The Daily REITBeat | Wednesday, April 1st, 2026

"Nearing a Conclusion?"

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 1st, 2026)

Futures in the green at the time of this writing as talking heads focus on optimism that the Middle East war is near a conclusion and could be over in 2-3 weeks while treasuries, oil, and commodities continue to move.

From Bloomberg

  • "US stocks pushed higher as optimism mounted that the war in the Middle East is nearing a conclusion, pulling Brent briefly below $100 a barrel and lifting bonds. The dollar posted its biggest drop in a week.

  • The S&P 500 is poised to add 0.5% to its biggest daily advance since May, driven by President Donald Trump saying he foresaw the US ending the war with Iran within two to three weeks. European stocks jumped 2%, alongside a 4.8% surge in Asian shares.

  • Brent fell 5.4% before trimming the move as the Strait of Hormuz remained largely closed and missile and drone attacks continued across the Gulf. Traders pared bets on tighter monetary policy, sending two-year Treasury yields three basis points lower to 3.76%. Comparable UK gilt yields dropped eight basis points to 4.32%.

  • It would take time for oil flows to return to normal even if the war ends within Trump’s timeframe, especially with some energy facilities damaged during the conflict. Trump’s team has also suggested that reopening Hormuz strait, which carries about 20% of global crude, may not be necessary to end the hostilities."

In REIT News

  • Piper Sandler initiates COLD with a Neutral rating ($13 price target)

  • SVC priced a 416.7 million share offering of its common stock at $1.20/share raising gross proceeds of $500 million and intends to use the net proceeds to redeem all or a portion of the $100.0 million principal amount outstanding of its 4.95% senior notes due 2027 and/or the $450.0 million principal amount outstanding of its 5.50% senior notes due 2027

  • WSR signed an approximately 5,800 sf lease with Parkhill, a multidisciplinary architecture and engineering firm, to open a new office presence in Houston, TX at BLVD Place located in the prestigious Uptown District

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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.