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Nov. 11, 2026

What REITs Are Telling Investors About the Next Real Estate Cycle

What REITs Are Telling Investors About the Next Real Estate Cycle
What REITs Are Telling Investors About the Next Real Estate Cycle
Commercial Real Estate Secrets
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 AI infrastructure and data center development could mean for industrial real estate. -- Looking for warehouse space or commercial real estate investment opportunities? The Warehouse Hotline helps businesses, property owners, and investors buy, sell, and lease commercial real estate. Explore our services ⁠here⁠.