Hoya Capital on Schwab Network - July 27, 2026

August 3, 2026 | Hoya Capital

Hoya Capital on Schwab Network - July 27, 2026 2026-08-03 Hoya Capital CIO David Auerbach joins Schwab Network’s Market on Close on July 27, 2026, to discuss why REITs are outperforming despite elevated interest rates, the broadening recovery across property sectors, accelerating REIT M&A activity, and where investors may find the most attractive opportunities in commercial 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 And our next guest, David, our back chief investment officer over at Hoya Capital real estate.

More specifically, we're talking about REITs here and I was just covering Applied Dig coming out across, but we also got Welltower earnings. So, I mean, we might as well just kick it off here. I mean, they've got a beat and raise quarter FFO coming in better than expectations, a revenue coming in better than expectations. They raised their full year FFO share guidance here. They beat the consensus pretty much across the board.

We've got a 7 and 1/2% move to the upside. And healthcare and seniors housing is not even the top performing space when we're talking about REITs, David. So, where are the best opportunities in the REITs space right now? Well, Marley, it's great to see you. Thank you so much for having me. You know, it's an interesting time in the REIT industry right now. We cover over 20 sectors at Hoya Capital.

Right now, as as of right now, 18 of those 20-plus sectors are in the green this year. 10 of those sectors are ...