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- The Daily REITBeat | Tuesday, September 1st, 2026
The Daily REITBeat | Tuesday, September 1st, 2026
"A Weak Kickoff"
David Auerbach
September 01, 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 like oil, treasuries, US/Iran, interest rates and today’s Dell earnings report along with John Ternus CEO tenure starting at Apple.
From Bloomberg
"Stocks kicked off September on a weak note, with rising oil prices helping to push global bond yields higher and adding to bets that central banks will raise interest rates this month.
Nasdaq 100 futures fell 1.1% as stocks linked to the global buildout of artificial intelligence lost ground. S&P 500 contracts slid 0.6%. Ten-year Japanese yields hit the highest level this century as US Treasury Secretary Scott Bessent pressed the Bank of Japan to tighten policy amid fresh weakness in the yen.
Treasuries fell across the curve, with the 10-year rate touching its highest since January 2025. Thirty-year yields extended their stint above 5%, already the longest since 2006. UK gilts sharply underperformed in Europe. The dollar outperformed most major currencies, while gold headed for a two-week low.
Continued disruptions to energy flows through the Strait of Hormuz sent Brent crude above $92. In the latest escalation in the Middle East, two oil supertankers were struck by unknown projectiles in quick succession while transiting the waterway, according to maritime security consultants Marisks."
In REIT News
Wells Fargo resumes PSA with an Equalweight rating ($311 price target)
BMO upgrades PK to Outperform from Market Perform (raise price target by $4 to $18)
BMO downgrades XHR to Market Perform from Outperform (lower price target by $1.50 to $20.50)
Fitch Ratings assigned PSTL and its limited partnership a first-time Long-Term Issuer Default Rating of “BBB” with a stable outlook plus assigned a “BBB” rating to its limited partnership’s senior unsecured debt
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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.