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

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

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

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

### Engagements: XXXXX [#](/creator/twitter::1092146031305867267/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092146031305867267/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +75%
- X Year XXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1092146031305867267/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092146031305867267/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +88%
- X Year XXXXX +37%

### Followers: XXXXX [#](/creator/twitter::1092146031305867267/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092146031305867267/c:line/m:followers.svg)

- X Week XXXXX +0.29%
- X Month XXXXX +1.60%
- X Months XXXXX +12%
- X Year XXXXX +19%

### CreatorRank: XXXXXXX [#](/creator/twitter::1092146031305867267/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092146031305867267/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1092146031305867267/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[reit](/topic/reit) #5, [$pld](/topic/$pld) #5, [$slg](/topic/$slg) #8, [investment](/topic/investment) 1.04%, [pld](/topic/pld) #17, [outlook](/topic/outlook) #240, [$bxp](/topic/$bxp) #1, [$mrp](/topic/$mrp) #2, [welltower](/topic/welltower) #41, [$well](/topic/$well) #46

**Top accounts mentioned or mentioned by**
[@hoyacapital](/creator/undefined) [@allthereitnews](/creator/undefined) [@prologis](/creator/undefined) [@realpage](/creator/undefined) [@reitsnareit](/creator/undefined) [@cnbc](/creator/undefined) [@regencycenters](/creator/undefined) [@jamesashields](/creator/undefined) [@yardi](/creator/undefined) [@realestatetrent](/creator/undefined) [@jimcramer](/creator/undefined) [@chiltoncapital](/creator/undefined) [@reitacademy](/creator/undefined) [@kiterealtygroup](/creator/undefined) [@jonlitt](/creator/undefined) [@greenstreetcre](/creator/undefined) [@cohenandsteers](/creator/undefined) [@commobserver](/creator/undefined) [@principal](/creator/undefined) [@simonpropertygp](/creator/undefined)

**Top assets mentioned**
[Prologis Inc (PLD)](/topic/$pld) [SL Green Realty Corp. (SLG)](/topic/$slg) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Millrose Properties, Inc. (MRP)](/topic/$mrp) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Rayonier Inc. (RYN)](/topic/$ryn) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Federal Realty Investment Trust (FRT)](/topic/federal-realty-investment-trust) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Broadstone Net Lease, Inc. (BNL)](/topic/$bnl) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Crown Castle Inc (CCI)](/topic/$cci) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Earth X Essence (ESS)](/topic/$ess) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Kilroy Realty Corp. (KRC)](/topic/$krc) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Veno Finance (VNO)](/topic/$vno) [EPR Properties (EPR)](/topic/$epr) [AhaToken (AHT)](/topic/$aht) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Rithm Capital Corp. (RITM)](/topic/$ritm) [WP Carey, Inc. (WPC)](/topic/$wpc) [Ventas, Inc. (VTR)](/topic/$vtr) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [First Industrial Realty Trust, Inc. (FR)](/topic/$fr) [American Homes X Rent (AMH)](/topic/$amh) [Healthcare Realty Trust, Inc. (HR)](/topic/$hr) [Highwoods Properties Inc. (HIW)](/topic/$hiw) [Millrose Properties, Inc. (MRPw)](/topic/$mrpw) [Public Storage (PSA)](/topic/public-storage) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Lennar Corporation (LEN)](/topic/$len) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [CAVA Group, Inc. (CAVA)](/topic/$cava) [National Health Investors (NHI)](/topic/$nhi) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db)
### Top Social Posts [#](/creator/twitter::1092146031305867267/posts)
---
Top posts by engagements in the last XX hours

"πŸ“° #REIT Headlines -- October 8th 2025 πŸ“… 🎯 RBC initiates Healthcare Realty $HR with a Sector Perform rating and sets a $XX price target 🎯 Wolfe Research initiates Highwoods Properties $HIW with an Outperform rating and sets a $XX price target 🎯 Citizens initiates Millrose Properties Inc. $MRP with an Outperform rating and sets a $XX price target βœ‰ Oksenholt Capital Management LLC issued a letter outlining serious concerns about $CIO City Office REITs leadership performance and opposition to the proposed merger with affiliates of Elliott Capital * They believe the company is significantly"  
[X Link](https://x.com/DailyREITBeat/status/1975896107046605145) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-08T12:08Z 4081 followers, XXX engagements


"🏒 Essex Property Trust Upgrade Signals Renewed Optimism for Multifamily Investors A new wave of confidence is hitting the multifamily sector. Raymond James has upgraded Essex Property Trust $ESS to Outperform citing resilient rent growth stable occupancy and low delinquency ratescore fundamentals that matter to both institutional and private investors. πŸ“Š Why It Matters * Steady fundamentals: Despite turbulence Essexs West Coast portfolio continues to show resilient rents and high occupancy. * Broader implications: These same metrics are increasingly influencing smaller-scale deals"  
[X Link](https://x.com/DailyREITBeat/status/1967562795651674210) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-15T12:15Z 4082 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 6th 2025 πŸ“… On Friday Morningstar downgraded Prologis $PLD to Hold from Buy and maintained its $XXX price target On Friday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $XXX price target β›½Getty Realty Corp. $GTY closes a sale leaseback transaction under which the Company acquired XX convenience stores for $XXX million * Entered into a long-term unitary net lease with a subsidiary of Now & Forever a privately-owned regional convenience store chain located in Houston TX 🏘 BRT Apartments Corp. $BRT announced the acquisition of"  
[X Link](https://x.com/DailyREITBeat/status/1975172980629000251) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-06T12:15Z 4082 followers, 4029 engagements


"πŸ“° #REIT Headlines -- October 14th 2025 πŸ“… 🎯 UBS initiates Americold Realty $COLD with a Neutral rating and sets a $XX price target Yesterday Deutsche Bank upgraded CubeSmart $CUBE to Buy from Hold and raised its price target by $X to $XX Yesterday Deutsche Bank upgraded Public Storage $PSA to Buy from Hold and raised its price target by $XX to $XXX 🌳 Rayonier $RYN and PotlatchDeltic Corporation $PCH plan to combine in an all-stock deal where PCH holders are expected to receive XXXXXX common shares of RYN for each PCH common share which implies a price of $44.11/PCH share and would value"  
[X Link](https://x.com/DailyREITBeat/status/1978069779140243668) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-14T12:06Z 4083 followers, XXX engagements


"🏑 Millrose Properties Inc.: X% Yield and a Unique Land-Banking Advantage πŸ’‘ Barron's Investment Overview * Ticker: $MRP * Current Price: $XX * Dividend Yield: XXX% (annualized payout: $2.92/share) * Book Value (as of Sept. XX 2025): $35.29/share * Upside Potential: XX% total return (price appreciation + dividend) * Sector: Real Estate / Land Banking REIT * Spinoff From: Lennar Corp. (LEN) in Feb. 2025 πŸ— Business Model: A Land Bank for Homebuilders * Millrose acquires improves and holds land until its ready for home construction. * Homebuilders pay Millrose to warehouse land allowing them to"  
[X Link](https://x.com/DailyREITBeat/status/1978433805066150170) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T12:12Z 4081 followers, XXX engagements


"πŸ™ SL Green Realty Corp. $SLG Announces 3Q 2025 Highlights & Transaction Updates In conjunction with its Q3 earnings release Manhattans largest office landlord announced three major moves reinforcing its Park Avenue dominance and leasing momentum. X Mori Building Expands Stake in One Vanderbilt * Mori Building Co. Ltd. increased its ownership in One Vanderbilt Avenue by X% following an XX% investment in 2024. * Both transactions were completed at a $XXX billion gross valuation. * SL Green retains a XX% ownership stake in the fully leased XXX M SF Midtown trophy tower. * Marc Holliday (CEO):"  
[X Link](https://x.com/DailyREITBeat/status/1978803970089849218) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T12:43Z 4083 followers, XXX engagements


"🚚 $PLD Prologis Raises Outlook as Warehouse Leasing Picks Up @Prologis The worlds largest industrial REIT says warehouse demand has clearly turned a corner signaling a potential inflection point for the logistics and supply chain real estate sector. πŸ“ˆ 3Q 2025 Highlights * Revenue: $2.21B up X% YoY (vs. $2.04B prior year). * Net Income: $763M or $0.82/share (vs. $1B or $1.08/share in 3Q 2024). * Core FFO Guidance Raised: Now $5.78$5.81/share up slightly from $5.75$5.80. * Full-Year EPS Outlook Raised: $3.40$3.50/share (prior $3.00$3.15). * Shares surged +6.3% to $XXXXXX on the news. 🏭"  
[X Link](https://x.com/DailyREITBeat/status/1978809054316093559) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T13:03Z 4083 followers, XXX engagements


"πŸ— Prologis CEO Hamid Moghadam on @MadMoneyOnCNBC with Jim Cramer @Prologis $PLD CEO Hamid Moghadam told @jimcramer that the logistics and data center sectors are entering a powerful upcycle driven by renewed demand constrained supply and soaring replacement costs. β˜€ Macro Outlook: Demand Rebounding Supply Constrained * Industrial real estate at an inflection point as vacancy peaked around XXX% (up from X% post-Covid) but Moghadam says the trough is behind us leasing momentum is building again. * Strong tenants leading the charge as larger companies with solid balance sheets are on offense"  
[X Link](https://x.com/DailyREITBeat/status/1979159332420817093) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T12:15Z 4083 followers, XXX engagements


"🏠 @zillow: Construction Catches Up Renters Finally Get Some Relief Rental affordability across the U.S. has improved to its best level in four years as a wave of new apartment completions and record concessions cool rent growth nationwide. 🧱 Construction Boom Eases Pressure * Builders delivered more multifamily units in 2024 than any year since 1974 easing tight supply from the pandemic. * Southern metroswith fewer building restrictionssaw the biggest affordability gains. * This construction wave has tempered rent growth and boosted incentives as landlords compete for tenants. πŸ’Έ Rent"  
[X Link](https://x.com/DailyREITBeat/status/1979176222249611413) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T13:22Z 4081 followers, 5704 engagements


"Industrial Three reports three beats and boosts. Prologis (PLD) the largest industrial REIT surged nearly XX% this week after kicking off earnings season with a surprisingly strong report and raising its full-year outlook fueled by record-setting leasing activity. PLD signed 62M SF of leases in Q3 up from 51M last quarter and topping its record 58M in Q1 of this year and reported impressive cash rent spreads of XXXX% - down only slightly from the XX% average in the first half of 2025. PLD now expects full-year FFO growth of XXX% this year (up from XXX% previously) and sees same-store NOI"  
[X Link](https://x.com/DailyREITBeat/status/1980256222101037457) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:54Z 4083 followers, XX engagements


"Timber A new timber titan is on the horizon. Rayonier (RYN) - the second-largest timber REIT owning XXX million acres of timberland - announced a deal to merge with its peer PotlatchDeltic (PCH) - the third-largest timber REIT owning XXX million acres of timberlands - to form an $XXX billion land-and-lumber powerhouse. Continuing a decades-long trend of consolidation and vertical integration in the timberland and lumber manufacturing space the combined company will own XXX million acres of timberland becoming the second-largest landowner in the United States behind its larger peer"  
[X Link](https://x.com/DailyREITBeat/status/1980256413063479367) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:54Z 4083 followers, XX engagements


"Casino Both gaming-focused REITs were also busy on the M&A front this week. Gaming & Leisure Properties (GLPI) gained XXX% this week after it announced that it acquired the real estate assets of Sunland Park Racetrack & Casino in New Mexico via a sale-leaseback deal with Strategic Gaming Management for $183.75M implying an initial XXX% cap rate. Annual rent on the lease will escalate at XXX% per annum. Sunland Park will represent GLPIs second property in New Mexico and the fourth asset managed by Strategic Gaming under its triple-net master lease. The deal is expected to be immediately"  
[X Link](https://x.com/DailyREITBeat/status/1980256479778083061) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:55Z 4081 followers, XX engagements


"REIT Credit Ratings Updates Fitch Ratings upgraded the credit ratings of Global Net Lease (GNL) including its Issuer Default Rating and underlying issuances outstanding to BBB- from BB+ with a stable outlook. S&P affirmed all of the credit ratings of Kilroy Realty (KRC) including its BBB- issuer credit rating and revised its outlook to negative from stable. Moodys affirmed the credit ratings of Rayonier (RYN) including its Baa3 backed senior unsecured rating with a stable outlook. Moodys affirmed the credit ratings of PotlatchDeltic (PCH) including its Baa3 issuer rating and revised its"  
[X Link](https://x.com/DailyREITBeat/status/1980256627556282747) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:55Z 4081 followers, XX engagements


"In commodities markets WTI Crude Oil is now lower by XXXX% this year at roughly $XX per barrel - trading at the lows of its 2025 range between $XX and $XX - but the broader Commodities complex remains higher by XXXX% buoyed by a XX% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by XXX% on the year. In currency markets the US Dollar Index (DXY) has declined XXX% this year - hovering around the lowest levels since 2022 - after appreciating by roughly X% last year. Looking back on 2024 the Equity REIT Index posted modest total returns of XXX% while the Mortgage"  
[X Link](https://x.com/DailyREITBeat/status/1980256738709295252) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:56Z 4083 followers, XXX engagements


"🏬 @Brixmor Buys Houstons LaCenterra at Cinco Ranch for $223M πŸ“ Brixmor Property Group $BRX has acquired LaCenterra at Cinco Ranch a premier 409000 SF open-air lifestyle center in Katy TX for $XXX million ($545/SF). πŸ” Deal Highlights: * Anchors: Trader Joes plus Lululemon Sephora Warby Parker IKEA (small format) and more * Dining tenants include: Cava Grimaldis Ambriza * Traffic: 5+ million visits annually * Brixmor plans to reposition below-market leases for upside * Opened: 2007 * Previous owner: PGIM Real Estate * Location: 34-acre site in Cinco Ranch X miles south of I-10 πŸ™ Strategic"  
[X Link](https://x.com/DailyREITBeat/status/1950532841470660792) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-07-30T12:24Z 4083 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 7th 2025 πŸ“… Deutsche Bank downgrades Federal Realty Investment Trust $FRT to Hold from Buy and maintains its $XXX price target βœ”Yesterday morning S&P affirmed $NHI National Health Investorss BBB- issuer credit and issue-level ratings with a stable outlook πŸ’΅ Yesterday morning Innovative Industrial Properties $IIPR closed on a new $XXX million secured revolving credit facility which has an initial term of X years and is secured by the Companys IQHQ investment * Borrowings under the Credit Facility will bear interest at a rate equal to the one-month Secured"  
[X Link](https://x.com/DailyREITBeat/status/1975532686400770105) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-07T12:04Z 4083 followers, XXX engagements


"πŸ™ Federal Realty Investment Trust Shapes Hobokens Next Chapter Federal Realty Investment Trust $FRT is redefining its urban playbook with a major investment in Hoboken New Jersey one of the New York metros most dynamic small cities. In 2020 FRT acquired a majority stake in a 40-building $XXX million portfolio along Hobokens historic Washington Street partnering with longtime local owner UNLMTD Real Estate. The 170000-square-foot collection includes retail apartments and offices that together anchor the citys vibrant main corridor. πŸ’¬ Its rare to acquire that much space in an urban setting"  
[X Link](https://x.com/DailyREITBeat/status/1975937616542376384) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-08T14:53Z 4083 followers, XXX engagements


"🏬 Federal Realty Investment Trust Acquires Annapolis Town Center for $187M πŸ’° Transaction Overview * Buyer: Federal Realty Investment Trust $FRT * Price: $XXX million * Asset: Annapolis Town Center 480000 SF open-air shopping destination * Location: Anne Arundel County MD affluent corridor between Washington D.C. & Baltimore * Anchor Tenants: Whole Foods (high-volume) Target (shadow-anchor) Life Time Fitness * Retail Mix: Anthropologie Sephora Restoration Hardware Williams Sonoma and more πŸ—£ This is exactly the kind of opportunity we target a dominant asset with strong fundamentals"  
[X Link](https://x.com/DailyREITBeat/status/1977757302926061855) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-13T15:24Z 4083 followers, XXX engagements


"🏒 Vornado Realty Trusts XXX Madison Avenue Loan Sent to Special Servicing Vornado Realty Trust $VNO and its partners have seen another setback in Manhattans high-end office market as XXX Madison Avenue a flagship Plaza District property was transferred to special servicing after the borrower failed to meet loan obligations. πŸ“‰ Key Facts * Property: XXX Madison Avenue between E. 59th & 60th Streets * Size: XX stories / 595000 sq. ft. (office + retail) * Ownership Group: Vornado Realty Trust Oxford Properties and OMERS * Loan: $XXX million refinancing secured in 2019 * Purchase Price (2013):"  
[X Link](https://x.com/DailyREITBeat/status/1978797726646030836) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T12:18Z 4083 followers, XXX engagements


"🏘 @RealPage: Build-to-Rent Construction Pipeline Shows First Signs of Cooling U.S. build-to-rent (BTR) construction has slowed slightly for the first time in several quarters but remains strong overall especially in Sun Belt markets. πŸ“‰ National Trends * BTR units under construction: 63800 (as of Sept.) * Down XXX% from June levels the first modest decline since 2023. * BTR includes detached and semi-detached homes rowhouses townhomes duplexes and quadruplexes built for rental. * Mirrors the broader housing slowdown with single-family permitting at a 2-year low and multifamily starts"  
[X Link](https://x.com/DailyREITBeat/status/1979167701261054094) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T12:48Z 4081 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 20th 2025 πŸ“… 🎯 Wolfe Research initiates Sila Realty Trust Inc. $SILA with a Peer Perform rating Wolfe Research upgrades Digital Realty $DLR to Outperform from Peer Perform and sets a $XXX price target Wolfe Research downgrades Rexford Industrial $REXR to Peer Perform from Outperform BMO upgrades Prologis $PLD to Market Perform from Underperform and raises its price target by $XX to $XXX Wells Fargo upgrades Healthcare Realty $HR to Equalweight from Underweight and raises its price target by $X to $XX Barclays upgrades Gaming and Leisure Properties Inc. $GLPI to"  
[X Link](https://x.com/DailyREITBeat/status/1980243619521896580) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:04Z 4081 followers, XXX engagements


"@HoyaCapital Weekly #REIT Recap (A Long Thread.) October 13th - October 17th 2025 Rally In The Dark U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight short-term Treasury yields receded to the lowest levels in three years. Buoyed by a dip in benchmark rates real estate equities led the rebound this week after REIT earnings"  
[X Link](https://x.com/DailyREITBeat/status/1980255899533930870) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:52Z 4083 followers, XXX engagements


"Real Estate Weekly Outlook U.S. equity markets rebounded this past week - while benchmark interest rates tumbled to multi-year lows - as the White House resumed negotiations with China following a major tariff threat. Meanwhile markets - still devoid of government data - focused on bank earnings results that raised some concerns over emerging pockets of credit distress. Consistent with the "risk-off" trade that has prevailed amid the ongoing federal government shutdown with no clear end in sight short-term Treasury yields receded to the lowest levels in three years aided by dovish remarks"  
[X Link](https://x.com/DailyREITBeat/status/1980256003112194176) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:53Z 4081 followers, XX engagements


"Economic Calendar In The Week Ahead Finally some economic data. The Consumer Price Index report for September - originally scheduled for last Wednesday - will be published this coming Friday after the BLS recalled some furloughed staff to compile the data. This exception was made because the inflation data is legally required for calculating the Social Security cost-of-living adjustment (COLA). The Headline CPI is expected to tick higher to XXX% from XXX% last month while Core CPI is expected to remain at 3.10%. While we'll likely see a continued uplift in tariff-impacted categories including"  
[X Link](https://x.com/DailyREITBeat/status/1980256805532954855) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:56Z 4081 followers, XXX engagements


"πŸ“° #REIT Headlines -- June 17th 2025 πŸ—“ 🎯 Yesterday Odeon Capital initiated $HPP Hudson Pacific Properties with a Buy rating and set a $X price target JPM downgrades $FVR FrontView REIT to Neutral from Overweight and lowers price target by $X to $XX πŸ’° $KIM Kimco Realty Corporation priced $XXX million of XXXX% senior unsecured notes due 2035 on behalf of its operating partnership * Net proceeds to be used for general corporate purposes including but not limited to repaying outstanding borrowings under its $XXX billion unsecured revolving credit facility and funding for suitable acquisition"  
[X Link](https://x.com/DailyREITBeat/status/1934945380623397282) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-06-17T12:05Z 4081 followers, XXX engagements


"πŸ“° #REIT Headlines -- July 31st 2025 πŸ“… Yesterday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $XXX price target πŸ“œ Ashford Hospitality Trust $AHT AvalonBay Communities $AVB Broadstone Net Lease Inc. $BNL City Office REIT $CIO EPR Properties $EPR Equinix $EQIX Extra Space Storage $EXR Host Hotels & Resorts $HST Invitation Homes $INVH Independence Realty Trust Inc. $IRT Kimco Realty Corporation $KIM Kite Realty Group $KRG MAA $MAA Medical Properties Trust Inc. $MPW Millrose Properties Inc. $MRP Office Properties Income Trust $OPI Paramount Group $PGRE Public"  
[X Link](https://x.com/DailyREITBeat/status/1950893369921581077) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-07-31T12:16Z 4082 followers, XXX engagements


"πŸ™ From Intern to CIO: Harrison Sitomers 10-Year Ascent at SL Green Realty Corp. $SLG In a world of fast exits and shifting markets Harrison Sitomers journey is a reminder of what long-term focus mentorship and deep local conviction can accomplish. πŸ“ Born and raised in NYC. Lives in Tribeca. Has dedicated his entire career to a single city and a single firm. In just XX years Harrison climbed from summer intern to Chief Investment Officer of SL Green Realty one of the largest office landlords in New York. πŸ”‘ How Did He Do It * Hands-on learning: Interned at SLG in 2011 and pitched real deals"  
[X Link](https://x.com/DailyREITBeat/status/1952342665732739264) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-04T12:15Z 4079 followers, XXX engagements


"Residential mREITs: (Final Grade: C+) Change in Book Value Q/Q: -XXX% Top Performer: Rithm Capital $RITM: +4.9% Worst Performer: ARMOUR Residential $ARR: -6.4%"  
[X Link](https://x.com/DailyREITBeat/status/1954895081707557132) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-11T13:18Z 4082 followers, XXX engagements


"Berkshire Hathaway reports a XXX% stake in Lamar Advertising $LAMR XXXX million shares with current market value of $XXXXX million"  
[X Link](https://x.com/DailyREITBeat/status/1956087311021826083) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-14T20:15Z 4082 followers, 2627 engagements


"🏨 Ashford Hospitality Trust Faces $590M Distress Challenge Dallas-based Ashford Hospitality Trust $AHT is weighing next steps after failing to refinance its Ashford Highland portfolio a move thats pushed the $590M loan into special servicing. ⚠ What Happened * Loan Balance: $590M backed by XX hotels across XX states. * Primary Texas Assets: Hilton Garden Inn (Austin) Marriott DFW Airport North (Irving) Sugar Land Marriott Marriott Plaza (San Antonio). * Trigger: April 2025 balloon payment default. Timeline: * April 2025 Final maturity reached. * 60-day forbearance granted expired June 2025"  
[X Link](https://x.com/DailyREITBeat/status/1956333129758646303) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-15T12:32Z 4081 followers, XXX engagements


"🀝 Tempus AI Expands at SL Green Realty Corp.s XX Madison Avenue Big move in Midtown South: Health tech firm Tempus AI has signed a 10-year 39565 SF lease at $SLG SL Greens XX Madison Avenue. πŸ“Œ Deal Highlights: * Tenant: Tempus AI (relocating from XXX Park Avenue upgrading from 22700 SF 39565 SF) * Landlord: SL Green (NYCs largest office landlord) * Location: XX Madison Ave 17th floor * Asking Rent: $90/SF 🏒 About XX Madison Avenue: * 2.3M SF XX stories full-block landmark building * Massive floor plates (up to 100000 SF) * Tenants include Credit Suisse UBS Sony Music WME IMG Pinterest"  
[X Link](https://x.com/DailyREITBeat/status/1957471887711150284) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-18T15:57Z 4079 followers, XXX engagements


"πŸ“° #REIT Headlines -- August 19th 2025 πŸ“… Mizuho upgrades Prologis $PLD to Outperform from Neutral and raises price target by $X to $XXX BMO upgrades Crown Castle $CCI to Outperform from Market Perform and raises price target by $X to $XXX KeyBanc upgrades Broadstone Net Lease Inc. $BNL to Overweight from Sector Weight and sets a $XX price target KeyBanc upgrades Global Net Lease $GNL to Overweight from Sector Weight and sets a $X price target KeyBanc downgrades EPR Properties $EPR to Sector Weight from Overweight πŸŽ† Plymouth Industrial REIT $PLYM received an unsolicited non-binding proposal"  
[X Link](https://x.com/DailyREITBeat/status/1957775888617005176) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-19T12:05Z 4081 followers, XXX engagements


"πŸ’΅ US REITs Raise $4.85B via ATM Programs in Q2 2025 U.S. equity REITs tapped at-the-market (ATM) programs for $4.85B in Q2 2025 according to S&P Global: * Down XXX% from Q1 2025 * Up XXXX% YoY πŸ† Top ATM Issuers (Q2 2025) * Welltower Inc. $WELL: $1.99B via 13.2M shares * Realty Income Corporation $O: $628.7M raised + $422.8M expected from forward sales * Digital Realty $DLR: $605M via 3.5M shares * Gaming and Leisure Properties Inc. $GLPI: $404M settled forward equity * CareTrust REIT $CTRE: $353.9M via 12M+ shares πŸ“Š ATM Proceeds by Sector * Healthcare REITs: $2.92B (largest share) *"  
[X Link](https://x.com/DailyREITBeat/status/1963233190929211811) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-03T13:30Z 4082 followers, XXX engagements


"🏒 SL Green Realty Corp. Expands Midtown Footprint with $160M Deal $SLG SL Green Realty Corp. Manhattans largest office landlord has agreed to acquire XXX Madison Ave. and XX E. 44th St. for $160M. The century-old properties total 254707 SF and sit in the heart of East Midtown steps from Grand Central and One Vanderbilt. ✨ Key Highlights: * $160M acquisition from Catalyst Brands closing expected in Q4. * Future redevelopment: SL Green plans an 800000 SF ground-up office tower with column-free floors + transit-oriented design. * Part of East Midtowns 2017 rezoning which aims to replace 10M SF"  
[X Link](https://x.com/DailyREITBeat/status/1963235664159207427) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-03T13:40Z 4079 followers, XXX engagements


"πŸ“° #REIT Headlines -- September 11th 2025 πŸ“… Wells Fargo upgrades $WPC W. P. Carey Inc. to Overweight from Equalweight and raises price target by $X to $XX Wells Fargo upgrades $EPR EPR Properties to Equalweight from Underweight and raises price target by $X to $XX Truist Securities upgrades $AVB AvalonBay Communities to Buy from Hold and lowers price target by $X to $XXX Wells Fargo downgrades $FCPT Four Corners Property Trust to Equalweight from Overweight and lowers price target by $X to $XX Truist Securities downgrades $ELME Elme Communities to Hold from Buy and lowers price target by $16"  
[X Link](https://x.com/DailyREITBeat/status/1966111302377472081) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-11T12:07Z 4078 followers, XXX engagements


"🏒 MarketWatch: $1.6B RithmParamount Deal Signals Office Real Estate May Have Hit Bottom The U.S. office market has struggled since 2020 but signs of recovery are emerging. MarketWatch highlights why $RITM Rithm Capitals $1.6B acquisition of $PGRE Paramount Group could mark a turning point. πŸ“‰ Pandemic Fallout * Remote work crushed office demand starting in March 2020. * Office vacancies surged delinquency rates on CMBS rose above X% in 2Q 2025. * Values remain XX% below pre-pandemic levels and 2530% below replacement costs. πŸ’‘ Why Rithm Is Buying Paramount * Portfolio: XX Class-A office"  
[X Link](https://x.com/DailyREITBeat/status/1968649306425987243) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-18T12:12Z 4080 followers, XXX engagements


"πŸ“° #REIT Headlines -- September 19th 2025 πŸ“… 🎯 UBS initiates American Healthcare REIT $AHR with a Buy rating and sets a $XX price target 🎯 UBS initiates Welltower $WELL with a Buy rating and sets a $XXX price target 🎯 UBS initiates Ventas Inc. $VTR with a Neutral rating and sets a $XX price target πŸ’° Pebblebrook Hotel Trust $PEB closed its previously announced private offering of $XXX million of XXXXX% Convertible Senior Notes due 2030 including $XX million of notes sold pursuant to the exercise in full of the initial purchasers over-allotment option * Net proceeds used to repurchase for"  
[X Link](https://x.com/DailyREITBeat/status/1969009531981037738) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-19T12:03Z 4081 followers, XXX engagements


"🎭 Labubu Craze Lands in Vornado Realty Trust's 1540 Broadway Pop Mart maker of the viral Labubu monster dolls has signed a 10-year 7000-SF lease at $VNO Vornado Realty Trusts 1540 Broadway in Times Square. The flagship U.S. store is slated to open in late 2026. πŸ‘‰ Why it matters: * Cultural Phenomenon: Labubu toys have exploded in popularity drawing comparisons to the Beanie Baby craze of the 1990s and Cabbage Patch Kids in the 1980s. * Market Validation: Even U.S. Customs is seizing $500K+ of counterfeit Labubus a sign of demand that landlords and investors are eager to tap. * Times Square"  
[X Link](https://x.com/DailyREITBeat/status/1972997138473722103) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-30T12:09Z 4078 followers, XXX engagements


"πŸ“°#REIT Headlines -- October 1st 2025 (Part 2) πŸ“… πŸŽ‰ Cantor Overweight REIT Initiations (with Price Targets) $APLE Apple Hospitality REIT Inc. ($14) $BNL Broadstone Net Lease Inc. ($21) $BXP BXP Inc. ($90) $CDP COPT Defense Properties ($35) $EGP EastGroup Properties Inc ($190) $EPRT Essential Properties Realty Trust Inc. ($35) $ESS Essex Property Trust ($300) $HPP Hudson Pacific Properties ($3.50) $HR Healthcare Realty ($23) $NHI National Health Investors ($90) $NTST NETSTREIT Corp. ($21) $OHI Omega Healthcare Investors ($50) $REXR Rexford Industrial ($50) $RHP Ryman Hospitality Properties"  
[X Link](https://x.com/DailyREITBeat/status/1973361488745091375) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-01T12:16Z 4081 followers, XXX engagements


"❄ Cold-Storage REITs Look Like Hot Buys Wall Street has put Americold Realty $COLD and Lineage $LINE on ice this year but for patient investors these stocks may be too cheap to ignore. πŸ“‰ Recent Performance * Americold (COLD): $12.50/share down XX% YTD lowest since 2018 IPO * Lineage (LINE): $40/share down XX% YTD about half its July 2024 IPO price of $XX * Both hit pandemic highs when consumers stocked up on frozen and fresh food Americold peaked above $XX in April 2021. 🏭 The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"  
[X Link](https://x.com/DailyREITBeat/status/1974181602717511681) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-03T18:35Z 4082 followers, XXX engagements


"πŸ™ Matthews Expands NYC Footprint at $SLG SL Green Realty Corp.'s XXX Third Avenue Matthews Real Estate the rebranded commercial real estate services and technology firm led by CEO Kyle Matthews is doubling down on its New York City presence securing a 10282-square-foot lease at SL Green Realtys XXX Third Avenue in Midtown East. * Location: XXX Third Avenue (between East 44th & 45th Streets) * Landlord: SL Green Realty * Tenant Rep: Colliers Reid Longley * Move-in: Q1 2026 πŸš€ Why It Matters * Just two years after opening its first NYC office at XXX Fifth Avenue Matthews has already outgrown"  
[X Link](https://x.com/DailyREITBeat/status/1975176883038761149) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-06T12:30Z 4079 followers, XXX engagements


"🏒 SL Green Realty Corp.s XXX Third Avenue Hits XXX% Occupancy Another win for Midtown Manhattans office market as SL Green Realty $SLG announced that XXX Third Avenue has reached XXX% occupancy marking another major leasing milestone for New Yorks largest office landlord. πŸ“ Deal Highlights * Tenant: New York State Office of General Services (OGS) * Expansion: +66100 SF * Total OGS Footprint: 117390 SF * Lease Term: XX years * Location: XXX Third Avenue at East 55th Street * Landlord: SL Green Realty πŸŒ† About the Property: XXX million SF Class A office tower in Midtown East 🧠 Major tenants"  
[X Link](https://x.com/DailyREITBeat/status/1975218925953548724) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-06T15:17Z 4079 followers, XXX engagements


"πŸ™ AvalonBay Communities Sells Brooklyn High-Rise for $XX Million AvalonBay Communities $AVB has sold its 180-unit rental building at 1501 Voorhies Avenue in Sheepshead Bay Brooklyn to Bonjour Capital for $XX million roughly $417K per unit according to Commercial Observer. πŸ’Ό Deal Details * XXX units XX stories 250000 SF residential * $75M sale price ($417K per unit) * 12000 SF retail space leased to Citibank and Starbucks * Amenities include fitness center outdoor pool resident lounge & playroom πŸŒ† Property Background * AvalonBay and Muss Development acquired the site in 2014 for $16.2M"  
[X Link](https://x.com/DailyREITBeat/status/1975534024249561335) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-07T12:09Z 4078 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 9th 2025 πŸ“… Yesterday Morningstar downgraded Digital Realty $DLR to Sell from Hold and maintained its $XXX price target πŸ“œ Millrose Properties Inc. $MRP announced unaudited results for the third quarter of 2025 ahead of upcoming investor * Sees 3Q AFFO of $.74/share * Invested capital of approximately $XXX billion * Weighted average yield of approximately XXX% with a book value of approximately $35.29/share as of September XX 2025 πŸ’° BXP Inc. $BXP announced with its joint venture partner Delaware North the closing of a $XXX million 5.5-year non-recourse mortgage"  
[X Link](https://x.com/DailyREITBeat/status/1976258803591983424) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T12:09Z 4082 followers, XXX engagements


"πŸ’Έ X U.S. REITs Announce Dividend Increases in September According to S&P Global Market Intelligence five U.S. equity REITs raised their dividends in September bringing the year-to-date total to XX (about XX% of the U.S. REIT sector). πŸ“Š September Highlights * $MRP Millrose Properties Inc. (Residential) +5.8% to $0.73/share * $WPC W. P. Carey Inc. (Diversified) +1.1% to $0.91/share * $VICI VICI Properties Inc. (Gaming & Entertainment) +4% to $0.45/share * $O Realty Income Corporation (The Monthly Dividend Company) +0.2% monthly increase * $PECO Phillips Edison & Company (Retail) +5.7% monthly"  
[X Link](https://x.com/DailyREITBeat/status/1976275497953673463) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T13:16Z 4082 followers, 2133 engagements


"A person I have been working with the past couple of years texting me telling me they are very depressed. Note this person just found out they narrowly missed passing the CFA and was laid off from the sellside in the past couple of years and has not been able to find their way back in. I have been giving them projects to work on making intros and getting interviews for them and doing all that I can. What else can I do to help How do I cheer them up or get them out of the fog"  
[X Link](https://x.com/DailyREITBeat/status/1976281843587567645) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T13:41Z 4079 followers, XXX engagements


"⚑ @FermiAmerica CEO Toby Neugebauer on Building an 11-Gigawatt Private Grid to Power AI In a recent Bloomberg interview Toby Neugebauer CEO of Fermi America $FRMI discussed his companys audacious plan to develop an 11-gigawatt private electric grid and 6000-acre data center complex in Texasnearly double the power consumption of New York City. πŸ”‹ America Needs Nuclear-Powered AI: A real superpower has nuclear-powered submarines nuclear-powered aircraft carriersand nuclear-powered artificial intelligence Neugebauer said. β˜€ Neugebauer outlined a power mix emphasizing: * Solar: X unit for every 3"  
[X Link](https://x.com/DailyREITBeat/status/1976304561099833488) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T15:11Z 4079 followers, XXX engagements


"πŸš€ Triples Its San Francisco Footprint to $HPP Hudson Pacific Properties 1455 Market Street Cloud cost-optimization startup is expanding in a big way moving into the former Uber HQ at 1455 Market Street and tripling its office size as it doubles down on San Franciscos Mid-Market corridor. 🏒 New Headquarters Highlights * Location: 1455 Market Street former Uber HQ (owned by Hudson Pacific Properties) * Size: 26000 sq. ft. up from 8000 sq. ft. at 1390 Market * Lease Term: Runs through end of 2027 * Lease Value: Estimated at $XXX million * CEO: Spandana Nakka staying close to home; she lives"  
[X Link](https://x.com/DailyREITBeat/status/1976311656784224579) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T15:39Z 4079 followers, XXX engagements


"🌲 @rayonier & @PotlatchDeltic_ to Merge Creating a $7B Timberland Powerhouse Two of Americas largest timberland owners Rayonier $RYN and PotlatchDeltic $PCH have announced plans to merge in an all-stock deal that will form a forestry REIT giant valued at more than $X billion (or $XXX billion including debt). πŸ“Š Deal Snapshot * Structure: All-stock merger * Exchange Ratio: XXXXXX Rayonier shares for each PotlatchDeltic share * Implied Value: $XXXXX per PCH share Ownership Split: * Rayonier shareholders XX% * PotlatchDeltic shareholders XX% * Combined Value: $7.1B equity / $8.2B enterprise"  
[X Link](https://x.com/DailyREITBeat/status/1978071191614112100) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-14T12:11Z 4078 followers, XXX engagements


"🧠 Hype vs. Reality in Data Centers by Serenity Alternative Investments Man is the most intelligent of the animals and the most silly. Diogenes πŸš€ The AI Hype Train Is Real But So Is the Silliness * A new Data Center company IPO hit a $XX billion valuation in its first weekwithout owning a single operating data center. * $FRMI Fermi America plans to deliver XXX GW of capacity by end-2026an ambitious goal compared to experienced players like $DLR Digital Realty and $EQIX Equinix who deliver at megawatt scale every XX months. * Takeaway: Investors should separate hype from substancesome AI"  
[X Link](https://x.com/DailyREITBeat/status/1978107278344503361) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-14T14:35Z 4082 followers, XXX engagements


"🚨 Hoya Capital Launches REIT TV 🚨 @HoyaCapital is excited to announce the launch of "REIT TV" as we are beta testing the platform. Our goal with REIT TV is to bring you all the educational content provided by sources such as Nareit CNBC Bloomberg and others so you can create your own customized viewing channel of #REIT videos. Currently we have over XXX videos in the hopper from the last year or so which represents just under XXX hours of video footage. New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform. Please alert us to bugs or if"  
[X Link](https://x.com/DailyREITBeat/status/1978138758282145917) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-14T16:40Z 4080 followers, XXX engagements


"🏬 Regency Centers Sells Hammocks Town Center to Publix for $71.9M πŸ“ Deal Overview * Buyer: Publix Super Markets Inc. * Seller: Regency Centers Corporation $REG * Asset: Hammocks Town Center a 207470 SF grocery-anchored retail center in West Kendall (Miami-Dade County FL) * Price: $XXXX million roughly $XXX per SF * Address: 10201 Hammocks Boulevard adjacent to Killian Parkway 🧩 Tenant Mix * Anchor: Publix Super Market (owner & operator post-sale) * Other tenants: CVS Dollar Tree YouFit Subway and the West Kendall Regional Library * Note: The deal excludes five freestanding buildings on the"  
[X Link](https://x.com/DailyREITBeat/status/1978433993885323396) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T12:13Z 4078 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 16th 2025 πŸ“… 🎯 Morgan Stanley initiates Digital Realty $DLR with an Equalweight rating and sets a $XXX price target 🎯 Janney initiates Getty Realty Corp. $GTY with a Buy rating and sets a $XX price target πŸ“œ First Industrial Realty Trust $FR Rexford Industrial $REXR SL Green Realty Corp. $SLG announced quarterly earnings 🏒 SL Green Realty Corp. $SLG closed on the sale of a X% interest in One Vanderbilt Avenue to Mori Building Co. Ltd which follows Moris acquisition of an XXXX% interest in the trophy office tower in November 2024 as both investments were"  
[X Link](https://x.com/DailyREITBeat/status/1978794012971544747) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T12:03Z 4082 followers, XXX engagements


"πŸ— JBG SMITHs Debt Dividends & Buybacks Raise Red Flags JBG Smith Properties $JBGS the master developer behind Amazons HQ2 and National Landing is drawing scrutiny for its high leverage and aggressive capital allocation strategy even as earnings remain weak. ⚠ Financial Pressure Mounting * Debt-to-EBITDA: XXXX (Q2 2025) down slightly from a record XXXX in Q1 but still roughly double the industry norm of XX. * The ratio has stayed above X since 2020 signaling limited capacity for new borrowing or development. * Evercore ISI reports JBGs leverage is XX% higher than office REIT peers and 169%"  
[X Link](https://x.com/DailyREITBeat/status/1978796294400352279) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T12:12Z 4079 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 17th 2025 πŸ“… 🎯 UBS initiates Phillips Edison & Company $PECO with a Neutral rating and sets a $XX price target 🎯 JPM initiates InvenTrust Properties Corp. $IVT with a Neutral rating and sets a $XX price target JPM upgrades BXP Inc. $BXP to Overweight from Neutral and maintains its $XX price target JPM upgrades Invitation Homes $INVH to Overweight from Neutral and maintains its $XX price target JPM downgrades Kilroy Realty Corporation $KRC to Neutral from Overweight and lowers its price target by $X to $XX JPM downgrades SmartStop Self Storage $SMA to Neutral"  
[X Link](https://x.com/DailyREITBeat/status/1979156446840524807) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T12:04Z 4079 followers, XXX engagements


"@REIT_TV now has over XXX videos posted to the website. We are working on the tagging system but would love for you to check out all the #REIT content available including TV interviews webinars and podcasts"  
[X Link](https://x.com/DailyREITBeat/status/1979215082891452697) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T15:57Z 4079 followers, XX engagements


"As we'll discuss in our Earnings Preview report this week REIT earnings season kicked off this week and over the next month we'll hear results from XXX equity REITs XX mortgage REITs and dozens of housing industry companies. One step forward one step back: Matching the stubborn performance pattern seen around this time last year REITs rallied ahead of the Fed's September rate cut but have stumbled in recent weeks amid uncertainty over the inflation outlook and broader economic growth. Since the start of the second quarter the Equity REIT Index (VNQ) has lagged the broader S&P XXX (SPY) by 14"  
[X Link](https://x.com/DailyREITBeat/status/1980256146733560284) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:53Z 4082 followers, XX engagements


"Prologis' commentary on national supply/demand conditions is always closely watched. PLD boosted its guide for national-level absorption to 125M SF (up from 90M last quarter) and roughly maintained its supply outlook at 190M SF noting that development starts are XX% below peak and running XX% below pre-COVID levels. PLD noted that national rents declined X% in Q3 a moderation from the X% pace of rent declines in the first half of the year and far better than the X% declines in full-year 2024 with PLD highlighting continued strength in the Southeast and Texas but also early signs of"  
[X Link](https://x.com/DailyREITBeat/status/1980256273955250528) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:54Z 4081 followers, XX engagements


"Office On the downside this week NYC-focused SL Green (SLG) slumped X% after kicking off office REIT earnings season with a mixed report with solid leasing volumes offset by weak pricing on renewals and a charge on its unsuccessful Manhattan casino bid. SLG leased 658k SF of office space in Q3 - up XX% from last quarter and roughly flat with its pre-pandemic average quarterly volume. The solid quarter of volume - including another 123k SF thus far in Q4 - lifted its full-year volume to 1.9M SF pacing to roughly match its full-year totals in the pre-pandemic period of around 2.5M. Pricing on"  
[X Link](https://x.com/DailyREITBeat/status/1980256342255231199) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:54Z 4081 followers, XX engagements


"2025 Performance & 2024 Recap Entering the home stretch of 2025 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 XXX% on the year while the Mortgage REIT Index has gained XXX% and the Housing XXX Index has gained 0.6%. This compares with the XXXX% advance for the S&P XXX the XXX% gain for the Mid-Cap XXX and the XXX% gain for the Small-Cap XXX. Within the REIT sector 9-of-18"  
[X Link](https://x.com/DailyREITBeat/status/1980256685747769358) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:55Z 4081 followers, XX engagements


"🏑 Ventas: Senior Living Margins Could Be Better Than Weve Ever Seen At the Bank of America Global Real Estate Conference Ventas $VTR leaders outlined why the senior housing sector is positioned for strong growth fueled by pricing power rising occupancy and expanding margins. πŸ’° Pricing Power & Occupancy Trends * Higher occupancy = stronger pricing leverage * 9095% occupied: RevPOR growth of XX% * 7590% occupied: RevPOR growth of XX% * U.S. SHOP segment occupancy currently 8085% and rising * CEO Debra A. Cafaro: Senior housing remains highly affordable vs. resident wealth/income lots of"  
[X Link](https://x.com/DailyREITBeat/status/1966114038279974925) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-11T12:18Z 4081 followers, XXX engagements


"πŸ“°#REIT Headlines -- September 17th 2025 πŸ“… 🎯 Yesterday Freedom Broker initiated $SILA Sila Realty Trust Inc. with a Buy rating and sets a $XX price target Scotiabank upgrades $KRC Kilroy Realty Corporation to Sector Perform from Sector Underperform and raises its price target by $X to $XX Goldman Sachs downgrades AMH $AMH to Neutral from Buy and lowers its price target by $X to $XX Goldman Sachs downgrades Camden Property Trust $CPT to Sell from Neutral and lowers its price target by $XX to $XXX 🏒 Rithm Capital entered into a definitive agreement to acquire Paramount Group $PGRE for"  
[X Link](https://x.com/DailyREITBeat/status/1968285646805442977) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-17T12:07Z 4081 followers, XXX engagements


"πŸ“° #REIT Headlines -- October 13th 2025 πŸ“… 🎯 Berenberg initiates Essential Properties Realty Trust Inc. $EPRT with a Buy rating and sets a $XX price target 🎯 Berenberg initiates NETSTREIT Corp. $NTST with a Buy rating and sets a $XX price target 🎯 Ladenburg Thalmann initiates BXP Inc. $BXP with a Buy rating and sets an $XX price target 🎯 Ladenburg Thalmann initiates Vornado Realty Trust $VNO with a Buy rating and sets a $XX price target 🎯 Ladenburg Thalmann initiates SL Green Realty Corp. $SLG with a Neutral rating and sets a $XX price target Citizens upgrades Global Medical REIT Inc"  
[X Link](https://x.com/DailyREITBeat/status/1977706879984763238) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-13T12:03Z 4081 followers, XXX engagements


"Following a very busy month of capital markets activity with nearly $10B in total REIT capital raised over the past four weeks REITs were quieter this week ahead of the start of earnings season with only a handful of notable deals. Boston Properties (BXP) closed on a $465M 5.5-year non-recourse mortgage loan secured by the podium and office tower at The Hub on Causeway in Boston at a fixed rate of 5.73%. Fellow office REIT Brandywine (BDN) announced that it closed on its previously announced $300M public offering of six-year guaranteed notes due 2031 at a XXXXX% interest rate. Elsewhere"  
[X Link](https://x.com/DailyREITBeat/status/1977728404859306474) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-13T13:29Z 4081 followers, XX engagements


"πŸ“° #REIT Headlines -- October 15th 2025 πŸ“… Compass Point upgrades Easterly Government Properties $DEA to Buy from Neutral and raises its price target by $XXXX to $XXXXX Citi downgrades PotlatchDeltic Corporation $PCH to Neutral from Buy and lowers its price target by $X to $XX πŸ“œ Prologis $PLD announced quarterly earnings while First Industrial Realty Trust $FR Rexford Industrial $REXR and SL Green Realty Corp. $SLG announce after the close of trading πŸ‘© Realty Income Corporation $O announced that Kim Hourihan has been appointed to the Board of Directors 🌎 UDR $UDR announced the publication"  
[X Link](https://x.com/DailyREITBeat/status/1978432368789598323) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T12:06Z 4081 followers, XXX engagements


"πŸ™ BXP Inc. Nears Anchor Lease at XXX Madison Avenue Boston Properties $BXP appears to be securing an anchor tenant for one of Manhattans most high-profile new office developments the X million-square-foot tower at XXX Madison Avenue next to Grand Central Terminal. πŸ”‘ Key Details * Tenant: Global insurance and investment firm C.V. Starr & Co. * Lease size: Roughly one-third of the building (approx. 330000 sq. ft.) * Status: Agreement in place not yet officially confirmed * Prior relationship: C.V. Starr currently occupies 211000 sq. ft. at XXX Park Avenue another BXP-owned property. πŸ—"  
[X Link](https://x.com/DailyREITBeat/status/1978465094204895362) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T14:16Z 4081 followers, XXX engagements


"βš– Investors Lose Appeal in Case Against Cannabis REIT Innovative Industrial Properties The U.S. Court of Appeals for the Third Circuit has upheld the dismissal of a securities fraud lawsuit brought by investors against Innovative Industrial Properties $IIPR a REIT specializing in cannabis cultivation facilities. 🧾 Case Overview * Defendant: Innovative Industrial Properties Inc. (IIPR) * Tenant at issue: Kings Garden a California-based cannabis grower * Allegation: Investors claimed IIPR misrepresented its tenant vetting and due diligence after Kings Garden was accused of fraud. * Decision:"  
[X Link](https://x.com/DailyREITBeat/status/1978798860920131625) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T12:23Z 4081 followers, XXX engagements


"🚨 #REIT Earnings Calendar Next Week 🚨 October 20th - October 24th 2025 TUESDAY 10/21 Earnings Post-Market:Agree Realty Corporation $ADC WEDNESDAY 10/22 Earnings Post-Market:Brandywine Realty Trust $BDN Crown Castle $CCI Equity LifeStyle Properties Inc. $ELS Essential Properties Realty Trust Inc. $EPRT Getty Realty Corp. $GTY Veris Residential $VRE THURSDAY 10/23 Earnings Pre-Market:Millrose Properties Inc. $MRP Earnings Post-Market:Digital Realty $DLR Healthpeak Properties Inc. $DOC EastGroup Properties Inc $EGP Elme Communities $ELME Phillips Edison & Company $PECO Alpine Income Property"  
[X Link](https://x.com/DailyREITBeat/status/1979185643310780513) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-17T14:00Z 4081 followers, XXX engagements


"🏒 Barrons Reports Offices Are Back and It Could Give BXP Inc. Stock a Lift After years of headwinds from hybrid work and rising rates the office sector is showing fresh signs of life and $BXP (Boston Properties) is emerging as a potential winner. πŸ’Ό Leasing activity rebounds: * Manhattan office leasing is running at its fastest pace in nearly XX years. * Bostons leasing demand is at a five-year high according to CBRE. 🏦 Fed rate cuts fuel optimism: With the Fed resuming rate reductions in September real estate financing costs are easing a key catalyst for REIT recovery. 🧱 BXP leading the"  
[X Link](https://x.com/DailyREITBeat/status/1980245043999875246) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:09Z 4083 followers, XXX engagements


"REIT Acquisitions & Business Updates City Office (CIO) announced that stockholders voted to approve the acquisition by MCME Carell Holdings which is expected to close in Q4. Holders of common stock will receive $7.00/share in cash. Alpine Income (PINE) announced the origination of a $14.1M first mortgage loan investment secured by a luxury residential development with XXX lots in the Austin TX metro. Federal Realty (FRT) announced a $187M acquisition of Annapolis Town Center a 480k SF open-air shopping center in Anne Arundel County MD. Gladstone Commercial (GOOD) announced that it amended"  
[X Link](https://x.com/DailyREITBeat/status/1980256549164523673) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T12:55Z 4081 followers, XX engagements


"πŸ“° #REIT Headlines -- October 2nd 2025 πŸ“… RBC upgrades Crown Castle $CCI to Outperform from Sector Perform and lowers price target by $X to $XXX RBC downgrades American Tower $AMT to Sector Perform from Outperform and lowers price target by $XX to $XXX Wolfe Research upgrades AMH $AMH to Outperform from Peer Perform and sets a $XX price target Yesterday Morningstar upgraded SL Green Realty Corp. $SLG to Hold from Sell and maintained its $XX price target πŸ₯ National Health Investors $NHI announced that it has invested $XXXX million including transaction costs for the acquisition of four"  
[X Link](https://x.com/DailyREITBeat/status/1973720449981792388) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-02T12:03Z 4083 followers, XXX engagements


"Someone Ive known for 30+ years is looking for a new role. He has a natural ability to connect with and build lasting relationships and is a great team player.He is a hands-on asset manager with capital markets and ground up development experience most recently working with a local ground up multifamily developer handling the following: Asset management: Across XX properties / 1000+ units managing third-party PMs leasing agents lenders tax appeal attorneys insurance etc. Capital markets: $300M+ placed across construction/bridge/permanent loans. Dispositions: $200M+ total (direct + brokered)"  
[X Link](https://x.com/DailyREITBeat/status/1980263199170544084) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T13:21Z 4083 followers, 1140 engagements


"Just wow. I don't even know what to say but will just leave this here"  
[X Link](https://x.com/DailyREITBeat/status/1980355993499496604) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-20T19:30Z 4081 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@DailyREITBeat Avatar @DailyREITBeat David Auerbach ⭕️

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

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

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

Engagements: XXXXX #

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Mentions: XX #

Mentions Line Chart

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Followers: XXXXX #

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Social Influence #


Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXXX% currencies XXXX% fashion brands XXXX% technology brands XXXX%

Social topic influence reit #5, $pld #5, $slg #8, investment 1.04%, pld #17, outlook #240, $bxp #1, $mrp #2, welltower #41, $well #46

Top accounts mentioned or mentioned by @hoyacapital @allthereitnews @prologis @realpage @reitsnareit @cnbc @regencycenters @jamesashields @yardi @realestatetrent @jimcramer @chiltoncapital @reitacademy @kiterealtygroup @jonlitt @greenstreetcre @cohenandsteers @commobserver @principal @simonpropertygp

Top assets mentioned Prologis Inc (PLD) SL Green Realty Corp. (SLG) Boston Properties, Inc. (BXP) Millrose Properties, Inc. (MRP) Welltower Inc (WELL) WELL3 (WELL) Digital Realty Trust Inc (DLR) Rayonier Inc. (RYN) PotlatchDeltic Corporation Common Stock (PCH) Federal Realty Investment Trust (FRT) Rexford Industrial Realty, Inc. (REXR) Broadstone Net Lease, Inc. (BNL) Autonomous Virtual Beings (AVB) Crown Castle Inc (CCI) Essential Properties Realty Trust, Inc. (EPRT) Earth X Essence (ESS) Americold Realty Trust, Inc. (COLD) Kilroy Realty Corp. (KRC) Innovative Industrial Properties, Inc. Common stock (IIPR) Veno Finance (VNO) EPR Properties (EPR) AhaToken (AHT) Invitation Homes, Inc. (INVH) Rithm Capital Corp. (RITM) WP Carey, Inc. (WPC) Ventas, Inc. (VTR) Fermi Inc. Common Stock (FRMI) First Industrial Realty Trust, Inc. (FR) American Homes X Rent (AMH) Healthcare Realty Trust, Inc. (HR) Highwoods Properties Inc. (HIW) Millrose Properties, Inc. (MRPw) Public Storage (PSA) Somnium Space CUBEs (CUBE) Lennar Corporation (LEN) BRIXMOR PROPERTY GROUP INC. (BRX) Lululemon Athletica Inc (LULU) CAVA Group, Inc. (CAVA) National Health Investors (NHI) Deutsche Bank Aktiengesellschaft (DB)

Top Social Posts #


Top posts by engagements in the last XX hours

"πŸ“° #REIT Headlines -- October 8th 2025 πŸ“… 🎯 RBC initiates Healthcare Realty $HR with a Sector Perform rating and sets a $XX price target 🎯 Wolfe Research initiates Highwoods Properties $HIW with an Outperform rating and sets a $XX price target 🎯 Citizens initiates Millrose Properties Inc. $MRP with an Outperform rating and sets a $XX price target βœ‰ Oksenholt Capital Management LLC issued a letter outlining serious concerns about $CIO City Office REITs leadership performance and opposition to the proposed merger with affiliates of Elliott Capital * They believe the company is significantly"
X Link @DailyREITBeat 2025-10-08T12:08Z 4081 followers, XXX engagements

"🏒 Essex Property Trust Upgrade Signals Renewed Optimism for Multifamily Investors A new wave of confidence is hitting the multifamily sector. Raymond James has upgraded Essex Property Trust $ESS to Outperform citing resilient rent growth stable occupancy and low delinquency ratescore fundamentals that matter to both institutional and private investors. πŸ“Š Why It Matters * Steady fundamentals: Despite turbulence Essexs West Coast portfolio continues to show resilient rents and high occupancy. * Broader implications: These same metrics are increasingly influencing smaller-scale deals"
X Link @DailyREITBeat 2025-09-15T12:15Z 4082 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 6th 2025 πŸ“… On Friday Morningstar downgraded Prologis $PLD to Hold from Buy and maintained its $XXX price target On Friday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $XXX price target β›½Getty Realty Corp. $GTY closes a sale leaseback transaction under which the Company acquired XX convenience stores for $XXX million * Entered into a long-term unitary net lease with a subsidiary of Now & Forever a privately-owned regional convenience store chain located in Houston TX 🏘 BRT Apartments Corp. $BRT announced the acquisition of"
X Link @DailyREITBeat 2025-10-06T12:15Z 4082 followers, 4029 engagements

"πŸ“° #REIT Headlines -- October 14th 2025 πŸ“… 🎯 UBS initiates Americold Realty $COLD with a Neutral rating and sets a $XX price target Yesterday Deutsche Bank upgraded CubeSmart $CUBE to Buy from Hold and raised its price target by $X to $XX Yesterday Deutsche Bank upgraded Public Storage $PSA to Buy from Hold and raised its price target by $XX to $XXX 🌳 Rayonier $RYN and PotlatchDeltic Corporation $PCH plan to combine in an all-stock deal where PCH holders are expected to receive XXXXXX common shares of RYN for each PCH common share which implies a price of $44.11/PCH share and would value"
X Link @DailyREITBeat 2025-10-14T12:06Z 4083 followers, XXX engagements

"🏑 Millrose Properties Inc.: X% Yield and a Unique Land-Banking Advantage πŸ’‘ Barron's Investment Overview * Ticker: $MRP * Current Price: $XX * Dividend Yield: XXX% (annualized payout: $2.92/share) * Book Value (as of Sept. XX 2025): $35.29/share * Upside Potential: XX% total return (price appreciation + dividend) * Sector: Real Estate / Land Banking REIT * Spinoff From: Lennar Corp. (LEN) in Feb. 2025 πŸ— Business Model: A Land Bank for Homebuilders * Millrose acquires improves and holds land until its ready for home construction. * Homebuilders pay Millrose to warehouse land allowing them to"
X Link @DailyREITBeat 2025-10-15T12:12Z 4081 followers, XXX engagements

"πŸ™ SL Green Realty Corp. $SLG Announces 3Q 2025 Highlights & Transaction Updates In conjunction with its Q3 earnings release Manhattans largest office landlord announced three major moves reinforcing its Park Avenue dominance and leasing momentum. X Mori Building Expands Stake in One Vanderbilt * Mori Building Co. Ltd. increased its ownership in One Vanderbilt Avenue by X% following an XX% investment in 2024. * Both transactions were completed at a $XXX billion gross valuation. * SL Green retains a XX% ownership stake in the fully leased XXX M SF Midtown trophy tower. * Marc Holliday (CEO):"
X Link @DailyREITBeat 2025-10-16T12:43Z 4083 followers, XXX engagements

"🚚 $PLD Prologis Raises Outlook as Warehouse Leasing Picks Up @Prologis The worlds largest industrial REIT says warehouse demand has clearly turned a corner signaling a potential inflection point for the logistics and supply chain real estate sector. πŸ“ˆ 3Q 2025 Highlights * Revenue: $2.21B up X% YoY (vs. $2.04B prior year). * Net Income: $763M or $0.82/share (vs. $1B or $1.08/share in 3Q 2024). * Core FFO Guidance Raised: Now $5.78$5.81/share up slightly from $5.75$5.80. * Full-Year EPS Outlook Raised: $3.40$3.50/share (prior $3.00$3.15). * Shares surged +6.3% to $XXXXXX on the news. 🏭"
X Link @DailyREITBeat 2025-10-16T13:03Z 4083 followers, XXX engagements

"πŸ— Prologis CEO Hamid Moghadam on @MadMoneyOnCNBC with Jim Cramer @Prologis $PLD CEO Hamid Moghadam told @jimcramer that the logistics and data center sectors are entering a powerful upcycle driven by renewed demand constrained supply and soaring replacement costs. β˜€ Macro Outlook: Demand Rebounding Supply Constrained * Industrial real estate at an inflection point as vacancy peaked around XXX% (up from X% post-Covid) but Moghadam says the trough is behind us leasing momentum is building again. * Strong tenants leading the charge as larger companies with solid balance sheets are on offense"
X Link @DailyREITBeat 2025-10-17T12:15Z 4083 followers, XXX engagements

"🏠 @zillow: Construction Catches Up Renters Finally Get Some Relief Rental affordability across the U.S. has improved to its best level in four years as a wave of new apartment completions and record concessions cool rent growth nationwide. 🧱 Construction Boom Eases Pressure * Builders delivered more multifamily units in 2024 than any year since 1974 easing tight supply from the pandemic. * Southern metroswith fewer building restrictionssaw the biggest affordability gains. * This construction wave has tempered rent growth and boosted incentives as landlords compete for tenants. πŸ’Έ Rent"
X Link @DailyREITBeat 2025-10-17T13:22Z 4081 followers, 5704 engagements

"Industrial Three reports three beats and boosts. Prologis (PLD) the largest industrial REIT surged nearly XX% this week after kicking off earnings season with a surprisingly strong report and raising its full-year outlook fueled by record-setting leasing activity. PLD signed 62M SF of leases in Q3 up from 51M last quarter and topping its record 58M in Q1 of this year and reported impressive cash rent spreads of XXXX% - down only slightly from the XX% average in the first half of 2025. PLD now expects full-year FFO growth of XXX% this year (up from XXX% previously) and sees same-store NOI"
X Link @DailyREITBeat 2025-10-20T12:54Z 4083 followers, XX engagements

"Timber A new timber titan is on the horizon. Rayonier (RYN) - the second-largest timber REIT owning XXX million acres of timberland - announced a deal to merge with its peer PotlatchDeltic (PCH) - the third-largest timber REIT owning XXX million acres of timberlands - to form an $XXX billion land-and-lumber powerhouse. Continuing a decades-long trend of consolidation and vertical integration in the timberland and lumber manufacturing space the combined company will own XXX million acres of timberland becoming the second-largest landowner in the United States behind its larger peer"
X Link @DailyREITBeat 2025-10-20T12:54Z 4083 followers, XX engagements

"Casino Both gaming-focused REITs were also busy on the M&A front this week. Gaming & Leisure Properties (GLPI) gained XXX% this week after it announced that it acquired the real estate assets of Sunland Park Racetrack & Casino in New Mexico via a sale-leaseback deal with Strategic Gaming Management for $183.75M implying an initial XXX% cap rate. Annual rent on the lease will escalate at XXX% per annum. Sunland Park will represent GLPIs second property in New Mexico and the fourth asset managed by Strategic Gaming under its triple-net master lease. The deal is expected to be immediately"
X Link @DailyREITBeat 2025-10-20T12:55Z 4081 followers, XX engagements

"REIT Credit Ratings Updates Fitch Ratings upgraded the credit ratings of Global Net Lease (GNL) including its Issuer Default Rating and underlying issuances outstanding to BBB- from BB+ with a stable outlook. S&P affirmed all of the credit ratings of Kilroy Realty (KRC) including its BBB- issuer credit rating and revised its outlook to negative from stable. Moodys affirmed the credit ratings of Rayonier (RYN) including its Baa3 backed senior unsecured rating with a stable outlook. Moodys affirmed the credit ratings of PotlatchDeltic (PCH) including its Baa3 issuer rating and revised its"
X Link @DailyREITBeat 2025-10-20T12:55Z 4081 followers, XX engagements

"In commodities markets WTI Crude Oil is now lower by XXXX% this year at roughly $XX per barrel - trading at the lows of its 2025 range between $XX and $XX - but the broader Commodities complex remains higher by XXXX% buoyed by a XX% surge in Gold prices. The Bloomberg Commodity ex-Precious Metals Index is lower by XXX% on the year. In currency markets the US Dollar Index (DXY) has declined XXX% this year - hovering around the lowest levels since 2022 - after appreciating by roughly X% last year. Looking back on 2024 the Equity REIT Index posted modest total returns of XXX% while the Mortgage"
X Link @DailyREITBeat 2025-10-20T12:56Z 4083 followers, XXX engagements

"🏬 @Brixmor Buys Houstons LaCenterra at Cinco Ranch for $223M πŸ“ Brixmor Property Group $BRX has acquired LaCenterra at Cinco Ranch a premier 409000 SF open-air lifestyle center in Katy TX for $XXX million ($545/SF). πŸ” Deal Highlights: * Anchors: Trader Joes plus Lululemon Sephora Warby Parker IKEA (small format) and more * Dining tenants include: Cava Grimaldis Ambriza * Traffic: 5+ million visits annually * Brixmor plans to reposition below-market leases for upside * Opened: 2007 * Previous owner: PGIM Real Estate * Location: 34-acre site in Cinco Ranch X miles south of I-10 πŸ™ Strategic"
X Link @DailyREITBeat 2025-07-30T12:24Z 4083 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 7th 2025 πŸ“… Deutsche Bank downgrades Federal Realty Investment Trust $FRT to Hold from Buy and maintains its $XXX price target βœ”Yesterday morning S&P affirmed $NHI National Health Investorss BBB- issuer credit and issue-level ratings with a stable outlook πŸ’΅ Yesterday morning Innovative Industrial Properties $IIPR closed on a new $XXX million secured revolving credit facility which has an initial term of X years and is secured by the Companys IQHQ investment * Borrowings under the Credit Facility will bear interest at a rate equal to the one-month Secured"
X Link @DailyREITBeat 2025-10-07T12:04Z 4083 followers, XXX engagements

"πŸ™ Federal Realty Investment Trust Shapes Hobokens Next Chapter Federal Realty Investment Trust $FRT is redefining its urban playbook with a major investment in Hoboken New Jersey one of the New York metros most dynamic small cities. In 2020 FRT acquired a majority stake in a 40-building $XXX million portfolio along Hobokens historic Washington Street partnering with longtime local owner UNLMTD Real Estate. The 170000-square-foot collection includes retail apartments and offices that together anchor the citys vibrant main corridor. πŸ’¬ Its rare to acquire that much space in an urban setting"
X Link @DailyREITBeat 2025-10-08T14:53Z 4083 followers, XXX engagements

"🏬 Federal Realty Investment Trust Acquires Annapolis Town Center for $187M πŸ’° Transaction Overview * Buyer: Federal Realty Investment Trust $FRT * Price: $XXX million * Asset: Annapolis Town Center 480000 SF open-air shopping destination * Location: Anne Arundel County MD affluent corridor between Washington D.C. & Baltimore * Anchor Tenants: Whole Foods (high-volume) Target (shadow-anchor) Life Time Fitness * Retail Mix: Anthropologie Sephora Restoration Hardware Williams Sonoma and more πŸ—£ This is exactly the kind of opportunity we target a dominant asset with strong fundamentals"
X Link @DailyREITBeat 2025-10-13T15:24Z 4083 followers, XXX engagements

"🏒 Vornado Realty Trusts XXX Madison Avenue Loan Sent to Special Servicing Vornado Realty Trust $VNO and its partners have seen another setback in Manhattans high-end office market as XXX Madison Avenue a flagship Plaza District property was transferred to special servicing after the borrower failed to meet loan obligations. πŸ“‰ Key Facts * Property: XXX Madison Avenue between E. 59th & 60th Streets * Size: XX stories / 595000 sq. ft. (office + retail) * Ownership Group: Vornado Realty Trust Oxford Properties and OMERS * Loan: $XXX million refinancing secured in 2019 * Purchase Price (2013):"
X Link @DailyREITBeat 2025-10-16T12:18Z 4083 followers, XXX engagements

"🏘 @RealPage: Build-to-Rent Construction Pipeline Shows First Signs of Cooling U.S. build-to-rent (BTR) construction has slowed slightly for the first time in several quarters but remains strong overall especially in Sun Belt markets. πŸ“‰ National Trends * BTR units under construction: 63800 (as of Sept.) * Down XXX% from June levels the first modest decline since 2023. * BTR includes detached and semi-detached homes rowhouses townhomes duplexes and quadruplexes built for rental. * Mirrors the broader housing slowdown with single-family permitting at a 2-year low and multifamily starts"
X Link @DailyREITBeat 2025-10-17T12:48Z 4081 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 20th 2025 πŸ“… 🎯 Wolfe Research initiates Sila Realty Trust Inc. $SILA with a Peer Perform rating Wolfe Research upgrades Digital Realty $DLR to Outperform from Peer Perform and sets a $XXX price target Wolfe Research downgrades Rexford Industrial $REXR to Peer Perform from Outperform BMO upgrades Prologis $PLD to Market Perform from Underperform and raises its price target by $XX to $XXX Wells Fargo upgrades Healthcare Realty $HR to Equalweight from Underweight and raises its price target by $X to $XX Barclays upgrades Gaming and Leisure Properties Inc. $GLPI to"
X Link @DailyREITBeat 2025-10-20T12:04Z 4081 followers, XXX engagements

"@HoyaCapital Weekly #REIT Recap (A Long Thread.) October 13th - October 17th 2025 Rally In The Dark U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight short-term Treasury yields receded to the lowest levels in three years. Buoyed by a dip in benchmark rates real estate equities led the rebound this week after REIT earnings"
X Link @DailyREITBeat 2025-10-20T12:52Z 4083 followers, XXX engagements

"Real Estate Weekly Outlook U.S. equity markets rebounded this past week - while benchmark interest rates tumbled to multi-year lows - as the White House resumed negotiations with China following a major tariff threat. Meanwhile markets - still devoid of government data - focused on bank earnings results that raised some concerns over emerging pockets of credit distress. Consistent with the "risk-off" trade that has prevailed amid the ongoing federal government shutdown with no clear end in sight short-term Treasury yields receded to the lowest levels in three years aided by dovish remarks"
X Link @DailyREITBeat 2025-10-20T12:53Z 4081 followers, XX engagements

"Economic Calendar In The Week Ahead Finally some economic data. The Consumer Price Index report for September - originally scheduled for last Wednesday - will be published this coming Friday after the BLS recalled some furloughed staff to compile the data. This exception was made because the inflation data is legally required for calculating the Social Security cost-of-living adjustment (COLA). The Headline CPI is expected to tick higher to XXX% from XXX% last month while Core CPI is expected to remain at 3.10%. While we'll likely see a continued uplift in tariff-impacted categories including"
X Link @DailyREITBeat 2025-10-20T12:56Z 4081 followers, XXX engagements

"πŸ“° #REIT Headlines -- June 17th 2025 πŸ—“ 🎯 Yesterday Odeon Capital initiated $HPP Hudson Pacific Properties with a Buy rating and set a $X price target JPM downgrades $FVR FrontView REIT to Neutral from Overweight and lowers price target by $X to $XX πŸ’° $KIM Kimco Realty Corporation priced $XXX million of XXXX% senior unsecured notes due 2035 on behalf of its operating partnership * Net proceeds to be used for general corporate purposes including but not limited to repaying outstanding borrowings under its $XXX billion unsecured revolving credit facility and funding for suitable acquisition"
X Link @DailyREITBeat 2025-06-17T12:05Z 4081 followers, XXX engagements

"πŸ“° #REIT Headlines -- July 31st 2025 πŸ“… Yesterday Morningstar downgraded Welltower Inc. $WELL to Sell from Hold and maintained its $XXX price target πŸ“œ Ashford Hospitality Trust $AHT AvalonBay Communities $AVB Broadstone Net Lease Inc. $BNL City Office REIT $CIO EPR Properties $EPR Equinix $EQIX Extra Space Storage $EXR Host Hotels & Resorts $HST Invitation Homes $INVH Independence Realty Trust Inc. $IRT Kimco Realty Corporation $KIM Kite Realty Group $KRG MAA $MAA Medical Properties Trust Inc. $MPW Millrose Properties Inc. $MRP Office Properties Income Trust $OPI Paramount Group $PGRE Public"
X Link @DailyREITBeat 2025-07-31T12:16Z 4082 followers, XXX engagements

"πŸ™ From Intern to CIO: Harrison Sitomers 10-Year Ascent at SL Green Realty Corp. $SLG In a world of fast exits and shifting markets Harrison Sitomers journey is a reminder of what long-term focus mentorship and deep local conviction can accomplish. πŸ“ Born and raised in NYC. Lives in Tribeca. Has dedicated his entire career to a single city and a single firm. In just XX years Harrison climbed from summer intern to Chief Investment Officer of SL Green Realty one of the largest office landlords in New York. πŸ”‘ How Did He Do It * Hands-on learning: Interned at SLG in 2011 and pitched real deals"
X Link @DailyREITBeat 2025-08-04T12:15Z 4079 followers, XXX engagements

"Residential mREITs: (Final Grade: C+) Change in Book Value Q/Q: -XXX% Top Performer: Rithm Capital $RITM: +4.9% Worst Performer: ARMOUR Residential $ARR: -6.4%"
X Link @DailyREITBeat 2025-08-11T13:18Z 4082 followers, XXX engagements

"Berkshire Hathaway reports a XXX% stake in Lamar Advertising $LAMR XXXX million shares with current market value of $XXXXX million"
X Link @DailyREITBeat 2025-08-14T20:15Z 4082 followers, 2627 engagements

"🏨 Ashford Hospitality Trust Faces $590M Distress Challenge Dallas-based Ashford Hospitality Trust $AHT is weighing next steps after failing to refinance its Ashford Highland portfolio a move thats pushed the $590M loan into special servicing. ⚠ What Happened * Loan Balance: $590M backed by XX hotels across XX states. * Primary Texas Assets: Hilton Garden Inn (Austin) Marriott DFW Airport North (Irving) Sugar Land Marriott Marriott Plaza (San Antonio). * Trigger: April 2025 balloon payment default. Timeline: * April 2025 Final maturity reached. * 60-day forbearance granted expired June 2025"
X Link @DailyREITBeat 2025-08-15T12:32Z 4081 followers, XXX engagements

"🀝 Tempus AI Expands at SL Green Realty Corp.s XX Madison Avenue Big move in Midtown South: Health tech firm Tempus AI has signed a 10-year 39565 SF lease at $SLG SL Greens XX Madison Avenue. πŸ“Œ Deal Highlights: * Tenant: Tempus AI (relocating from XXX Park Avenue upgrading from 22700 SF 39565 SF) * Landlord: SL Green (NYCs largest office landlord) * Location: XX Madison Ave 17th floor * Asking Rent: $90/SF 🏒 About XX Madison Avenue: * 2.3M SF XX stories full-block landmark building * Massive floor plates (up to 100000 SF) * Tenants include Credit Suisse UBS Sony Music WME IMG Pinterest"
X Link @DailyREITBeat 2025-08-18T15:57Z 4079 followers, XXX engagements

"πŸ“° #REIT Headlines -- August 19th 2025 πŸ“… Mizuho upgrades Prologis $PLD to Outperform from Neutral and raises price target by $X to $XXX BMO upgrades Crown Castle $CCI to Outperform from Market Perform and raises price target by $X to $XXX KeyBanc upgrades Broadstone Net Lease Inc. $BNL to Overweight from Sector Weight and sets a $XX price target KeyBanc upgrades Global Net Lease $GNL to Overweight from Sector Weight and sets a $X price target KeyBanc downgrades EPR Properties $EPR to Sector Weight from Overweight πŸŽ† Plymouth Industrial REIT $PLYM received an unsolicited non-binding proposal"
X Link @DailyREITBeat 2025-08-19T12:05Z 4081 followers, XXX engagements

"πŸ’΅ US REITs Raise $4.85B via ATM Programs in Q2 2025 U.S. equity REITs tapped at-the-market (ATM) programs for $4.85B in Q2 2025 according to S&P Global: * Down XXX% from Q1 2025 * Up XXXX% YoY πŸ† Top ATM Issuers (Q2 2025) * Welltower Inc. $WELL: $1.99B via 13.2M shares * Realty Income Corporation $O: $628.7M raised + $422.8M expected from forward sales * Digital Realty $DLR: $605M via 3.5M shares * Gaming and Leisure Properties Inc. $GLPI: $404M settled forward equity * CareTrust REIT $CTRE: $353.9M via 12M+ shares πŸ“Š ATM Proceeds by Sector * Healthcare REITs: $2.92B (largest share) *"
X Link @DailyREITBeat 2025-09-03T13:30Z 4082 followers, XXX engagements

"🏒 SL Green Realty Corp. Expands Midtown Footprint with $160M Deal $SLG SL Green Realty Corp. Manhattans largest office landlord has agreed to acquire XXX Madison Ave. and XX E. 44th St. for $160M. The century-old properties total 254707 SF and sit in the heart of East Midtown steps from Grand Central and One Vanderbilt. ✨ Key Highlights: * $160M acquisition from Catalyst Brands closing expected in Q4. * Future redevelopment: SL Green plans an 800000 SF ground-up office tower with column-free floors + transit-oriented design. * Part of East Midtowns 2017 rezoning which aims to replace 10M SF"
X Link @DailyREITBeat 2025-09-03T13:40Z 4079 followers, XXX engagements

"πŸ“° #REIT Headlines -- September 11th 2025 πŸ“… Wells Fargo upgrades $WPC W. P. Carey Inc. to Overweight from Equalweight and raises price target by $X to $XX Wells Fargo upgrades $EPR EPR Properties to Equalweight from Underweight and raises price target by $X to $XX Truist Securities upgrades $AVB AvalonBay Communities to Buy from Hold and lowers price target by $X to $XXX Wells Fargo downgrades $FCPT Four Corners Property Trust to Equalweight from Overweight and lowers price target by $X to $XX Truist Securities downgrades $ELME Elme Communities to Hold from Buy and lowers price target by $16"
X Link @DailyREITBeat 2025-09-11T12:07Z 4078 followers, XXX engagements

"🏒 MarketWatch: $1.6B RithmParamount Deal Signals Office Real Estate May Have Hit Bottom The U.S. office market has struggled since 2020 but signs of recovery are emerging. MarketWatch highlights why $RITM Rithm Capitals $1.6B acquisition of $PGRE Paramount Group could mark a turning point. πŸ“‰ Pandemic Fallout * Remote work crushed office demand starting in March 2020. * Office vacancies surged delinquency rates on CMBS rose above X% in 2Q 2025. * Values remain XX% below pre-pandemic levels and 2530% below replacement costs. πŸ’‘ Why Rithm Is Buying Paramount * Portfolio: XX Class-A office"
X Link @DailyREITBeat 2025-09-18T12:12Z 4080 followers, XXX engagements

"πŸ“° #REIT Headlines -- September 19th 2025 πŸ“… 🎯 UBS initiates American Healthcare REIT $AHR with a Buy rating and sets a $XX price target 🎯 UBS initiates Welltower $WELL with a Buy rating and sets a $XXX price target 🎯 UBS initiates Ventas Inc. $VTR with a Neutral rating and sets a $XX price target πŸ’° Pebblebrook Hotel Trust $PEB closed its previously announced private offering of $XXX million of XXXXX% Convertible Senior Notes due 2030 including $XX million of notes sold pursuant to the exercise in full of the initial purchasers over-allotment option * Net proceeds used to repurchase for"
X Link @DailyREITBeat 2025-09-19T12:03Z 4081 followers, XXX engagements

"🎭 Labubu Craze Lands in Vornado Realty Trust's 1540 Broadway Pop Mart maker of the viral Labubu monster dolls has signed a 10-year 7000-SF lease at $VNO Vornado Realty Trusts 1540 Broadway in Times Square. The flagship U.S. store is slated to open in late 2026. πŸ‘‰ Why it matters: * Cultural Phenomenon: Labubu toys have exploded in popularity drawing comparisons to the Beanie Baby craze of the 1990s and Cabbage Patch Kids in the 1980s. * Market Validation: Even U.S. Customs is seizing $500K+ of counterfeit Labubus a sign of demand that landlords and investors are eager to tap. * Times Square"
X Link @DailyREITBeat 2025-09-30T12:09Z 4078 followers, XXX engagements

"πŸ“°#REIT Headlines -- October 1st 2025 (Part 2) πŸ“… πŸŽ‰ Cantor Overweight REIT Initiations (with Price Targets) $APLE Apple Hospitality REIT Inc. ($14) $BNL Broadstone Net Lease Inc. ($21) $BXP BXP Inc. ($90) $CDP COPT Defense Properties ($35) $EGP EastGroup Properties Inc ($190) $EPRT Essential Properties Realty Trust Inc. ($35) $ESS Essex Property Trust ($300) $HPP Hudson Pacific Properties ($3.50) $HR Healthcare Realty ($23) $NHI National Health Investors ($90) $NTST NETSTREIT Corp. ($21) $OHI Omega Healthcare Investors ($50) $REXR Rexford Industrial ($50) $RHP Ryman Hospitality Properties"
X Link @DailyREITBeat 2025-10-01T12:16Z 4081 followers, XXX engagements

"❄ Cold-Storage REITs Look Like Hot Buys Wall Street has put Americold Realty $COLD and Lineage $LINE on ice this year but for patient investors these stocks may be too cheap to ignore. πŸ“‰ Recent Performance * Americold (COLD): $12.50/share down XX% YTD lowest since 2018 IPO * Lineage (LINE): $40/share down XX% YTD about half its July 2024 IPO price of $XX * Both hit pandemic highs when consumers stocked up on frozen and fresh food Americold peaked above $XX in April 2021. 🏭 The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"
X Link @DailyREITBeat 2025-10-03T18:35Z 4082 followers, XXX engagements

"πŸ™ Matthews Expands NYC Footprint at $SLG SL Green Realty Corp.'s XXX Third Avenue Matthews Real Estate the rebranded commercial real estate services and technology firm led by CEO Kyle Matthews is doubling down on its New York City presence securing a 10282-square-foot lease at SL Green Realtys XXX Third Avenue in Midtown East. * Location: XXX Third Avenue (between East 44th & 45th Streets) * Landlord: SL Green Realty * Tenant Rep: Colliers Reid Longley * Move-in: Q1 2026 πŸš€ Why It Matters * Just two years after opening its first NYC office at XXX Fifth Avenue Matthews has already outgrown"
X Link @DailyREITBeat 2025-10-06T12:30Z 4079 followers, XXX engagements

"🏒 SL Green Realty Corp.s XXX Third Avenue Hits XXX% Occupancy Another win for Midtown Manhattans office market as SL Green Realty $SLG announced that XXX Third Avenue has reached XXX% occupancy marking another major leasing milestone for New Yorks largest office landlord. πŸ“ Deal Highlights * Tenant: New York State Office of General Services (OGS) * Expansion: +66100 SF * Total OGS Footprint: 117390 SF * Lease Term: XX years * Location: XXX Third Avenue at East 55th Street * Landlord: SL Green Realty πŸŒ† About the Property: XXX million SF Class A office tower in Midtown East 🧠 Major tenants"
X Link @DailyREITBeat 2025-10-06T15:17Z 4079 followers, XXX engagements

"πŸ™ AvalonBay Communities Sells Brooklyn High-Rise for $XX Million AvalonBay Communities $AVB has sold its 180-unit rental building at 1501 Voorhies Avenue in Sheepshead Bay Brooklyn to Bonjour Capital for $XX million roughly $417K per unit according to Commercial Observer. πŸ’Ό Deal Details * XXX units XX stories 250000 SF residential * $75M sale price ($417K per unit) * 12000 SF retail space leased to Citibank and Starbucks * Amenities include fitness center outdoor pool resident lounge & playroom πŸŒ† Property Background * AvalonBay and Muss Development acquired the site in 2014 for $16.2M"
X Link @DailyREITBeat 2025-10-07T12:09Z 4078 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 9th 2025 πŸ“… Yesterday Morningstar downgraded Digital Realty $DLR to Sell from Hold and maintained its $XXX price target πŸ“œ Millrose Properties Inc. $MRP announced unaudited results for the third quarter of 2025 ahead of upcoming investor * Sees 3Q AFFO of $.74/share * Invested capital of approximately $XXX billion * Weighted average yield of approximately XXX% with a book value of approximately $35.29/share as of September XX 2025 πŸ’° BXP Inc. $BXP announced with its joint venture partner Delaware North the closing of a $XXX million 5.5-year non-recourse mortgage"
X Link @DailyREITBeat 2025-10-09T12:09Z 4082 followers, XXX engagements

"πŸ’Έ X U.S. REITs Announce Dividend Increases in September According to S&P Global Market Intelligence five U.S. equity REITs raised their dividends in September bringing the year-to-date total to XX (about XX% of the U.S. REIT sector). πŸ“Š September Highlights * $MRP Millrose Properties Inc. (Residential) +5.8% to $0.73/share * $WPC W. P. Carey Inc. (Diversified) +1.1% to $0.91/share * $VICI VICI Properties Inc. (Gaming & Entertainment) +4% to $0.45/share * $O Realty Income Corporation (The Monthly Dividend Company) +0.2% monthly increase * $PECO Phillips Edison & Company (Retail) +5.7% monthly"
X Link @DailyREITBeat 2025-10-09T13:16Z 4082 followers, 2133 engagements

"A person I have been working with the past couple of years texting me telling me they are very depressed. Note this person just found out they narrowly missed passing the CFA and was laid off from the sellside in the past couple of years and has not been able to find their way back in. I have been giving them projects to work on making intros and getting interviews for them and doing all that I can. What else can I do to help How do I cheer them up or get them out of the fog"
X Link @DailyREITBeat 2025-10-09T13:41Z 4079 followers, XXX engagements

"⚑ @FermiAmerica CEO Toby Neugebauer on Building an 11-Gigawatt Private Grid to Power AI In a recent Bloomberg interview Toby Neugebauer CEO of Fermi America $FRMI discussed his companys audacious plan to develop an 11-gigawatt private electric grid and 6000-acre data center complex in Texasnearly double the power consumption of New York City. πŸ”‹ America Needs Nuclear-Powered AI: A real superpower has nuclear-powered submarines nuclear-powered aircraft carriersand nuclear-powered artificial intelligence Neugebauer said. β˜€ Neugebauer outlined a power mix emphasizing: * Solar: X unit for every 3"
X Link @DailyREITBeat 2025-10-09T15:11Z 4079 followers, XXX engagements

"πŸš€ Triples Its San Francisco Footprint to $HPP Hudson Pacific Properties 1455 Market Street Cloud cost-optimization startup is expanding in a big way moving into the former Uber HQ at 1455 Market Street and tripling its office size as it doubles down on San Franciscos Mid-Market corridor. 🏒 New Headquarters Highlights * Location: 1455 Market Street former Uber HQ (owned by Hudson Pacific Properties) * Size: 26000 sq. ft. up from 8000 sq. ft. at 1390 Market * Lease Term: Runs through end of 2027 * Lease Value: Estimated at $XXX million * CEO: Spandana Nakka staying close to home; she lives"
X Link @DailyREITBeat 2025-10-09T15:39Z 4079 followers, XXX engagements

"🌲 @rayonier & @PotlatchDeltic_ to Merge Creating a $7B Timberland Powerhouse Two of Americas largest timberland owners Rayonier $RYN and PotlatchDeltic $PCH have announced plans to merge in an all-stock deal that will form a forestry REIT giant valued at more than $X billion (or $XXX billion including debt). πŸ“Š Deal Snapshot * Structure: All-stock merger * Exchange Ratio: XXXXXX Rayonier shares for each PotlatchDeltic share * Implied Value: $XXXXX per PCH share Ownership Split: * Rayonier shareholders XX% * PotlatchDeltic shareholders XX% * Combined Value: $7.1B equity / $8.2B enterprise"
X Link @DailyREITBeat 2025-10-14T12:11Z 4078 followers, XXX engagements

"🧠 Hype vs. Reality in Data Centers by Serenity Alternative Investments Man is the most intelligent of the animals and the most silly. Diogenes πŸš€ The AI Hype Train Is Real But So Is the Silliness * A new Data Center company IPO hit a $XX billion valuation in its first weekwithout owning a single operating data center. * $FRMI Fermi America plans to deliver XXX GW of capacity by end-2026an ambitious goal compared to experienced players like $DLR Digital Realty and $EQIX Equinix who deliver at megawatt scale every XX months. * Takeaway: Investors should separate hype from substancesome AI"
X Link @DailyREITBeat 2025-10-14T14:35Z 4082 followers, XXX engagements

"🚨 Hoya Capital Launches REIT TV 🚨 @HoyaCapital is excited to announce the launch of "REIT TV" as we are beta testing the platform. Our goal with REIT TV is to bring you all the educational content provided by sources such as Nareit CNBC Bloomberg and others so you can create your own customized viewing channel of #REIT videos. Currently we have over XXX videos in the hopper from the last year or so which represents just under XXX hours of video footage. New content will be added daily and we are going to be launching a "LIVE" component as we grow the platform. Please alert us to bugs or if"
X Link @DailyREITBeat 2025-10-14T16:40Z 4080 followers, XXX engagements

"🏬 Regency Centers Sells Hammocks Town Center to Publix for $71.9M πŸ“ Deal Overview * Buyer: Publix Super Markets Inc. * Seller: Regency Centers Corporation $REG * Asset: Hammocks Town Center a 207470 SF grocery-anchored retail center in West Kendall (Miami-Dade County FL) * Price: $XXXX million roughly $XXX per SF * Address: 10201 Hammocks Boulevard adjacent to Killian Parkway 🧩 Tenant Mix * Anchor: Publix Super Market (owner & operator post-sale) * Other tenants: CVS Dollar Tree YouFit Subway and the West Kendall Regional Library * Note: The deal excludes five freestanding buildings on the"
X Link @DailyREITBeat 2025-10-15T12:13Z 4078 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 16th 2025 πŸ“… 🎯 Morgan Stanley initiates Digital Realty $DLR with an Equalweight rating and sets a $XXX price target 🎯 Janney initiates Getty Realty Corp. $GTY with a Buy rating and sets a $XX price target πŸ“œ First Industrial Realty Trust $FR Rexford Industrial $REXR SL Green Realty Corp. $SLG announced quarterly earnings 🏒 SL Green Realty Corp. $SLG closed on the sale of a X% interest in One Vanderbilt Avenue to Mori Building Co. Ltd which follows Moris acquisition of an XXXX% interest in the trophy office tower in November 2024 as both investments were"
X Link @DailyREITBeat 2025-10-16T12:03Z 4082 followers, XXX engagements

"πŸ— JBG SMITHs Debt Dividends & Buybacks Raise Red Flags JBG Smith Properties $JBGS the master developer behind Amazons HQ2 and National Landing is drawing scrutiny for its high leverage and aggressive capital allocation strategy even as earnings remain weak. ⚠ Financial Pressure Mounting * Debt-to-EBITDA: XXXX (Q2 2025) down slightly from a record XXXX in Q1 but still roughly double the industry norm of XX. * The ratio has stayed above X since 2020 signaling limited capacity for new borrowing or development. * Evercore ISI reports JBGs leverage is XX% higher than office REIT peers and 169%"
X Link @DailyREITBeat 2025-10-16T12:12Z 4079 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 17th 2025 πŸ“… 🎯 UBS initiates Phillips Edison & Company $PECO with a Neutral rating and sets a $XX price target 🎯 JPM initiates InvenTrust Properties Corp. $IVT with a Neutral rating and sets a $XX price target JPM upgrades BXP Inc. $BXP to Overweight from Neutral and maintains its $XX price target JPM upgrades Invitation Homes $INVH to Overweight from Neutral and maintains its $XX price target JPM downgrades Kilroy Realty Corporation $KRC to Neutral from Overweight and lowers its price target by $X to $XX JPM downgrades SmartStop Self Storage $SMA to Neutral"
X Link @DailyREITBeat 2025-10-17T12:04Z 4079 followers, XXX engagements

"@REIT_TV now has over XXX videos posted to the website. We are working on the tagging system but would love for you to check out all the #REIT content available including TV interviews webinars and podcasts"
X Link @DailyREITBeat 2025-10-17T15:57Z 4079 followers, XX engagements

"As we'll discuss in our Earnings Preview report this week REIT earnings season kicked off this week and over the next month we'll hear results from XXX equity REITs XX mortgage REITs and dozens of housing industry companies. One step forward one step back: Matching the stubborn performance pattern seen around this time last year REITs rallied ahead of the Fed's September rate cut but have stumbled in recent weeks amid uncertainty over the inflation outlook and broader economic growth. Since the start of the second quarter the Equity REIT Index (VNQ) has lagged the broader S&P XXX (SPY) by 14"
X Link @DailyREITBeat 2025-10-20T12:53Z 4082 followers, XX engagements

"Prologis' commentary on national supply/demand conditions is always closely watched. PLD boosted its guide for national-level absorption to 125M SF (up from 90M last quarter) and roughly maintained its supply outlook at 190M SF noting that development starts are XX% below peak and running XX% below pre-COVID levels. PLD noted that national rents declined X% in Q3 a moderation from the X% pace of rent declines in the first half of the year and far better than the X% declines in full-year 2024 with PLD highlighting continued strength in the Southeast and Texas but also early signs of"
X Link @DailyREITBeat 2025-10-20T12:54Z 4081 followers, XX engagements

"Office On the downside this week NYC-focused SL Green (SLG) slumped X% after kicking off office REIT earnings season with a mixed report with solid leasing volumes offset by weak pricing on renewals and a charge on its unsuccessful Manhattan casino bid. SLG leased 658k SF of office space in Q3 - up XX% from last quarter and roughly flat with its pre-pandemic average quarterly volume. The solid quarter of volume - including another 123k SF thus far in Q4 - lifted its full-year volume to 1.9M SF pacing to roughly match its full-year totals in the pre-pandemic period of around 2.5M. Pricing on"
X Link @DailyREITBeat 2025-10-20T12:54Z 4081 followers, XX engagements

"2025 Performance & 2024 Recap Entering the home stretch of 2025 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 XXX% on the year while the Mortgage REIT Index has gained XXX% and the Housing XXX Index has gained 0.6%. This compares with the XXXX% advance for the S&P XXX the XXX% gain for the Mid-Cap XXX and the XXX% gain for the Small-Cap XXX. Within the REIT sector 9-of-18"
X Link @DailyREITBeat 2025-10-20T12:55Z 4081 followers, XX engagements

"🏑 Ventas: Senior Living Margins Could Be Better Than Weve Ever Seen At the Bank of America Global Real Estate Conference Ventas $VTR leaders outlined why the senior housing sector is positioned for strong growth fueled by pricing power rising occupancy and expanding margins. πŸ’° Pricing Power & Occupancy Trends * Higher occupancy = stronger pricing leverage * 9095% occupied: RevPOR growth of XX% * 7590% occupied: RevPOR growth of XX% * U.S. SHOP segment occupancy currently 8085% and rising * CEO Debra A. Cafaro: Senior housing remains highly affordable vs. resident wealth/income lots of"
X Link @DailyREITBeat 2025-09-11T12:18Z 4081 followers, XXX engagements

"πŸ“°#REIT Headlines -- September 17th 2025 πŸ“… 🎯 Yesterday Freedom Broker initiated $SILA Sila Realty Trust Inc. with a Buy rating and sets a $XX price target Scotiabank upgrades $KRC Kilroy Realty Corporation to Sector Perform from Sector Underperform and raises its price target by $X to $XX Goldman Sachs downgrades AMH $AMH to Neutral from Buy and lowers its price target by $X to $XX Goldman Sachs downgrades Camden Property Trust $CPT to Sell from Neutral and lowers its price target by $XX to $XXX 🏒 Rithm Capital entered into a definitive agreement to acquire Paramount Group $PGRE for"
X Link @DailyREITBeat 2025-09-17T12:07Z 4081 followers, XXX engagements

"πŸ“° #REIT Headlines -- October 13th 2025 πŸ“… 🎯 Berenberg initiates Essential Properties Realty Trust Inc. $EPRT with a Buy rating and sets a $XX price target 🎯 Berenberg initiates NETSTREIT Corp. $NTST with a Buy rating and sets a $XX price target 🎯 Ladenburg Thalmann initiates BXP Inc. $BXP with a Buy rating and sets an $XX price target 🎯 Ladenburg Thalmann initiates Vornado Realty Trust $VNO with a Buy rating and sets a $XX price target 🎯 Ladenburg Thalmann initiates SL Green Realty Corp. $SLG with a Neutral rating and sets a $XX price target Citizens upgrades Global Medical REIT Inc"
X Link @DailyREITBeat 2025-10-13T12:03Z 4081 followers, XXX engagements

"Following a very busy month of capital markets activity with nearly $10B in total REIT capital raised over the past four weeks REITs were quieter this week ahead of the start of earnings season with only a handful of notable deals. Boston Properties (BXP) closed on a $465M 5.5-year non-recourse mortgage loan secured by the podium and office tower at The Hub on Causeway in Boston at a fixed rate of 5.73%. Fellow office REIT Brandywine (BDN) announced that it closed on its previously announced $300M public offering of six-year guaranteed notes due 2031 at a XXXXX% interest rate. Elsewhere"
X Link @DailyREITBeat 2025-10-13T13:29Z 4081 followers, XX engagements

"πŸ“° #REIT Headlines -- October 15th 2025 πŸ“… Compass Point upgrades Easterly Government Properties $DEA to Buy from Neutral and raises its price target by $XXXX to $XXXXX Citi downgrades PotlatchDeltic Corporation $PCH to Neutral from Buy and lowers its price target by $X to $XX πŸ“œ Prologis $PLD announced quarterly earnings while First Industrial Realty Trust $FR Rexford Industrial $REXR and SL Green Realty Corp. $SLG announce after the close of trading πŸ‘© Realty Income Corporation $O announced that Kim Hourihan has been appointed to the Board of Directors 🌎 UDR $UDR announced the publication"
X Link @DailyREITBeat 2025-10-15T12:06Z 4081 followers, XXX engagements

"πŸ™ BXP Inc. Nears Anchor Lease at XXX Madison Avenue Boston Properties $BXP appears to be securing an anchor tenant for one of Manhattans most high-profile new office developments the X million-square-foot tower at XXX Madison Avenue next to Grand Central Terminal. πŸ”‘ Key Details * Tenant: Global insurance and investment firm C.V. Starr & Co. * Lease size: Roughly one-third of the building (approx. 330000 sq. ft.) * Status: Agreement in place not yet officially confirmed * Prior relationship: C.V. Starr currently occupies 211000 sq. ft. at XXX Park Avenue another BXP-owned property. πŸ—"
X Link @DailyREITBeat 2025-10-15T14:16Z 4081 followers, XXX engagements

"βš– Investors Lose Appeal in Case Against Cannabis REIT Innovative Industrial Properties The U.S. Court of Appeals for the Third Circuit has upheld the dismissal of a securities fraud lawsuit brought by investors against Innovative Industrial Properties $IIPR a REIT specializing in cannabis cultivation facilities. 🧾 Case Overview * Defendant: Innovative Industrial Properties Inc. (IIPR) * Tenant at issue: Kings Garden a California-based cannabis grower * Allegation: Investors claimed IIPR misrepresented its tenant vetting and due diligence after Kings Garden was accused of fraud. * Decision:"
X Link @DailyREITBeat 2025-10-16T12:23Z 4081 followers, XXX engagements

"🚨 #REIT Earnings Calendar Next Week 🚨 October 20th - October 24th 2025 TUESDAY 10/21 Earnings Post-Market:Agree Realty Corporation $ADC WEDNESDAY 10/22 Earnings Post-Market:Brandywine Realty Trust $BDN Crown Castle $CCI Equity LifeStyle Properties Inc. $ELS Essential Properties Realty Trust Inc. $EPRT Getty Realty Corp. $GTY Veris Residential $VRE THURSDAY 10/23 Earnings Pre-Market:Millrose Properties Inc. $MRP Earnings Post-Market:Digital Realty $DLR Healthpeak Properties Inc. $DOC EastGroup Properties Inc $EGP Elme Communities $ELME Phillips Edison & Company $PECO Alpine Income Property"
X Link @DailyREITBeat 2025-10-17T14:00Z 4081 followers, XXX engagements

"🏒 Barrons Reports Offices Are Back and It Could Give BXP Inc. Stock a Lift After years of headwinds from hybrid work and rising rates the office sector is showing fresh signs of life and $BXP (Boston Properties) is emerging as a potential winner. πŸ’Ό Leasing activity rebounds: * Manhattan office leasing is running at its fastest pace in nearly XX years. * Bostons leasing demand is at a five-year high according to CBRE. 🏦 Fed rate cuts fuel optimism: With the Fed resuming rate reductions in September real estate financing costs are easing a key catalyst for REIT recovery. 🧱 BXP leading the"
X Link @DailyREITBeat 2025-10-20T12:09Z 4083 followers, XXX engagements

"REIT Acquisitions & Business Updates City Office (CIO) announced that stockholders voted to approve the acquisition by MCME Carell Holdings which is expected to close in Q4. Holders of common stock will receive $7.00/share in cash. Alpine Income (PINE) announced the origination of a $14.1M first mortgage loan investment secured by a luxury residential development with XXX lots in the Austin TX metro. Federal Realty (FRT) announced a $187M acquisition of Annapolis Town Center a 480k SF open-air shopping center in Anne Arundel County MD. Gladstone Commercial (GOOD) announced that it amended"
X Link @DailyREITBeat 2025-10-20T12:55Z 4081 followers, XX engagements

"πŸ“° #REIT Headlines -- October 2nd 2025 πŸ“… RBC upgrades Crown Castle $CCI to Outperform from Sector Perform and lowers price target by $X to $XXX RBC downgrades American Tower $AMT to Sector Perform from Outperform and lowers price target by $XX to $XXX Wolfe Research upgrades AMH $AMH to Outperform from Peer Perform and sets a $XX price target Yesterday Morningstar upgraded SL Green Realty Corp. $SLG to Hold from Sell and maintained its $XX price target πŸ₯ National Health Investors $NHI announced that it has invested $XXXX million including transaction costs for the acquisition of four"
X Link @DailyREITBeat 2025-10-02T12:03Z 4083 followers, XXX engagements

"Someone Ive known for 30+ years is looking for a new role. He has a natural ability to connect with and build lasting relationships and is a great team player.He is a hands-on asset manager with capital markets and ground up development experience most recently working with a local ground up multifamily developer handling the following: Asset management: Across XX properties / 1000+ units managing third-party PMs leasing agents lenders tax appeal attorneys insurance etc. Capital markets: $300M+ placed across construction/bridge/permanent loans. Dispositions: $200M+ total (direct + brokered)"
X Link @DailyREITBeat 2025-10-20T13:21Z 4083 followers, 1140 engagements

"Just wow. I don't even know what to say but will just leave this here"
X Link @DailyREITBeat 2025-10-20T19:30Z 4081 followers, XXX engagements

creator/x::DailyREITBeat
/creator/x::DailyREITBeat