The Daily REITBeat | Thursday, August 27th, 2026

"Another Blowout?"

Author

David Auerbach
August 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

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/ 

Today’s Newsletter (August 27th, 2026)

Futures mixed at the time of this writing as talking heads focus on Nvidia’s earnings results and the impact on AI/tech stocks along with Jackson Hole symposium event with Chairman Warsh’s speech tomorrow.

From Bloomberg

  • "US stocks advanced as a bullish outlook from Nvidia Corp. bolstered confidence that the rapid growth in artificial-intelligence spending is likely to run for longer.

  • Nasdaq 100 contracts climbed 0.8%, while S&P 500 futures rose 0.3%. Nvidia jumped 5.8% in early trading after issuing a revenue growth forecast for fiscal 2028 far above expectations. Salesforce Inc. surged 10% as the software firm’s outlook reassured investors it can compete successfully in the AI era. 

  • A $31 billion venture between Kioxia Holdings Corp. and Sandisk Corp. to ratchet up flash memory production added to the buoyant tone in technology stocks. 

  • Treasuries fell, with 10-year yields up one basis point to 4.66%. The dollar was little changed, while gold hovered near $4,600 an ounce. Brent crude rose modestly to snap a three-day stretch of losses.

  • Nvidia’s upbeat outlook offered relief to investors concerned about a bubble in the AI economy as Chief Executive Officer Jensen Huang said demand for its artificial-intelligence accelerators continues to expand. The chips are key components for training and running AI models."

In REIT News

  • Yesterday, KeyBanc initiated VMRK with a Sector Weight rating

  • Deutsche Bank upgrades LTC to Buy from Hold (raise price target by $17 to $55)

  • Piper Sandler upgrades MAC to Overweight from Neutral (raise price target by $2 to $30)

  • BMO upgrades EXR to Outperform from Market Perform (raise price target by $10 to $170)

  • BofA upgrades SUI to Neutral from Underperform (maintain $140 price target)

  • Yesterday, Morningstar upgraded ESS to Buy from Hold (raised price target by $21 to $329)

  • BMO downgrades SMA to Market Perform from Outperform (raise price target by $2 to $38)

  • AMT announced the sale of its 255 wireless communication sites across Canada to CVC Capital which is expected to close in the fourth quarter of 2026

  • DLR started construction on a new, state-of-the-art data center in Glattbrugg (Switzerland) as the facility – ZUR4 – will provide 15 megawatts (MW) of IT capacity across approximately 6,300 square meters of space

  • INVH announced that James Curl will join the Company as Executive Vice President and Chief Technology Officer on September 8th

  • XRN granted employment inducement awards to three executive officers who joined the Company in 2026 which will be issued on August 27, 2026 and will consist of an aggregate of 80,000 stock options granted to Aaron Roseth, Chief Operating Officer, Robert H. Zeiller, Chief Development Officer and Head of Seniors Housing, and Matthew Whitlock, Chief Investment Officer and will have an exercise price of $60.00 per share and a ten-year term and will vest in three equal annual installments on each of the first, second and third anniversaries of the grant date, subject to each executive's continued employment with the Company through the applicable vesting date and the terms and conditions of the applicable award agreements

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The Daily REITBeat 8-27-26.pdf1.00 MB • 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.