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Schwab Network

David Auerbach on REITs, Dividends, and the A.I. Opportunity

8 min2 juli 2026

David Auerbach, CIO of Hoya Capital Real Estate, makes the case for REITs, citing strong fundamentals, rising dividends, and attractive valuations. He highlights opportunities in small- and mid-cap REITs, data centers like Digital Realty Trust (DLR) and Equinix (EQIX), and explains how AI is creating new growth opportunities across the real estate sector.


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