Calls
4
David Steinbach
Hines Global CIO & Managing Partner
Win Rate
50.0%
return
-2.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$27.74
+0.8%
The data center sector is in early innings of a long-term evolution driven by AI, electrification, and increasing difficulty to build. The demand curve is deep and durable, supporting a strong growth opportunity.
Thematic ETFs
Long
Jul 16
$45.46
-5.5%
The real estate market is in an era of supply shocks; development spreads are missing, which will constrain new supply and drive rent growth. This makes it a good time to be a buyer of real estate broadly.
Thematic ETFs
Long
Jan 06
$37.43
+3.9%
Reshoring and nearshoring are a global multi-year phenomenon; companies are rethinking supply chains and will require a lot of building. Existing well-located projects are increasingly scarce, development premiums are hard to find, and reshoring will increase demand and rent growth.
Thematic ETFs
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David Steinbach has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: XLRE, ITB, DTCR.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
