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- The Daily REITBeat | Thursday, August 20th, 2026
The Daily REITBeat | Thursday, August 20th, 2026
"Losing Steam?"
David Auerbach
August 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
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 such as US/Iran, oil, treasuries, tech/AI and earnings results from Walmart and Alibaba.
From Bloomberg
"A rebound in long-dated Treasuries ran out of steam and US stock futures struggled for direction as rising oil prices brought inflation risks back to the fore.
S&P 500 futures were little changed. Treasuries resumed declines, with the 30-year yield up three basis points to 5.22% as the impact of Treasury Secretary Scott Bessent’s push to rein in borrowing costs faded. Brent headed toward $94 a barrel. The dollar extended declines, while gold slipped. Bitcoin traded above $70,000 for the first time since June.
In Europe, the Stoxx 600 nudged lower to extend its longest losing streak of 2026. Government bonds were mixed. The euro, pound and Swiss franc gained ground against the dollar.
Traders are taking stock after Bessent announced a surprise increase in long-term bond buybacks to stem a rise in yields that had taken them to a near two-decade high. Elevated yields have kept equity prices in check, with the S&P 500 still down since Monday after hitting a record high last week."
In REIT News
Yesterday, Raymond James reinstated SAFE with a Market Perform rating
Barclays upgrades AMT to Overweight from Equalweight (raise price target by $3 to $198)
Barclays upgrades CCI to Overweight from Equalweight (lower price target by $8 to $84)
KeyBanc upgrades EPR to Overweight from Sector Weight ($70 price target)
Yesterday, Morningstar upgraded SPG to Hold from Sell (raised price target by $30 to $229)
KRG announced the appointment of Cooper Clark as Vice President, Capital Markets & Investor Relations and will play a key role in its engagement with the investment community while supporting the Company’s capital allocation decisions, strategic investments, and long-term value creation initiatives
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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.