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- The Daily REITBeat | Tuesday, August 25th, 2026
The Daily REITBeat | Tuesday, August 25th, 2026
"Back and Forth"
David Auerbach
August 25, 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 green at the time of this writing as talking heads focus on US/Canada trade tariffs, US/Iran conflict, oil, treasuries and setting the stage for tomorrow’s Nvidia earnings.
From Bloomberg
"Global stocks rose as chipmakers rebounded, with falling bond yields adding support after Brent crude slid below $90 a barrel.
S&P 500 futures climbed 0.5%, while those for the Nasdaq 100 advanced 0.9%. Nvidia Corp. was poised to break its longest losing streak since 2022. Gold snapped a four-day run of gains, while the dollar held steady. The yield on 10-year Treasuries declined three basis points.
Brent fell by the most in nearly two weeks. The New York Times reported the US is preparing to send diplomats back to embassies in the Middle East, suggesting Washington doesn’t anticipate a renewal of a full-scale conflict with Iran.
Chip stocks are finding their footing a day before the latest earnings report from Nvidia, which has for years been a bellwether for the artificial intelligence trade. More recently, it has also become involved in orchestrating funding for projects across the technology’s ecosystem."
In REIT News
Jefferies initiates CURB with a Buy rating ($36 price target)
Morgan Stanley reinstates VMRK with an Overweight rating ($75 price target)
Cantor reinstates VMRK with a Neutral rating ($70 price target)
SUI announced that Robert A. (“Bob”) Garechana will join the Company as Executive Vice President and Chief Financial Officer effective September 8, 2026 succeeding Fernando Castro-Caratini who will transition to an advisory role with the company
DLR has been selected under Singapore’s second Data Center Call for Application (DC-CFA2) with a provisional allocation of 50 megawatts (MW) of capacity to develop a new data center at Jurong Town Corporation’s low-carbon data center park on Jurong Island
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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.