Betting Big on Beaten-Down REITs

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Hoya Capital's David Auerbach is optimistic about beaten-down REITs, citing a potential twist in their performance after lagging the S&P by 65% since 2022.

تأثير السوق

Market impact analysis based on bullish sentiment with 65% confidence.

المشاعر
Bullish
ثقة الذكاء الاصطناعي
65%

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It’s been a brutal run for REITs — but Hoya Capital’s David Auerbach is betting on a twist. The MSCI U.S. REIT Index has lagged the S&P by roughly 65 percent since the Fed began hiking rates in 2022 — after moving in lockstep for years. Auerbach says none of this has been wonderful… but now, he’s on his way. The Hoya Capital Real Estate CIO joined Bloomberg Open Interest with a bucket full of his contrarian thoughts. (Source: Bloomberg)

متابعة القراءة
المقال الكامل على Bloomberg
قراءة المقال الكامل
المقال الأصلي منشور بواسطة Bloomberg في نوفمبر 13, 2025.
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