The Daily REITBeat | Friday, May 8th, 2026

"A Love Tap?"

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

Today’s Newsletter (May 8th, 2026)

Futures in the green at the time of this writing as talking heads focus on the April Nonfarm Payrolls report, earnings, and the US/Iran conflict. Oil and treasuries once again on the move with other assorted economic data coming due.

From Bloomberg

  • "A rally in technology stocks is lifting US index futures as investors wait for the monthly jobs report. Oil fluctuated while the Trump administration pushed for a peace deal with Iran.

  • The S&P 500 and Nasdaq 100 were set to test new highs as futures rose 0.5% and 0.7%, respectively. US equities were the standout performers on a tough day for stocks elsewhere as clashes in the Middle East risked undermining efforts to secure a permanent end to the war.

  • Benchmarks in Europe and Asia fell. Brent advanced as much as 2.9% before trimming the move to trade just above $100 a barrel. Treasuries rose ahead of April’s payroll numbers, with the two-year yield falling one basis point to 3.90%. The dollar headed for a second straight week of losses.

  • US stocks are rising at the end of a week in which optimism that the conflict is nearing an end and blowout earnings from major tech firms drove the S&P 500 to a succession of records. Hopes that oil flows would soon resume through the Strait of Hormuz also eased inflation worries, even as uncertainty remains over how soon the US and Iran can reach an agreement."

In REIT News

  • AHR, BFS, BRT, CBL, CTRE, HHH, NLCP, ONL, OUT, SILA, SITC, STRW announced quarterly earnings

  • UMH entered into a Third Amended and Restated Credit Agreement to amend and extend its existing unsecured revolving credit facility which provides for $260 million in available borrowings with a $340 million accordion feature, bringing the total potential availability up to $600 million and extends the maturity date of the Facility from November 7, 2026 to May 7, 2030 with a further one-year extension available at the Company’s option

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Have a great day!

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.