Hoya Capital on Bloomberg Radio - July 27, 2026

July 29, 2026 | Hoya Capital

Hoya Capital on Bloomberg Radio - July 27, 2026 2026-07-29 Hoya Capital CIO David Auerbach joins Bloomberg Radio on July 27, 2026, to discuss the state of the REIT sector, improving real estate fundamentals, and the outlook for listed real estate. About Hoya Capital Hoya Capital Real Estate ("Hoya Capital") is a research-focused Registered Investment Advisor headquartered in Rowayton, Connecticut. Founded with a mission to make real estate more accessible to all investors, Hoya Capital specializes in managing institutional and individual portfolios of publicly traded real estate securities, focused on delivering sustainable income, diversification, and attractive total returns.

Focused on Real Assets, REITs, Dividend Growth, High Yield, & ETFs. For more information, visit www.HoyaCapital.com. Transcript group off the Yardini and Campora low of October 2022, up 164%. Paul, thank you for recommending that to me. 28% per year. And then still out on Twitter, I'm seeing suburban workouts of office buildings, which are a disaster. From Dallas, David Arbuck helps out with Hoya Capital real estate. Is it a K-shaped REIT economy? I would say parts of it, yes.

Parts of it, no. You know, the number one rule of real estate is location, location, location, right? Well, the number one rule of REITs is location, location, management. And I think that plays a lot into this is a lot of these REITs own the best assets in the best markets at the best locations. And so for the workouts that you're talking about, these aren't necessarily REIT-owned properties that are going through that crisis, right? I did not mention that.

That's fair. There but is there any end in sight to that? People have come in here and said it's over and I'm like, no, it's not. You know, this thing outside Corpus Christi is going for $12. You know, what I I don't think REITs own properties in Corpus, not to knock on the city, but you know, ...