# Look at REITs as dividend income machines

Page: https://stenobird.com/podcast/investing-experts-5798955/look-at-reits-as-dividend-income-machines
Text version: https://stenobird.com/podcast/investing-experts-5798955/look-at-reits-as-dividend-income-machines.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-09-17T12:45:02+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reits_dividend_income_machines
Audio file: https://api.spreaker.com/download/episode/75176297/utf_8_q_david_a_ie_9_17_9_16_26_6_12_e2_80_afpm_mp3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/look-at-reits-as-dividend-income-machines
Duration seconds: 2559

## Resource

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

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## Transcript

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