REITs Are Boring And Boring Is Good

2025-11-20 14:00:00 ET

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Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05).

Transcript

Rena Sherbill: Welcome back, David Auerbach, Chief Investment Officer at Hoya Capital. Great to have you back on Investing Experts talking REITs. Welcome back to the show, David....

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