The Daily REITBeat | Wednesday, April 15th, 2026

"New Talks??"

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

Today’s Newsletter (April 15th, 2026)

Futures in the green at the time of this writing as talking heads focus on more potential peace conversations between the US and Iran as markets continue their upward move as oil and treasuries remain under close watch while bank earnings season rolls along.

From Bloomberg

  • "US stocks are holding firm near an all-time high following a rally powered by optimism around a potential peace deal in the Middle East, with traders now eyeing confirmation of new talks.

  • Futures for the S&P 500 were little changed after the benchmark closed within a whisker of a record. Bank of America Corp. rose 1% in premarket trading as its traders pulled in their highest quarterly revenue in more than a decade.

  • Stock and bond markets are increasingly pricing out much of the risk premium built up since the conflict started in late February as the US and Iran look to arrange a second round of negotiations. 

  • President Donald Trump told the New York Post that talks could resume “over the next two days” and said in a Fox Business interview the war is “close to over.” Mediators moved closer to extending the ceasefire between the two parties, the Associated Press reported.

  • Brent erased early losses to rise 1.7% above $96 a barrel as the US pressed ahead with a naval blockade of the Strait of Hormuz. Treasuries edged lower, with the two-year yield rising one basis point to 3.76%. The dollar was little changed while gold fell below $4,800 an ounce."

In REIT News

  • Mizuho upgrades AMT to Outperform from Neutral (raise price target by $16 to $205)

  • Deutsche Bank upgrades ELS to Buy from Hold

  • Deutsche Bank downgrades SUI to Hold from Buy

  • SLG announces earnings after the close of trading while PLD announces tomorrow morning before the open

  • BXP announced more than 200,000 sf of new leases at 680 Folsom and 50 Hawthorne in San Francisco's South Financial District which brings 50 Hawthorne to full occupancy and 680 Folsom to more than 90% leased as Dropbox has leased the entire 64,000 sf building at 50 Hawthorne while Decagon has leased approximately 70,000 sf across the sixth and seventh floors and Swinerton Builders plus a software company each leased 35,000 sf at 680 Folsom

  • DEI announced the $260 million acquisition of the Bedford Collection, a premier 246,000 sf outpatient medical portfolio located on Bedford Drive in the prestigious Beverly Hills (California) "Golden Triangle"

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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.