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Betting Big on Beaten-Down REITs
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Why This Matters
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.
Market Impact
Market impact analysis based on bullish sentiment with 65% confidence.
Sentiment
Bullish
AI Confidence
65%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
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)
Original article published by
Bloomberg
on November 13, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.