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David Auerbach ⭕️ Profile
David Auerbach ⭕️

@DailyREITBeat

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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

Dallas, TX
Joined February 2019
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@DailyREITBeat
David Auerbach ⭕️
12 hours
RT @REITs_Nareit: Data from the second quarter show that REITs experienced 4.8% year-over-year gains in net operating income. https://t.co/….
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@DailyREITBeat
David Auerbach ⭕️
18 hours
🎤 Hoya Capital Hotseat -- Global Medical REIT Inc 💊. Mark Decker, CEO of Global Medical REIT, recently joined the Hoya Hotseat to discuss GMRE’s backstory and its emphasis on steady, low-volatility rent growth, strong capitalization, and partnerships with dominant physician
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@DailyREITBeat
David Auerbach ⭕️
19 hours
📈 @Redfin: U.S. Apartment Asking Rents See Biggest Jump in 2.5 Years. The U.S. rental market is heating up again — and landlords may be regaining the upper hand. 🏠 Key National Numbers.* Median asking rent (July 2025): $1,790.* +1.7% YoY (+$30) → Largest gain since Jan 2023.*.
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David Auerbach ⭕️
19 hours
📉 @Redfin: U.S. Apartment Permits Drop 23% Since Pandemic Boom. New Redfin analysis shows that multifamily housing permits are down sharply as the post-pandemic construction surge fades. 📊 Key Numbers.* 12.8 multifamily units permitted per 10,000 people (past year).* -23.1%.
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@DailyREITBeat
David Auerbach ⭕️
19 hours
🏨 Ashford Hospitality Trust Faces $590M Distress Challenge. Dallas-based Ashford Hospitality Trust $AHT is weighing next steps after failing to refinance its Ashford Highland portfolio — a move that’s pushed the $590M loan into special servicing. ⚠️ What Happened.* Loan.
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@DailyREITBeat
David Auerbach ⭕️
20 hours
🏨 Hotel Execs See a Choppy 2025 — But Brighter Skies Ahead. Following a challenging Q2, hotel and travel leaders are balancing near-term caution with long-term optimism. 📉 Current Headwinds.* Economic Uncertainty: Tariff policy, inflation, and geopolitical issues weighing on.
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@DailyREITBeat
David Auerbach ⭕️
20 hours
🏠 @apartmentscom July 2025 Rent Report. 📊 National Snapshot.* 1-Bedroom Avg. Rent: $1,637/month.* 2-Bedroom Avg. Rent: $1,898/month.* Overall Vacancy Rate: 8.1% (typical seasonal cooling).* Studio Vacancies: Expected drop from 8.6% → 6.4% by Sept. as prices tick upward. 📈.
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@DailyREITBeat
David Auerbach ⭕️
20 hours
🏢 Vornado Realty Trust JV Closes 512 West 22nd Street Sale for $205M. Big moves in NYC office real estate — Raghsa Real Estate, an affiliate of MKF Realty, has officially closed on its $205M acquisition of the 172,000 SF Class A office building at 512 West 22nd Street from.
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@DailyREITBeat
David Auerbach ⭕️
20 hours
📊 Q2 2025 REIT Performance: Strong NOI, Solid Balance Sheets. The @REITs_Nareit T-Tracker® report for Q2 2025 shows #REITs continuing to shine despite market uncertainty — delivering operational strength and maintaining rock-solid balance sheets. 💼 Operational Highlights.* Net
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@DailyREITBeat
David Auerbach ⭕️
20 hours
📰 #REIT Headlines -- August 15th, 2025 📅. 💰 Vornado Realty Trust $VNO announced that its 55% owned JV has completed the previously announced sale of 512 West 22nd Street, a 173,000 sf Class A office building, for $205 million.* Company's share of the net proceeds is.
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@DailyREITBeat
David Auerbach ⭕️
1 day
Berkshire Hathaway reports a 1.3% stake in Lamar Advertising $LAMR. 1.17 million shares with current market value of $141.9 million
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@DailyREITBeat
David Auerbach ⭕️
2 days
🏡 #REITs in Hot Pursuit of Seniors Housing Assets. 📈 Demographics + Limited Supply = Prime Investment Opportunity. Publicly traded REITs are ramping up acquisitions in the seniors housing sector, taking advantage of buying at below replacement cost as demand soars and new.
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@DailyREITBeat
David Auerbach ⭕️
2 days
🏙 Granite & Highwoods Properties $HIW Open 23Springs – Uptown Dallas’ Tallest Office Tower. Project Highlights.* Location: 2323 Cedar Springs Rd, Uptown Dallas.* Size: 641,563 sq. ft. mixed-use.* Office Tower: 625,215 sq. ft. (26 stories).* Restaurants: 2 buildings, 16,348 sq.
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@DailyREITBeat
David Auerbach ⭕️
2 days
🚚 Terreno Realty Corporation $TRNO Expands in Seattle With $233M Acquisition. 📍Deal Highlights.* Location: Woodinville, WA (Seattle metro).* Price: $232.6M.* Portfolio: 9 industrial buildings, ~720K sq. ft. on 42.8 acres.* Seller: Link Logistics.* Occupancy: ~91% leased to 26.
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@DailyREITBeat
David Auerbach ⭕️
2 days
📊 Multifamily #REITs: 2025 Check-In & 2026 Outlook. Overall Sentiment:.* 2025 performance has been underwhelming, weighed down by oversupply & economic uncertainty. * Renewal lease gains are a bright spot, reflecting success in property upgrades & resident satisfaction. *.
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@DailyREITBeat
David Auerbach ⭕️
2 days
📰 #REIT Headlines -- August 14th, 2025 📅. ⬆️ Mizuho upgrades $MAA to Outperform from Neutral and lowers price target by $11 to $150. ⬇️ Mizuho downgrades AvalonBay Communities $AVB to Neutral from Outperform and lowers price target by $14 to $199. ⬆️ Freedom Broker upgrades.
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@DailyREITBeat
David Auerbach ⭕️
3 days
RT @Jonathan1155: September 9, 2025! . The Next REIT Masterclass starts soon! . REITs are misunderstood by many, we change that. Learn the….
reitacademy.com
REIT Academy is a platform offering courses to master Real Estate Investment Trusts. Get started here.
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@DailyREITBeat
David Auerbach ⭕️
3 days
🏬 Vornado Realty Trust Locks in $120M Refi for Prime Manhattan Retail. $VNO Vornado Realty Trust has secured a $120M, 10-year loan at a 5.64% fixed rate for 4 Union Square South — a 204,000 SF retail hub in one of NYC’s busiest districts. 📊 Key Deal Details.* Lender: Private.
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@DailyREITBeat
David Auerbach ⭕️
3 days
🏙 NYC Office Foot Traffic Surpasses Pre-Pandemic Levels — First U.S. City to Cross the Threshold. For the first time since 2020, a major U.S. office market has fully closed the return-to-office gap — and it’s New York City. 📊 Key Highlights (Data).*
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@DailyREITBeat
David Auerbach ⭕️
3 days
❄ Americold Realty Opens $100M Import-Export Cold Storage Hub in Kansas City. Americold Realty Trust $COLD has delivered a 335K sq. ft. cold storage facility — the Import-Export Hub — in Kansas City, MO, advancing its North American refrigerated logistics network. 📌 Key.
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