David Auerbach

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.

In this engaging discussion, David Auerbach, Chief Investment Officer at Hoya Capital and an expert in REITs and ETFs, shares insights on the evolving landscape of real estate investment. He tackles the recent underperformance of REITs, debunks myths about interest rate sensitivity, and highlights the importance of dividends. David emphasizes the resilience of grocery-anchored retail and examines the complexities of office REITs. He also reveals the potential of Hoya Capital's innovative ETFs and the often misunderstood, yet stable, nature of REITs as reliable income generators.

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.

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.

Join David Auerbach, a REIT research analyst at Hoya Capital, as he dissects the current trends in the rental market. He shares insights on the robust Q3 2024 apartment performance, where both supply and demand are soaring. David also previews earnings for single-family and multifamily REITs, discussing the contrasting landscapes of the Sun Belt versus coastal markets. He touches on the impact of tenant satisfaction and the unique challenges facing homeowners and landlords in today’s fluctuating economic climate.