The Daily REITBeat | Thursday, April 16th, 2026

"Find an Off Ramp?"

**Next Daily Publication is Monday, April 20th**

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 (April 16th, 2026)

Futures in the green at the time of this writing as talking heads focus on new highs in the S&P 500 with macro headlines constantly swirling as earnings season continues on and other topics such as oil, gold, treasuries and economic calendar get attention.

From Bloomberg

  • " US stocks held at record highs amid strong demand for technology shares as investors looked for progress toward a longer-term peace deal in the Middle East.

  • S&P 500 futures were little changed after the benchmark closed above the 7,000 mark for the first time. Nasdaq 100 contracts advanced as much as 0.5% before trimming the move. The early hours of the session saw a rally in technology stocks after Taiwan Semiconductor Manufacturing Co.’s upbeat revenue outlook highlighted the resilience of AI chip demand. 

  • Brent rose toward $96 a barrel as movements through the Strait of Hormuz remained all but paralyzed. Bonds rose, led by gains in Europe where central bank policymakers signaled they’re in no rush to raise interest rates. The dollar snapped an eight-day losing streak while gold rose above $4,800 an ounce.

  • Stock markets have rebounded as signs of easing tensions in the Middle East, combined with a fresh burst of AI optimism and corporate earnings, pushed investors to abandon their cautious views. Still, delegates at the International Monetary Fund and World Bank meetings in Washington have cautioned that markets are underestimating the war’s economic damage.

  • In the latest developments in the conflict, Pakistan stepped up efforts to help the US and Iran prolong a ceasefire that’s set to expire next week."

In REIT News

  • Morningstar downgrades DLR to Sell from Hold (maintain $170 price target)

  • Morningstar downgrades WELL to Sell from Hold (maintain $184 price target)

  • PLD and SLG announced quarterly earnings

  • CPT entered into a binding term sheet for a settlement with the named plaintiffs in the RealPage Class Action Litigation on April 7th and will pay an aggregate of $53 million into a settlement fund to settle all claims asserted, or which could have been asserted, against the Company

Download today’s Daily REIT Beat here!

The Daily REITBeat 4-16-26.pdf870.26 KB • PDF File

Welcome your comments and feedback.

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.