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- The Daily REITBeat | Wednesday, September 2nd, 2026
The Daily REITBeat | Wednesday, September 2nd, 2026
"Intensifying"
David Auerbach
September 02, 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 mixed at the time of this writing as talking heads focus on the re-escalation of attacks between the US/Iran along with oil, treasuries, pending economic data, and Dell’s strong earnings report.
From Bloomberg
"Stocks fell while bond yields stayed elevated as intensifying US-Iran hostilities extended oil’s advance, leaving the prospect of September interest-rate hikes across major economies firmly in play.
Brent crude fluctuated near $95 a barrel after the US carried out its second round of attacks against the Islamic Republic in three days. Bonds fell in Europe and Asia. Thirty-year Treasury yields were around 5.28%, near the 19-year high hit before Treasury Secretary Scott Bessent expanded a buyback program to contain long-term borrowing costs.
S&P 500 futures dropped 0.2% after three straight sessions of losses. Chipmakers were under pressure in premarket trading. Dell Technologies Inc. rallied on a strong revenue forecast. Europe’s Stoxx 600 retreated 0.7%, while Asian stocks fell the most in two weeks. The dollar barely budged.
The latest rally in energy prices is compounding worries about persistent inflation, pushing up the premium traders demand for bonds already straining under heavy government spending and corporate demand. Traders put the odds of rate hikes this month at more than 50% for three major central banks, including nearly 70% for the Fed."
In REIT News
AHR acquired six communities comprising 464 units from Kensington Senior Living for a total investment of approximately $572 million as part of an eight-community, 745-unit portfolio with an aggregate contract purchase price of approximately $873 million which is below replacement cost and the remaining two communities are subject to definitive purchase agreements and are expected to close in the fourth quarter of 2026 subject to the satisfaction of specified closing conditions
RHP closed on the previously announced acquisition of Grande Lakes Orlando Resort in Orlando, FL and lowers 2026 Adjusted FFO outlook to $8.90-$9.26/share from $8.98-$9.28/share
EPR published its fifth annual Corporate Responsibility Report highlighting its environmental, social, and governance performance and details its continued progress across its experiential real estate portfolio with disclosures aligned to the Task Force on Climate-Related Financial Disclosures (TCFD), the Sustainability Accounting Standards Board (SASB) Real Estate Standard, and the United Nations Sustainable Development Goals (SDGs)
Yesterday morning, PSA closed on the acquisition of Public Storage Canada where it paid consideration worth approximately $1.2 billion at closing, consisting of approximately $900 million of OP units (2.76 million units, valuing each such unit at $321.98/unit) and approximately $310 million in cash and now owns and operates a high-quality portfolio of 5.3 million square feet across 68 properties spanning Toronto, Vancouver, Montreal, Calgary, and Ottawa
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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.