Behind the Ticker
Behind the Ticker
Brad Roth
How to Play the Housing Recovery with REITs | David Auerbach
31 minutes Posted Feb 8, 2026 at 5:00 am.
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Show notes
David Auerbach, CIO of Hoya Capital, spent over a decade trading REITs at Green Street Advisors in Dallas before getting a front-row seat to the ETF industry's explosive growth at Esposito Securities. Now he runs two REIT-focused ETFs — HOMZ and RIET — managing over $135 million. In this episode, David breaks down the two biggest misconceptions advisors have about REITs: that they're all high yield and that they're all interest rate sensitive. He makes the case that most passive REIT ETFs are...