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- The Daily REITBeat | Friday, August 21st, 2026
The Daily REITBeat | Friday, August 21st, 2026
"Waiting for a New Initiative"
David Auerbach
August 21, 2026
Various Initiatives and Website Links
Hoya Capital: www.hoyacapital.com
4800 Partners (REIT IR/Marketing/PR/Story Telling): www.4800partners.com
All the REIT Jobs Website: www.allthereitjobs.com
B-A-N-D Visual Storytelling: www.b-a-n-d.com/reit
REIT TV: www.reittv.com
REIT Academy: https://reitacademy.com/
The NexAI Cyber Perspective
REITs are entering a new phase of technology risk. The market is trying to solve AI acceleration with more disconnected tools. That is not the right approach. The REITs that succeed will move from tools to governed operating models; replace static assessments with continuous assurance; map third-party dependencies by operational impact; and build evidence that controls are operating effectively.
NexAI Cyber notes that as real estate becomes more digital, connected, and AI-enabled, cyber resilience and governance are no longer back-office issues. They are core operating capabilities tied directly to growth, valuation, trust, and business continuity.
Learn more at https://www.nexaicyber.com/
Futures in the green at the time of this writing as talking heads focus on a volatile week of treasury yields as “after the government’s efforts to stymie a selloff in the Treasury market. Bonds, particularly on the long end of the curve, have been under pressure as investors fear rising inflation due to higher oil prices.”
From Bloomberg
"US equities advanced, with crypto-linked stocks among the biggest gainers as Bitcoin headed for its best week in more than three years. Treasuries trimmed early gains as oil wavered.
S&P 500 futures were up 0.3%, while the index remained on track for its first weekly loss this month. Strategy Inc., Coinbase Global Inc. and Robinhood Markets Inc. rallied in premarket trading as Bitcoin raced toward $78,000. Europe’s Stoxx 600 was on course to dodge its worst run of losses in nearly a decade. Chipmakers drove an advance in Asia.
After days of swings that saw long-dated yields hit their highest levels in decades, Treasuries were little changed on Friday. Brent crude hovered near $94 a barrel. Gold hit the highest level since May. The dollar remained under pressure, falling 0.3%.
Investors are assessing the fallout from a week that saw bond yields spike on worries about inflation and spendthrift governments, a surge that prompted the Treasury to intervene to curb long-dated borrowing costs. They are now awaiting a promised new initiative from Treasury Secretary Scott Bessent aimed at fiscal consolidation."
In REIT News
Wells Fargo reinstates VMRK with an Overweight rating ($72 price target)\
BDN upsized its previously announced tender offer by its operating partnership for its outstanding 8.875% guaranteed notes due 2029 by $20 million from $50 million to $70 million and extended the expiration date from 5:00pm eastern on August 21, 2026 to 5pm eastern on August 25, 2026
RYN released its 2025 Corporate Responsibility Report which highlights the company’s progress across four corporate responsibility pillars: Forests, Planet, People, and Practices which focus on managing forests sustainably, minimizing environmental impacts, focusing on Team Members and safety, and prioritizing strong governance practices
Yesterday morning, TRNO acquired an industrial property located in Redmond, WA for a purchase price of approximately $8.0 million noting that the vacant property consists of one industrial distribution building containing approximately 21,000 sf on 1.5 acres and the estimated stabilized cap rate is 5.9%
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David Auerbach
David Auerbach boasts over two decades of experience in the securities industry, specializing as an institutional trader with a focus on Real Estate Investment Trusts (REITs), Equity and Preferred stocks, MLPs, ETFs, and Closed End Funds.
Based in Dallas, TX throughout his entire career, David currently serves as the Chief Investment Officer for Hoya Capital, managing the Hoya Housing 100 ETF (Ticker: HOMZ) and The High Yield Dividend ETF (Ticker: RIET). Additionally, he acts as a consultant with 4800 Partners focusing on corporate access in the REIT industry.
Previously, David held the position of Managing Director at Armada ETF Advisors, the sub-advisor for the Residential REIT ETF (Ticker: HAUS) and The Private Real Estate Strategy via Liquid REITs ETF (Ticker: REAI).
David's industry journey includes roles at World Equity Group, Esposito Securities, and Green Street Advisors where he got his start in the REIT industry. At Esposito Securities, he played a crucial role in building the REIT/Real Estate platform and worked extensively with institutional investors, Equity REITs, and ETF issuers.
Throughout his career, David has been quoted by reputable publications such as Bloomberg, WSJ, Financial Times, Barron’s, Commercial Observer, Bisnow, CoStar, REIT.com, and GlobeSt.com. He has also made notable appearances as a featured guest on networks like Yahoo Finance, Schwab Network, and Bloomberg.
David holds a BBA in Finance from the University of Texas at Austin (May 1999) and an MBA in Finance from Southern Methodist University (May 2005). He maintains FINRA Series 7, 24, 55, and 63 registrations.
In his leisure time, David is an avid traveler, often found crisscrossing the country in pursuit of attending as many Phish concerts as possible.