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David Auerbach

Chief Investment Officer at Hoya Capital, a veteran of the REIT industry, author of the Daily REIT Beat newsletter, and frequent contributor to industry publications and Bloomberg TV.

Top 3 podcasts with David Auerbach

Ranked by the Snipd community
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Jan 14, 2025 • 55min

301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital

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.
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Oct 15, 2024 • 34min

REITs: very bond-like

In this engaging discussion, experts Alex Pettee, Brad Thomas, and David Auerbach dive into the world of Real Estate Investment Trusts (REITs). They explore how REITs function like bonds and the impact of rising interest rates on their performance. The trio breaks down essential insights into different property sectors, the significance of preferred shares, and the long-term strategies for navigating market changes. With a bullish outlook on housing, they also highlight three specific REITs worth considering amidst the evolving landscape.
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Oct 15, 2024 • 45min

ASML Guidance Cut, US Bank Earnings

Mandeep Singh, a Senior Tech Industry Analyst, reveals ASML's lowered guidance for 2025 amidst fluctuating demand for AI chips. Alison Williams offers insights on mixed U.S. bank earnings, highlighting surprising market reactions. George Ferguson discusses Boeing's strategic plan to raise $25 billion for improving liquidity during union negotiations. Dan Pickering analyzes the energy sector's dynamics while David Auerbach shares challenges facing REITs. Oliver Crook delves into the competition Western automakers face in the Chinese EV market, urging innovation.