[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 David Auerbach βοΈ 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)  - X Week XXXXXX -XX% - X Month XXXXXXX +24% - X Months XXXXXXX +69% - X Year XXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1092146031305867267/posts_active)  - X Week XXX -XX% - X Month XXX -XX% - X Months XXXXX +84% - X Year XXXXX +38% ### Followers: XXXXX [#](/creator/twitter::1092146031305867267/followers)  - X Week XXXXX +0.34% - X Month XXXXX +1.80% - X Months XXXXX +12% - X Year XXXXX +19% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1092146031305867267/influencer_rank)  ### 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) XXX% **Social topic influence** [reit](/topic/reit) #10, [headlines](/topic/headlines) #695, [investment](/topic/investment) 0.83%, [$pld](/topic/$pld) #11, [corp](/topic/corp) #357, [welltower](/topic/welltower) #41, [$well](/topic/$well) #45, [$mrp](/topic/$mrp) #2, [bloomberg](/topic/bloomberg) 0.41%, [$avb](/topic/$avb) #12 **Top accounts mentioned or mentioned by** [@hoyacapital](/creator/undefined) [@allthereitnews](/creator/undefined) [@reitsnareit](/creator/undefined) [@prologis](/creator/undefined) [@realpage](/creator/undefined) [@cohenandsteers](/creator/undefined) [@mikeschiemer](/creator/undefined) [@yardi](/creator/undefined) [@reitacademy](/creator/undefined) [@treppwire](/creator/undefined) [@cnbc](/creator/undefined) [@equinix](/creator/undefined) [@reitsnareits](/creator/undefined) [@jimcramer](/creator/undefined) [@commobserver](/creator/undefined) [@jamesashields](/creator/undefined) [@realestatetrent](/creator/undefined) [@kiterealtygroup](/creator/undefined) [@placerai](/creator/undefined) [@regencycenters](/creator/undefined) **Top assets mentioned** [Prologis Inc (PLD)](/topic/$pld) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [Millrose Properties, Inc. (MRP)](/topic/$mrp) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Veno Finance (VNO)](/topic/$vno) [First Industrial Realty Trust, Inc. (FR)](/topic/$fr) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Federal Realty Investment Trust (FRT)](/topic/federal-realty-investment-trust) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Ventas, Inc. (VTR)](/topic/$vtr) [Vornado Realty Trust (VNO)](/topic/vno-vornado-realty-trust) [Earth X Essence (ESS)](/topic/$ess) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Camden Property Trust (CPT)](/topic/camden-property-trust) [AudioCoin (ADC)](/topic/$adc) [Somnium Space CUBEs (CUBE)](/topic/$cube) [Rayonier Inc. (RYN)](/topic/$ryn) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [WP Carey, Inc. (WPC)](/topic/$wpc) [Regency Centers Corp (REG)](/topic/$reg) [Realty Income Corp (O)](/topic/realty-income-corp) [Millrose Properties, Inc. (MRPw)](/topic/$mrpw) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [National Health Investors (NHI)](/topic/$nhi) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Phillips Edison & Company, Inc. Common Stock (PECO)](/topic/$peco) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Independence Realty Trust Inc. (IRT)](/topic/$irt) [American Homes X Rent (AMH)](/topic/$amh) [Cousins Properties Inc. (CUZ)](/topic/$cuz) [CubeSmart (CUBE)](/topic/cube-cubesmart) [Public Storage (PSA)](/topic/public-storage) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [EPR Properties (EPR)](/topic/$epr) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Lennar Corporation (LEN)](/topic/$len) [Host Hotels and Resorts Inc (HST)](/topic/$hst) ### Top Social Posts [#](/creator/twitter::1092146031305867267/posts) --- Top posts by engagements in the last XX hours "π° #REIT Headlines -- October 15th 2025 π 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 π 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 π© Realty Income Corporation $O announced that Kim Hourihan has been appointed to the Board of Directors π UDR $UDR announced the publication" [X Link](https://x.com/DailyREITBeat/status/1978432368789598323) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T12:06Z 4078 followers, XXX engagements "π STAG Industrial Inc. Expands Houston Footprint with PortNorth XX Acquisition $STAG Industrial has bolstered its Houston presence with the acquisition of a 462250 SF Class A logistics facility in the PortNorth XX campus (Humble TX East Houston submarket). π Property Highlights * Address: 7491 Rankin Road (PortNorth 59s second building) * Size: 462250 SF on XX acres π Specs * XX clear heights * XX dock doors & X drive-in doors * 17984 SF of office space * XXX vehicle + XXX trailer parking spots * Occupancy: XXX% leased tenant: Marsden Services * Part of PortNorth XX a 588640 SF" [X Link](https://x.com/DailyREITBeat/status/1972638611691504081) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-29T12:24Z 4080 followers, XXX engagements "π° #REIT Headlines -- October 7th 2025 π Deutsche Bank downgrades Federal Realty Investment Trust $FRT to Hold from Buy and maintains its $XXX price target βYesterday morning S&P affirmed $NHI National Health Investorss BBB- issuer credit and issue-level ratings with a stable outlook π΅ 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 4079 followers, XXX engagements "π° #REIT Headlines -- October 17th 2025 π π― UBS initiates Phillips Edison & Company $PECO with a Neutral rating and sets a $XX price target π― 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 "β 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. π§Ύ 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 4079 followers, XXX engagements "π° #REIT Headlines -- August 1st 2025 π Compass Point upgrades $IRT Independence Realty Trust Inc. to Buy from Neutral and raises price target by $X to $XX Yesterday Freedom Broker upgraded Welltower Inc. $WELL to Buy from Hold and raised price target by $XX to $XXX π $ADC Agree Realty Corporation $AMH $BHR Braemar Hotels & Resorts $CPT Camden Property Trust $CUBE CubeSmart $CUZ Cousins Properties $HR Healthcare Realty $OHI Omega Healthcare Investors $PK Park Hotels & Resorts $XHR Xenia Hotels & Resorts Inc. announced quarterly earnings π΅ Welltower Inc. $WELL priced $XXX million of 4.50%" [X Link](https://x.com/DailyREITBeat/status/1951253371370737787) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-01T12:07Z 4079 followers, XXX engagements "π 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. π 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. π" [X Link](https://x.com/DailyREITBeat/status/1978465094204895362) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-15T14:16Z 4079 followers, XXX engagements "π° #REIT Headlines -- October 9th 2025 π Yesterday Morningstar downgraded Digital Realty $DLR to Sell from Hold and maintained its $XXX price target π 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 π° 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 4080 followers, XXX engagements "π° #REIT Headlines -- October 14th 2025 π π― 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 π³ 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 4079 followers, XXX engagements "π Prologis CEO Hamid Moghadam: Its Location Location Energy @Prologis $PLD controls XXX billion SF of logistics real estate across X continents with a market cap of $100B+. In a recent Bloomberg interview CEO Hamid Moghadam shared insights on the future of logistics energy AI and San Francisco. β‘ Energy is the New Location * Old real estate mantra: location location location * New reality: location location energy * Why Listening to customers: * Labor shortages automation higher power needs * AI & data centers = major energy consumers * Onshoring manufacturing requires highly automated" [X Link](https://x.com/DailyREITBeat/status/1973816207330697333) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-02T18:23Z 4079 followers, XXX engagements "β 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. π 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. π 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 4079 followers, XXX engagements "π° #REIT Headlines -- October 6th 2025 π 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 β½Getty 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 π BRT Apartments Corp. $BRT announced the acquisition of" [X Link](https://x.com/DailyREITBeat/status/1975172980629000251) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-06T12:15Z 4079 followers, 3954 engagements "β‘ Prologis: Supply Chain Leaders Brace for Energy Crunch Turn to AI @Prologis $PLD 2026 Supply Chain Outlook Report highlights how global executives are rethinking operations amid energy risks AI adoption and regional realignment. π Key Findings * XX% of leaders rank AI investment as their #1 focus. * XX% of organizations already have advanced or transformational AI in place. * By 2030 AI expected to drive most supply chain decisions. π‘ Energy Crisis Front & Center * XX% of leaders believe power reliability will be the next big supply chain crisis. * XX% already faced energy disruptions" [X Link](https://x.com/DailyREITBeat/status/1972651387059114023) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-29T13:15Z 4080 followers, XXX engagements "π° #REIT Headlines -- September 11th 2025 π 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 4079 followers, XXX engagements "Strip Centers: (Final Grade: A-) FFO Guidance: X Raise X Maintain Top Performer: Regency Centers $REG: +4.3% Worst Performer: Saul Centers $BFS: -6.0%" [X Link](https://x.com/DailyREITBeat/status/1954894326342799581) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-11T13:15Z 4079 followers, XX engagements "π’ $VTR Ventas Inc. and GIC Secure $475M Loan for Office/Life Science Portfolio π° Financing Details * Loan size: $475M non-recourse refinancing * Lenders: Wells Fargo & JP Morgan Chase * Rate: Fixed at XXXX% maturing 2029 * Closing Date: Expected Oct. X 2025 π΅ Allocation: * $247M Drexel Health Science Building (Philadelphia) * $228M The Assembly (Pittsburgh) π Portfolio Snapshot (811025 SF total) X. Drexel Health Science Building (455079 SF) * Delivered 2022 LEED Gold-certified * Mix of office + laboratory space * Anchored by Drexel University X. The Assembly (355946 SF) * Built 1915" [X Link](https://x.com/DailyREITBeat/status/1971187652633182608) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-25T12:18Z 4075 followers, XXX engagements "π¨ Hoya Capital Launches REIT TV π¨ @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 4079 followers, XXX engagements "π¦ Activist Elliott Investment Management L.P. Takes Big Stake in Rexford Industrial Elliott Investment Management has quietly built a large active stake in Rexford Industrial Realty $REXR now one of its top five shareholders per Bloomberg. π Why Rexford * Pure-play Southern California industrial REIT * Market: 4th largest in the world by square footage (behind only U.S. China Japan) * Strategic location: proximity to Port of LA & Port of Long Beach (major U.S. trade hubs) * Portfolio growth: $1B acquisition from Blackstone in 2024 * Co-CEOs: Howard Schwimmer & Michael Frankel π Recent" [X Link](https://x.com/DailyREITBeat/status/1960696329660731576) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-27T13:30Z 4079 followers, 1876 engagements "π§ Hype vs. Reality in Data Centers by Serenity Alternative Investments Man is the most intelligent of the animals and the most silly. Diogenes π 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 4080 followers, XXX engagements "β‘ @Prologis Seeks Power "From All Sources" as It Expands Into AI Real Estate $PLD Prologis the worlds largest warehouse owner (1.3B sq. ft. across XX countries) is making a bold push into data centers and energy infrastructure. With AI and automation driving unprecedented power needs the company is reimagining itself as more than just a landlord but a digital infrastructure provider. π° Billions Committed to AI-Driven Growth * $8B investment over X years to build XX data centers with potential to expand to XXX. * Positioned to capture share of the $4T global AI data center market projected by" [X Link](https://x.com/DailyREITBeat/status/1974088183399776280) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-03T12:24Z 4079 followers, XXX engagements "π 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. πΌ 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 π 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 4077 followers, XXX engagements "π‘ Millrose Properties Inc.: X% Yield and a Unique Land-Banking Advantage π‘ 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 π 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 4079 followers, XXX engagements "π¨ Host Hotels & Resorts Urges OP Unit Holders to Reject Unsolicited Mini-Tender Offer Host Hotels & Resorts Inc. $HST has issued a strong recommendation to holders of Operating Partnership (OP) Units of Host Hotels & Resorts L.P. to reject an unsolicited mini-tender offer from affiliates of MacKenzie Capital Management LP. β Why Reject the Offer * Offer undervalues units: MacKenzie is offering $XXXXX per OP Unit (less distributions). * True value is higher: On Sept. XX 2025 Hosts common stock closed at $17.37/share. Each OP Unit can be redeemed for XXXXXXXX shares worth $XXXXX per unit" [X Link](https://x.com/DailyREITBeat/status/1971558974253068357) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-26T12:54Z 4079 followers, XXX engagements "π° #REIT Headlines -- October 16th 2025 π π― Morgan Stanley initiates Digital Realty $DLR with an Equalweight rating and sets a $XXX price target π― Janney initiates Getty Realty Corp. $GTY with a Buy rating and sets a $XX price target π First Industrial Realty Trust $FR Rexford Industrial $REXR SL Green Realty Corp. $SLG announced quarterly earnings π’ 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 4077 followers, XXX engagements "π¬ Regency Centers Sells Hammocks Town Center to Publix for $71.9M π 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 π§© 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 "π @wealth_mgmt Q&A: The Persistent Valuation Gap Between Public and Private Real Estate Three years after the Fed began raising interest rates the valuation divide between public REITs and private real estate funds remains stubbornly wide though there are signs it may soon narrow. β The Gap at a Glance * Implied REIT cap rates remain XXX basis points higher than private appraisal cap rates (as of 2Q 2025). * At its 2023 peak the spread hit XXX bps one of the largest on record. * While historical dislocations (2000 2009 2018) typically resolve within two years this one has persisted for three" [X Link](https://x.com/DailyREITBeat/status/1975571393686200809) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-07T14:38Z 4080 followers, XXX engagements "π°#REIT Headlines -- October 1st 2025 π π― Evercore ISI initiates Realty Income Corporation $O with an Inline rating and sets a $XX price target BNP Paribas Exane downgrades Alexandria Real Estate Equities Inc. $ARE to Underperform from Neutral and lowers its price target by $X to $XX β‘ Fermi America announced the pricing of its initial public offering of 32500000 shares of its common stock at a public offering price of $21/share * Will begin trading on the Nasdaq Global Select Market on October X 2025 and the London Stock Exchange on October X 2025 under the ticker symbol $FRMI π² Gaming" [X Link](https://x.com/DailyREITBeat/status/1973359971996696584) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-01T12:10Z 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 4078 followers, X engagements "π° #REIT Headlines -- September 22nd 2025 π π― Lucid Capital initiates Millrose Properties Inc. $MRP with a Buy rating and sets a $XX price target π― Jefferies initiates Iron Mountain $IRM with a Buy rating and sets a $XXX price target Evercore ISI downgrades Paramount Group $PGRE to Inline from Outperform and lowers its price target by $XXXX to $XXXX Wolfe Research upgrades Crown Castle $CCI to Outperform from Peer Perform and sets a $XXX price target On Friday Morningstar upgraded Welltower Inc. $WELL to Hold from Sell and raised its price target by $XX to $XXX π’ SL Green Realty Corp." [X Link](https://x.com/DailyREITBeat/status/1970099751002489150) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-22T12:15Z 4079 followers, XXX engagements "π’ 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. π 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 4078 followers, XXX engagements "π΅ 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 π 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 π 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 4079 followers, XXX engagements "π 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. β 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 4078 followers, XXX engagements "π¨ #REIT Earnings Calendar Next Week π¨ 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 4079 followers, XXX engagements "π $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. π 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. π" [X Link](https://x.com/DailyREITBeat/status/1978809054316093559) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-16T13:03Z 4079 followers, XXX engagements "π Vornado Realty Trust Completes $218M Manhattan Tower Acquisition $VNO Vornado Realty Trust has closed on the purchase of XXX Fifth Avenue a 36-story 382500-square-foot office tower in Manhattans Plaza District for $XXX million. π’ Property Highlights: * Location: XXX Fifth Ave. adjacent to Rockefeller Center & near Empire State Building * Built in 1923 redeveloped in 1990 renovated in 2016 * Column-free floorplates averaging 14486 SF * Rises above Saks Fifth Avenues 80000-SF flagship store * Tenants include: Equinox Partners Kaneka Americas South Street Advisors HCLTech * Occupancy at" [X Link](https://x.com/DailyREITBeat/status/1965393710008434797) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-09T12:35Z 4079 followers, XXX engagements "π° #REIT Headlines -- September 19th 2025 π π― UBS initiates American Healthcare REIT $AHR with a Buy rating and sets a $XX price target π― UBS initiates Welltower $WELL with a Buy rating and sets a $XXX price target π― UBS initiates Ventas Inc. $VTR with a Neutral rating and sets a $XX price target π° 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 4079 followers, XXX engagements "π° #REIT Headlines -- October 8th 2025 π π― RBC initiates Healthcare Realty $HR with a Sector Perform rating and sets a $XX price target π― Wolfe Research initiates Highwoods Properties $HIW with an Outperform rating and sets a $XX price target π― Citizens initiates Millrose Properties Inc. $MRP with an Outperform rating and sets a $XX price target β 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 4079 followers, XXX engagements "πΈ 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). π 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 4079 followers, 2116 engagements "Hotels Slammed amid a sell-off that extended across other economically sensitive property sectors hotel REITs slumped X% on the week despite an otherwise encouraging slate of indicators suggesting that travel demand continues to hold up surprisingly well despite recession-level consumer confidence. Alongside positive commentary on leisure travel from Delta Air Lines (DAL) TSA Checkpoint data this week showed that domestic throughput has averaged XXX% of pre-pandemic levels thus far in October - up nearly X% from last year - representing a reacceleration following a moderation in September." [X Link](https://x.com/DailyREITBeat/status/1977728343526031361) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-13T13:29Z 4079 followers, XX engagements "π 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 4079 followers, XXX engagements "π AvalonBay Communities Tests Investor Appetite for San Francisco Multifamily AvalonBay Communities $AVB is testing the market with a major multifamily sale in San Francisco a move signaling renewed investor confidence in the citys housing market. π Potential Deal Details * Property: Sunset Towers XX Locksley Ave (near Golden Gate Park) * Units: XXX * Bids: Over $XXX million ($411K per unit) * Status: Under contract (not yet closed) * A sale at this price would mark one of the largest multifamily trades in San Francisco since 2022 reflecting a shift in sentiment as AI-driven job growth" [X Link](https://x.com/DailyREITBeat/status/1975534237932519848) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-07T12:10Z 4078 followers, XXX engagements "β‘ @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. π 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 4080 followers, XXX engagements "π¬ Federal Realty Investment Trust Acquires Annapolis Town Center for $187M π° 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 π£ 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 4079 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 4079 followers, XX engagements "π 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. π¬ 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 4079 followers, XXX 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 4078 followers, XXX engagements "π Terreno Realty Corporation Sells South Brunswick Industrial Asset for $144M Terreno Realty Corp. $TRNO has sold its 603000-square-foot warehouse and distribution property in South Brunswick New Jersey for $XXXXX million marking a major disposition in one of the East Coasts most active logistics submarkets. π¦ Transaction Highlights * Property: XXX Interstate Blvd. South Brunswick NJ (Cranbury submarket) * Size: 603000 SF on XXXX acres * Sale Price: $XXXXX million * Tenant: Fully leased to ONeill Logistics π Acquisition History: * Acquired by Terreno in 2010 for $XXXX million * Expanded by" [X Link](https://x.com/DailyREITBeat/status/1975899067923280279) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-08T12:20Z 4080 followers, XXX engagements "Healthcare: (Final Grade: A) FFO Guidance: X Raise X Maintain Top Performer: Welltower $WELL: +9.4% Worst Performer: Community Healthcare $CHCT: -9.6%" [X Link](https://x.com/DailyREITBeat/status/1954894001846288422) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-08-11T13:13Z 4079 followers, XXX engagements "π¬ Inside the Death Spiral of San Francisco Centre Once one of the West Coasts premier malls San Francisco Centre has become a stark symbol of urban retail distress. Despite signs of a broader San Francisco recovery powered by artificial intelligence investment and rising apartment rents the citys largest mall now sits XX% vacant a near-total collapse of a property that once generated over $1000 per square foot in sales. π From Powerhouse to Ghost Town * Once anchored by Nordstrom and Bloomingdales the XXX million-square-foot property now counts only about XX open stores versus nearly 200" [X Link](https://x.com/DailyREITBeat/status/1975904106305781944) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-08T12:40Z 4077 followers, XXX engagements "π² @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). π 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 4079 followers, XXX engagements "π° #REIT Headlines -- September 8th 2025 π On Friday Morningstar upgraded $AMT American Tower to Buy from Hold and maintained its $XXX price target On Friday Morningstar downgraded $VNO Vornado Realty Trust to Sell from Hold and maintained its $XX price target π₯$SILA Sila Realty Trust Inc. announced the $XXXX million acquisition of two inpatient rehabilitation facilities located in Plano TX and Peoria AZ * Facilities are comprised of XX total licensed bedswith over 100000 aggregate sf of newly built and highly utilized inpatient rehabilitation facilities π On Friday Fitch Ratings affirmed" [X Link](https://x.com/DailyREITBeat/status/1965023541847269401) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-08T12:04Z 4079 followers, XXX engagements "π‘ 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. π° 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 4079 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 4079 followers, 2624 engagements "π’ 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. π 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 4078 followers, XXX engagements "π FlightWave Expands Operations in L.A. Countys South Bay Drone manufacturer FlightWave Aerospace Systems a subsidiary of Red Cat Holdings has signed a five-year 51023-square-foot lease with First Industrial Realty Trust $FR at 2660 Columbia Street in Torrance signaling continued strength in the regions aerospace and advanced manufacturing sectors. β Lease Details * Size: 51023 SF (tripling its previous footprint) * Lease Term: X years * Value: Nearly $XXX million * Owner: First Industrial Realty Trust (NYSE: FR) π¬ The propertys central Torrance location high-quality infrastructure and" [X Link](https://x.com/DailyREITBeat/status/1976261619903611088) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-10-09T12:21Z 4080 followers, XXX engagements "π°#REIT Headlines -- October 1st 2025 (Part 2) π π 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 4077 followers, XXX engagements "π 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. π 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 "π’ @RealPage Analysis of Multifamily REITs in 2025 As Q2 2025 earnings wrap up leading multifamily REITs Equity Residential $EQR AvalonBay Communities $AVB Camden Property Trust $CPT MAA $MAA and Essex Property Trust $ESS are showing resilience while navigating interest rate uncertainty shifting renter demographics and evolving tech adoption. π Occupancy Snapshot: * EQR: XXXX% * CPT: XXXX% π Same-store NOI growth (YoY): * UDR: +3% * MAA: -XXX% * Lease trade-outs: Modest increases in coastal & Midwest metros; muted in oversupplied markets π Strategy in Focus * Cautious capital deployment" [X Link](https://x.com/DailyREITBeat/status/1966480352228028772) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-12T12:33Z 4077 followers, XXX engagements "β‘ Rick Perrys Energy REIT Fermi Boosts IPO Target to $715M Fermi Inc. the Amarillo-based infrastructure & energy real estate platform co-founded by former U.S. Secretary of Energy Rick Perry has raised the bar on its upcoming IPO: π IPO Details * Now targeting $715M up from $550M last week * Offering 32.5M shares at $18$22 each * Implied valuation: $13B at the top of the range * Expected to price Sept. XX and begin trading Oct. X under ticker FRMI * Dual listing ambitions: Nasdaq Global Select Market + application to London Stock Exchange β‘ Strategic Vision Project Matador * 5000 acres of" [X Link](https://x.com/DailyREITBeat/status/1972663144829845709) [@DailyREITBeat](/creator/x/DailyREITBeat) 2025-09-29T14:01Z 4079 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.]
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.
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXXX% currencies XXX%
Social topic influence reit #10, headlines #695, investment 0.83%, $pld #11, corp #357, welltower #41, $well #45, $mrp #2, bloomberg 0.41%, $avb #12
Top accounts mentioned or mentioned by @hoyacapital @allthereitnews @reitsnareit @prologis @realpage @cohenandsteers @mikeschiemer @yardi @reitacademy @treppwire @cnbc @equinix @reitsnareits @jimcramer @commobserver @jamesashields @realestatetrent @kiterealtygroup @placerai @regencycenters
Top assets mentioned Prologis Inc (PLD) Welltower Inc (WELL) WELL3 (WELL) Millrose Properties, Inc. (MRP) Autonomous Virtual Beings (AVB) Fermi Inc. Common Stock (FRMI) Veno Finance (VNO) First Industrial Realty Trust, Inc. (FR) Rexford Industrial Realty, Inc. (REXR) Federal Realty Investment Trust (FRT) Boston Properties, Inc. (BXP) Digital Realty Trust Inc (DLR) Ventas, Inc. (VTR) Vornado Realty Trust (VNO) Earth X Essence (ESS) PotlatchDeltic Corporation Common Stock (PCH) Innovative Industrial Properties, Inc. Common stock (IIPR) Camden Property Trust (CPT) AudioCoin (ADC) Somnium Space CUBEs (CUBE) Rayonier Inc. (RYN) Americold Realty Trust, Inc. (COLD) WP Carey, Inc. (WPC) Regency Centers Corp (REG) Realty Income Corp (O) Millrose Properties, Inc. (MRPw) Essential Properties Realty Trust, Inc. (EPRT) STAG INDUSTRIAL, INC. (STAG) National Health Investors (NHI) Deutsche Bank Aktiengesellschaft (DB) Phillips Edison & Company, Inc. Common Stock (PECO) Invitation Homes, Inc. (INVH) Independence Realty Trust Inc. (IRT) American Homes X Rent (AMH) Cousins Properties Inc. (CUZ) CubeSmart (CUBE) Public Storage (PSA) Lineage, Inc. Common Stock (LINE) EPR Properties (EPR) JPMorgan Chase (JPM) Lennar Corporation (LEN) Host Hotels and Resorts Inc (HST)
Top posts by engagements in the last XX hours
"π° #REIT Headlines -- October 15th 2025 π
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 π 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 π© Realty Income Corporation $O announced that Kim Hourihan has been appointed to the Board of Directors π UDR $UDR announced the publication"
X Link @DailyREITBeat 2025-10-15T12:06Z 4078 followers, XXX engagements
"π STAG Industrial Inc. Expands Houston Footprint with PortNorth XX Acquisition $STAG Industrial has bolstered its Houston presence with the acquisition of a 462250 SF Class A logistics facility in the PortNorth XX campus (Humble TX East Houston submarket). π Property Highlights * Address: 7491 Rankin Road (PortNorth 59s second building) * Size: 462250 SF on XX acres π Specs * XX clear heights * XX dock doors & X drive-in doors * 17984 SF of office space * XXX vehicle + XXX trailer parking spots * Occupancy: XXX% leased tenant: Marsden Services * Part of PortNorth XX a 588640 SF"
X Link @DailyREITBeat 2025-09-29T12:24Z 4080 followers, XXX engagements
"π° #REIT Headlines -- October 7th 2025 π
Deutsche Bank downgrades Federal Realty Investment Trust $FRT to Hold from Buy and maintains its $XXX price target βYesterday morning S&P affirmed $NHI National Health Investorss BBB- issuer credit and issue-level ratings with a stable outlook π΅ 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 4079 followers, XXX engagements
"π° #REIT Headlines -- October 17th 2025 π
π― UBS initiates Phillips Edison & Company $PECO with a Neutral rating and sets a $XX price target π― 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
"β 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. π§Ύ 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 4079 followers, XXX engagements
"π° #REIT Headlines -- August 1st 2025 π
Compass Point upgrades $IRT Independence Realty Trust Inc. to Buy from Neutral and raises price target by $X to $XX Yesterday Freedom Broker upgraded Welltower Inc. $WELL to Buy from Hold and raised price target by $XX to $XXX π $ADC Agree Realty Corporation $AMH $BHR Braemar Hotels & Resorts $CPT Camden Property Trust $CUBE CubeSmart $CUZ Cousins Properties $HR Healthcare Realty $OHI Omega Healthcare Investors $PK Park Hotels & Resorts $XHR Xenia Hotels & Resorts Inc. announced quarterly earnings π΅ Welltower Inc. $WELL priced $XXX million of 4.50%"
X Link @DailyREITBeat 2025-08-01T12:07Z 4079 followers, XXX engagements
"π 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. π 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. π"
X Link @DailyREITBeat 2025-10-15T14:16Z 4079 followers, XXX engagements
"π° #REIT Headlines -- October 9th 2025 π
Yesterday Morningstar downgraded Digital Realty $DLR to Sell from Hold and maintained its $XXX price target π 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 π° 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 4080 followers, XXX engagements
"π° #REIT Headlines -- October 14th 2025 π
π― 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 π³ 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 4079 followers, XXX engagements
"π Prologis CEO Hamid Moghadam: Its Location Location Energy @Prologis $PLD controls XXX billion SF of logistics real estate across X continents with a market cap of $100B+. In a recent Bloomberg interview CEO Hamid Moghadam shared insights on the future of logistics energy AI and San Francisco. β‘ Energy is the New Location * Old real estate mantra: location location location * New reality: location location energy * Why Listening to customers: * Labor shortages automation higher power needs * AI & data centers = major energy consumers * Onshoring manufacturing requires highly automated"
X Link @DailyREITBeat 2025-10-02T18:23Z 4079 followers, XXX engagements
"β 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. π 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. π The Business Model * Own & operate cold-storage warehouses (food moves from farms manufacturers retailers) * Key"
X Link @DailyREITBeat 2025-10-03T18:35Z 4079 followers, XXX engagements
"π° #REIT Headlines -- October 6th 2025 π
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 β½Getty 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 π BRT Apartments Corp. $BRT announced the acquisition of"
X Link @DailyREITBeat 2025-10-06T12:15Z 4079 followers, 3954 engagements
"β‘ Prologis: Supply Chain Leaders Brace for Energy Crunch Turn to AI @Prologis $PLD 2026 Supply Chain Outlook Report highlights how global executives are rethinking operations amid energy risks AI adoption and regional realignment. π Key Findings * XX% of leaders rank AI investment as their #1 focus. * XX% of organizations already have advanced or transformational AI in place. * By 2030 AI expected to drive most supply chain decisions. π‘ Energy Crisis Front & Center * XX% of leaders believe power reliability will be the next big supply chain crisis. * XX% already faced energy disruptions"
X Link @DailyREITBeat 2025-09-29T13:15Z 4080 followers, XXX engagements
"π° #REIT Headlines -- September 11th 2025 π
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 4079 followers, XXX engagements
"Strip Centers: (Final Grade: A-) FFO Guidance: X Raise X Maintain Top Performer: Regency Centers $REG: +4.3% Worst Performer: Saul Centers $BFS: -6.0%"
X Link @DailyREITBeat 2025-08-11T13:15Z 4079 followers, XX engagements
"π’ $VTR Ventas Inc. and GIC Secure $475M Loan for Office/Life Science Portfolio π° Financing Details * Loan size: $475M non-recourse refinancing * Lenders: Wells Fargo & JP Morgan Chase * Rate: Fixed at XXXX% maturing 2029 * Closing Date: Expected Oct. X 2025 π΅ Allocation: * $247M Drexel Health Science Building (Philadelphia) * $228M The Assembly (Pittsburgh) π Portfolio Snapshot (811025 SF total) X. Drexel Health Science Building (455079 SF) * Delivered 2022 LEED Gold-certified * Mix of office + laboratory space * Anchored by Drexel University X. The Assembly (355946 SF) * Built 1915"
X Link @DailyREITBeat 2025-09-25T12:18Z 4075 followers, XXX engagements
"π¨ Hoya Capital Launches REIT TV π¨ @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 4079 followers, XXX engagements
"π¦ Activist Elliott Investment Management L.P. Takes Big Stake in Rexford Industrial Elliott Investment Management has quietly built a large active stake in Rexford Industrial Realty $REXR now one of its top five shareholders per Bloomberg. π Why Rexford * Pure-play Southern California industrial REIT * Market: 4th largest in the world by square footage (behind only U.S. China Japan) * Strategic location: proximity to Port of LA & Port of Long Beach (major U.S. trade hubs) * Portfolio growth: $1B acquisition from Blackstone in 2024 * Co-CEOs: Howard Schwimmer & Michael Frankel π Recent"
X Link @DailyREITBeat 2025-08-27T13:30Z 4079 followers, 1876 engagements
"π§ Hype vs. Reality in Data Centers by Serenity Alternative Investments Man is the most intelligent of the animals and the most silly. Diogenes π 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 4080 followers, XXX engagements
"β‘ @Prologis Seeks Power "From All Sources" as It Expands Into AI Real Estate $PLD Prologis the worlds largest warehouse owner (1.3B sq. ft. across XX countries) is making a bold push into data centers and energy infrastructure. With AI and automation driving unprecedented power needs the company is reimagining itself as more than just a landlord but a digital infrastructure provider. π° Billions Committed to AI-Driven Growth * $8B investment over X years to build XX data centers with potential to expand to XXX. * Positioned to capture share of the $4T global AI data center market projected by"
X Link @DailyREITBeat 2025-10-03T12:24Z 4079 followers, XXX engagements
"π 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. πΌ 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 π Property Background * AvalonBay and Muss Development acquired the site in 2014 for $16.2M"
X Link @DailyREITBeat 2025-10-07T12:09Z 4077 followers, XXX engagements
"π‘ Millrose Properties Inc.: X% Yield and a Unique Land-Banking Advantage π‘ 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 π 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 4079 followers, XXX engagements
"π¨ Host Hotels & Resorts Urges OP Unit Holders to Reject Unsolicited Mini-Tender Offer Host Hotels & Resorts Inc. $HST has issued a strong recommendation to holders of Operating Partnership (OP) Units of Host Hotels & Resorts L.P. to reject an unsolicited mini-tender offer from affiliates of MacKenzie Capital Management LP. β Why Reject the Offer * Offer undervalues units: MacKenzie is offering $XXXXX per OP Unit (less distributions). * True value is higher: On Sept. XX 2025 Hosts common stock closed at $17.37/share. Each OP Unit can be redeemed for XXXXXXXX shares worth $XXXXX per unit"
X Link @DailyREITBeat 2025-09-26T12:54Z 4079 followers, XXX engagements
"π° #REIT Headlines -- October 16th 2025 π
π― Morgan Stanley initiates Digital Realty $DLR with an Equalweight rating and sets a $XXX price target π― Janney initiates Getty Realty Corp. $GTY with a Buy rating and sets a $XX price target π First Industrial Realty Trust $FR Rexford Industrial $REXR SL Green Realty Corp. $SLG announced quarterly earnings π’ 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 4077 followers, XXX engagements
"π¬ Regency Centers Sells Hammocks Town Center to Publix for $71.9M π 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 π§© 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
"π @wealth_mgmt Q&A: The Persistent Valuation Gap Between Public and Private Real Estate Three years after the Fed began raising interest rates the valuation divide between public REITs and private real estate funds remains stubbornly wide though there are signs it may soon narrow. β The Gap at a Glance * Implied REIT cap rates remain XXX basis points higher than private appraisal cap rates (as of 2Q 2025). * At its 2023 peak the spread hit XXX bps one of the largest on record. * While historical dislocations (2000 2009 2018) typically resolve within two years this one has persisted for three"
X Link @DailyREITBeat 2025-10-07T14:38Z 4080 followers, XXX engagements
"π°#REIT Headlines -- October 1st 2025 π
π― Evercore ISI initiates Realty Income Corporation $O with an Inline rating and sets a $XX price target BNP Paribas Exane downgrades Alexandria Real Estate Equities Inc. $ARE to Underperform from Neutral and lowers its price target by $X to $XX β‘ Fermi America announced the pricing of its initial public offering of 32500000 shares of its common stock at a public offering price of $21/share * Will begin trading on the Nasdaq Global Select Market on October X 2025 and the London Stock Exchange on October X 2025 under the ticker symbol $FRMI π² Gaming"
X Link @DailyREITBeat 2025-10-01T12:10Z 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 4078 followers, X engagements
"π° #REIT Headlines -- September 22nd 2025 π
π― Lucid Capital initiates Millrose Properties Inc. $MRP with a Buy rating and sets a $XX price target π― Jefferies initiates Iron Mountain $IRM with a Buy rating and sets a $XXX price target Evercore ISI downgrades Paramount Group $PGRE to Inline from Outperform and lowers its price target by $XXXX to $XXXX Wolfe Research upgrades Crown Castle $CCI to Outperform from Peer Perform and sets a $XXX price target On Friday Morningstar upgraded Welltower Inc. $WELL to Hold from Sell and raised its price target by $XX to $XXX π’ SL Green Realty Corp."
X Link @DailyREITBeat 2025-09-22T12:15Z 4079 followers, XXX engagements
"π’ 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. π 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 4078 followers, XXX engagements
"π΅ 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 π 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 π ATM Proceeds by Sector * Healthcare REITs: $2.92B (largest share) *"
X Link @DailyREITBeat 2025-09-03T13:30Z 4079 followers, XXX engagements
"π 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. β 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 4078 followers, XXX engagements
"π¨ #REIT Earnings Calendar Next Week π¨ 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 4079 followers, XXX engagements
"π $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. π 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. π"
X Link @DailyREITBeat 2025-10-16T13:03Z 4079 followers, XXX engagements
"π Vornado Realty Trust Completes $218M Manhattan Tower Acquisition $VNO Vornado Realty Trust has closed on the purchase of XXX Fifth Avenue a 36-story 382500-square-foot office tower in Manhattans Plaza District for $XXX million. π’ Property Highlights: * Location: XXX Fifth Ave. adjacent to Rockefeller Center & near Empire State Building * Built in 1923 redeveloped in 1990 renovated in 2016 * Column-free floorplates averaging 14486 SF * Rises above Saks Fifth Avenues 80000-SF flagship store * Tenants include: Equinox Partners Kaneka Americas South Street Advisors HCLTech * Occupancy at"
X Link @DailyREITBeat 2025-09-09T12:35Z 4079 followers, XXX engagements
"π° #REIT Headlines -- September 19th 2025 π
π― UBS initiates American Healthcare REIT $AHR with a Buy rating and sets a $XX price target π― UBS initiates Welltower $WELL with a Buy rating and sets a $XXX price target π― UBS initiates Ventas Inc. $VTR with a Neutral rating and sets a $XX price target π° 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 4079 followers, XXX engagements
"π° #REIT Headlines -- October 8th 2025 π
π― RBC initiates Healthcare Realty $HR with a Sector Perform rating and sets a $XX price target π― Wolfe Research initiates Highwoods Properties $HIW with an Outperform rating and sets a $XX price target π― Citizens initiates Millrose Properties Inc. $MRP with an Outperform rating and sets a $XX price target β 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 4079 followers, XXX engagements
"πΈ 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). π 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 4079 followers, 2116 engagements
"Hotels Slammed amid a sell-off that extended across other economically sensitive property sectors hotel REITs slumped X% on the week despite an otherwise encouraging slate of indicators suggesting that travel demand continues to hold up surprisingly well despite recession-level consumer confidence. Alongside positive commentary on leisure travel from Delta Air Lines (DAL) TSA Checkpoint data this week showed that domestic throughput has averaged XXX% of pre-pandemic levels thus far in October - up nearly X% from last year - representing a reacceleration following a moderation in September."
X Link @DailyREITBeat 2025-10-13T13:29Z 4079 followers, XX engagements
"π 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 4079 followers, XXX engagements
"π AvalonBay Communities Tests Investor Appetite for San Francisco Multifamily AvalonBay Communities $AVB is testing the market with a major multifamily sale in San Francisco a move signaling renewed investor confidence in the citys housing market. π Potential Deal Details * Property: Sunset Towers XX Locksley Ave (near Golden Gate Park) * Units: XXX * Bids: Over $XXX million ($411K per unit) * Status: Under contract (not yet closed) * A sale at this price would mark one of the largest multifamily trades in San Francisco since 2022 reflecting a shift in sentiment as AI-driven job growth"
X Link @DailyREITBeat 2025-10-07T12:10Z 4078 followers, XXX engagements
"β‘ @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. π 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 4080 followers, XXX engagements
"π¬ Federal Realty Investment Trust Acquires Annapolis Town Center for $187M π° 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 π£ This is exactly the kind of opportunity we target a dominant asset with strong fundamentals"
X Link @DailyREITBeat 2025-10-13T15:24Z 4079 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 4079 followers, XX engagements
"π 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. π¬ Its rare to acquire that much space in an urban setting"
X Link @DailyREITBeat 2025-10-08T14:53Z 4079 followers, XXX 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 4078 followers, XXX engagements
"π Terreno Realty Corporation Sells South Brunswick Industrial Asset for $144M Terreno Realty Corp. $TRNO has sold its 603000-square-foot warehouse and distribution property in South Brunswick New Jersey for $XXXXX million marking a major disposition in one of the East Coasts most active logistics submarkets. π¦ Transaction Highlights * Property: XXX Interstate Blvd. South Brunswick NJ (Cranbury submarket) * Size: 603000 SF on XXXX acres * Sale Price: $XXXXX million * Tenant: Fully leased to ONeill Logistics π Acquisition History: * Acquired by Terreno in 2010 for $XXXX million * Expanded by"
X Link @DailyREITBeat 2025-10-08T12:20Z 4080 followers, XXX engagements
"Healthcare: (Final Grade: A) FFO Guidance: X Raise X Maintain Top Performer: Welltower $WELL: +9.4% Worst Performer: Community Healthcare $CHCT: -9.6%"
X Link @DailyREITBeat 2025-08-11T13:13Z 4079 followers, XXX engagements
"π¬ Inside the Death Spiral of San Francisco Centre Once one of the West Coasts premier malls San Francisco Centre has become a stark symbol of urban retail distress. Despite signs of a broader San Francisco recovery powered by artificial intelligence investment and rising apartment rents the citys largest mall now sits XX% vacant a near-total collapse of a property that once generated over $1000 per square foot in sales. π From Powerhouse to Ghost Town * Once anchored by Nordstrom and Bloomingdales the XXX million-square-foot property now counts only about XX open stores versus nearly 200"
X Link @DailyREITBeat 2025-10-08T12:40Z 4077 followers, XXX engagements
"π² @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). π 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 4079 followers, XXX engagements
"π° #REIT Headlines -- September 8th 2025 π
On Friday Morningstar upgraded $AMT American Tower to Buy from Hold and maintained its $XXX price target On Friday Morningstar downgraded $VNO Vornado Realty Trust to Sell from Hold and maintained its $XX price target π₯$SILA Sila Realty Trust Inc. announced the $XXXX million acquisition of two inpatient rehabilitation facilities located in Plano TX and Peoria AZ * Facilities are comprised of XX total licensed bedswith over 100000 aggregate sf of newly built and highly utilized inpatient rehabilitation facilities π On Friday Fitch Ratings affirmed"
X Link @DailyREITBeat 2025-09-08T12:04Z 4079 followers, XXX engagements
"π‘ 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. π° 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 4079 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 4079 followers, 2624 engagements
"π’ 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. π 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 4078 followers, XXX engagements
"π FlightWave Expands Operations in L.A. Countys South Bay Drone manufacturer FlightWave Aerospace Systems a subsidiary of Red Cat Holdings has signed a five-year 51023-square-foot lease with First Industrial Realty Trust $FR at 2660 Columbia Street in Torrance signaling continued strength in the regions aerospace and advanced manufacturing sectors. β Lease Details * Size: 51023 SF (tripling its previous footprint) * Lease Term: X years * Value: Nearly $XXX million * Owner: First Industrial Realty Trust (NYSE: FR) π¬ The propertys central Torrance location high-quality infrastructure and"
X Link @DailyREITBeat 2025-10-09T12:21Z 4080 followers, XXX engagements
"π°#REIT Headlines -- October 1st 2025 (Part 2) π
π 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 4077 followers, XXX engagements
"π 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. π 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
"π’ @RealPage Analysis of Multifamily REITs in 2025 As Q2 2025 earnings wrap up leading multifamily REITs Equity Residential $EQR AvalonBay Communities $AVB Camden Property Trust $CPT MAA $MAA and Essex Property Trust $ESS are showing resilience while navigating interest rate uncertainty shifting renter demographics and evolving tech adoption. π Occupancy Snapshot: * EQR: XXXX% * CPT: XXXX% π Same-store NOI growth (YoY): * UDR: +3% * MAA: -XXX% * Lease trade-outs: Modest increases in coastal & Midwest metros; muted in oversupplied markets π Strategy in Focus * Cautious capital deployment"
X Link @DailyREITBeat 2025-09-12T12:33Z 4077 followers, XXX engagements
"β‘ Rick Perrys Energy REIT Fermi Boosts IPO Target to $715M Fermi Inc. the Amarillo-based infrastructure & energy real estate platform co-founded by former U.S. Secretary of Energy Rick Perry has raised the bar on its upcoming IPO: π IPO Details * Now targeting $715M up from $550M last week * Offering 32.5M shares at $18$22 each * Implied valuation: $13B at the top of the range * Expected to price Sept. XX and begin trading Oct. X under ticker FRMI * Dual listing ambitions: Nasdaq Global Select Market + application to London Stock Exchange β‘ Strategic Vision Project Matador * 5000 acres of"
X Link @DailyREITBeat 2025-09-29T14:01Z 4079 followers, XXX engagements
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