David Auerbach ⭕️
@DailyREITBeat
CIO of Hoya Capital; REIT Industry Expert and Author of The Daily REIT Beat Newsletter, a morning note covering the REIT sector. Huge Phish aficionado
🏬💥 Regency Centers Expands in Southern California with $357M Retail Portfolio Acquisition 🌴💼 @regencycenters $REG just made a big move, acquiring five top-tier shopping centers located in the prestigious Rancho Mission Viejo master-planned community in Orange County, CA—one…
📦 Self Storage Sector: Finding Stability in 2025 🔐 📊 Despite economic uncertainty, signs of stabilization are emerging in the U.S. self storage sector. According to Yardi Matrix's July 2025 National Report, several encouraging trends are developing: 💲 Street rates stabilize…
🏙️ Fed Looms Over Mid-Summer Rally Real Estate Weekly Outlook: seekingalpha.com/article/480488… U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially…
🌐 Digital Realty CEO: "We're Seeing Incremental Strong Demand" for AI + Cloud Infrastructure @digitalrealty $DLR CEO Andy Power joined CNBC to discuss the surging demand for data centers driven by cloud computing and AI infrastructure — and how the REIT is preparing for…
📊 Which #REITs Have Grown Over Time (and Which Have Not...) — Piper Sandler Breaks It Down 🏢 Piper Sandler just published a must-read analysis that ranks 25 publicly traded REITs on stock price performance, dividend growth, and total return across 5-, 10-, 15-, and 20-year…
📦 Warehouse Deal Volume Stalls Amid Trade Turmoil and Leasing Lag The red-hot industrial real estate market is officially cooling — and not just because of supply. The Wall Street Journal reports that warehouse deal volume flatlined in Q2 2025, with investors hesitant amid: ✅…
🗽 Empire State Realty Trust’s Anthony E. Malkin on CNBC: Transparency, Challenges & Opportunity 📺 Anthony Malkin, Chairman & CEO of Empire State Realty Trust $ESRT, joined CNBC to discuss Q2 performance, updated guidance, and the path forward. 📉 Why the Guidance Was Lowered:…
🏢 Empire State Realty Trust Secures 3 New Leases at 111 West 33rd Street @ESRTsocial $ESRT continues to demonstrate leasing momentum with three new office leases totaling 36,504 sf at its centrally located 111 West 33rd Street property in Midtown Manhattan. ✍️ New Tenants at a…
📅 #REIT Headlines -- July 25th, 2025 📅 ⬆️ Scotiabank upgrades $SLG SL Green Realty Corp. to Sector Outperform from Sector Perform and maintains its $71 price target ⬇️ Janney downgrades $CIO City Office REIT to Neutral from Buy and had raised its price target by $1 to $7 💵…
🏡 Senior Housing Recovery Accelerates in Q2 2025: NIC MAP Update NIC MAP data shows continued strength in the senior housing sector, marking the 16th consecutive quarter of occupancy gains and highlighting a powerful mix of demand recovery, stabilized rent growth, and a…
🌅 Leadership Transition at Sun Communities Inc as Charles D. Young Named CEO 🏡 Sun Communities, Inc. $SUI has announced a pivotal leadership change as part of its planned succession strategy. Effective October 1, 2025, Charles D. Young will become Chief Executive Officer and…
Thank you @etf_central for highlighting @HoyaCapital's recent #REIT note discussing what we are watching this REIT earnings season. etfcentral.com/news/what-to-w…
🏢 @jimcramer Asks What Just Happened to $SLG SL Green Realty Corp. Stock? 🧠 Despite a big headline beat, shares dropped 7.5% last week. 📊 Q2 Looked Strong at First Glance: * Revenue: +9% YoY * FFO/share: $1.63 vs. $1.38 expected * Full-year FFO guidance raised by $0.40 🧨…
🏨 @Hilton Q2 Update: A "Noisier Than Expected" Quarter, But Long-Term Optimism Remains 📌 Quarter Snapshot: 📉 RevPAR dips slightly, but strong pipeline growth & business travel thaw offer reasons to stay bullish. 💵 Total Revenue: $3.14B (+6.4% YoY) 📈 Net Income: $442M (vs.…
📰 #REIT Headlines -- July 24th, 2025 📅 ⬆️ Wells Fargo upgrades $CCI Crown Castle to Overweight from Equalweight and raises price target by $20 to $125 ⬇️ Yesterday, Morningstar downgraded $AMT American Tower to Hold from Buy and maintained its $243 price target ⬇️ Yesterday,…
🏢💼 City Office REIT $CIO to Be Acquired in $1.1B Take-Private Deal 💰📉 Big news from the office #REIT world as City Office REIT has entered into a definitive agreement to be acquired by MCME Carell Holdings in an all-cash transaction valued at approximately $1.1 billion. 🔑…
🏡 @BaronCapital Real Estate Fund – Q2 2025 Highlights 📊 Despite a volatile backdrop, the Baron Real Estate Fund delivered a +3.61% return (Institutional Shares) in Q2 2025, outperforming the MSCI US REIT Index (-1.46%). The team continues to express confidence in the…
🏘️ Accidental Landlords Enter the Chat — A New Twist in the Housing Market 🎯 As rising mortgage rates and buyer hesitation stall the for-sale housing market, a new dynamic is emerging: unsold homes turning into rentals. 📉 Why it’s happening: 🏠 Inventory is rising, but demand…
📰 #REIT Headlines -- July 23rd, 2025 📅 📜 Brandywine Realty Trust $BDN, Crown Castle $CCI, EastGroup Properties Inc. $EGP, Essential Properties Realty Trust, Inc. $EPRT, Empire State Realty Trust $ESRT, Farmland Partners Inc. $FPI, Getty Realty Corp. $GTY, NETSTREIT Corp.…