally above expectations for a dip to [----]. Even so sentiment levels remain at levels typically seen during recessions with respondents noting persistent concerns over affordability and economic stability. Encouragingly there was some decent news on the inflation front: one-year inflation expectations eased to 4.6% from 4.7%"
[X Link](https://x.com/HoyaCapital/status/1977726953814630906) 2025-10-13T13:23Z [----] followers, [--] engagements
"REIT Acquisitions & Business Updates Lennar (LEN) announced an exchange offer to exchange its 20% stake in Milrose Properties (MRP) for Lennar stock. The offer allows Lennar stockholders to swap their Lennar stock for Millrose stock at a 6% discount. Getty Realty (GTY) closed on a sale-leaseback deal in which it acquired [--] convenience stores for $100M and entered into a long-term net leases with Now & Forever a regional convenience store chain in Houston TX. Fermi Inc. (FRMI) secured an agreement with Energy Transfer to deliver natural gas supply to its mega-scale AI data center campus"
[X Link](https://x.com/HoyaCapital/status/1977727307323257114) 2025-10-13T13:25Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Entering the home stretch of [----] real estate equities have generally lagged the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer before showing renewed signs of life of late as the Fed resumed its rate-cutting cycle. The Equity REIT Index is now higher by 2.0% on the year while the Mortgage REIT Index has gained 6.2% and the Housing [---] Index has declined 2.0%. This compares with the 12.4% advance for the S&P [---] the 2.3% gain for the Mid-Cap [---] and the 0.2% gain for the Small-Cap [---]. Within the REIT sector 8-of-18"
[X Link](https://x.com/HoyaCapital/status/1977727373316383046) 2025-10-13T13:25Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 11.1% this year at roughly $58 per barrel - trading at the lower-end of its [----] range between $57 and $79 - but the broader Commodities complex remains higher by 9.9% buoyed by a 52% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 4.2% on the year. In currency markets the US Dollar Index (DXY) has declined 3.4% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the"
[X Link](https://x.com/HoyaCapital/status/1977727428739866924) 2025-10-13T13:25Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead While it was initially scheduled to be a critical week of inflation data - including the last wave of inflation and retail sales data ahead of the Federal Reserve's October rate decision - investors are likely to be flying in the dark once again absent an early-week resolution in the federal government shutdown. Importantly the Consumer Price Index report - originally scheduled for this Wednesday - will be published on October 24th after the BLS recalled some furloughed staff to compile the data. This exception was made because the inflation data is legally"
[X Link](https://x.com/HoyaCapital/status/1977727492732367077) 2025-10-13T13:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +1.6% 🏦 Equity REITs: +0.6% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 99% (Prior: 98%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Hotel: +2.3% 🟢 Self-Storage: +2.0% Bottom Property Sectors: 🔴 Maufactured Home: -1.3% 🔴 Cell Tower: -1.6% Notable Real Estate Movers: 🟢 $SOHO: +11.9% 🟢 $CMTG: +4.9% 🔴 $LGIH: -3.5% 🔴 $UNIT: -5.3% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6213399-the-daily-reitbeat-monday-october-13th-2025"
[X Link](https://x.com/HoyaCapital/status/1977833686092705940) 2025-10-13T20:27Z [----] followers, [---] engagements
"Outlet mall REIT Tanger Outlets $SKT reports disappointing same-store results and lowers guidance. Expects [---] to 0% SS NOI growth in [----] after 0.5% growth in [----]. However results impacted by re-merchandising of [--] outlet centers"
[X Link](https://x.com/HoyaCapital/status/963537548684484608) 2018-02-13T22:17Z [----] followers, [--] engagements
"Self-storage REITs have delivered a strong 4Q17 after a disappointing [----]. $PSA $EXR $CUBE have all topped estimates. Fundamentals appear to have bottomed amid a wave of supply but not out of the woods yet. Rent growth and occupancy remain healthy"
[X Link](https://x.com/HoyaCapital/status/966127581375488000) 2018-02-21T01:48Z [----] followers, [--] engagements
"Big miss from office REIT Mack-Cali $CLI. Brutal 4Q17 results and forecasts a huge 17% decline in SSNOI in [----] This highly levered REIT remains operationally challenged. Down 6% on the day 20% YTD"
[X Link](https://x.com/HoyaCapital/status/966773446825988096) 2018-02-22T20:35Z [----] followers, [--] engagements
"Despite the headline "miss" February Retail Sales data was actually quite strong as January was revised higher. Nearly all categories ticked higher on a TTM basis. Past [--] months of Brick & Mortar sales are strongest since 2016"
[X Link](https://x.com/HoyaCapital/status/973918513298595846) 2018-03-14T13:47Z [----] followers, [--] engagements
"Very strong start to earnings season from industrial REIT Prologis. $PLD. Beat and raise. Cash rents are up 9.2% YoY SSNOI up 7.9%. Occupancy still ticking higher. It's a VERY good time to own a logistics warehouse. Stock up 1.5% at the open"
[X Link](https://x.com/HoyaCapital/status/986236097624727552) 2018-04-17T13:33Z [----] 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:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"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
---
### 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:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"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:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"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
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HoyaCapital Hoya Capital 🏙️
Hoya Capital 🏙️ posts on X about $7741t, reit, fed, rates the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -1.40%
- [--] Month [------] +6.80%
- [--] Months [-------] +29%
- [--] Year [-------] -4.20%
Mentions: [--] #
- [--] Week [--] -52%
- [--] Month [---] +7.60%
- [--] Months [---] +41%
- [--] Year [-----] +160%
Followers: [-----] #
- [--] Week [-----] +0.12%
- [--] Month [-----] +0.84%
- [--] Months [-----] +5.10%
- [--] Year [-----] +11%
CreatorRank: [---------] #
Social Influence
Social category influence finance 76.88% stocks 36.68% cryptocurrencies 11.06% currencies 5.53% technology brands 1.01% countries 1.01% financial services 0.5% exchanges 0.5%
Social topic influence $7741t #69, reit #82, fed #456, rates 7.54%, daily 5.53%, $vno #19, dividend #1294, inflation 4.52%, $psa #6, $spg #16
Top accounts mentioned or mentioned by @allthereitnews @dailyreitbeat @reitacademy @alreits @seekingalpha @rbradthomas @reitsnareit @prologis @dilanhira @sebcfo @topgunfp
Top assets mentioned Veno Finance (VNO) Public Storage (PSA) Simon Property Group Inc (SPG) Crown Castle Inc (CCI) Eigenpie (EGP) Kimco Realty Corp (KIM) UDR, Inc. (UDR) Equinix Inc (EQIX) Autonomous Virtual Beings (AVB) Mid-America Apartment Communities Inc (MAA) Douglas Emmett, Inc. (DEI) Ventas, Inc. (VTR) COPT Defense Properties (CDP) Digital Realty Trust Inc (DLR) BRIXMOR PROPERTY GROUP INC. (BRX) CareTrust REIT, Inc (CTRE) Prologis Inc (PLD) Terreno Realty Corporation (TRNO) LXP Industrial Trust (LXP) Highwoods Properties Inc. (HIW) Independence Realty Trust Inc. (IRT) STAG INDUSTRIAL, INC. (STAG) Iron Mountain Inc (IRM) National Retail Properties, Inc. (NNN) NetSTREIT Corp. (NTST) Equity Residential (EQR) Camden Property Trust (CPT) Regency Centers Corp (REG) First Industrial Realty Trust, Inc. (FR) TANGER FACTORY OUTLET CENTERS (SKT) WELL3 (WELL) Healthpeak (DOC) Acadia Realty Trust (AKR) Fermi Inc. (FRMI) AMERICAN ASSETS TRUST, INC. (AAT) Earth [--] Essence (ESS) WP Carey, Inc. (WPC) Federal Realty Investment Trust (FRT) Rayonier Inc. (RYN) Cousins Properties Inc. (CUZ) American Homes [--] Rent (AMH) Healthcare Realty Trust, Inc. (HR) Curbline Properties Corp. (CURB) Kilroy Realty Corp. (KRC) AudioCoin (ADC) Medical Properties Trust, Inc. (MPW) Omega Healthcare Investors Inc. (OHI) Rexford Industrial Realty, Inc. (REXR) Essential Properties Realty Trust, Inc. (EPRT) Apartment Investment and Management Company (AIV) Invitation Homes, Inc. (INVH) Somnium Space CUBEs (CUBE) Sui (SUI) Alexandria Real Estate Equities Inc (ARE) Kite Realty Group Trust (KRG) AhaToken (AHT) Phillips Edison & Company, Inc. (PECO)
Top Social Posts
Top posts by engagements in the last [--] hours
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +1.9% 🟢 Equity REITs: +1.6% 🟢 Housing Index: +1.0% Top Property Sectors: 🟢 Data Center: +4.8% 🟢 Cold Storage: +3.2% Bottom Property Sectors: 🔴 Net Lease: -0.3% 🔴 SF Rental: -0.3% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing"
X Link 2026-02-06T21:34Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Alpine Income $PINE: +6.0% 🟢 Digital Reality $DLR: +4.2% 🟢 Ventas $VTR: +3.4% 🟢 Equity Residential $EQR: +3.4% 🟢 COPT Defense $CDP: +1.4% 🟢 Camden Property $CPT: +0.1% 🔴 Regency Centers $REG: -0.3% 🔴 Philips Edison $PEC: -0.8% 🔴 Cousins Property $CUZ: -1.2% https://twitter.com/i/web/status/2019889247310721458 https://twitter.com/i/web/status/2019889247310721458"
X Link 2026-02-06T21:41Z [----] followers, [--] engagements
"📰 The Daily REITBeat Wednesday November 12th [----] $BRX $CSR $INN $RLJ @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6224830-the-daily-reitbeat-wednesday-november-12th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6224830-the-daily-reitbeat-wednesday-november-12th-2025"
X Link 2025-11-12T11:03Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday January 5th [----] $AIV $AMT $CCI $CTRE $DHC $EGP $FR $SHO $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6240956-the-daily-reitbeat-monday-january-5th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6240956-the-daily-reitbeat-monday-january-5th-2026"
X Link 2026-01-05T13:23Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday January 8th [----] $AMH $CDP $DLR $EXR $GTY $HR $INVH $PK $PLD $SKT $TRNO $VNO $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6245137-the-daily-reitbeat-thursday-january-8th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6245137-the-daily-reitbeat-thursday-january-8th-2026"
X Link 2026-01-08T13:19Z [----] followers, [---] engagements
"Big day for Hoya Capital $RIET hit a major growth milestone surpassing $100 Million in AUM @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit"
X Link 2026-01-15T00:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday January 16th [----] $CDP $HPP $INVH $KIM $SILA $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6248620-the-daily-reitbeat-friday-january-16th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6248620-the-daily-reitbeat-friday-january-16th-2026"
X Link 2026-01-16T13:08Z [----] followers, [---] engagements
"Healthcare We also heard business updates this week from a pair of healthcare REITs. Healthpeak Properties Inc. (DOC)which rallied last week after announcing plans to spin off its senior housing portfolio into a new REIT called Janus Livingrallied another 6% this week after it announced a series of deals totaling $925M. This month DOC acquired a 1.4-million-square-foot campus on [--] acres on Gateway Boulevard in San Francisco for a total of $600M. The campus is 60% occupied and expands DOC's footprint in South San Francisco to roughly 6.5M SF across [---] acres. DOC also announced that it closed"
X Link 2026-01-20T14:51Z [----] followers, [--] engagements
"📰 The Daily REITBeat Monday January 26th [----] $CUBE $ELME $NSA $ONL $PLD $PSA $WELL @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6251920-the-daily-reitbeat-monday-january-26th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6251920-the-daily-reitbeat-monday-january-26th-2026"
X Link 2026-01-26T13:07Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🔴 January Rate Cut Odds: 3% (Prior: 4%) 🟠 [----] Implied Cuts: [---] (Prior: 1.9) https://twitter.com/i/web/status/2016261603012886858 https://twitter.com/i/web/status/2016261603012886858"
X Link 2026-01-27T21:26Z [----] followers, [---] engagements
"Key Themes To Watch This REIT Earnings Season Real estate earnings season kicked into gear this week and over the next month we'll hear results from [---] equity REITs [--] mortgage REITs and dozens of housing industry companies. After another disappointing year in [----] REITs have gathered momentum over the past quarter as the outlook for interest rates has modestly improved on the heels of improving inflation data. In this report we focus specifically on property-level fundamentals previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various"
X Link 2026-01-30T15:03Z [----] followers, [---] engagements
"📊 Warshed Out: A New Macro Regime Real Estate Weekly Outlook: U.S. equity and bond markets were surprisingly calm this past week amid a frenzy of macro and policy developments including a critical FOMC rate decision and the selection of a new Fed Chair. As expected the Federal Reserve "paused" its rate-cutting cycle following three consecutive cuts citing concern about 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 terms President Trump unveiled Kevin Warsh as his Fed"
X Link 2026-02-01T17:16Z [----] followers, [---] engagements
"As discussed in our Earnings Preview report real estate earnings season kicked into gear this week with results from a dozen REITs. In the report we analyzed notable "green shoots" gleaned from recent data including 1) a pickup in housing market activity as mortgage spreads tighten; 2) no signs of cooling in the red-hot senior housing space as occupancy rates continue to push higher; 3) improved office fundamentals on net-negative supply growth and still-rising office attendance; and 4) re-firming retail fundamentals after the early-2025 cooldown. Weaker recent trends include 1)"
X Link 2026-02-02T14:06Z [----] followers, [--] engagements
"Retail REITs Earnings Preview Strip Centers: Following a period of softening in retail fundamentals in early [----] recent data points to a meaningful improvement in fundamentals into year-end. Cushman & Wakefields latest Q4 [----] U.S. Retail Report shows that retail demand rebounded meaningfully in the second half with net absorption accelerating to [---] million square feet in Q4the strongest quarterly gain since Q4 2023driven largely by backfilling of secondary space by discount retailers grocery chains and sporting goods stores. After three weak quarters all regions posted positive absorption"
X Link 2026-02-02T14:58Z [----] followers, [--] engagements
"Fed Watch: Rate Cut Tracker 🔴 January Rate Cut Odds: 11% (Prior: 13%) 🔴 [----] Implied Cuts: [---] (Prior: 2.1) https://twitter.com/i/web/status/2018435404953739715 https://twitter.com/i/web/status/2018435404953739715"
X Link 2026-02-02T21:24Z [----] followers, [---] engagements
"Another REIT heads for the exit. Small-cap Peakstone Realty (PKST) surged 33% today 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 inside traditional warehouses. PKST also owns [--] remaining office"
X Link 2026-02-02T22:00Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.9% 🔴 Equity REITs: -0.2% 🟢 Housing Index: +0.7% Commodities 🟢 Gold: +6.2% 🟢 Crude Oil: +2.9% 🔴 Bitcoin: -2.0% Top Property Sectors: 🟢 Timber: +2.4% 🟢 Self-Storage: +2.2% Bottom Property Sectors: 🔴 Billboard: -0.8% 🔴 Medical Office: -1.0% @ReitAcademy @DailyREITBeat @rbradthomas @SeekingAlpha @AllTheREITNews #REITs https://twitter.com/i/web/status/2018794465302065612 https://twitter.com/i/web/status/2018794465302065612"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements
"Mall: Simon Property (SPG) the largest mall owner in the nation declined 1% today despite reporting impressive results showing continued momentum in high-end retail fundamentals and provided a relatively optimistic outlook for the year ahead. 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"
X Link 2026-02-03T21:13Z [----] followers, [--] engagements
"Healthpeak Properties $DOC the largest medical office REIT declined 2% today after reporting mixed fourth-quarter 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 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 delivered strong"
X Link 2026-02-03T21:18Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Philly-focused office REIT Brandywine (BDN) surged nearly 12% today after reporting decent Q4 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 calling for $0.51$0.59 per share implying 6% growth at the midpoint. BDN expects flat same-store"
X Link 2026-02-04T21:52Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Omega Healthcare (OHI) - the largest skilled nursing REIT - rallied 6% after it reported solid 4Q25 results highlighted by continued improvement in tenant fundamentals and another quarter of steady cash flow growth. 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. Coverage metrics continued to firm with EBITDAR coverage increasing [--] bps sequentially to 1.57x while exposure to sub-1.0x"
X Link 2026-02-05T21:34Z [----] followers, [--] engagements
"Apartment REITs lagged today after the initial trio of reports pointed to a more muted near-term fundamentals backdrop with continued downward pressure on rental rates despite easing supply pressures. AvalonBay (AVB) the largest apartment REIT - declined 4% after it reported blended rent growth of -0.3% (-4.2% on new leases and +3.0% on renewals) a deceleration from the +2.5% blended last quarter. $AVB reported full-year FFO growth of 2.1% in [----] slightly missing its prior guidance of 2.2% and forecasts FFO growth of 0.1% in [----]. Essex (ESS) the third-largest apartment REIT - traded flat"
X Link 2026-02-05T22:02Z [----] followers, [--] engagements
"📊 REIT Earnings Quick Takes Digital Realty (DLR) the second-largest data center REIT rallied 4% after reporting impressive Q4 results highlighted by an across-the-board earnings beat and an encouraging [----] outlook that came in ahead of expectations. 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"
X Link 2026-02-06T21:44Z [----] followers, [---] engagements
"Ventas (VTR) the second-largest senior housing REIT advanced 2% today after delivering solid Q4 results - highlighted by another quarter of strong senior housing operating performance and announcing a 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% y/y and average occupancy rising [---] bps year-over-year to 90.1%"
X Link 2026-02-06T21:47Z [----] followers, [---] engagements
"📊 From Silicon To Steel: The Value Trade Returns Real Estate Weekly Outlook: 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 earnings season raised questions around where"
X Link 2026-02-08T17:38Z [----] 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 2026-02-09T14:04Z [----] 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 2026-02-09T14:05Z [----] 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 2026-02-09T14:05Z [----] 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 2026-02-09T14:06Z [----] 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 2026-02-09T14:07Z [----] 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 2026-02-09T14:07Z [----] 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 2026-02-09T14:08Z [----] 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 2026-02-09T14:08Z [----] 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 2026-02-09T14:08Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +0.5% 🟢 Equity REITs: +0.4% 🔴 Housing Index: -0.3% Top Property Sectors: 🟢 Cell Tower: +1.9% 🟢 Cold Storage: +1.1% Bottom Property Sectors: 🔴 Billboard: -1.1% 🔴 Regional Mall: -1.3% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
X Link 2026-02-09T21:14Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟠 March Rate Cut Odds: 18% (Prior: 18%) 🟢 [----] Implied Cuts: [---] (Prior: 2.2) https://twitter.com/i/web/status/2020971263603376327 https://twitter.com/i/web/status/2020971263603376327"
X Link 2026-02-09T21:21Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -1.5% 🟠 Equity REITs: 0.0% 🔴 Housing Index: -1.2% Top Property Sectors: 🟢 Data Center: +7.5% 🟢 Cell Tower: +3.5% Bottom Property Sectors: 🔴 Apartment: -2.8% 🔴 Medical Office: -2.9% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
X Link 2026-02-12T21:16Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🟢 S&P 500: +0.1% 🟢 Equity REITs: +1.4% 🟢 Housing Index: +1.4% Top Property Sectors: 🟢 Regional Mall: +2.7% 🟢 Medical Office: +2.7% Bottom Property Sectors: 🟠 Cold Storage: +0.1% 🔴 Timber: -0.1% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
X Link 2026-02-13T21:25Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday February 9th [----] $AKR $BRX $CURB $FRMI $JOSS $KRC $PEB $UDR $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6257400-the-daily-reitbeat-monday-february-9th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6257400-the-daily-reitbeat-monday-february-9th-2026"
X Link 2026-02-09T13:09Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 8% (Prior: 6%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) Treasury Yields 2-Year: 3.45% (-6 bps) 10-Year: 4.10% (-7 bps)"
X Link 2026-02-12T21:20Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 10% (Prior: 8%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) Treasury Yields 2-Year: 3.41% (-5 bps) 10-Year: 4.05% (-5 bps) https://twitter.com/i/web/status/2022422723264168268 https://twitter.com/i/web/status/2022422723264168268"
X Link 2026-02-13T21:28Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday October 29th [----] $AAT $AHH $AKR $AMH $ARE $AVB $BNL $BXP $CHCT $CTO $EQIX $EQR $ESRT $ESS $EXR $FCPT $FPI $FSP $HIW $ILPT $INVH $IRT $IVT $JBGS $KIM $KRG $LXP $MAA $PGRE $PSA $REG $STAG $SUI $UDR $UE $VTR $WPC $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6219469-the-daily-reitbeat-wednesday-october-29th-2025 https://twitter.com/i/web/status/1983507297054720462 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6219469-the-daily-reitbeat-wednesday-october-29th-2025"
X Link 2025-10-29T12:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday November 5th [----] $AHT $AVB $BHR $BNL $CLDT $COLD $CTRE $DEI $EQR $FRT $GMRE $GNL $GOOD $HIW $HPP $HST $INN $IRM $KRG $LAMR $LAND $LINE $LTC $MAC $PEB $PECO $PSTL $RLJ $RYN $SAFE $SBRA $SILA $SKT $TRNO $VNO $WELL $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6222054-the-daily-reitbeat-wednesday-november-5th-2025 https://twitter.com/i/web/status/1986058624142110857 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6222054-the-daily-reitbeat-wednesday-november-5th-2025"
X Link 2025-11-05T13:10Z [----] followers, [----] engagements
"📰 The Daily REITBeat Friday December 19th [----] $ADC $AHR $CPT $NHI $SVC $TRNO $UDR $VICI @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6238603-the-daily-reitbeat-friday-december-19th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6238603-the-daily-reitbeat-friday-december-19th-2025"
X Link 2025-12-19T13:09Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday January 12th [----] $AMH $CIO $CURB $DOC $FCPT $HIW $O $PEB $SHO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6246065-the-daily-reitbeat-monday-january-12th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6246065-the-daily-reitbeat-monday-january-12th-2026"
X Link 2026-01-12T13:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday January 14th [----] $DEI $FVR $LXP $PLD $RITM @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247660-the-daily-reitbeat-wednesday-january-14th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247660-the-daily-reitbeat-wednesday-january-14th-2026"
X Link 2026-01-14T13:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday January 20th [----] $AAT $AVB $CURB $CUBE $ELS $IRT $NHI $NNN $O $PINE $PLD $PSA $PSTL $REG $SITC $SPG $SUI $UDR $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6249050-the-daily-reitbeat-tuesday-january-20th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6249050-the-daily-reitbeat-tuesday-january-20th-2026"
X Link 2026-01-20T13:09Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday January 21st [----] $FRMI $GOOD $GTY $MPW $NLOP $PLD $TRNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250408-the-daily-reitbeat-wednesday-january-21st-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250408-the-daily-reitbeat-wednesday-january-21st-2026"
X Link 2026-01-21T13:12Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday January 22nd [----] $CTRE $GTY $KIM @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250943-the-daily-reitbeat-thursday-january-22nd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6250943-the-daily-reitbeat-thursday-january-22nd-2026"
X Link 2026-01-22T13:09Z [----] followers, [---] engagements
"Lab space REIT 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% - rebounded by 2% today after reporting fourth-quarter results that were a modest step in the right direction. 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). ARE also maintained its full-year [----] outlook (which had been reduced at its Investor Day in December) for FFO of $6.40 at the midpoint"
X Link 2026-01-27T22:02Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 13% (Prior: 12%) 🟢 [----] Implied Cuts: [---] (Prior: 1.8) https://twitter.com/i/web/status/2016986527524671841 https://twitter.com/i/web/status/2016986527524671841"
X Link 2026-01-29T21:27Z [----] followers, [---] engagements
"Post-Earnings Performance 🟢 $SLG SL Green: +2.3% 🟢 $ELS Equity Lifestyle: +1.4% 🔴 $WY Weyerhaeuser: -0.5% 🔴 $NLY Annaly Capital: -1.0% 🔴 $BX Blackstone: -2.6% https://twitter.com/i/web/status/2016987854006604216 https://twitter.com/i/web/status/2016987854006604216"
X Link 2026-01-29T21:32Z [----] followers, [---] engagements
"📰 The Daily REITBeat Monday February 2nd [----] $AHR $DOC $EQIX $NHI $SPG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6252885-the-daily-reitbeat-monday-february-2nd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6252885-the-daily-reitbeat-monday-february-2nd-2026"
X Link 2026-02-02T13:10Z [----] followers, [---] engagements
"On cue with the "REIT Exodus" prediction commercial mortgage REIT Apollo Commercial Real Estate (ARI) rallied 9% after announcing an agreement to sell its entire $9B commercial real estate loan portfolio to Athene Holding - an Apollo-linked insurer - at roughly 99.7% of commitments net of reserves. The deal which is expected to close in 2Q [----] is expected to leave ARI with about $1.4 billion in net cash and $1.7 billion in equity implying $12.05 per share in residual value - nearly 25% above its prior closing share price of around $10. Citing its objective to maximize shareholder value ARI"
X Link 2026-02-02T14:06Z [----] 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 2026-02-02T14:06Z [----] followers, [--] engagements
"Manufactured Housing Among the stronger relative performers this week Equity Lifestyle (ELS) - the second-largest manufactured housing ("MH") REIT - was little changed after reporting decent fourth-quarter results and raising its dividend by 5% as steady strength in its core MH portfolio was partially offset by continued weakness in its transient and seasonal RV segment. ELS delivered full-year revenue in its MH segment of 5.5% - matching its prior guidance - but came up short in its RV and Marina segment with 0.2% full-year growth below its prior 0.3% guide. In all ELS reported solid"
X Link 2026-02-02T14:06Z [----] 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 2026-02-02T14:07Z [----] followers, [--] engagements
"From a drywall contractor to a $5B retail REIT. Kite Realty Group's (KRG) story is an interesting American growth story evolving into one of the largest owner/operators of strip center retail in the nation. #REIT #RealEstate #Investing #Dividends #KRG"
X Link 2026-02-02T18:08Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday February 3rd [----] $AAT $ARE $BDN $DOC $ELS $GMRE $LAMR $OUT $PKST $SPG $VNO @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6255550-the-daily-reitbeat-tuesday-february-3rd-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6255550-the-daily-reitbeat-tuesday-february-3rd-2026"
X Link 2026-02-03T13:15Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.5% 🟢 Equity REITs: +1.4% 🟢 Housing Index: +2.4% Top Property Sectors: 🟢 Cold Storage: +4.9% 🟢 Mall: +3.1% Bottom Property Sectors: 🟠 Timber: +0.2% 🔴 Senior Housing: -0.8% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing"
X Link 2026-02-04T21:20Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday February 4th [----] $AHR $AVB $CCI $CDP $COLD $CPT $CUZ $DLR $EGP $EQR $ESS $FR $HHH $MAA $OHI $PECO $PINE $PSA $REG $REXR $SMA $SPG $SUI $TRNO $VTR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256478-the-daily-reitbeat-thursday-february-5th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256478-the-daily-reitbeat-thursday-february-5th-2026"
X Link 2026-02-05T13:09Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Omega Healthcare $OHI: +6.0% 🟢 EastGroup $EGP: +2.9% 🟢 First Industrial $FR: +2.2% 🟠 Essex $ESS: -0.4% 🔴 Mid-America $MAA: -3.1% 🔴 AvalonBay $AVB: -4.6% 🔴 Rexford $REXR -6.5% 🔴 Ladder $LADR -6.5% 🔴 Crown Castle $CCI: -9.0% https://twitter.com/i/web/status/2019523678434726380 https://twitter.com/i/web/status/2019523678434726380"
X Link 2026-02-05T21:29Z [----] followers, [--] engagements
"Eastgroup (EGP) the second-largest industrial REIT - rallied 3% after reporting strong fourth-quarter 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) the fourth largest industrial REIT - gained 2% after reporting similarly solid results and raising its dividend by 12%. $FR reported sector-leading full-year FFO growth of 11.7% in"
X Link 2026-02-05T21:49Z [----] 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 2026-02-09T14:06Z [----] 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 2026-02-09T14:06Z [----] 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 2026-02-09T14:06Z [----] 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 2026-02-09T14:07Z [----] 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 2026-02-09T14:08Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -0.2% 🟢 Equity REITs: +1.3% 🟢 Housing Index: +2.3% Top Property Sectors: 🟢 SF Rental: +2.9% 🟢 Hotel: +2.8% Bottom Property Sectors: 🟢 Office: +0.1% 🟠 Cannabis: 0.0% @DailyREITBeat @ReitAcademy #REITs #RealEstateInvesting"
X Link 2026-02-10T21:11Z [----] followers, [---] engagements
"Brixmor (BRX) the fourth-largest strip center REIT owning a regionally diverse portfolio focused on grocery-anchored centers gained 2% today after reporting a strong Q4 highlighted by accelerating in-line leasing momentum and a positive [----] outlook consistent with still-favorable retail fundamentals. $BRX reported full-year FFO growth of 5.6% - topping its prior guidance of 5.2% - and its initial [----] outlook calls for FFO growth of 4.4% this year. At the property-level BRX reported same-store NOI growth of 4.2% in [----] also topping its prior guide and projects an acceleration in [----] to"
X Link 2026-02-10T21:31Z [----] followers, [--] engagements
"Vornado Realty (VNO) the second largest office REIT owning an NYC-focused portfolio - gained 3% today after it reported a mixed 4Q25 with improving fundamentals in its core New York office portfolio offset by some property-specific headwinds. Leasing activity accelerated meaningfully with 960K SF signed during the quarter (an acceleration from its TTM average of roughly 780k) while NYC office occupancy jumped [---] bps sequentially to 91.2%. Cash leasing spreads remained healthy at +7.2% in the quarter (+7.8% for FY25) underscoring continued flight-to-quality demand in Manhattan. These"
X Link 2026-02-10T21:35Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday February 110th [----] $ADC $AKR $ARE. $CURB $CUZ $DEI $EPRT $EQIX $FCPT $FRMI $GTY $HIW $IRM $IRT $IVT $KIM $LXP $NNN $NTST $PDM $RYN $STAG $UE $WELL $WPC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258764-the-daily-reitbeat-wednesday-february-11th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258764-the-daily-reitbeat-wednesday-february-11th-2026"
X Link 2026-02-11T13:11Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🟠 S&P 500: 0.0% 🔴 Equity REITs: -0.6% 🔴 Housing Index: -0.7% Treasury Yields: 🔴 2-Year: 3.51% (+6 bps) 🔴 10-Year: 4.17% (+2 bps) Top Property Sectors: 🟢 Senior Housing: +3.0% 🟢 Farmland: +1.6% Bottom Property Sectors: 🔴 Office: -2.3% 🔴 Cold Storage: -3.0% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits #REITs https://twitter.com/i/web/status/2021692979547705738 https://twitter.com/i/web/status/2021692979547705738"
X Link 2026-02-11T21:09Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🔴 March Rate Cut Odds: 6% (Prior: 20%) 🔴 [----] Implied Cuts: [---] (Prior: 2.6)"
X Link 2026-02-11T21:11Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Chimera $CIM: +6.4% 🟢 Welltower $WELL: +3.5% 🟢 Blackstone Mortgage $BXMT: +1.7% 🟢 Agree Realty $ADC: +0.4% 🟢 InvenTrust $IVT: +0.1% 🟠 NetStreit $NTST: -0.2% 🟠 WP Carey $WPC: -0.5% 🟠 National Retail $NNN: -0.9% 🟠 Urban Edge $UE: -1.3% 🔴 Douglas Emmett $DEI: -2.4% 🔴 Acadia Realty $AKR: -3.7% 🔴 Highwoods $HIW: 9.8% https://twitter.com/i/web/status/2021695908401098919 https://twitter.com/i/web/status/2021695908401098919"
X Link 2026-02-11T21:20Z [----] followers, [--] engagements
"Four net lease REITs reported results over the past [--] hours each of which reported an acceleration in acquisition activity as investment spreads improved. WP Carey (WPC) the second-largest net lease REIT owning an industrial-focused portfolio traded flat today despite reporting solid fourth quarter results that capped off an active [----] as it completed a multi-year strategic portfolio repositioning to focus more exclusively on industrial real estate. Fueled by embedded contractual escalators and robust investment activity WPC reported full-year FFO growth of 5.7% in [----] modestly above its"
X Link 2026-02-11T21:26Z [----] followers, [--] engagements
"National Retail (NNN) the fourth-largest net lease REIT owning a retail-focused portfolio traded modestly higher after reporting solid fourth-quarter results and introducing an outlook that points to modestly accelerating growth in [----] supported by record acquisition activity. $NNN reported full-year AFFO growth of 2.7% in [----] above its prior guidance for 2.4% - and forecast AFFO growth of 3.2% for full-year [----] reflecting higher assumed acquisition volume and stable operating fundamentals. Acquisition volume totaled $931M in [----] (up 51% from 2024) which was the largest annual total in"
X Link 2026-02-11T21:29Z [----] followers, [---] engagements
"Continuing a strong start to retail REIT earnings season a trio of strip center REITs reported results over the past [--] hours two of which announced dividend hikes. InvenTrust (IVT) which focuses on grocery-anchored centers in the Southeast traded flat today after reporting solid Q4 results and hiking its dividend by 5%. $IVT reported full-year FFO growth of 5.8% - topping its prior guidance of 4.9% - and its initial [----] outlook calls for FFO growth of 5.5% this year. At the property-level Same-store NOI grew 5.3% in [----] also topping its prior guide and projects a slight deceleration in"
X Link 2026-02-11T21:37Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Redwood Trust $RWT +20.3% 🟢 Equinix $EQIX +10.6% 🟢 Getty Realty $GTY +5.8% 🟢 Iron Mountain $IRM +5.3% 🟠 Kimco Realty $KIM +1.9% 🟠 Rayonier $RYN +1.0% 🔴 Essentials Property $EPRT 0.1% 🔴 Four Corners Property $FCPT 3.3% 🔴 STAG Industrial $STAG 4.6% 🔴 Independence Realty $IRT 4.6% 🔴 LXP Industrial $LXP 6.6% 🔴 Piedmont Realty $PDM 8.1% 🔴 Franklin BSP $FBRT 14.2% https://twitter.com/i/web/status/2022059595494306169 https://twitter.com/i/web/status/2022059595494306169"
X Link 2026-02-12T21:25Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes Equinix (EQIX)the largest data center REIT surged after it delivered a decisive earnings beat boosted its dividend by 10% and introduced a [----] outlook that meaningfully exceeded expectations signaling accelerating momentum across both demand and profitability. Fueled by robust enterprise hyperscale and AI-driven demand $EQIX reported normalized AFFO growth of roughly 9.5% in [----] matching its prior guidance - and forecasts 10.4% AFFO growth in [----] well above consensus expectations and a sharp step-up from the 5% growth profile outlined at its June Analyst Day."
X Link 2026-02-12T21:32Z [----] followers, [---] engagements
"Kimco Realty (KIM) the largest strip center REIT owning a nationally diversified portfolio of grocery-anchored shopping centers rallied today after reporting solid fourth-quarter results highlighted by a 10th-straight quarter of double-digit leasing spreads - and introducing upbeat [----] guidance indicating a continuation of robust retail real estate fundamentals. Driven by solid property-level fundamentals and accretive capital recycling KIM reported full-year FFO growth of 6.7% in [----] among the best in the sector and topping its prior forecast and projects FFO growth of 3.4% this year in"
X Link 2026-02-12T21:34Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday November 4th [----] $AHH $AHT $AIV $APLE $BHR $CLDT $CSR $DEI $DHC $EPR $GMRE $GOOD $HPP $HST $IIPR $INN $IRM $LINE $LTC $MAA $MAC $NNN $NSA $O $PSTL $RHP $SBAC $SILA $SITC $SKT $SPG $TRNO $UMH $VNO $WSR $WY @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6221641-the-daily-reitbeat-tuesday-november-4th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6221641-the-daily-reitbeat-tuesday-november-4th-2025"
X Link 2025-11-04T13:16Z [----] followers, [---] engagements
"📰 The Daily REITBeat Tuesday January 13th [----] $AHT $BXP $CCI $CDP $DLR $DRH $EGP $FVR $LINE $NTST $PDM $STAG $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247209-the-daily-reitbeat-tuesday-january-13th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6247209-the-daily-reitbeat-tuesday-january-13th-2026"
X Link 2026-01-13T13:13Z [----] followers, [---] engagements
"📰 The Daily REITBeat Wednesday February 4th [----] $AAT $AVB $BDN $CCI $CTO $CUBE $EGP $ESS $FR $GNL $MAA $MDV $MPT $OHI $PDM $PINE $PKST $REXR $WSR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256010-the-daily-reitbeat-wednesday-february-4th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256010-the-daily-reitbeat-wednesday-february-4th-2026"
X Link 2026-02-04T13:09Z [----] followers, [---] engagements
"Post-Earnings Performance 🟢 Brandywine $BDN: +11.7% 🟢 American Assets $AAT: +3.9% 🟠 Rithm Capital $RITM: -1.6% 🔴 KKR Real Estate $KREF: -3.7% REIT Earnings This Afternoon AvalonBay $AVB Crown Castle$CCI EastGroup $EGP Essex $ESS First Industrial$FR Mid-America$MAA Omega Healthcare$OHI Rexford $REXR https://twitter.com/i/web/status/2019160409790390472 https://twitter.com/i/web/status/2019160409790390472"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 🔴 S&P 500: -1.3% 🟠 Equity REITs: -0.1% 🔴 Housing Index: -0.7% Commodities 🔴 Bitcoin: -14.4% 🔴 Silver: -13.5% 🔴 Gold: -2.8% Top Property Sectors: 🟢 Senior Housing: +3.2% 🟢 Billboard: +1.9% Bottom Property Sectors: 🔴 Cold Storage: -2.8% 🔴 Cell Tower: -4.6% @AllTheREITNews @DailyREITBeat @ReitAcademy @Alreits @REITs_Nareit #REITs #Dividends #Investing https://twitter.com/i/web/status/2019522623055532099 https://twitter.com/i/web/status/2019522623055532099"
X Link 2026-02-05T21:24Z [----] followers, [---] engagements
"Crown Castle (CCI) the second-largest cell tower REIT - dipped 9% today after reporting decent fourth-quarter 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% decline as 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 well shy of"
X Link 2026-02-05T21:40Z [----] followers, [--] engagements
"📰 The Daily REITBeat Tuesday February 10th [----] $ADC $AIV $AKR $BRX $DEI $HIW $IVT $KRC $NNN $NTST $UDR $UE $VNO $WELL $WPC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258330-the-daily-reitbeat-tuesday-february-10th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6258330-the-daily-reitbeat-tuesday-february-10th-2026"
X Link 2026-02-10T12:07Z [----] followers, [---] engagements
"Fed Watch: Rate Cut Tracker 🟢 March Rate Cut Odds: 22% (Prior: 17%) 🟢 [----] Implied Cuts: [---] (Prior: 2.3) https://twitter.com/i/web/status/2021331466886471710 https://twitter.com/i/web/status/2021331466886471710"
X Link 2026-02-10T21:12Z [----] followers, [--] engagements
"REIT Post-Earnings Performance 🟢 Ares Commercial $ACRE: +11.4% 🟢 UDR Inc $UDR: +4.3% 🟢 Vornado $VNO: +2.7% 🟢 Brixmor $BRX: +2.5% 🔴 Kilroy $KRC: -3.7% https://twitter.com/i/web/status/2021333051926786211 https://twitter.com/i/web/status/2021333051926786211"
X Link 2026-02-10T21:18Z [----] followers, [---] engagements
"📊 REIT Earnings Quick Takes UDR Inc. (UDR) the fifth-largest apartment REIT with the most regionally-diverse portfolios among its peers rallied nearly 5% today after reporting mixed Q4 results but provided a relatively constructive outlook for [----]. $UDR reported full-year FFO growth of 2.4% - meeting its prior guidance - and its initial [----] outlook calls for an FFO decline of -0.8% this year. At the property-level same-store NOI grew of 2.3% in [----] also meeting its prior guide and projects NOI growth of 0.1% in [----]. UDR reported blended rent growth of -2.1% in Q4 (-7.2% on new leases and"
X Link 2026-02-10T21:26Z [----] followers, [--] engagements
"📊 REIT Earnings Quick Takes Welltower (WELL) the largest senior housing owner in the country and top-performing REIT on a rolling 5-year basis - rallied another 3.5% today after reporting another stellar quarter highlighted by exceptional senior housing operating performance and a very strong initial [----] outlook. Fueled by continued outperformance in its Senior Housing Operating Portfolio (SHOP) $WELL reported full-year FFO growth of 22.5% in [----] above its prior guidance of 18.1% - and forecasts these robust trends to in [----] with an outlook calling for FFO growth of 16.6% this year."
X Link 2026-02-11T21:22Z [----] followers, [--] engagements
"Results from a pair of office REITs over the past [--] hours showed that while property-level trends have inflected positivelyevidenced by improved leasing volumes modest occupancy gains and stabilizing in-place rentsbottom-line profitability remains constrained by elevated leverage elevated interest expense and balance sheets still healing from years of value erosion. Douglas Emmett (DEI) which focuses exclusively on the L.A. and Honolulu office markets slipped 3% after reporting mixed Q4 results with decent leasing volume trends offset by continued downward pressure on rents. Recording a"
X Link 2026-02-11T21:48Z [----] followers, [---] engagements
"📰 The Daily REITBeat Thursday February 12th [----] $CTRE $EPRT $EQIX $FCPT $FRT $GMRE $GTY $HR $IRM $IRT $KIM $LXP $NTST $PDM $PEB $PSA $RYN $SAFE $STAG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6259210-the-daily-reitbeat-thursday-february-12th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6259210-the-daily-reitbeat-thursday-february-12th-2026"
X Link 2026-02-12T13:08Z [----] followers, [---] engagements
"A trio of net lease REITs reported results: Getty Realty (GTY) which focuses on gas stations and other automotive-related real estate jumped 6% today after reporting solid fourth quarter results highlighted by a notable acceleration in acquisition activity. Fueled by embedded rent growth and a pick-up in investment activity GTY reported full-year AFFO growth of 4.3% in [----] topping its prior guidance - and reaffirmed [----] AFFO per share guidance of $2.48$2.50 implying growth of 2.0% this year. GTY completed $269M of investments in [----] (up 28% from 2024) including $135M in Q4 at a 7.9% cap"
X Link 2026-02-12T21:42Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday February 6th [----] $CDP $CPT $CUZ $DLR $DOC $EQR $FRT $FSP $MAA $PECO $PINE $REG $SPG $VTR @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256984-the-daily-reitbeat-friday-february-6th-2026 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6256984-the-daily-reitbeat-friday-february-6th-2026"
X Link 2026-02-06T13:10Z [----] followers, [---] engagements
"📰 The Daily REITBeat Friday February 13th [----] $CTRE $EPRT $EQIX $FCPT $FRT $GMRE $GTY $HR $IRM $IRT $KIM $LXP $NTST $PDM $PEB $PSA $RYN $SAFE $STAG @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: $BRX $CBL $CTRE $FRT $HR $PSA $RYN $SBRA $SOHO $WPC https://twitter.com/i/web/status/2022298108013445306 https://twitter.com/i/web/status/2022298108013445306"
X Link 2026-02-13T13:13Z [----] followers, [--] engagements
"📊 January CPI Report Year-Over-Year Changes 🟢 Headline CPI: +2.39% (Prior: +2.68%) 🟢 Core CPI: +2.50% (Prior: +2.64%) 🟢 Core CPI ex-Shelter: +2.04% (Prior: +2.40%) Notable Upside M/M Movers & Contribution 🔴 Airfares: +6.5% (30% contribution) 🔴 Owner Eq. Rent: +0.2% (29%) 🔴 Hospital Services: +0.9% (11%) 🔴 Primary Rent: +0.2% (10%) Notable Downside M/M Movers & Contribution 🟢 Gasoline: 3.2% (-50% contribution) 🟢 Used Cars & Trucks: 1.8% (-26%) 🟢 Motor Vehicle Insurance: 0.4% (-6%) 🟢 Fuel Oil: -5.7% (-3%)"
X Link 2026-02-13T20:49Z [----] followers, [---] engagements
"REIT Post-Earnings Performance 🟢 Public Storage $PSA: +2.7% 🟢 Healthcare Realty $HR: +2.7% 🟠 Federal Realty $FRT: 0.0% 🔴 Rithm Property $RPT: 3.6% 🔴 CareTrust $CTRE: 1.8% 🔴 CBL Properties $CBL: 3.6% https://twitter.com/i/web/status/2022424765336588398 https://twitter.com/i/web/status/2022424765336588398"
X Link 2026-02-13T21:36Z [----] followers, [---] engagements
"Cold Storage: Americold (COLD) - which has been among the worst-performing REITs this year amid a myriad of challenges impacting the refrigerated storage sector and broader transportation industry - dipped another 4% this week after announcing that its CEO plans to step down at the end of this month. COLD announced the retirement of CEO George Chappelle who was appointed to the top role in November [----] after the termination of its former CEO Fred Boehler who oversaw Americold's successful IPO in [----] as the first cold storage REIT and had delivered roughly [--] percentage points of"
X Link 2025-09-02T15:13Z [----] followers, [--] engagements
"Healthcare: Embattled hospital owner Medical Properties Trust (MPW) - which has stabilized since early [----] following an 80% plunge from early [----] through late [----] amid issues with its largest (and now defunct) tenant Steward Healthcare - rallied 4% this week after it announced a lease agreement on six properties formely operated by Prospect another top tenant that filed for bankruptcy this past January. MPW announced that NOR Healthcare Systems will lease six facilities that were part of Prospects California operations under a master lease with an initial annualized rent of $45 million and"
X Link 2025-09-02T15:14Z [----] followers, [--] engagements
"2025 Performance & [----] Recap At the unofficial end of summer real estate equities have posted mixed performance compared to the major equity benchmarks slumping during the Spring and early Summer but showing renewed signs of life in recent weeks in hopes of imminent Fed rate cuts. The Equity REIT Index is now higher by 5.7% on the year while the Mortgage REIT Index has gained 9.8% and the Housing [---] Index has advanced 5.6%. This compares with the 10.7% advance for the S&P [---] the 5.1% gain for the Mid-Cap [---] and the 3.3% gain for the Small-Cap [---]. Within the REIT sector 10-of-18 property"
X Link 2025-09-02T15:14Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 0.9% this year - retreating over the past two months after surging to six-month highs in June - but the broader Commodities complex remains higher by 7.6% buoyed by a 31% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 1.6% on the year. In currency markets the US Dollar Index (DXY) has declined 5.1% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the Mortgage REIT"
X Link 2025-09-02T15:14Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead We'll see another critical slate of economic data and "Fed Speak" in the holiday-shortened week ahead including the final slate of employment data ahead of the mid-September FOMC meeting. The main event comes on Friday via the BLS Nonfarm Payrolls which last month posted a historically large downward revision to job growth in the early summer months sparking the sharp pivot in monetary policy expectations with the Fed now widely expected to resume its rate-cutting cycle after a nine-month pause. Economists expect job growth of 78k in August on the"
X Link 2025-09-02T15:14Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.7% 🏦 Equity REITs: -1.7% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 92% (Prior: 86%) Total [----] Cuts: [---] (Prior: 2.2) Top Property Sectors: 🟢 Office: -0.3% 🟢 Healthcare: -0.6% Bottom Property Sectors: 🔴 SF Rental: -3.2% 🔴 Timber: -3.4% Full Report at iREIT+Hoya on Seeking Alpha: 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 2025-09-02T20:28Z [----] followers, [---] engagements
"🚚 Prologis (PLD) - Hoya Hotseat Our latest Hoya Hotseat interview features Prologis (PLD) - the worlds largest industrial REIT owning a global logistics portfolio exceeding $200 billion in assets spanning [---] billion square feet across key distribution hubs in [--] countries. Founded in [----] Prologis is the clear leader in modern logistics real estate serving a diversified tenant base of multinational retailers e-commerce giants third-party logistics providers and manufacturers. PLD's portfolio benefits from long-term secular growth in global trade supply chain reconfiguration and e-commerce"
X Link 2025-09-03T19:40Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.8% (Record High) 🏦 Equity REITs: +0.7% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 97% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.3) Top Property Sectors: 🟢 Timber: +2.9% 🟢 Cannabis: +2.5% Bottom Property Sectors: 🔴 SF Rental: 0.1% 🔴 Cell Tower: -1.1% Full Report at iREIT+Hoya on Seeking Alpha: 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 2025-09-04T20:24Z [----] followers, [---] engagements
"📊 Slacking Into A Rate Cut Real Estate Weekly Outlook: U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets the number of job seekers surpassed the number of available job openings for"
X Link 2025-09-07T15:14Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 1st - September 5th [----] Slacking Into A Rate Cut U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets the number of job seekers"
X Link 2025-09-08T13:04Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets effectively locking in a Federal Reserve rate cut later this month and more to follow by year-end. Viewed by markets as a "Goldilocks" set of reports data this week showed slowing but still positive job growth in August. Perhaps more importantly it provided clear evidence of cooling wage pressures and emerging labor market slack - disinflationary offsets that have become"
X Link 2025-09-08T13:05Z [----] followers, [--] engagements
"The more notable action this week was in global sovereign bond markets. Global benchmark yields surged early in the week on European deficit concerns - underscored by a jump in UK gilt yields to the highest level since [----] - but yields tumbled on Thursday and Friday after a weak slate of U.S. jobs data fueled recession fears and expectations of imminent Fed rate cuts. Plunging to its lowest level in nearly three years the policy-sensitive 2-Year Treasury Yield fell by [--] basis points to 3.52%. Longer-duration yields fell even more significantly with the 10-Year Treasury Yield falling 14"
X Link 2025-09-08T13:05Z [----] followers, [--] engagements
"The long-resilient U.S. labor market is now showing definitive signs of cooling with a rather unflattering set of data this week indicating a combination of soft hiring demand slowing wage growth and a continued swing in bargaining power from workers to employers. Following the startling downward revision in the last report the critical BLS Nonfarm Payrolls showed that the U.S. economy added just 22k jobs in August - well shy of the consensus estimate of 75k - and another round of downward revisions subtracted another 21k from prior months. While revisions were more modest than last month"
X Link 2025-09-08T13:05Z [----] followers, [--] engagements
"The BLS' Household Survey - on which the unemployment rate and the participation rate are calculated - was a notable bright spot in the payrolls report showing healthy gains in both the size of the civilian labor force (+436k) and in the Employment Level (+288k). Importantly each of the major reports this week also showed consistent evidence of cooling wage growth and emerging labor market slack - favorable for the prospects of monetary easing and pushing back on concerns over stagflationary conditions resulting from tariffs and tighter immigration policies. The U3 Unemployment Rate rose to"
X Link 2025-09-08T13:05Z [----] followers, [--] engagements
"Is the REIT IPO drought coming to an end Fermi - a startup energy infrastructure founded in [----] and co-founded by former US Energy Secretary and former Texas Governor Rick Perry - filed for an IPO with plans to list on the Nasdaq under ticker FRMI. The company is developing Project Matador a massive 11GW hyperscale data center campus in partnership with the Texas Tech University System. Spanning 18M SF on a plot of land leased from Texas Tech the site will host ultra-power-hungry AI data centers using a mix of natural gas solar wind and eventually nuclear. Fermi owns 600MW of natural gas"
X Link 2025-09-08T20:33Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% (Record-High) 🏦 Equity REITs: -0.2% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 100% (Prior: 100%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +2.5% 🟢 Office: +1.2% Bottom Property Sectors: 🔴 Manufactured Home: -1.6% 🔴 Apartment: -1.8% Full Report at iREIT+Hoya on Seeking Alpha: 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 2025-09-10T20:32Z [----] followers, [---] engagements
"Very good news on the inflation front. Producer Price Index data this morning showed that wholesale prices unexpectedly declined in August for the first time in four months entirely reversing last month's pop and providing further support for a Fed rate cut - or perhaps multiple cuts - later this month. Headline PPI fell 0.1% in August a sharp reversal from Julys 0.7% increase signaling that businesses may be absorbing higher import costs rather than passing them on to consumers. On an unadjusted annual basis headline PPI rose 2.60% down from 3.06% last month. The decline was driven by lower"
X Link 2025-09-10T20:34Z [----] followers, [---] engagements
"🏙 Cool Enough For Cuts Real Estate Weekly Outlook: U.S. equity markets climbed to fresh record highs this past week after relatively benign inflation data and weak employment data cleared the path for the Fed to resume rate cuts. While CPI and PPI readings continued to show a modest reacceleration in price pressures from their post-pandemic lows earlier this year - certainly not ideal trends to initiate or resume a rate-cutting cycle - both remained "cool enough" for the FOMC to push inflation to the back burner to address labor market concerns which were amplified by another round of steep"
X Link 2025-09-14T15:07Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 8th - September 12th [----] Cool Enough For Cuts U.S. equity markets climbed to fresh record highs this past week after relatively benign inflation data and weak employment data cleared the path for the Fed to resume rate cuts. While CPI and PPI readings continued to show a modest reacceleration in price pressures from their post-pandemic lows earlier this year both remained "cool enough" to permit a policy pivot. The Fed is widely expected to cut reference rates by [--] basis points to a 4.25% upper bound which follows a nine-month"
X Link 2025-09-15T13:01Z [----] followers, [---] engagements
"Ahead of the wave of central bank policy decisions in the US UK Canada and Japan bond markets were relatively quiet as investors weighed lukewarm inflation data against another soft slate of employment data including a jump in initial jobless claims to the highest level in nearly four years. Posting its lowest end-of-week close since April the 10-Year Treasury Yield declined one basis point on the week to close at 4.07%. After dipping to three-year lows last week the policy-sensitive 2-Year Treasury Yield rebounded by [--] basis points to close at 3.56%. Swaps markets now price in a 100%"
X Link 2025-09-15T13:01Z [----] followers, [--] engagements
"Decent news on the inflation front. As expected the critical Consumer Price Index showed a modest reacceleration in price pressures in Augustrising at the highest annual pace in six monthsbut the underlying details continued to indicate that broad consumer price pressures remain relatively muted with an ongoing push-and-pull between upward tariff pressures and offsetting deflationary downdrafts via shelter and energy costs. Headline CPI rose 0.4% in August lifting the year-over-year increase to 2.92% exactly in line with estimates as a rebound in grocery prices and a modest uplift in gasoline"
X Link 2025-09-15T13:02Z [----] followers, [--] engagements
"Earlier in the week Producer Price Index data showed that wholesale prices unexpectedly declined in August for the first time in four months reversing last month's increase entirely and providing further support for a Fed rate cut - or perhaps multiple cuts - in the week ahead. Headline PPI fell 0.1% in August a sharp reversal from Julys 0.7% increase signaling that businesses may be absorbing higher import costs rather than passing them on to consumers. On an unadjusted annual basis headline PPI rose 2.60% down from 3.06% last month. The decline was driven by lower energy and transportation"
X Link 2025-09-15T13:02Z [----] followers, [--] engagements
"This week we published State Of REITs: A Rebound Written In Rates. We noted that three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of"
X Link 2025-09-15T13:02Z [----] followers, [--] engagements
"The report highlighted that REIT dividend increases continue to outpace dividend decreases by a 3:1 margin this year while the average REIT dividend payout ratios remained at 76% in the second quarter - below the 20-year average of around 80%. This week net lease REIT Realty Income (O) raised its monthly dividend for the fifth time this year - and 132nd time overall since its [----] IPO -to $0.2695/share (5.4% dividend yield) up 2.3% from last year. Moving in the other direction BXP (BXP) - the largest office REIT - gained 0.5% this week despite reducing its quarterly dividend by 29% becoming"
X Link 2025-09-15T13:02Z [----] followers, [--] engagements
"The Rate-Cut REIT Revival 🏙 State of REITs: Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of underperformance seen in the GFC. What goes"
X Link 2025-09-15T15:25Z [----] followers, [---] engagements
"@HoyaCapital State of REIT Nation The Rate-Cut REIT Revival Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. REITs were hit by a "triple whammy" of rate-related headwinds: higher borrowing costs directly squeezed profitability eroded the relative appeal of REIT dividends and made it near-impossible to grow accretively. Since the Fed's initial rate hike in March [----] REITs have lagged the S&P [---] by a whopping [--] percentage points nearly 3x the magnitude of underperformance seen in the"
X Link 2025-09-16T14:57Z [----] followers, [---] engagements
"State Of The REIT Nation In our State of REIT Nation report we analyze the recently released NAREIT T-Tracker data. Last month we published our REIT Earnings Recap which analyzed Q2 results on a company-by-company level but this report will focus on higher-level macro themes affecting the REIT sector at large. Rates down REITs up Three years of persistent rate-driven pressure on the residential and commercial real estate market appears to finally be abating - and not a moment too soon. Commercial and residential real estate markets were the most direct transmission mechanism - or "punching"
X Link 2025-09-16T14:58Z [----] followers, [--] engagements
"Underperformance from real estate equities in a persistent elevated interest rate environment is not unwarranted given that the two prior rate hike cycles that exceeded [---] basis points - the late 1980s cycle that sparked the Savings & Loan Crisis and the mid-2000s cycle that sparked the Great Financial Crisis - resulted in significant distress and disruption across the real estate industry. But the cumulative 55-percentage-point performance gap between REITs and the broader equity market in this three-year stretch is nevertheless remarkable given the historical performance correlations: on a"
X Link 2025-09-16T14:58Z [----] followers, [--] engagements
"By any measure it's been a truly forgettable three-year period for real estate equities dating back to the start of the Fed's rate-hiking cyclea period that's seen historically low levels of "dynamism" across the sector including the slowest three-year period ever for REIT capital raising activity (as a percent of market cap) the fewest number of REIT IPOs since the late-90s recession and the only time ever in which the total number of publicly listed REITs declined for three consecutive years. Today there are [---] REITs in the FTSE Nareit All REITs Index down from [---] at the start of [----] and"
X Link 2025-09-16T14:58Z [----] followers, [--] engagements
"Given the historical correlations between REITs and interest rates - both the 10-Year Treasury Yield and the Fed Funds Rate - we believe the market is overlooking the likelihood - and perhaps inevitability - of a robust real estate rebound if interest rates retreat as implied by current market-implied pricing. Swaps markets now price in a 100% probability of at least one Federal Reserve rate cut in September including a 12% chance of a "double cut" of [--] basis points. Markets imply a Fed Funds Rate of 3.79% at the end of [----] (vs. 4.50% now) implying [---] Fed interest rate cuts in 2025."
X Link 2025-09-16T14:58Z [----] followers, [--] engagements
"REITs are as "unloved" as they ever have beenbut is it justified A theme we'll emphasize throughout this report valuationsnot necessarily fundamentalsare responsible for the vast majority of the underperformance during this "REIT Dark Age" setting the stage for a sustained REIT rebound in the quarters and years ahead as benchmark interest rates retreat. The extended stretch of REIT underperformance since early 2022combined with the nearly 20% increase in FFO during this timepulled REIT valuations to the lowest level since the end of the Great Financial Crisis in late [----] and while REITs"
X Link 2025-09-16T14:59Z [----] followers, [--] engagements
"Consistent with the deeper discounts offered by smaller-cap REITs we note that Equity REITs pay a dividend yield of 4.1% on a market-cap-weighted basis but this dividend yield climbs to over 6.5% on an equal-weight basis and roughly 8.5% when including mortgage REITs. And while the average REIT now trades at an estimated 10% discount to its Net Asset Valueas implied by current private market valuationssmall-cap REITs trade at an estimated 24% discount to NAV while micro-cap REITs trade with a NAV discount of over 30%. That said for REITs being "too cheap" can be a problem - especially in an"
X Link 2025-09-16T14:59Z [----] followers, [--] engagements
"A real estate portfolio is only as good as the balance sheet that finances it. And while public REITs may own the best house in the neighborhood with balance sheets that are the envy of the institutional real estate world they are certainly not immune to the impacts of the lingering rate-driven distress around them. "Hope" has been the only strategy for many highly levered property owners amid a dearth of buying interest and limited capital availability"hope" that interest rates recede before their "debt clock" expires. And for an increasing number of borrowersespecially those reliant on"
X Link 2025-09-16T15:00Z [----] followers, [--] engagements
"Access to long-term debt is perhaps the most distinct competitive advantage of the public REIT model but it's an advantage that hardly gave public REITs much of an edge when debt capital was cheap and plentiful in the "zero-rate" economic environment of the 2010s. Compared to private institutions publicly traded REITs had far greater access to fixed-rate unsecured debtwhich is usually in the form of 5-10 year corporate bonds. This allowed REITs to lock in these fixed rates on 90% of their debt while simultaneously pushing their average debt maturity to nearly [--] years on average thus avoiding"
X Link 2025-09-16T15:00Z [----] followers, [--] engagements
"Deeper Dive Into REIT Fundamentals As noted the pockets of distress are almost entirely debt-drivenand further isolated largely to the office sectoras nearly every property sector reported "same-store" property-level income above pre-pandemic levels. REITs reported that "same-store" property-level operating income ("NOI") on average was 17.5% above pre-pandemic levels in the second quarter and up by 2.7% on a year-over-year basis. The residential industrial and technology sectors have been the upside standouts during this pandemic and post-pandemic period with most of these REITs reporting"
X Link 2025-09-16T15:00Z [----] followers, [--] engagements
"After recording the largest year-over-year decline on record in 2020which dragged the sector-wide occupancy rate to 89.8%REIT occupancy rates rebounded since mid-2020 back to around 93%toward the upper end of its 20-year average of 90-94%. By comparison occupancy levels dipped as low as 88% during the Financial Crisis and took three years to recover back above 90%. Retail REITs have been the noted upside standout on the occupancy front as store openings have significantly outpaced store closings over the past three yearsa sharp departure from the "retail apocalypse" trends of the 2010s."
X Link 2025-09-16T15:01Z [----] followers, [--] engagements
"REIT company-level metrics have tracked this rebound in property-level performance relatively closely throughout the pandemic with the exception of the highly levered REITs that have reported sharp FFO declines even as property-level cash flows remain healthy. REIT FFO ("Funds From Operations") fully recovered the sharp declines from early in the pandemic and in the second quarter FFO was 20% above its [----] pre-pandemic level on an absolute basis and roughly 5% above pre-pandemic levels on a per-share basis. On a year-over-year basis FFO/share was down 2.6% in Q2 however resulting primarily"
X Link 2025-09-16T15:01Z [----] followers, [--] engagements
"Powered by more than [---] REIT dividend hikes in both [----] and [----] and another [--] dividend hikes in [----] and [----] dividends per share have finally fully recovered from the wave of pandemic-era dividend cuts in [----]. In [----] we tracked [--] dividend increases and [----] is pacing slightly ahead of [----] with dividend hikes from [--] REITs thus far. With FFO growth outpacing dividend growth since the start of the pandemic REIT dividend payout ratios remained at around 76% in the second quarter on a trailing twelve-month basisbelow the 20-year average of around 80%. With a relatively healthy dividend"
X Link 2025-09-16T15:01Z [----] followers, [--] engagements
"Deeper Dive: REIT Balance Sheets The ability to avoid "forced" capital raising events has been the cornerstone of REIT balance sheet management since the GFCa time in which many REITs were forced to raise equity through secondary offerings at "firesale" valuations just to keep the lights on resulting in substantial shareholder dilution which ultimately led to a "lost decade" for REITs. While REITs entered this tightening period on very solid footing with deeper access to capital the same can't necessarily be said about many private market players that rely on short-term borrowing or"
X Link 2025-09-16T15:01Z [----] followers, [--] engagements
"With the scars of the Great Financial Crisis still visible most public REITs were "preparing for winter" for the last decade often to the frustration of some investors who turned to higher-leveraged and riskier alternatives in recent years. Private market players and non-traded REIT platforms were willing to take on more leverage and to finance operations with shorter-term variable-rate and secured debta strategy that worked well in a near-zero rate environment but quickly crumbles when financing costs double or triple in a matter of months. NAREIT reported last year that nearly 50% of"
X Link 2025-09-16T15:02Z [----] followers, [--] engagements
"Even as long-term benchmark interest rates doubled and even with market values of REITs lagging the broader equity market by 30-50 percentage points throughout the past several years REITs balance sheets remain healthy by historical standards merely giving back the incremental pandemic-era improvement. Debt as a percent of Enterprise Value still accounts for less than 35% of the REITs' capital stack down from an average of roughly 45% in the pre-recession periodand substantially below the 60-80% Loan-to-Value ratios that are typical in the private commercial real estate space. Interest"
X Link 2025-09-16T15:02Z [----] followers, [--] engagements
"That said not all REITs are created equal and the broad-based sector average does mask some of the intensifying issues in several of the more at-risk sectors and among REITs that have been more aggressive in their balance sheet management. A handful of small- and micro-cap REITssome of which would be considered as having a rather strong balance sheet relative to similar private equity portfolioshave incurred significant charges to "fix" their floating-rate debt exposure while others have continued to roll the dice by maintaining a sizable chunk of variable-rate debt. The BofA BBB US Corporate"
X Link 2025-09-16T15:02Z [----] followers, [--] engagements
"Deeper Dive: REIT Valuations & Growth REITs "hunkered down" in recent years as stock price valuations remained low by historical standards and in relation to private market-implied valuations but activity has started to rebound in recent quarters. On an annual basis the amount of capital raised through mid-year was up about 50% from a year earlier. REITs raised roughly $43B in capital through equity and debt offerings through June with the majority of this capital raised coming via long-term debt offerings which accounted for roughly 65% of the total capital raised thus far in 2025above the"
X Link 2025-09-16T15:02Z [----] followers, [--] engagements
"Distress for some is an opportunity for others and we've begun to seeon a limited scalepublic REITs with balance sheet firepower start to take advantage of capitulation from highly levered playersa trend that will gather steam if debt markets remain tight and REIT NAV premiums can hold for at least several quarters. REIT external growth comes in two formsbuying 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" same-store growth"
X Link 2025-09-16T15:02Z [----] followers, [--] engagements
"At the property-sector level net lease healthcare and industrial REITs have been the most active acquirers of private market assets in recent quartersaccounting for more than half of total net purchases across the REIT industry. Most other REIT sectors have been more reluctant to "hit the bid" on slow-to-adjust private market valuations. Office and Cell Tower REITs have been the most significant "net sellers" over the past year. Several of the largest REIT acquisitions in [----] emanated from Blackstone's (BX) non-traded fund BREIT which faced a wave of investor redemption requests in [----] and"
X Link 2025-09-16T15:03Z [----] followers, [--] engagements
"REITs have become some of the most active builders in the country over the past decade anddespite the slowdown in recent quartersREITs still have over $40B of active development in the pipeline. Favorably much of this pipeline is in the final stages of construction as new groundbreakings have been few and far between over the past few quarters given the unfavorable rate environment. The swelling of the development pipeline to the record highs seen in [----] was fueled by three property sectorsdata centers industrial and self-storagebut some of this inflated pipeline is the result of higher"
X Link 2025-09-16T15:03Z [----] followers, [--] engagements
"📰 The Daily REITBeat Wednesday September 17th [----] $AMH $CPT $DHC $HPP $KRC $PGRE $SILA $SKT $SVC @AllTheREITNews @DailyREITBeat @ReitAcademy Full Report: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025"
X Link 2025-09-17T12:12Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.1% 🏦 Equity REITs: -0.1% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 88% (Prior: 74%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Cell Tower: +1.1% 🟢 Mortgage: +0.7% Bottom Property Sectors: 🔴 Timber: -1.5% 🔴 Office: -2.4% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6204803-the-daily-reitbeat-wednesday-september-17th-2025"
X Link 2025-09-17T20:49Z [----] followers, [---] engagements
"🚚 Industrial Logistics (ILPT) - Hoya Hotseat Industrial Logistics Properties Trust (ILPT) is a small-cap industrial REIT with a portfolio of over [---] properties comprising [--] million square feet across [--] states including significant exposure to Hawaii. One of five REITs externally managed by RMR Group ILPT focuses primarily on single-tenant properties with long-term triple-net or ground leases. The portfolio spans distribution centers warehouses and specialized facilities. President & COO Yael Duffy joins the Hoya Hotseat to discuss ILPTs strategy and outlook with a particular focus on the"
X Link 2025-09-18T18:32Z [----] followers, [---] engagements
"A Dovish Turn A Hawkish Shadow REIT Weekly Outlook: U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering with all [--] members backing a rate cut. A bit unsettling for policymakers longer-term yields rose this week driven primarily by surprisingly solid retail sales and a dip in initial jobless claims that"
X Link 2025-09-21T17:24Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 15th - September 19th [----] A Dovish Turn A Hawkish Shadow U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering with all [--] members backing a rate cut. A bit unsettling for policymakers longer-term yields rose this week driven primarily by surprisingly"
X Link 2025-09-22T13:33Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a cautiously dovish policy pivot acknowledging a dual-mandate dilemma to support softening labor markets while simultaneously attempting to contain stubbornly elevated inflation. The Feds decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering. Eleven of twelve officials backed a 25-basis-point cut - including embattled"
X Link 2025-09-22T13:33Z [----] followers, [--] engagements
"Treasury yields at the longer end of the curve rose this week despite the Fed rate cut - a bit unsettling for policymakers and markets - driven primarily by stronger-than-expected economic data including solid retail sales and a dip in initial jobless claims that reversed a surge in the prior week. After posting its lowest end-of-week close since April last week the 10-Year Treasury Yield rebounded by seven basis points on the week to close at 4.13%. The more policy-sensitive 2-Year Treasury Yield remained near three-year lows this week however closing at 3.57%. Swaps markets now price in a"
X Link 2025-09-22T13:33Z [----] followers, [--] engagements
"Apartment: Small-cap apartment REIT Aimco (AIV) rallied nearly 5% this week after announcing a $2.23/share special dividend (28.4% of its market cap) alongside an announced deal to sell four properties in suburban Boston for $490M. AIV noted that it remains on track to close its final Boston asset sale for $250M later this month and expects to close on the $520M sale of two Miami properties by year-end. Combined AIV expects to have sold $1.26 billion in asset sales this year - representing roughly half of its portfolio by number of units - and expects to return between $4.00 and $4.20 per"
X Link 2025-09-22T13:34Z [----] followers, [--] engagements
"Last week we published The Rate Cut REIT Revival which discussed the historic magnitude of REITs' underperformance over the past three years and the likelihood - and perhaps inevitability - of a robust REIT rebound if interest rates track the current bond market implied pricing. We highlighted that REIT dividend increases continue to outpace dividend decreases by a 3:1 margin this year while the average REIT dividend payout ratios remain at 76% - below the 20-year average of around 80%. This week net lease REIT W.P. Carey (WPC) raised its dividend for a seventh-straight quarter declaring a"
X Link 2025-09-22T13:34Z [----] followers, [--] engagements
"Hotel: Micro-cap hotel REIT Sotherly Hotels (SOHO) - which owns ten hotel properties totaling [----] rooms - surged 10% this week after it completed a refinancing of the DeSoto Hotel in Savannah. The $42.0M interest-only loan matures on October [--] [----] and carries a fixed interest rate of 7.13%. Proceeds from the loan were used to repay the existing first mortgage. SOHO has struggled under the weight of a perilous balance sheet in recent years despite a decent underlying portfolio comprised of upscale branded hotels under the Hilton Hyatt and IHG flags located in secondary markets along the East"
X Link 2025-09-22T13:35Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 2.7% this year - retreating over the past two months after surging to six-month highs in June - but the broader Commodities complex remains higher by 8.1% buoyed by a 40% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 3.0% on the year. In currency markets the US Dollar Index (DXY) has declined 4.8% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the Mortgage REIT"
X Link 2025-09-22T13:35Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead We'll see another busy slate of economic data and "Fed Speak" in the week ahead with scheduled remarks from nearly a dozen Federal Reserve officials including from Chair Powell on Tuesday. The main event comes on Friday via the PCE Price Index - the Fed's preferred gauge of inflation - which is expected to tick higher to 2.7% in August a fourth straight monthly uptick after hitting four-year lows of 2.1% in April. Earlier this month the CPI and PPI showed that while consumer inflation has remained surprisingly muted producers have started to feel the pinch"
X Link 2025-09-22T13:35Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.5% (Record High) 🏦 Equity REITs: 0.0% Fed Watch: Rate Cut Tracker Odds of Sep. Cut: 90% (Prior: 92%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +1.3% 🟢 Billboard: +0.5% Bottom Property Sectors: 🔴 Hotel: -1.8% 🔴 Cannabis: -2.1% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6206088-the-daily-reitbeat-monday-september-22nd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6206088-the-daily-reitbeat-monday-september-22nd-2025"
X Link 2025-09-22T20:28Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.6% 🏦 Equity REITs: +1.0% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 90% (Prior: 86%) Total [----] Cuts: [---] (Prior: 2.5) Top Property Sectors: 🟢 Self-Storage: +1.9% 🟢 Regional Mall: +1.9% Bottom Property Sectors: 🔴 Office: +0.1% 🔴 Cannabis: -0.2% Full Report at iREIT+Hoya on Seeking Alpha: 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 2025-09-26T20:51Z [----] followers, [---] engagements
"📊 Echoes Of Earlier Easing REIT Weekly Outlook: U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late [----] when mid-year weakness prompted a policy pivot that was subsequently cut short by a"
X Link 2025-09-28T16:13Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread) September 22nd - September 26th [----] Echoes Of Earlier Easing U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late [----] when mid-year weakness prompted"
X Link 2025-09-29T12:46Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets snapped a four-week winning streak while benchmark interest rates rose for a second straight week as investors parsed a surprisingly strong slate of economic data showing hearty consumer spending an uptick in home sales activity and a notable moderation in jobless claims. The Citi Economic Surprise Index has completed a volatile round-trip this month plunging in early September ahead of the Fed rate decision before rebounding sharply propelled this week by an upward revision to second-quarter GDP growth to the strongest pace in two years. While"
X Link 2025-09-29T12:46Z [----] followers, [--] engagements
"After dipping to multi-month lows in early September before the Fed rate decision Treasury yields increased for a second week as strong economic data prompted traders to pare back some of the more aggressive Fed rate cut forecasts. After closing below 3.50% for the first time in three years in early September the policy-sensitive 2-Year Treasury Yield jumped seven basis points this week to 3.64%. The 10-Year Treasury Yield rose [--] basis points this week to close at 4.18% up from recent lows of 4.01% in mid-September. Swaps markets now price in a 90% probability of another [--] basis point rate"
X Link 2025-09-29T12:46Z [----] followers, [--] engagements
"The Federal Reserves preferred inflation gauge - the PCE Price Index - held steady in August as expected consistent with the earlier CPI and PPI reports this month showing a relatively modest tariff-related uplift that continues to be largely offset by lower gasoline prices and softer housing-related inflation. Headline PCE increased 0.3% in August and 2.7% from a year ago - both as expected even with the 2.7% annual rate seen in February before tariffs were enacted and still reasonably within the "margin of error" of the Fed's stated 2% inflation objective. Core PCE - which the Fed cites"
X Link 2025-09-29T12:46Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Approaching the end of the third quarter real estate equities have posted mixed performance compared to the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer but showing renewed signs of life in recent weeks on hopes of imminent Fed rate cuts. The Equity REIT Index is now higher by 5.3% on the year while the Mortgage REIT Index has gained 7.6% and the Housing [---] Index has advanced 4.0%. This compares with the 13.9% advance for the S&P [---] the 5.6% gain for the Mid-Cap [---] and the 3.9% gain for the Small-Cap [---]. Within"
X Link 2025-09-29T12:47Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% 🏦 Equity REITs: +0.0% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 89% (Prior: 88%) Total [----] Cuts: [---] (Prior: 2.6) Top Property Sectors: 🟢 Timber: +0.9% 🟢 Self-Storage: +0.8% Bottom Property Sectors: 🔴 Billboard: -0.7% 🔴 Data Center: -0.9% Full Report at iREIT+Hoya on Seeking Alpha: $HPP $SACH $WHLR $OPI $BDN $DHC $RC https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6208691-the-daily-reitbeat-monday-september-29th-2025"
X Link 2025-09-29T20:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.4% 🏦 Equity REITs: +0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 97% (Prior: 90%) Total [----] Cuts: [---] (Prior: 2.6) Top Property Sectors: 🟢 Single Family Rental: +1.5% 🟢 Healthcare: +1.3% Bottom Property Sectors: 🔴 Cell Tower: -0.2% 🔴 Hotel: -1.2% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209499-the-daily-reitbeat-tuesday-september-30th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209499-the-daily-reitbeat-tuesday-september-30th-2025"
X Link 2025-09-30T20:24Z [----] followers, [---] engagements
"Weak employment data so far this week. 🔴 ADP: -32K. Declines in 3/4 months since June. 🔴 JOLTS: Hires Rate (3.2%) lowest since April [----] 🔴 ISM Manf. PMI: 8th-straight employment contraction Still to come (*if shutdown ends) ⚫ Challenger Job Cuts ⚫ ISM Services Employment ⚫Initial & Continuing Jobless Claims ⚫ BLS Nonfarm Payrolls"
X Link 2025-10-01T15:54Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.3% 🏦 Equity REITs: +0.2% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 99% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Cannabis: +2.0% 🟢 Industrial: +1.7% Bottom Property Sectors: 🔴 Data Center: -1.0% 🔴 SF Rental: -1.2% Notable REIT Movers: 🟢 $FRMI: +54.9% 🟢 $MPW: +6.1% 🔴 $OPI: -9.3% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6209912-the-daily-reitbeat-wednesday-october-1st-2025"
X Link 2025-10-01T20:35Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.01% 🏦 Equity REITs: +0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 98%) Total [----] Cuts: [---] (Prior: 2.9) Top Property Sectors: 🟢 Self-Storage: +1.2% 🟢 Manufactured Housing: +1.2% Bottom Property Sectors: 🔴 Cannabis: -0.5% 🔴 Hotel: -0.7% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210638-the-daily-reitbeat-friday-october-3rd-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6210638-the-daily-reitbeat-friday-october-3rd-2025"
X Link 2025-10-03T20:34Z [----] followers, [---] engagements
"Flying In The Dark Real Estate Weekly Outlook: U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since [----] the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in [----] (16 days) and in [----] (35 days) markets largely shrugged off the latest Congressional impasse with investors still anticipating a"
X Link 2025-10-05T16:15Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread.) September 29th - October 3rd [----] Flying In The Dark U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since [----] the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in [----] (16 days) and in [----] (35 days) markets largely shrugged off the latest"
X Link 2025-10-06T13:30Z [----] followers, [---] engagements
"Real Estate Weekly Outlook U.S. equity markets rallied to fresh record-highs this past week - while benchmark interest rates moderated - as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown which delayed the critical nonfarm payrolls report. For the fourth time since [----] the federal government entered a partial "shutdown" - a suspension of non-essential federal agencies - after the U.S. Senate failed to reach the 60-vote threshold required for passage of an appropriations bill. Deferring to experience from prior shutdowns"
X Link 2025-10-06T13:31Z [----] followers, [--] engagements
"While development-stage REIT IPOs are not typical there is some precedent for "blind pool" structures in which new REITs with limited operating assets use IPO equity proceeds primarily to fund asset acquisitions post-launch. At its [----] IPO data center REIT Digital Realty (DLR) - which now has a market cap of over $40B - owned just [--] data centers worth approximately $500M. Several other smaller-cap REITs - Global Net Lease American Finance Trust and Power REIT - also listed with "blind pool" structures. As noted in our recent State of REIT Nation report REIT IPOs have been scarce as tight"
X Link 2025-10-06T13:33Z [----] followers, [--] engagements
"Healthcare It was a better week for a pair of struggling REITs. Embattled hospital owner Medical Properties Trust (MPW) surged more than 12% this week after it announced a settlement agreement with Yale New Haven Health System and bankrupt tenant Prospect Medical that will result in full repayment of its $105M debtor-in-possession loan balance to Prospect. Under the settlement Yale will pay $45M in exchange for a release from buying the three Connecticut hospitals that Yale had agreed to purchase in [----]. MPW reported that Prospect has reached a deal with an operator to purchase two of these"
X Link 2025-10-06T13:33Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Entering the fourth quarter real estate equities have posted mixed performance compared to the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer but showing renewed signs of life in recent weeks as the Fed resumed its rate cutting cycle. The Equity REIT Index is now higher by 5.7% on the year while the Mortgage REIT Index has gained 9.4% and the Housing [---] Index has advanced 4.5%. This compares with the 15.2% advance for the S&P [---] the 6.3% gain for the Mid-Cap [---] and the 5.5% gain for the Small-Cap [---]. Within the"
X Link 2025-10-06T13:34Z [----] followers, [--] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.4% 🏦 Equity REITs: -0.9% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 96%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Data Center: +1.1% 🟢 Industrial: +0.1% Bottom Property Sectors: 🔴 Cannabis: -2.2% 🔴 Regional Mall: -2.8% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211017-the-daily-reitbeat-monday-october-6th-2025 https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6211017-the-daily-reitbeat-monday-october-6th-2025"
X Link 2025-10-06T20:16Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.4% 🏦 Equity REITs: -0.4% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 96% (Prior: 94%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Self-Storage: +0.9% 🟢 Cell Tower: +0.7% Bottom Property Sectors: 🔴 Hotel: -1.2% 🔴 Timber: -1.9% Full Report at iREIT+Hoya on Seeking Alpha: 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 2025-10-07T20:26Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +0.6% (Record-High) 🏦 Equity REITs: -0.5% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 93% (Prior: 95%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Timber: +0.9% 🟢 Data Center: +0.9% Bottom Property Sectors: 🔴 Casino/Gaming: -1.7% 🔴 Healthcare: -1.7% Notable REIT Movers: 🟢 $CMTG +4.8% 🟢 $TWO: +3.0% 🔴 $ESRT: -3.4% 🔴 $ARE: -3.7% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6212239-the-daily-reitbeat-wednesday-october-8th-2025"
X Link 2025-10-08T20:28Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: -0.3% 🏦 Equity REITs: -0.5% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 95% (Prior: 94%) Total [----] Cuts: [---] (Prior: 2.7) Top Property Sectors: 🟢 Data Center: +0.5% 🟢 Self-Storage: +0.3% Bottom Property Sectors: 🔴 Cannabis: -1.6% 🔴 Billboard: -1.7% Notable REIT Movers: 🔴 $JBGS: -5.2% 🔴 $HPP: -5.4% 🔴 $SVC: -5.4% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6212636-the-daily-reitbeat-thursday-october-9th-2025"
X Link 2025-10-09T20:27Z [----] followers, [---] engagements
"Blindspots And Trade Shocks Real Estate Weekly Outlook: U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions. While markets may have"
X Link 2025-10-12T17:36Z [----] followers, [---] engagements
"@HoyaCapital Weekly #REIT Recap (A Long Thread.) October 6th - October 10th [----] Blindspots And Trade Shocks U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively"
X Link 2025-10-13T13:22Z [----] followers, [---] engagements
"Benchmark interest rates retreated for a second straight week tumbling Friday on the China tariff news after trading in a tight range for much of the week amid a continued dearth of economic data. The 10-Year Treasury Yield declined by six basis points to close at 4.06% back within reach of its recent lows of 4.01% in mid-September. The policy-sensitive 2-Year Treasury Yield pulled back five basis points to close at 3.53% just above recent lows of 3.50% in early September. Swaps markets now price in a 97% probability of another [--] basis point rate cut at the next FOMC meeting in late October"
X Link 2025-10-13T13:23Z [----] followers, [--] engagements
"The only major economic release this week that was unaffected by the government shutdown the first look at October's Consumer Sentiment report from the University of Michigan showed that confidence held roughly steady at [----] little changed from Septembers [----] and marginally above expectations for a dip to [----]. Even so sentiment levels remain at levels typically seen during recessions with respondents noting persistent concerns over affordability and economic stability. Encouragingly there was some decent news on the inflation front: one-year inflation expectations eased to 4.6% from 4.7%"
X Link 2025-10-13T13:23Z [----] followers, [--] engagements
"REIT Acquisitions & Business Updates Lennar (LEN) announced an exchange offer to exchange its 20% stake in Milrose Properties (MRP) for Lennar stock. The offer allows Lennar stockholders to swap their Lennar stock for Millrose stock at a 6% discount. Getty Realty (GTY) closed on a sale-leaseback deal in which it acquired [--] convenience stores for $100M and entered into a long-term net leases with Now & Forever a regional convenience store chain in Houston TX. Fermi Inc. (FRMI) secured an agreement with Energy Transfer to deliver natural gas supply to its mega-scale AI data center campus"
X Link 2025-10-13T13:25Z [----] followers, [--] engagements
"2025 Performance & [----] Recap Entering the home stretch of [----] real estate equities have generally lagged the major equity benchmarks on a year-to-date basis slumping during the Spring and early Summer before showing renewed signs of life of late as the Fed resumed its rate-cutting cycle. The Equity REIT Index is now higher by 2.0% on the year while the Mortgage REIT Index has gained 6.2% and the Housing [---] Index has declined 2.0%. This compares with the 12.4% advance for the S&P [---] the 2.3% gain for the Mid-Cap [---] and the 0.2% gain for the Small-Cap [---]. Within the REIT sector 8-of-18"
X Link 2025-10-13T13:25Z [----] followers, [--] engagements
"In commodities markets WTI Crude Oil is now lower by 11.1% this year at roughly $58 per barrel - trading at the lower-end of its [----] range between $57 and $79 - but the broader Commodities complex remains higher by 9.9% buoyed by a 52% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by 4.2% on the year. In currency markets the US Dollar Index (DXY) has declined 3.4% this year - hovering around the lowest levels since [----] - after appreciating by roughly 7% last year. Looking back on [----] the Equity REIT Index posted modest total returns of 4.8% while the"
X Link 2025-10-13T13:25Z [----] followers, [---] engagements
"Economic Calendar In The Week Ahead While it was initially scheduled to be a critical week of inflation data - including the last wave of inflation and retail sales data ahead of the Federal Reserve's October rate decision - investors are likely to be flying in the dark once again absent an early-week resolution in the federal government shutdown. Importantly the Consumer Price Index report - originally scheduled for this Wednesday - will be published on October 24th after the BLS recalled some furloughed staff to compile the data. This exception was made because the inflation data is legally"
X Link 2025-10-13T13:25Z [----] followers, [---] engagements
"🌆 Daily REITBeat - Late Edition 📈 S&P 500: +1.6% 🏦 Equity REITs: +0.6% Fed Watch: Rate Cut Tracker Odds of Oct. Cut: 99% (Prior: 98%) Total [----] Cuts: [---] (Prior: 2.8) Top Property Sectors: 🟢 Hotel: +2.3% 🟢 Self-Storage: +2.0% Bottom Property Sectors: 🔴 Maufactured Home: -1.3% 🔴 Cell Tower: -1.6% Notable Real Estate Movers: 🟢 $SOHO: +11.9% 🟢 $CMTG: +4.9% 🔴 $LGIH: -3.5% 🔴 $UNIT: -5.3% Full Report at iREIT+Hoya on Seeking Alpha: https://seekingalpha.com/mp/1026-ireit-hoya-capital/articles/6213399-the-daily-reitbeat-monday-october-13th-2025"
X Link 2025-10-13T20:27Z [----] followers, [---] engagements
"Outlet mall REIT Tanger Outlets $SKT reports disappointing same-store results and lowers guidance. Expects [---] to 0% SS NOI growth in [----] after 0.5% growth in [----]. However results impacted by re-merchandising of [--] outlet centers"
X Link 2018-02-13T22:17Z [----] followers, [--] engagements
"Self-storage REITs have delivered a strong 4Q17 after a disappointing [----]. $PSA $EXR $CUBE have all topped estimates. Fundamentals appear to have bottomed amid a wave of supply but not out of the woods yet. Rent growth and occupancy remain healthy"
X Link 2018-02-21T01:48Z [----] followers, [--] engagements
"Big miss from office REIT Mack-Cali $CLI. Brutal 4Q17 results and forecasts a huge 17% decline in SSNOI in [----] This highly levered REIT remains operationally challenged. Down 6% on the day 20% YTD"
X Link 2018-02-22T20:35Z [----] followers, [--] engagements
"Despite the headline "miss" February Retail Sales data was actually quite strong as January was revised higher. Nearly all categories ticked higher on a TTM basis. Past [--] months of Brick & Mortar sales are strongest since 2016"
X Link 2018-03-14T13:47Z [----] followers, [--] engagements
"Very strong start to earnings season from industrial REIT Prologis. $PLD. Beat and raise. Cash rents are up 9.2% YoY SSNOI up 7.9%. Occupancy still ticking higher. It's a VERY good time to own a logistics warehouse. Stock up 1.5% at the open"
X Link 2018-04-17T13:33Z [----] 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
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
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing