Nvidia's CEO tells you about the business on stage in a leather jacket, then you wait for quarterly earnings to find out if it's true. Publicly traded REITs, according to David Auerbach, Chief Investment Officer at Hoya Capital, actually disclose more granular information than almost any other sector — down to the exact cap rate they bought and sold a property at.
In this episode, David breaks down what a REIT actually is, why he thinks they're one of the most approachable ways for everyday investors to own real estate, how industrial REITs performed through the pandemic and its aftermath, his picks if he could only own three industrial REITs, and where he sees blind spots most investors are missing.
CHAPTERS
0:00 Hook: How Do You Track Nvidia? (The REIT Transparency Advantage)
0:55 Meet David Auerbach, CIO of Hoya Capital
1:47 Is a REIT Really a "Loss of Control"?
6:32 Investing With Your Eyes: Why REITs Are Approachable
7:41 How Industrial REITs Tracked Through the Pandemic
17:23 How Prologis Mastered Vertical Integration
17:56 His Advice for a First-Time REIT Investor
22:07 Understanding Dividends (and the "One Day Old Child" Strategy)
29:06 If He Could Only Buy 3 Industrial REITs
32:14 What Private Owners Should Learn From Public REIT Disclosures
39:39 Where's the Blind Spot? (Senior Housing, Cannabis, Manufactured Housing)
46:00 His Commercial Real Estate Secret
#commercialrealestate #creinvesting #REITs #investing
⚠️ This video is for general educational and informational purposes only and is not financial, investment, or legal advice. David Auerbach is Chief Investment Officer at Hoya Capital, which manages REIT and real estate ETFs that may include companies discussed in this episode. Always do your own research and consult a licensed financial advisor before making investment decisions.
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