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- The Daily REITBeat | Tuesday, May 19th, 2026
The Daily REITBeat | Tuesday, May 19th, 2026
"Holding Off?"
David Auerbach
May 19, 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/
Futures in the red at the time of this writing as talking heads focus on the usual topics such as oil and treasuries, Iran conflict, tech stocks/AI and earnings results from Home Depot plus Nvidia’s earnings report on the horizon.
From Bloomberg
"A retreat in technology shares pulled stocks lower in the US and Asia. Oil fell modestly and Treasuries slipped as traders waited for signs of progress toward a peace deal in the Middle East.
Nasdaq 100 futures slid 0.6%. Those for the S&P 500 were down 0.3%, putting the benchmark on course for its longest losing streak since March. South Korea’s Kospi index led losses in Asia. Europe’s Stoxx 600 rose 0.7% as media and financial services outperformed.
A rally in stocks fueled by the buildout of artificial intelligence is faltering after powering global equities to record highs in the face of rising bond yields and elevated crude prices. At the same time, lagging sectors such as healthcare are catching up after underperforming over the past few weeks.
Money managers have increased their exposure to stocks by the most on record this month, leaving them the most overweight since January 2022, a Bank of America Corp. survey showed."
In REIT News
Bernstein upgrades AMT to Outperform from Market Perform (maintain $207 price target)
CTRE priced an upsized 12.5 million share offering in a forward sale agreement on behalf of its operating partnership raising gross proceeds of $509.4 million (~$40.75/share) and intends to use the net proceeds for general corporate purposes, which may include, among other things, future acquisitions or investments, or debt repayment
FCPT announced the acquisition of a BJ's Restaurant and Brewhouse property located in a strong retail corridor in Texas for $4.6 million and noted that the property is corporate operated under a long-term triple net lease which priced at a cap rate in range with previous transactions
Yesterday morning, Drip Coffee filed suit in the Circuit Court of the Seventeenth Judicial Circuit in Broward County, FL accusing KIM of systemic fraudulent business practices in which the company enters into multi-year leases with tenants while simultaneously planning to evict those same tenants at a later date to make room for larger retailers
Yesterday morning, FRMI filed a preliminary Consent Revocation Statement with the U.S. Securities and Exchange Commission which responds to former Chief Executive Officer Toby Neugebauer's preliminary consent solicitation
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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.