Episodes
231
Nov. 11, 2026
What REITs Are Telling Investors About the Next Real Estate Cycle
Are REITs signaling the next real estate cycle before private investors see it? In this episode of Commercial Real Estate Secrets, Aviva Sonenreich sits down with David Auerbach, Chief Investment Officer at Hoya Capital, to explore what publicly traded REITs are revealing about commercial real estate values, industrial demand, and emerging investment opportunities. David explains why REIT earnings can provide early market signals, how warehouse rents and leasing activity are changing, and what A...