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- The Daily REITBeat | Monday, August 31st, 2026
The Daily REITBeat | Monday, August 31st, 2026
"Work To Do"
David Auerbach
August 31, 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 red at the time of this writing as talking heads focus on the usual topics like US/Iran, interest rates, oil, and treasury yields as we approach another month-end trading rebalance.
From Bloomberg
"US stock futures slipped in thin trading and oil prices jumped on the back of renewed hostilities in the Middle East.
Futures on the S&P 500 were down about 0.2% and contracts on the Nasdaq 100 dipped 0.1%. Europe’s benchmark Stoxx 600 equity index edged 0.2% lower, with UK markets closed for a holiday.
A renewed rise in oil prices complicates the outlook for interest rates as investors digest Federal Reserve Chairman Kevin Warsh’s hawkish inflation comments at Jackson Hole. Traders boosted bets on a September rate hike after he spoke, although some market commentators expressed skepticism about such a move.
The two-year Treasury yield, which is the most sensitive to interest-rate changes, dropped three basis points in illiquid electronic trading, paring some of Friday’s jump after Warsh warned that inflation isn’t meaningfully slowing, and policymakers have “work to do.” The dollar edged lower against major peers after jumping the most in more than two months on Friday."
In REIT News
Baird upgrades STAG to Outperform from Neutral (maintain $42 price target)
On Friday, Morningstar upgraded REG to Buy from Hold (raised price target by $8 to $94)
UMH secured a new Fannie Mae mortgage for one of its communities containing 267 sites, through Wells Fargo Bank, N.A., for total proceeds of approximately $10.2 million as the interest-only loan is at a fixed rate of 6.03% with a 10-year term and proceeds will be used to invest in additional acquisitions, expansions, rental homes and repay higher interest rate debt on a short-term basis
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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.