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The TreppWire Podcast: A Commercial Real Estate Show
301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital
Jan 14, 2025
David Auerbach, Chief Investment Officer at Hoya Capital and a veteran of the REIT industry, shares insights on navigating the current and future landscape of Real Estate Investment Trusts. He emphasizes the importance of long-term strategies and dividend growth, exploring current trends like single-family rentals and the evolution of retail spaces. Auerbach also discusses how healthcare REITs adapt to demographic changes and the critical need for diversification in investment portfolios as we approach 2025.
55:09
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Quick takeaways
- David Auerbach discusses the influence of interest rates on the REIT sector's performance compared to traditional investments like the S&P 500.
- The podcast emphasizes the importance of long-term investment strategies in REITs, highlighting dividend growth as a key focus for investors.
Deep dives
David Auerbach's Journey into the REIT Industry
David Auerbach's entry into the Real Estate Investment Trust (REIT) industry began under unexpected circumstances. After getting fired from his position as a retail financial advisor over a disagreement about networking, he serendipitously found a job with Green Street Advisors, a renowned REIT research firm. This experience allowed him to witness significant events in the REIT sector, including various market crises and the emergence of new property sectors. His unique perspective and hands-on experience during pivotal moments in the industry have shaped his insights into current market trends and sector evolution.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode