The TreppWire Podcast: A Commercial Real Estate Show

301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital


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In this special guest episode of The TreppWire Podcast, we are joined by David Auerbach, Chief Investment Officer at Hoya Capital to discuss the current state and future of the Real Estate Investment Trust (REIT) sector. David shares his

journey into the REIT industry, insights on market trends, and the importance of long-term investment strategies. He emphasizes the significance of dividend growth and the need for investors to understand the underlying dynamics of the REIT market. David also goes over the current state of the REIT market, focusing on the single-family rental sector, the evolution of retail, and the importance of healthcare REITs. We wrap up with a discussion on the need for diversification in REIT investments and the outlook for the sector leading into 2025.
Episode Notes:

- Introduction to REITs and David’s Background (0:19)

- Current Trends in the REIT Sector (07:25)

- Long-Term Investment Perspectives in REITs (13:14)

- The Power of Compounding Dividends (19:24)

- Understanding the REIT Market Dynamics (25:07)

- Exploring the Single-Family Rental Market (27:54)

- The Evolution of Retail (37:51)

- A Deep Dive into Healthcare REITs (44:56)

- Looking Ahead to 2025 (49:44)


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