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

- X Week XXXXXX +114%
- X Month XXXXXX +24%
- X Months XXXXXXX +39%
- X Year XXXXXXX +2.90%

### 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 XX -XX%
- X Month XXX -XX%
- X Months XXXXX +66%
- X Year XXXXX +39%

### 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 +0.65%
- X Month XXXXX +2.20%
- X Months XXXXX +11%
- X Year XXXXX +20%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [formula 1](/list/formula-1)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [agencies](/list/agencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[reit](/topic/reit) #23, [target](/topic/target) 14.74%, [vornado](/topic/vornado) #7, [investment](/topic/investment) #4639, [$vno](/topic/$vno) #1, [strong](/topic/strong) 6.32%, [alexandria real estate equities inc](/topic/alexandria-real-estate-equities-inc) 5.26%, [$are](/topic/$are) 5.26%, [$cold](/topic/$cold) #27, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@hoyacapital](/creator/undefined) [@allthereitnews](/creator/undefined) [@digitalrealty](/creator/undefined) [@simonpropertygp](/creator/undefined) [@phish](/creator/undefined) [@spherevegas](/creator/undefined) [@vancityreynolds](/creator/undefined) [@rmcelhenney](/creator/undefined) [@wrexhamafc](/creator/undefined) [@hoyacapitals](/creator/undefined) [@placerai](/creator/undefined) [@commercialcafe](/creator/undefined) [@realpage](/creator/undefined) [@pgim](/creator/undefined) [@realtyincome](/creator/undefined) [@macerich](/creator/undefined) [@tangeroutlets](/creator/undefined) [@jonlitt](/creator/undefined) [@divstockpile](/creator/undefined) [@apartmentscoms](/creator/undefined)

**Top assets mentioned**
[Veno Finance (VNO)](/topic/$vno) [Alexandria Real Estate Equities Inc (ARE)](/topic/alexandria-real-estate-equities-inc) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Equinix Inc (EQIX)](/topic/$eqix) [Vornado Realty Trust (VNO)](/topic/vno-vornado-realty-trust) [Realty Income Corp (O)](/topic/realty-income-corp) [American Tower Corp (AMT)](/topic/$amt) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Ethlas (ELS)](/topic/$els) [Brandywine Realty Trust (BDN)](/topic/$bdn) [Camden Property Trust (CPT)](/topic/camden-property-trust) [VICI Properties, Inc. (VICI)](/topic/$vici) [Weyerhaeuser Co (WY)](/topic/$wy) [ALEX Lab (ALEX)](/topic/$alex) [Public Storage (PSA)](/topic/public-storage) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Crown Castle Inc (CCI)](/topic/$cci) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Acadia Realty Trust (AKR)](/topic/$akr) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [Ventas, Inc. (VTR)](/topic/$vtr) [WP Carey, Inc. (WPC)](/topic/$wpc) [69Coin (69)](/topic/$69) [Hyatt Hotels, Corp. (H)](/topic/$h) [TANGER FACTORY OUTLET CENTERS (SKT)](/topic/$skt) [Reynolds Consumer Products Inc. Common Stock (REYN)](/topic/$reyn) [501 (23)](/topic/$23) [Rayonier Inc. (RYN)](/topic/$ryn) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Kite Realty Group Trust (KRG)](/topic/$krg) [Prologis Inc (PLD)](/topic/$pld) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [Highwoods Properties Inc. (HIW)](/topic/$hiw) [AMERICAN ASSETS TRUST, INC. (AAT)](/topic/$aat) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Equity Residential (EQR)](/topic/equity-residential)
### Top Social Posts
Top posts by engagements in the last XX hours

"❄ Cold-Storage REITs Look Like Hot Buys Wall Street has put Americold Realty $COLD and Lineage $LINE on ice this year but for patient investors these stocks may be too cheap to ignore. 📉 Recent Performance * Americold (COLD): $12.50/share down XX% YTD lowest since 2018 IPO * Lineage (LINE): $40/share down XX% YTD about half its July 2024 IPO price of $XX * Both hit pandemic highs when consumers stocked up on frozen and fresh food Americold peaked above $XX in April 2021. 🏭 The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"  
[X Link](https://x.com/DailyREITBeat/status/1974181602717511681)  2025-10-03T18:35Z 4191 followers, 1050 engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 8th 2025 📅 RBC upgrades Equity LifeStyle Properties Inc. $ELS to Outperform from Sector Perform and raises its price target by $X to $XX RBC downgrades W. P. Carey Inc. $WPC to Sector Perform from Outperform and maintains its $XX price target 🏢 Global Net Lease $GNL entered into an agreement to sell the McLaren Campus a three-building 840000 sf property located in Woking Surrey England for XXX million at a XXX% cash cap rate 🏬 Piedmont Realty Trust $PDM completed over 475000 sf of leasing thus far in the fourth quarter with"  
[X Link](https://x.com/DailyREITBeat/status/1998015894602096733)  2025-12-08T13:04Z 4191 followers, XXX engagements


"🏢 Vornado Realty Trusts XXX Madison Avenue Loan Sent to Special Servicing Vornado Realty Trust $VNO and its partners have seen another setback in Manhattans high-end office market as XXX Madison Avenue a flagship Plaza District property was transferred to special servicing after the borrower failed to meet loan obligations. 📉 Key Facts * Property: XXX Madison Avenue between E. 59th & 60th Streets * Size: XX stories / 595000 sq. ft. (office + retail) * Ownership Group: Vornado Realty Trust Oxford Properties and OMERS * Loan: $XXX million refinancing secured in 2019 * Purchase Price (2013):"  
[X Link](https://x.com/DailyREITBeat/status/1978797726646030836)  2025-10-16T12:18Z 4189 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- November 24th 2025 📅 🎯 JPM initiates Hyatt $H with an Overweight rating and sets a $XXX price target JPM upgrades Vornado Realty Trust $VNO to Neutral from Underweight and maintains its $XX price target JPM downgrades Brandywine Realty Trust $BDN to Underweight from Neutral On Friday Morningstar upgraded Equinix $EQIX to Buy from Hold and maintained its $XXX price target 🏨 Park Hotels & Resorts $PK announced that on November 21st the court-appointed receiver completed the sale of the 1921-room Hilton San Francisco Union Square and the"  
[X Link](https://x.com/DailyREITBeat/status/1992942282421526561)  2025-11-24T13:04Z 4190 followers, 1151 engagements


"🚀 Leadership Lessons & Transformation: The Stephen Yalof Story at Tanger $SKT Taking the reins as President and COO of Tanger Outlets in April 2020 was a trial by fire. With centers closed employees remote and the stock price near an all-time low Stephen Yalof had to pivot fast. His story is a masterclass in resilience vision and community focus. 💡 Turning Crisis into Opportunity (2020 - Present) * Yalof's strategic moves not only rescued the company but set it on a path for major growth and evolution. * Community-Driven Insight: During the 2020 closures he noticed "mall walkers" using the"  
[X Link](https://x.com/DailyREITBeat/status/1995481113465180423)  2025-12-01T13:12Z 4190 followers, XXX engagements


"@HoyaCapital Weekly #REIT Recap (A Long Thread.) November 24th - November 28th 2025 Doves Take The Wheel U.S. equity markets staged a broad rally in the holiday-shortened week while benchmark interest rates dipped to the cusp of multi-year lows as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "Hasset trade" revived appetite for long-duration and rate-sensitive equity sectors as investors"  
[X Link](https://x.com/DailyREITBeat/status/1995494314839781777)  2025-12-01T14:04Z 4190 followers, XXX engagements


"🏢 Vornado Realty Trust's 1290 Sixth Avenue Nears Full Occupancy with New Leases $VNO Vornado Realty Trust is seeing strong leasing success at its major Midtown Manhattan tower 1290 Sixth Avenue following a $XX million capital upgrade program. The building is now more than XX% leased. ✍ Portage Point Partners * The Chicago-based firm is significantly expanding its footprint * Leased 55000 square feet. * Relocated from a 22000-square-foot sublease at XXX Fifth Ave. ✍ Protiviti * The global consulting firm is returning to the building. * Leased 38000 square feet. * Was previously based at 1290"  
[X Link](https://x.com/DailyREITBeat/status/1998065160674517237)  2025-12-08T16:20Z 4190 followers, XXX engagements


"🏢 Camden Property Trust Sells Houston Multifamily Asset to CWS Capital Partners 🏘 The Deal * $CPT Camden Property Trust has sold Marquis Enclave a 647-unit Class A community in downtown Houston. * Buyer: CWS Capital Partners. * Financing: $80.6M Freddie Mac loan originated by Newmark maturing 2030. * Located at XXX St. Joseph Parkway near I-45 & I-69 and walkable dining options. * XX miles from George Bush Intercontinental Airport. 🔹 Property Snapshot * Built in two phases (2006 & 2013). * Seven 4-story buildings on 5+ acres. * Unit mix: Studios 1BR & 2BR (5481448 sq. ft.). 🌤 Amenities *"  
[X Link](https://x.com/DailyREITBeat/status/1992996246185750710)  2025-11-24T16:38Z 4190 followers, 13.5K engagements


"For all you @phish and #REIT nerds like me. Phish announced X shows at @SphereVegas in April/May 2026. The land on which Sphere sits is owned by VICI Properties $VICI"  
[X Link](https://x.com/DailyREITBeat/status/1995940363077665033)  2025-12-02T19:37Z 4191 followers, XXX engagements


"Casino Realty Income (O) - the largest net lease REIT with a market cap of over $50B - gained XXX% this week it continued its push into the casino sector via a deal with Blackstone Real Estate under which it will make an $800M perpetual preferred equity investment in the real estate of CityCenter in Las Vegas. The complex - which comprises Aria Resort & Casino and Vdara Hotel & Spa - is managed by MGM Resorts and owned by Blackstone which will retain XXX% of the common equity ownership. For Realty Income the perpetual preferred equity investment carries an initial yield of XXX% with annual"  
[X Link](https://x.com/DailyREITBeat/status/1998033116326220212)  2025-12-08T14:13Z 4190 followers, XX engagements


"🌲 Weyerhaeuser: A Deep Dive into a Timber Giant Trading Below Its Lumber Value Investor sentiment is overwhelmingly negative on $WY Weyerhaeuser pushing its stock down over XX% in 2025 and nearly XX% since its 2022 peak. However this dip creates a potential long-term buying opportunity especially for income-focused investors. 📉 The Current Situation & Market Drivers * WY shares are trading around $XXXXX a value not seen since the late 1990s. * The stock drop is primarily due to weakness in new-home construction and renovation/remodeling activity key drivers for lumber demand. * This has"  
[X Link](https://x.com/DailyREITBeat/status/1998036083523678248)  2025-12-08T14:24Z 4191 followers, XXX engagements


"**Non-REIT Post** One has to give credit to Ryan Reynolds @VancityReynolds and Rob McElhenney @RMcElhenney for thinking well ahead when they acquired @Wrexham_AFC in 2021. In a note published by Bloomberg today they report: "Wrexham AFC the Welsh football club owned by Hollywood actors Ryan Reynolds and Rob McElhenney secured a minority investment from alternative asset manager Apollo Global Management.Financial terms werent disclosed. Apollos stake is less than XX% and the US investor will get one board seat according to a person familiar with the matter.Bloomberg previously reported Wrexham"  
[X Link](https://x.com/DailyREITBeat/status/1998067189341950110)  2025-12-08T16:28Z 4190 followers, XXX engagements


"📰 Alexander & Baldwin to Go Private in $XXX Billion Deal 🏢 Hawaii-based commercial real estate owner and operator Alexander & Baldwin Inc. $ALEX (A&B) has entered a definitive merger agreement to be acquired by an Investor Group comprised of MW Group Blackstone Real Estate (via affiliated funds) and DivcoWest. * The deal is an all-cash transaction with an enterprise value of approximately $XXX billion including outstanding debt. * Shareholders will receive $XXXXX per share in cash representing a XXXX% premium to A&B's closing stock price on the last full trading day prior to the"  
[X Link](https://x.com/DailyREITBeat/status/1998357316245025019)  2025-12-09T11:41Z 4190 followers, XXX engagements


"📰 #REIT Headlines -- September 23rd 2025 📅 🎯 BMO initiates Alexandria Real Estate Equities Inc. $ARE with an Outperform rating and sets a $XXX price target 🎯 Wells Fargo initiates Sila Realty Trust Inc. $SILA with an Equalweight rating and sets a $XX price target JPM downgrades Americold Realty $COLD to Underweight from Neutral and lowers its price target by $X to $XX 💰 National Health Investors $NHI priced $XXX million of XXXX% senior notes due 2033 * Net proceeds to reduce borrowings outstanding under its Revolving Credit Facility with any remaining amounts being used for working"  
[X Link](https://x.com/DailyREITBeat/status/1970459078104150405)  2025-09-23T12:03Z 4191 followers, XXX engagements


"📰 #REIT Headlines -- October 14th 2025 📅 🎯 UBS initiates Americold Realty $COLD with a Neutral rating and sets a $XX price target Yesterday Deutsche Bank upgraded CubeSmart $CUBE to Buy from Hold and raised its price target by $X to $XX Yesterday Deutsche Bank upgraded Public Storage $PSA to Buy from Hold and raised its price target by $XX to $XXX 🌳 Rayonier $RYN and PotlatchDeltic Corporation $PCH plan to combine in an all-stock deal where PCH holders are expected to receive XXXXXX common shares of RYN for each PCH common share which implies a price of $44.11/PCH share and would value"  
[X Link](https://x.com/DailyREITBeat/status/1978069779140243668)  2025-10-14T12:06Z 4190 followers, XXX engagements


"📰 #REIT Headlines -- October 21st 2025 📅 Wells Fargo upgrades Kite Realty Group $KRG to Overweight from Equalweight and maintains its $XX price target BNP Paribas Exane downgrades Rexford Industrial $REXR to Neutral from Outperform and maintains its $XX price target 💰 Prologis $PLD priced C$700 million of XXXX% notes due 2032 * Net proceeds to be used for general corporate purposes which may include the repayment of borrowings under the Issuer's global lines of credit a Canadian dollar secured mortgage loan and possibly other debt 🥩Four Corners Property Trust $FCPT announced the"  
[X Link](https://x.com/DailyREITBeat/status/1980606009698664801)  2025-10-21T12:04Z 4191 followers, XXX engagements


"📰 #REIT Headlines -- October 23rd 2025 📅 🎯 Yesterday Daiwa Securities initiated Equinix $EQIX with an Outperform rating and sets a $XXX price target Baird downgrades Plymouth Industrial REIT $PLYM to Neutral from Outperform and raises its price target by $X to $XX 📜 Brandywine Realty Trust $BDN Crown Castle $CCI Equity LifeStyle Properties Inc. $ELS Essential Properties Realty Trust Inc. $EPRT Getty Realty Corp. $GTY Millrose Properties Inc. $MRP Veris Residential $VRE announced quarterly earnings * Digital Realty $DLR Healthpeak Properties Inc. $DOC EastGroup Properties Inc $EGP Elme"  
[X Link](https://x.com/DailyREITBeat/status/1981320579484438694)  2025-10-23T11:23Z 4187 followers, XXX engagements


"💾 Digital Realtys Strong Quarter Sparks Renewed Investor Interest @digitalrealty Digital Realty Trust $DLR posted a standout third quarter underscoring powerful tailwinds from AI-driven demand and a sharp rebound in data-center leasing momentum. 💰 Earnings Beat & Raised Guidance * 3Q Adjusted FFO: $XXXX per share above consensus of $XXXX * Raised 2025 Outlook: Now $7.32$7.38/share up from prior $7.15$7.25 * Shares rose nearly X% to $XXX following the report * J.P. Morgan lifted its price target to $XXX (from $200) * Discussions with top hyperscale customers are robust and leading to the"  
[X Link](https://x.com/DailyREITBeat/status/1982783069481210167)  2025-10-27T12:14Z 4190 followers, XXX engagements


"🏢 FGS Global Expands at Vornado Realty Trusts Redeveloped Penn X 📝 Deal Overview * FGS Global the stakeholder strategy and communications advisory firm has signed a 15-year lease for 80000 square feet at $VNO Vornado Realty Trusts Penn X in Midtown Manhattan. * The lease covers the entire 16th floor and part of the 17th with an asking rent of $XXX per square foot. * Penn X sits directly above Penn Station and has been fully redeveloped by Vornado to reposition it as a premier Midtown office destination. * FGS Global currently occupies 60000 SF at Vornados XXX Third Avenue marking a"  
[X Link](https://x.com/DailyREITBeat/status/1983147182384406773)  2025-10-28T12:21Z 4191 followers, XXX engagements


"📰 #REIT Headlines -- October 29th 2025 📅 BTIG downgrades Alexandria Real Estate Equities Inc. $ARE to Neutral from Buy 📜 American Assets Trust Inc. $AAT Acadia Realty Trust $AKR BXP Inc. $BXP Community Healthcare Trust $CHCT CTO Realty Growth Inc. $CTO Equity Residential $EQR Four Corners Property Trust $FCPT Franklin Street Properties Corp. $FSP Highwoods Properties $HIW Industrial Logistics Properties Trust $ILPT InvenTrust Properties Corp. $IVT JBG SMITH $JBGS Regency Centers $REG Urban Edge Properties $UE W. P. Carey Inc. $WPC announced quarterly earnings * AMH $AMH AvalonBay"  
[X Link](https://x.com/DailyREITBeat/status/1983505534897561858)  2025-10-29T12:05Z 4191 followers, XXX engagements


"🧬 $ARE Alexandria Real Estate Equities Inc. Plans Property Sales Amid Slower Biotech Demand 🧱 Key Earnings Highlights (Q3 2025) * Net Loss: $234.9M vs. $164.7M profit a year earlier. * Funds From Operations (FFO): $377.8M down from $407.9M YoY. * Occupancy: XXXX% slightly down from 91%. * Leasing Volume: 1.2M SF in Q3 including a record 466K SF lease with Novartis at San Diegos Campus Point Mega-Campus. * Impairment Charges: $485.6M YTD largely from non-core assets in Long Island City Boston and San Diego. * $206M write-down on a 52%-leased LIC property. * $99M sale of a Boston retail"  
[X Link](https://x.com/DailyREITBeat/status/1983507667956941243)  2025-10-29T12:14Z 4191 followers, 1388 engagements


"🏘 MAA: Sun Belt Supply Still a Drag Despite Resilient Ops $MAA remains pressured by elevated Sun Belt supply limiting rent growth despite stable occupancy and strong renewals. 📉 Headwinds Continue * Heavy Sun Belt supply glut still weighing on pricing * Economic uncertainty + slower job growth = cautious renter behavior * New lease rates -XXX% YoY; renewals +4.5% * Operators prioritizing occupancy over rent growth * Prospects took longer to sign and operators prioritized occupancy. Tim Argo EVP 📊 Q3 2025 Key Metrics * Same-store revenue: -XXX% * Same-store NOI: -XXX% * FFO/share: $2.14"  
[X Link](https://x.com/DailyREITBeat/status/1984240186687991889)  2025-10-31T12:45Z 4191 followers, XXX engagements


"🏢 AAR Expands Office Footprint at Vornado Realty Trusts Merchandise Mart In a rare win for Chicagos downtown office market aviation services leader AAR Corp. is expanding not shrinking and relocating to $VNO Vornados iconic Merchandise Mart. ✈ Deal Highlights * 90000 SF lease at Merchandise Mart (vs. a single floor currently at XXX N. Clark) * Significantly larger footprint bucking corporate downsizing trends * AARs core operations remain near OHare but HQ implications still TBD * AAR revenue: $2.8B (+20% YoY) as of May 2025 supporting expansion 🧠 Why It Matters * Shows selective demand for"  
[X Link](https://x.com/DailyREITBeat/status/1984291868780155339)  2025-10-31T16:10Z 4190 followers, XXX engagements


"🏷 NSA Storage Launches $350M JV With Investment Real Estate Management 🧾 Deal Overview * Company: National Storage Affiliates $NSA * Partner: Investment Real Estate Management (Moove In brand) * Structure: Preferred-equity joint venture * Total Buying Power: $350M * NSA Commitment: Up to $105M (75% of equity) * Preferred Return: XX% per annum * Investment Focus: Value-add self-storage deals in growth markets * Timeline: Deployed over XX months 🎯 Strategic Rationale NSA XXX * Internalization of PRO structure opened new capital deployment channels * JV model broadens growth avenues beyond"  
[X Link](https://x.com/DailyREITBeat/status/1985721703561937296)  2025-11-04T14:52Z 4187 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- November 6th 2025 📅 Piper Sandler downgrades Douglas Emmett $DEI to Neutral from Overweight and lowers its price target by $X to $XX Piper Sandler downgrades Lineage $LINE to Neutral from Overweight and lowers its price target by $XX to $XX 📜 Americold Realty $COLD CareTrust REIT $CTRE Global Net Lease $GNL Host Hotels & Resorts $HST Lamar Advertising Company $LAMR Gladstone Land Corporation $LAND NewLake Capital Partners Inc. $NLCP Pebblebrook Hotel Trust $PEB Peakstone Realty Trust $PKST RLJ Lodging Trust $RLJ Rayonier $RYN Safehold"  
[X Link](https://x.com/DailyREITBeat/status/1986420627398353228)  2025-11-06T13:09Z 4187 followers, XXX engagements


"💻🏢 IBM Relocating to Cousins Properties Domain XX Tower in 2026 📍 Key Highlights * Tenant: IBM Corp. (NYSE: IBM) * New Location: Domain XX Tower 11800 Alterra Parkway Austin TX * Landlord: Cousins Properties Inc. $CUZ * Size: 320000 SF full-building lease * Move-In Date: Mid-2026 (ahead of original 2027 plan) * Renovation Cost: $XX million tenant build-out * Contractor Timeline: Nov 2025 July 2026 (per Texas Department of Licensing and Regulation) 🧭 Context & Background * IBM took over Metas full-building lease at Domain XX in late 2024. * The move replaces an earlier plan to occupy a"  
[X Link](https://x.com/DailyREITBeat/status/1986422897250906284)  2025-11-06T13:18Z 4191 followers, XXX engagements


"🏥 The Nvidia of Senior Living Real Estate: Welltower Inc. $WELL & Ventas Inc. $VTR Shine as Growth + Defensive REIT Plays 🌟 Big Picture * CNBCs Josh Brown calls Welltower (WELL) and Ventas (VTR) two of the Best Stocks in the Market REITs that combine growth potential with defensive durability. * Both are benefiting from the booming 80+ population limited new supply and surging demand for modern senior housing and medical office space. 🏗 Welltower (WELL): The Nvidia of Senior Living * Enterprise value: $XX B+ across 2000+ properties / 102000 units. * 2025 revenue: $XX B; $X B to be paid in"  
[X Link](https://x.com/DailyREITBeat/status/1986466036796002357)  2025-11-06T16:09Z 4190 followers, XXX engagements


"🏢 Robinhood & Dicks Sporting Goods Ink Major Leases at Vornado Realty Trusts Penn X 💰 Robinhood: * Signed a 10-year sublease for 125392 SF across the 25th & 26th floors. * Subleasing space from Madison Square Garden. * Expands the fintechs New York presence currently based in Menlo Park CA. 🏈 Dicks Sporting Goods: * Signed a lease for 125284 SF of office space. * Terms not yet finalized per reports. * May represent a relocation or expansion beyond its 25600 SF Zero Irving lease (signed in 2022). 💸 Market Context: * Recent fintech tenant Current leased 62K SF at $XXX PSF earlier this week"  
[X Link](https://x.com/DailyREITBeat/status/1986491520359317815)  2025-11-06T17:51Z 4186 followers, XXX engagements


"🏗 @digitalrealty Digital Realty Drops $9M per Acre on Vernon Data Center Site $DLR Digital Realty has acquired land in Vernon California paying roughly $X million per acre to expand its growing data center footprint. 💼 Deal Details: * Buyer: Digital Realty (NYSE: DLR) * Seller: Pacific Santa Fe Industrial * Location: Vernon part of the Greater Los Angeles industrial corridor 🏙 Context: This acquisition comes two years after Digital Realty floated plans to replace a parking garage at XXX Grand Avenue in Downtown L.A. with a data center though the current status of that project remains"  
[X Link](https://x.com/DailyREITBeat/status/1986843327870763328)  2025-11-07T17:08Z 4190 followers, XXX engagements


"🏬 @SimonPropertyGp Simon Property Groups Big Retail Comeback Once written off during the pandemic retail apocalypse Simon Property Group $SPG the nations largest mall owner has powered back to dominance with soaring occupancy steady income growth and a winning strategy of turning malls into destination experiences. 📉 From Pandemic Pain to Record Recovery * 2020 crash: Cash flow down XX% major tenants like Gap sued over unpaid rent. * 2025 rebound: Q2 net income: $556M up from $493M year-over-year. * Q3 real estate FFO: $1.21B up from $1.15B in Q2. * Occupancy: XXXX% up from XXXX% last year."  
[X Link](https://x.com/DailyREITBeat/status/1988235555235127792)  2025-11-11T13:21Z 4191 followers, XXX engagements


"📰 #REIT Headlines -- November 17th 2025 📅 BofA downgrades PotlatchDeltic Corporation $PCH to Underperform from Buy and lowers its price target by $X to $XX BofA downgrades Weyerhaeuser $WY to Neutral from Buy and lowers its price target by $X to $XX 📜 Sunstone Hotel Investors Inc. $SHO announced the appointment of Michael Barnello to the Company's Board of Directors effective November XX 2025 * Company will nominate him to stand for election to the Board of Directors at the 2026 Annual Meeting of Stockholders * Inclusive of this appointment the Board will now be comprised of nine directors"  
[X Link](https://x.com/DailyREITBeat/status/1990407887282118928)  2025-11-17T13:13Z 4191 followers, XXX engagements


"🏨 Lodging REIT Executives: Deals Possible But No Forced Selling 🏨 $HST Host Hotels & Resorts (Jim Risoleo) * Strong disposition pricing: Washington Marriott Metro Center sold at XXXX TTM EBITDA / XXX% cap rate well above HOSTs implied multiple. * Not a forced seller We don't have to sell anything. * Expect strong metrics when St. Regis Houston is disclosed. 🌊 Pebblebrook Hotel Trust $PEB (Tom Fisher) * Transaction market gyrating between risk-on and risk-off. * Debt markets = bright spot now a viable alternative to selling. * Investor uncertainty pause in dealmaking waiting for macro"  
[X Link](https://x.com/DailyREITBeat/status/1990808758008639494)  2025-11-18T15:46Z 4190 followers, XXX engagements


"🏠 Key Takeaways from $INVH Invitation Homes CEO Dallas Tanner on Housing Demand & Inflation ✨ Housing Market Dynamics * Demand for single-family rentals remains strong as high mortgage rates keep homeowners in place. * Lock-in effect continues many owners wont give up low mortgage rates limiting mobility. * For-sale inventory remains tight pushing more families toward professionally managed rentals. 💰 Affordability & Inflation Pressures * Homeownership costs (mortgage insurance taxes) are rising faster than incomes. * Inflation is cooling but not enough to materially ease affordability"  
[X Link](https://x.com/DailyREITBeat/status/1990818802930417752)  2025-11-18T16:26Z 4190 followers, XXX engagements


"🏭 Rexford Industrial: Strategic & Financial Priorities to Enhance Shareholder Value $REXR Rexford Industrial outlined a sweeping set of strategic operational and governance actions aimed at strengthening cash flows tightening capital allocation and unlocking per-share NAV growth. 🚀 C-Suite & Governance Actions * COO Laura Clark to become CEO on April X 2026 * Clark joins the Board effective Nov. XX 2025 * Co-CEOs Howard Schwimmer & Michael Frankel to step down March XX 2026 * Both remain on the Board until the 2026 Annual Meeting 🧩 Board Refresh: * New independent director to be appointed"  
[X Link](https://x.com/DailyREITBeat/status/1991136700370751726)  2025-11-19T13:29Z 4191 followers, 7393 engagements


"🚨 Equinix (EQIX) Says SEC Concludes Investigation In an 8-K filing this morning $EQIX announced it had received correspondence from the SEC indicating that the agency had concluded its investigation and does not intend to recommend an enforcement action. As the company had previously disclosed on March XX 2024 it received a subpoena from the Enforcement Division of the U.S. Securities and Exchange Commission requesting information relating to among other things matters related to a short seller report"  
[X Link](https://x.com/DailyREITBeat/status/1991513028634849599)  2025-11-20T14:24Z 4190 followers, XXX engagements


"📣 NYSE Interview Highlights: Realty Income Corporation CEO Sumit Roy 🏛 $O Realty Incomes Core Mission & Evolution * Founded in 1969 with a focus on monthly income + capital preservation. * Started as a XXX% retail-focused net-lease platform. * Since the 1994 NYSE listing dividends have grown every quarter over XXX consecutive monthly dividends. ⚙ Strategic shift under CEO Sumit Roy (2018+): * Expanded beyond U.S. retail into industrial gaming and data centers. * Entered Europe to unlock larger sale-leaseback opportunities. * Leveraged scale to become the go-to global net-lease partner. 🌍"  
[X Link](https://x.com/DailyREITBeat/status/1992985313040294149)  2025-11-24T15:55Z 4191 followers, 1046 engagements


"📰 The Daily REIT Beat Newsletter Headlines -- November 25th 2025 📅 Barclays upgrades AvalonBay Communities $AVB to Overweight from Equalweight and lowers its price target by $XX to $XXX Barclays downgrades Camden Property Trust $CPT to Equalweight from Overweight and lowers its price target by $X to $XXX 💰 Net Lease Office Properties $NLOP declared a special cash distribution of $4.10/common share totaling approximately $XXXX million which is payable on December XX 2025 to shareholders of record as of the close of business on December X 2025 * Sold an office property located in Morrisville"  
[X Link](https://x.com/DailyREITBeat/status/1993305085691023733)  2025-11-25T13:05Z 4190 followers, XXX engagements


"🧬 Alexandria Real Estate Equities Inc. Faces Investor Lawsuit After Sharp Guidance Cut A new proposed class-action lawsuit is targeting Alexandria Real Estate Equities $ARE one of the nations largest life science REITs following a major guidance reduction and steep stock selloff. 🔍 What Happened * ARE shares plunged XX% on Oct. XX its biggest one-day drop since 2008. * The decline followed lower-than-expected Q3 results and a reduced 2025 FFO guidance: * Midpoint cut from $XXXX $9.01/share * Driven by slower re-leasing softer demand and rising vacancy across life sciences. * The company"  
[X Link](https://x.com/DailyREITBeat/status/1993668728249012669)  2025-11-26T13:10Z 4191 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 1st 2025 📅 Barclays downgrades American Tower $AMT to Equalweight from Overweight and lowers its price target by $X to $XXX Barclays downgrades Crown Castle $CCI to Equalweight from Overweight and lowers its price target by $X to $XXX Evercore ISI downgrades VICI Properties Inc. $VICI to Inline from Outperform and lowers its price target by $X to $XX 🛍 Federal Realty Investment Trust $FRT announced the acquisition of Village Pointe Omaha's leading open-air lifestyle center for $XXXXX million * The 453000 sf property features a"  
[X Link](https://x.com/DailyREITBeat/status/1995479524847358019)  2025-12-01T13:06Z 4190 followers, XXX engagements


"Hotels Holiday travel season is in full swing and the outlook looks a bit brighter than it did last week when the lingering effects of the government shutdown appeared to be weighing on domestic travel demand. For the Thanksgiving week TSA Checkpoint data shows that domestic throughput increased XXX% from a year earlier an improvement from the -XXX% pace through the first XX days of November. For the full year domestic throughput is now higher by about XXX% from the record-setting pace in 2024 equating to XXX% of pre-pandemic levels. Among individual names Park Hotels (PK) gained X% after it"  
[X Link](https://x.com/DailyREITBeat/status/1995494623133720975)  2025-12-01T14:06Z 4190 followers, XX engagements


"Additional Notable REIT Headlines FrontView (FVR) authorized a $75M stock buyback program which will expire on November XX 2026 Safehold (SAFE) closed on a $400M unsecured term loan that matures in November 2030 at a floating rate of SOFR plus XX basis points. Rexford (REXR) announced the appointment of David Stockert to its Board of Directors effective January X 2026 Brixmor (BRX) announced that CEO James Taylor will retire on January X 2026. Brian Finnegan President and CCO has been appointed as CEO. Sixth Street Partners announced that its no longer pursuing an acquisition of Plymouth"  
[X Link](https://x.com/DailyREITBeat/status/1995494696634716231)  2025-12-01T14:06Z 4191 followers, XX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 2nd 2025 📅 🎯 BTIG initiates Millrose Properties Inc. $MRP with a Buy rating and sets a $XX price target 🎰 Realty Income Corporation $O announced a definitive agreement with Blackstone Real Estate under which it will make an $XXX million perpetual preferred equity investment in the real estate of CityCenter comprised of the ARIA Resort & Casino and Vdara Hotel & Spa * The perpetual preferred equity investment is expected to carry an initial unlevered rate of return of XXX% with annual capped escalators starting on the fifth"  
[X Link](https://x.com/DailyREITBeat/status/1995842636901429611)  2025-12-02T13:09Z 4190 followers, XXX engagements


"📰 Realty Income Corporation Income Invests $800M in CityCenter Las Vegas with Blackstone $O @RealtyIncome Realty Income and Blackstone Real Estate have announced a strategic partnership for an $XXX million perpetual preferred equity investment in the iconic CityCenter Las Vegas assets. 💰 The Investment Details * Asset Focus: The investment targets the real estate of ARIA Resort & Casino and Vdara Hotel & Spa. * Structure: Realty Income makes an $800M perpetual preferred equity investment. * Equity Ownership: Blackstone Real Estate retains XXX% of the common equity. * Operator: MGM Resorts"  
[X Link](https://x.com/DailyREITBeat/status/1995844819327852989)  2025-12-02T13:17Z 4190 followers, XXX engagements


"🚀 Macerich Turnaround: CEO Jackson Hsieh Charts the "Path Forward" Jackson Hsieh a veteran in investment banking and REITs took the helm as President and CEO of @Macerich $MAC on March X 2024 despite lacking traditional shopping center operations experience. He was mandated to revitalize the company whose stock was historically low and which had faced five years of losses. 💡 The Initial Challenge & Strategy Development * Initial Discovery (First XX Days): Identified critical gaps including a lack of clear strategy mission statement core values and a consistent system for evaluating real"  
[X Link](https://x.com/DailyREITBeat/status/1995854328477725034)  2025-12-02T13:55Z 4191 followers, XXX engagements


"🤔 Does Size Matter 📶 American Tower $AMT just priced $XXX million of XXXX% senior unsecured notes due 2032 and intends to use the net proceeds to repay existing indebtedness under the 2021 Multicurrency Credit Facility 2021 Credit Facility and for general corporate purposes 🏥 Ventas Inc. $VTR just priced $XXX million of XXXX% senior unsecured notes due 2036 on behalf of its limited partnership and intends to use the net proceeds for general corporate purposes which may include repayment of other indebtedness or any other general corporate purposes it may deem necessary or advisable and to"  
[X Link](https://x.com/DailyREITBeat/status/1995943138188214315)  2025-12-02T19:48Z 4191 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 3rd 2025 📅 🎯 Ladenburg Thalmann initiates CBL Properties $CBL with a Buy rating and sets a $XX price target BMO upgrades Equinix $EQIX to Outperform from Market Perform and maintains its $XXX price target 💰 American Tower $AMT priced $XXX million of XXXX% senior unsecured notes due 2032 * Net proceeds to repay existing indebtedness under its $XXX billion senior unsecured revolving credit facility 💰 Ventas Inc. $VTR priced $XXX million of XXXX% senior notes due 2036 on behalf of its limited partnership * Net proceeds to be used"  
[X Link](https://x.com/DailyREITBeat/status/1996204367498666314)  2025-12-03T13:06Z 4191 followers, XXX engagements


"🚨 Alexandria Real Estate Cuts Dividend by XX% 🚨 Alexandria Real Estate Equities Inc. $ARE announced that its Board of Directors declared a quarterly cash dividend of $0.72/share for 4Q'25 which represents a XX% reduction from the dividend declared for 3Q'25. "The Board's decision to reduce the declared dividend per common share reflects the company's commitment to fortify its already strong balance sheet enhancing financial flexibility and preserving liquidity of approximately $XXX million on an annual basis. In addition to conserving significant capital the dividend provides an attractive"  
[X Link](https://x.com/DailyREITBeat/status/1996208258458022328)  2025-12-03T13:21Z 4190 followers, 1529 engagements


"🤝 Blackstone Sells NYC Retail Center to Acadia Realty Trust/TPG JV Blackstone Inc. has agreed to sell The Shops at Skyview a prominent shopping center in Flushing Queens New York to a joint venture between TPG Inc. and Acadia Realty Trust $AKR. 📍 Transaction Details: * The complex is under contract for approximately $XXX million. * The Shops at Skyview spans 555000 square feet (51561 square meters). * It's part of a larger mixed-use development featuring over 1000 apartments and medical office space. * The center is nearly fully leased. * Major Tenants Include: BJs Wholesale Club Round1"  
[X Link](https://x.com/DailyREITBeat/status/1996569625996255311)  2025-12-04T13:17Z 4190 followers, XXX engagements


"🏗 Land & Buildings Investment Management Highlights First Industrial Realty Trust's Substantial Discount to NAV Land & Buildings Investment Management has issued a presentation detailing significant investment upside potential at First Industrial Realty Trust $FR. 🚀 The Opportunity: Underappreciated Quality & XX% Upside * L&B argues the investment community holds a "legacy perception" of FR as low-quality despite a material portfolio transformation over the last decade. * Over the past XX years FR has developed nearly XX% of its portfolio and disposed of over XX% of its legacy assets. * The"  
[X Link](https://x.com/DailyREITBeat/status/1996581883480526967)  2025-12-04T14:06Z 4191 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 5th 2025 📅 🎯 Morgan Stanley resumes Public Storage $PSA with an Equalweight rating and sets a $XXX price target Morgan Stanley upgrades NSA Storage $NSA to Equalweight from Underweight and raises its price target by $X to $XX Scotiabank downgrades MAA $MAA to Sector Perform from Outperform and lowers its price target by $X to $XXX 🏢 SL Green Realty Corp. $SLG closed on the acquisition of its JV partners combined XXXXX% interest in XXX Third Avenue for total cash consideration of $XXX million * Completed a modification and"  
[X Link](https://x.com/DailyREITBeat/status/1996929695858774297)  2025-12-05T13:08Z 4190 followers, XXX engagements


"@HoyaCapital Weekly #REIT Recap (A Long Thread.) December 1st - December 5th 2025 The Cut Countdown U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in discretionary services categories offsetting modest upward pressures on goods prices resulting in the"  
[X Link](https://x.com/DailyREITBeat/status/1998032587885879397)  2025-12-08T14:11Z 4190 followers, XXX engagements


"Real Estate Weekly Outlook U.S. equity markets climbed to the cusp of fresh record-highs this past week as another soft slate of ADP employment data and modest PCE inflation data helped solidify the case for a third-straight Fed rate cut this coming week. The latest ADP report provided the most evident signs of cooling labor markets posting job losses in three of the past six months - concentrated primarily in small businesses - and a cooldown in wage growth to four-year lows. Meanwhile the PCE report showed corresponding disinflation in discretionary services categories offsetting modest"  
[X Link](https://x.com/DailyREITBeat/status/1998032694421205472)  2025-12-08T14:11Z 4190 followers, XX engagements


"Despite the downbeat economic data and bolder conviction in a Fed rate cut Treasury yields jumped this week - especially at the longer-end of the maturity curve - amid a global bond sell-off triggered by hawkish signals from several major foreign central banks - most notably Japans move toward tighter policy and reduced bond-buying - alongside a surge in sovereign and corporate debt issuance worldwide. After flirting with one-year lows last week the 10-Year Treasury Yield jumped XX basis points to close at XXXX% - closing just below its two-month high of 4.16%. Also rebounding from the cusp"  
[X Link](https://x.com/DailyREITBeat/status/1998032741443555788)  2025-12-08T14:11Z 4190 followers, XX engagements


"While normally ceding the spotlight to the BLS nonfarm payrolls report ADP Payroll data became the center of attention during the government shutdown and has remained the key jobs barometer given the cancellation of the October NFP report and the delay of the November report until mid-December. Supporting the case for another rate cut the ADP report showed private-sector employment unexpectedly fell by -32k in November - shy of the +5k consensus expectation - and marking the third monthly jobs decline in the past six months. The decline was broad-based but especially pronounced among small"  
[X Link](https://x.com/DailyREITBeat/status/1998032802118324564)  2025-12-08T14:11Z 4190 followers, XX engagements


"The long-delayed September PCE report was also released this week which provided some further reassurance for the committee that - even with the impact of tariffs now largely reflected in the data - core consumer inflation metrics remain within range of its X% policy objective. The Core PCE Price Index - the Federal Reserves preferred inflation gauge - increased just XXX% in September dragging the year-over-year increase to XXXX% - cooler than estimates for a XXX% annual increase. This moderation in Core PCE - the first decline in the annual rate since April - hinted at some disinflationary"  
[X Link](https://x.com/DailyREITBeat/status/1998032853808955822)  2025-12-08T14:12Z 4186 followers, XX engagements


"Lab Space Out of the frying pan into the fire. Alexandria Real Estate (ARE) - which had already plunged XX% since its disastrous third-quarter earnings report in which it slashed its 2026 outlook and warned of a likely dividend cut - plunged another XX% this week after it lowered its 2026 outlook once again and indeed cut its dividend by 45%. In its third-quarter report in late October ARE hinted in coded language at a major reduction in its FFO and dividend in a head-scratching earnings call in which management insisted on withholding further details until its Investor Day. Facing blowback"  
[X Link](https://x.com/DailyREITBeat/status/1998032919542034597)  2025-12-08T14:12Z 4191 followers, XX engagements


"Net Lease Broadstone (BNL) - among the top-performing net lease REITs since its 2020 IPO - was among the better-performers this week after providing a relatively upbeat 2026 outlook at its Investor Day event. Citing continued progress on its non-core asset sale strategy and expense reduction initiative BNL expects 2026 FFO/share in the range of $XXXX to $XXXX an increase of X% at the midpoint. BNL also maintained its 2025 forecast for $XXXXX at the midpoint an increase of XXX% from last year. Echoing a strategy utilized by its larger peer WP Carey (WPC) BNL has continued to sell off its"  
[X Link](https://x.com/DailyREITBeat/status/1998033048873439613)  2025-12-08T14:12Z 4191 followers, XX engagements


"📊 U.S. Apartment Rents See Steepest November Drop in Over XX Years 📉 @apartmentscom's November 2025 report highlights continued softening in the U.S. multifamily market driven by high new supply and seasonal weakness. 📉 Key National & Market Trends * The national average rent fell to $1706 a -XXXX% decrease from October. * This marks the fifth consecutive month of flat or negative monthly change. * It was the steepest November decline recorded in over XX years. * Year-over-year rent growth slowed significantly to just 0.7%. * Elevated supply pressures from aggressive new construction are"  
[X Link](https://x.com/DailyREITBeat/status/1998050103144145271)  2025-12-08T15:20Z 4190 followers, XXX engagements


"🏢✨ Rippling Relocates to Vornado Realty Trust's XXX W. 34th Street Rippling is relocating from X World Trade Center to XXX West 34th Street in $VNO Vornados Penn District. 📐 Deal Terms: * Lease size: 133000 SF * Term: XX years * Floors: 7th9th * Asking rent: $85/SF 🗽 Ripplings Rising NYC Footprint * January 2024: Relocated to X WTC subleasing 69K SF from Spotify. * Supported by $3.5M in NY state performance-based tax credits. ➕ Commitment includes: * XXX new jobs (marketing engineering sales finance legal ops) * XXX jobs retained * $29M investment in NY R&D over XX years 🌎 Company"  
[X Link](https://x.com/DailyREITBeat/status/1990410507010920765)  2025-11-17T13:23Z 4190 followers, XXX engagements


"🍎 Apple Expands Presence at Vornado Realty Trust's Penn XX Apple is significantly increasing its footprint at $VNO Vornado Realty Trust's Penn XX by an additional 95000 square feet. 🔍 Key Details * This expansion brings Apple's total space in the Midtown South office building to a massive 550000 square feet. * Apple now occupies the 4th floor and the 8th through 16th floors of the 26-story building. * The new space (15th and 16th floors) was taken over from AMC Networks which renewed and downsized its lease from 335000 to 177000 square feet. * Apple's new lease aligns with its existing"  
[X Link](https://x.com/DailyREITBeat/status/1996646232664506813)  2025-12-04T18:22Z 4191 followers, XXX engagements


"📰 The Daily REIT Beat Newsletter #REIT Headlines -- December 9th 2025 📅 Piper Sandler downgrades Alexander & Baldwin $ALEX to Neutral from Overweight and maintains its $XX price target 🎉 Alexander & Baldwin $ALEX entered into a definitive merger agreement in which a JV formed by MW Group and funds affiliated with Blackstone Real Estate and DivcoWest will acquire all outstanding common shares for $21.20/share in an all-cash transaction 📜 Curbline Properties $CURB announced quarter-to-date investment and capital markets activity * In the fourth quarter 2025 to date Curbline has acquired 10"  
[X Link](https://x.com/DailyREITBeat/status/1998363445054312742)  2025-12-09T12:05Z 4190 followers, XXX engagements