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- The Daily REITBeat | Monday, April 20th, 2026
The Daily REITBeat | Monday, April 20th, 2026
"A Turbulent Weekend"
David Auerbach
April 20, 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
Futures in the red at the time of this writing as talking heads focus on the volatile weekend in the Middle East as a looming deadline approaches while Oil and bonds are once again on the move and earnings season gets fully underway with a busy economic calendar week.
From Bloomberg
"Oil jumped, driving US stocks and Treasuries lower after a turbulent weekend in the Middle East cast doubt on the prospects for peace talks ahead of a looming ceasefire deadline.
Brent rose 5.2% above $95 a barrel as the US Navy carried out its first seizure of an Iranian vessel in the Strait of Hormuz. Iran had earlier halted traffic through the waterway less than 24 hours after saying ships could pass.
The S&P 500 was on track to open 0.5% lower following a succession of record highs. European stocks slid 1.1%. Bond yields rose sharply in Europe, whereas the moves in Treasuries were more modest. Gold dropped below $4,800 an ounce, while the dollar was little changed.
Monday’s risk-off moves are denting a rally that had erased all of the war-driven losses in US stocks. President Donald Trump and Iranian officials offered disparate views on the next stage of the war, leaving it unclear whether the sides would meet for talks on Tuesday, with a truce set to expire shortly."
In REIT News
NTST announces earnings after the close of trading
FRMI announced a series of strategic and leadership initiatives under a new phase of its evolution as Lead Independent Board Director Marius Haas has stepped into the role of Chairman of the Board while co-founder Toby Neugebauer has departed from his role as Chief Executive Officer but remains a member of the Board plus Miles Everson has resigned as CFO and has been elected as a Board Director and Jeffrey S. Stein has been elected to the Board of Directors while Jacobo Ortiz Blanes and Anna Bofa have been appointed as Co-Presidents of the Company and share in the responsibilities previously held by Toby Neugebauer
On Friday, TRNO executed an early lease renewal for 68,000 sf in Washington, D.C. with a provider of educational services noting that the lease will commence December 1, 2026 and expire December 2031
On Friday, Sieve Capital LLC issued an open letter urging COLD shareholders to vote “AGAINST” the reelection of Mark Patterson and Andrew Power to the Company’s Board of Directors at its upcoming Annual Meeting of Shareholders noting that both currently serve together as directors of Digital Realty Trust, Inc. and Americold plus they are also alumni of the same investment bank
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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.