Episode
Look at REITs as dividend income machines
- Podcast
- Investing Experts
- Published
- Sep 17, 2026
- Duration seconds
- 2559
- Processing state
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- https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reits_dividend_income_machines
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Summary
Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35) Watch this episode on YouTube Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions