The Crexi Commercial Real Estate Podcast | CRE Insights & Strategies David Auerbach & Understanding REITs Beyond The Headlines
David Auerbach, Chief Investment Office at Hoya Capital, explains the potential of REITs and how they can fit into an investor’s overall portfolio.
The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.
In this episode of The Crexi Podcast, host Shanti Ryle, Director of Content Marketing at Crexi, sits down as David shares insights from over 25 years of experience in the REIT industry. The conversation explores the evolution of REITs, and the essential role of rent in investment decisions.
David also highlights the importance of dividends, REITs' resilience through market cycles, and the impact of technology on the industry. The episode explores the fundamentals of REITs, their significance for investors, and how Hoya Capital approaches its ETF strategy. Listeners gain a wealth of knowledge about the opportunities within the REIT space and what the future holds for commercial real estate investments.
- Meet David Auerbach: A REIT Industry Veteran
- David's Journey into the REIT Space
- Early Career Challenges and Lessons
- The Evolution of the REIT Sector
- Building Relationships and Trust in Trading
- The Role of Technology and Social Media in Trading
- The Importance of Compliance and Communication
- Understanding REIT Fundamentals and Market Cycles
- The Impact of Technology on REITs
- Observing REIT Properties in Real Time
- The Critical Role of Rent in REIT Valuations
- Understanding Lease Types and Rental Income Streams
- The Rise and Fall of Apartment NOI Growth
- Challenges in Growing Rent with High Occupancy
- The Importance of Market Rent Knowledge
- The Role of Technology in Real Estate
- Specialization in Real Estate Brokerage
- The Value of Deep Market Knowledge
- Data Sources for Different Real Estate Sectors
- The Importance of Dividends in REITs
About David Auerbach:
David Auerbach has been in the REIT industry for almost 25 years and was most recently the former managing director of Armada ETF Advisors. He is the publisher of “The Daily REITBeat Newsletter”, a widely-followed industry publication that covers the publicly-traded REIT sector and is also a consultant with IR Concierge, LLC which is focused on corporate access in the REIT industry. David spent time working with World Equity Group in institutional securities trading and in December 2018, he departed Esposito Securities after 6½ years where he helped to build out the REIT/Real Estate platform with institutional investors and Equity REITs plus worked with ETF issuers on seeding, relationship building, and order execution.
Prior to joining Esposito Securities, David spent 11 years at Green Street Advisors as a Vice President of Institutional Trading handling REIT order execution and sales trading on behalf of institutional clients, hedge funds, pension funds, and other investors. Before that, he worked at Financial Marketplace Inc. for 2 years as a retail investment adviser. He has been quoted by Bloomberg, WSJ, Financial Times, REIT.com, and GlobeSt.com among countless other real estate publications and has been a featured guest on such networks as Yahoo Finance, TD Ameritrade and Bloomberg TV.
For show notes, past guests, and more CRE content, please check out Crexi’s blog.
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