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- The Daily REITBeat | Tuesday, April 21st, 2026
The Daily REITBeat | Tuesday, April 21st, 2026
"Uncertainty in the Air"
David Auerbach
April 21, 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
Futures in the green at the time of this writing as talking heads focus on the looming end to the ceasefire between the US/Iran along with Kevin Warsh’s Fed confirmation hearing. Earnings and an economic calendar plus Tim Cook’s retirement from Apple getting attention.
From Bloomberg
"Stocks rose amid strong corporate earnings as traders waited to see if Iran will join talks that could restore oil flows from the Middle East. The dollar gained and Treasuries wavered ahead of Kevin Warsh’s Senate hearing.
Futures for the S&P 500 climbed 0.5%. Brent slipped 0.5% to below $95 a barrel, with President Donald Trump saying negotiations between the US and Iran could begin as early as Tuesday. UnitedHealth Group Inc. rose more than 7% in early trading on a first-quarter profit beat. General Electric Co. also topped estimates while RTX Corp. raised its profit and sales forecasts.
All eyes are on the Middle East after Trump signaled he is unlikely to extend a two-week ceasefire in a war that’s upended global oil markets. Tehran has yet to confirm that it will take part in the Islamabad talks, with Trump threatening strikes on the Islamic Republic’s power infrastructure if diplomacy fails."
In REIT News
BNP Paribas downgrades SILA to Neutral from Outperform (raise price target by $3 to $31)
Yesterday, Morningstar downgraded REG to Hold from Buy (maintain $86 price target)
NTST announced quarterly earnings while ADC, ELS announce after the close of trading
Moody’s upgraded AMT’s senior unsecured ratings to “Baa2” from “Baa3” and its senior unsecured shelf rating to “(P)Baa2” from “(P)Baa3” and revised its outlook to stable from positive
Yesterday morning, TRNO executed a lease for a transshipment facility on 10.2 acres in Hayward, CA with a fully autonomous all-electric ride-hailing provider which commenced March 13, 2026 and will expire March 2031
Yesterday morning, SILA entered into a definitive merger agreement pursuant to which certain affiliates of Blue Owl Real Estate Capital LLC will acquire all outstanding shares of common stock of the company for $30.38/share in an all-cash transaction valued at approximately $2.4 billion
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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.