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- The Daily REITBeat | Monday, April 27th, 2026
The Daily REITBeat | Monday, April 27th, 2026
"Is It Sustainable?"
David Auerbach
April 27, 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/
Futures mixed at the time of this writing as talking heads focus on the usual topics such as US-Iran stalled conversations, a big week of earnings and economic calendar data, oil/gold, Chairman Powell’s last Fed meeting, and the shooting at the correspondents dinner on Saturday night.
From Bloomberg
"US stocks held near record highs at the start of a week that will feature a raft of megacap tech earnings and central bank decisions, with the Strait of Hormuz still shut after efforts to resume US-Iran talks stalled.
S&P 500 futures were little changed. Brent crude rose 1.1% to about $106.50 a barrel after President Donald Trump canceled a trip by top envoys to mediators in Pakistan over the weekend. Tehran signaled it would accept an interim deal to reopen Hormuz in exchange for the US lifting its blockade of Iranian ports, Axios reported Monday.
The S&P 500 is up nearly 10% this month following an unprecedented rally in chipmakers and robust earnings, helping the benchmark recoup all losses after the war in the Middle East upended energy flows. Chip stocks are set for further gains on Monday, with names such as Qualcomm Inc., Intel Corp. and Micron Technology Inc. rising in premarket trading. Nasdaq 100 futures climbed 0.2%.
In what is shaping up to be one of the busiest weeks so far this year, four tech hyperscalers — Alphabet Inc., Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc. — are due to report Wednesday, followed by Apple Inc. a day later. Representing about a quarter of the S&P 500’s market capitalization, the firms will give investors a clear read on whether the rally is sustainable."
In REIT News
Maxim Group initiates DHC with a Buy rating ($9.50 price target)
Barclays downgrades COLD to Underweight from Overweight (lower price target by $3 to $12)
Barclays downgrades LINE to Underweight from Equalweight (lower price target by $4 to $34)
HSBC downgrades DLR to Hold from Buy (raise price target by $17 to $210)
DEA announced quarterly earnings while ARE, AVB, BRX, CDP, KRC, PSA, SUI, VTR announce after the close of trading and AMT, CURB, NXRT announce tomorrow morning before the open
CTRE announced the recent closing of investments totaling $628 million plus Moody’s upgraded its limited partnership’s backed senior unsecured notes rating to “Baa3” from “Ba1” and withdrew the company’s “Ba1” corporate family rating while assigning a “Baa3” issuer rating to the company and revised its outlook to stable from positive on Friday
On Friday, FCPT announced the acquisition of a Fogo de Chão property located in a strong retail corridor in Illinois for $5.7 million noting that the property is corporate-operated under a long term, net lease with approximately 14 years of term remaining and priced at a 7.0% cap rate on rent as of the closing date and exclusive of transaction costs
On Friday, Fitch Ratings affirmed LXP’s “BBB” Long-Term Issuer Default Rating with a stable outlook
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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.