# David Auerbach

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David Auerbach on REITs, Dividends, and the A.I. Opportunity

David Auerbach, CIO of Hoya Capital Real Estate, makes the case for REITs, citing strong fundamentals, rising dividends, and attractive valuations. He highlights opportunities in small- and mid-cap REITs, data centers like Digital Realty Trust (DLR) and Equinix (EQIX), and explains how AI is creati…

How REITs Build Passive Income and Wealth

Many investors dream of building wealth through real estate, but few want the headaches of managing tenants, repairs, financing, and maintenance. In this episode, Philip Palumbo sits down with David Auerbach, Chief Investment Officer of Hoya Capital, to explain why Real Estate Investment Trusts (RE…

The State of REITs - Part 1: Mid-Year 2026 REIT Market Update

Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 1 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inf…

The State of REITs - Part 2: Mid-Year 2026 REIT Market Update

Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 2 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inf…

Q2 2026 REIT Earnings + What's Undervalued Now?

Q2 2026 REIT Earnings Are In — Are REITs Still Undervalued?What did we learn from Q2 2026 REIT earnings, and where are some of the most interesting opportunities in the REIT market right now?In this episode of Dividend Stockpile, I’m joined by David Auerbach of Hoya Capital to break down the latest…

Look at REITs as dividend income machines

Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (…

I Exposed My Entire REIT Portfolio… Then Asked an Expert to Roast It

I’m finally revealing my entire REIT portfolio and I’m letting a REIT expert tell me what I’m doing right… and what I’m doing wrong!Welcome back to Dividend Stockpile. In this episode, I’m joined by David Auerbach from Hoya Capital, one of my favorite REIT experts, for a very different kind of port…

Revolutionising Food Sustainability: Meet the Food Finalists

In this 29th episode of Voices of Sustainability, our Climate Action Finalists: Ahmed Sourani Co-Founder & General Coordinator, Gaza Urban & Peri-urban Agricultural Platform (GUPAP); David Auerbach, Co-Founder, Regen Organics; and Curt Bowen, Executive Director & Co-founder, Semilla Nueva; join Cha…