Real Estate Research & Market Commentary $RIET and $HOMZ Index 🏡 #Housing 🏙️ #REITs 📊 #Dividends 🌇 #ETFs Full Disclosures: https://t.co/g2ywDNE40V
Cite asCryptoQuant has tracked the directional calls on CCI by @HoyaCapital on X since Sep 2026: not yet scored on CCI (as of Nov 11, 2026).
1 CCI call on record, a thin history.
Relative view by default: fewer than 30 CCI calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HoyaCapital to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
🌇 Daily REITBeat - Late Edition REITs slipped as a hotter-than-expected CPI report fueled expectations for further Fed rate hikes, sending Treasury yields sharply higher. 🔴 S&P 500: -0.2% 🔴 Equity REITs: -0.2% 🔴 Housing Index: -1.9% 🛢️ Crude Oil: $86.37 (-0.6%) U.S. Treasury Yields 🔴 2-Year: 4.73% (+17 bps) 🔴 10-Year: 4.99% (+11 bps) 🔴 30-Year: 5.35% (+7 bps) #REITs @DailyREITBeat
View original →📊 REIT Earnings Quick Takes Cold Storage REITs had been among the better-performing groups this earnings season following notably strong results from Americold last week, but Lineage's report shows that it is still too early to declare an "all clear" for the sector. Industry capacity is finally rationalizing and occupancy trends are stabilizing, but weak international trade volumes, elevated transportation costs, and lingering excess capacity remain meaningful near-term headwinds. Lineage (LINE) - the largest cold storage REIT - is lower by 10% today after trimming its 2026 operating outlook as weaker warehouse volumes and significant pressure in its transportation business offset continued improvement in physical occupancy. LINE reduced its same-store NOI outlook to -2.5% at the midpoint from -1.5% previously, while maintaining its FFO/share midpoint at $2.92, implying a roughly 13% year-over-year decline. Warehouse NOI declined 4.2% despite occupancy improving 110 bps Y/Y to 76.2% - a second consecutive quarter of occupancy growth. Throughput declined 1.1%, an improvement from earlier this year, while LINE achieved its targeted 1%-2% net pricing growth. The disconnect between improving occupancy and weaker NOI reflected higher power costs, softer product mix, and weakness in higher-margin import/export categories. Seafood alone accounted for roughly half of the same-store NOI decline. The Global Integrated Solutions segment was a disappointment, where NOI fell 14% as trucking rates increased faster than LINE could reprice customers. It now expects GIS NOI to decline 7% this year vs. 3% previously. There are some encouraging supply-side signals, however, with LINE noting that cold-storage capacity additions will slow to 1.6% in 2026 from 4.3% in 2025. Lineage and Americold have collectively idled nearly 9M SF, equivalent to 4% of U.S. cold-storage capacity. LINE also has a meaningful development pipeline, with three projects under construction totaling $811M expected to generate roughly $70M of stabilized NOI at a 9% yield, alongside recently completed projects expected to produce another $71M at stabilization. $LINE | @ReitAcademy | @DailyREITBeat | @bradthomas | @AllTheREITNews
View original →📊 REIT Earnings Quick Takes Senior housing REITs have been among the strongest performers this earnings season, with Welltower, Ventas, and American Healthcare all raising their full-year outlooks amid continued strong SHOP growth. National Health Investors (NHI) was a rare miss, however, with shares lower by 7% today after cutting its 2026 earnings outlook as weaker-than-expected performance across portions of its expanding SHOP portfolio offset otherwise strong industry fundamentals. Citing weaker performance across recently acquired and transitioned communities, NHI lowered its 2026 normalized FFO outlook to imply a 4.5% decline compared with a 3.0% decline previously. NHI maintained its quarterly dividend at $0.94/share. NHI's established same-store portfolio generated a strong 19.5% increase in SHOP NOI during Q3, but noted that operator transitions created more disruption than anticipated, while slower occupancy gains at several legacy properties and elevated one-time expenses also weighed on results. NHI noted some improvement in August, September, and October, but is increasing spending to accelerate lease-up, including additional recurring capex for unit turns and property upgrades. These initiatives contributed $2.8M of the guidance reduction, while lower SHOP NOI contributed another $2.3M. NHI is also evaluating the potential sale of several lagging SHOP assets that could generate $100M for redeployment into higher-growth properties. NHI continues to aggressively pivot toward private-pay senior housing, with SHOP now representing 18% of NOI vs. 9% entering the year. NHI expects 2026 investments to approach $590M, with another $285M under signed LOIs and a $400M additional pipeline. NHI's balance sheet remains relatively strong, with leverage below 3x. $NHI | @AllTheREITNews | @DailyREITBeat | @ReitAcademy @bradthomas | #REITs
View original →📰 The Daily REITBeat | Tuesday, November 10th $AHRT, $AMT, $APLE, $LINE, $NHI, $SBRA, $SMA, $TRNO @AllTheREITNews | @DailyREITBeat | @ReitAcademy | @REITs_Nareit Full Report: https://t.co/RfYoeZZHpA https://t.co/Vh90G7viI8
View original →🌇 Daily REITBeat - Late Edition REITs rallied broadly alongside a sharp rebound in technology stocks, as another plunge in oil prices helped offset modestly higher Treasury yields. 🟢 S&P 500: +2.4% 🟢 Equity REITs: +1.6% 🟢 Housing Index: +1.9% 🛢️ Crude Oil: $86.98 (-4.2%) U.S. Treasury Yields 🔴 2-Year: 4.56% (+5 bps) 🔴 10-Year: 4.87% (+2 bps) ⚪ 30-Year: 5.27% (0 bps) #REITs @DailyREITBeat
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