The Hoya Capital Executive Team

Alex Pettee, CFA

Alex Pettee is President and Director of Research & ETFs for Hoya Capital Real Estate. A passionate Hoya through and through, Alex Pettee founded Hoya Capital Real Estate, a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to all investors. Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly-traded commercial and residential real estate companies. Alex's commentary on the US residential and commercial real estate markets has been featured in the Wall Street Journal, Bloomberg TV, CNN, Forbes, National Real Estate Investor, TD Ameritrade Network, and Fox Business and his commentary on the ETF marketplace has been featured in ETF.com, ETF Trends, Benzinga, Zacks, ETF Express, ETF Strategy, and Bankless Times.. A dual-degree holder and two-sport athlete at Georgetown, Alex played baseball and track for the Hoyas and studied Finance and Real Estate. Alex is a CFA Charterholder and holds a Series 65 license. 

 

 

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Sheila Pettee, CFA

Sheila Pettee is CEO & Chief Compliance Officer for Hoya Capital Real Estate. She is also President of Pettee Investors, an independent, privately-held Connecticut corporation that has been an SEC-registered investment adviser since 1989. The firm is based in Rowayton, Connecticut. Since its founding in 1989, Pettee Investors has developed a strong and consistent record of helping clients build, preserve, and manage wealth. The firm manages more than $175m in separately managed accounts. Sheila graduated from Rollins College with a B.A. in Business Administration. She is a CFA Charterholder (Chartered Financial Analyst) and a member of the New York Society of Security Analysts.

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Dean Gulis, CFA

Dean Gulis is a Research Advisor & Index Committee Member at Hoya Capital Real Estate. Dean is also Executive Vice President and Portfolio Manager at Pettee Investors Inc.  He has 40 years of investment industry experience as a portfolio manager, Director of Research, and equity analyst.  Dean joined Pettee Investors from Loomis Sayles and Co., L.P., where he worked from 1997-2017 as a Vice President and lead portfolio manager for the firm’s mid cap core investment team. He earned a B.A. in Economics and MBA in Finance from the University of Michigan. He is a CFA Charterholder (Chartered Financial Analyst). 

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Professor Jonathan Morris is a Research Advisor at Hoya Capital Real Estate. He is a seasoned commercial real estate executive with deep expertise in the multifamily, office, and retail industry. He has held senior executive and partner positions for some of the highest quality real estate firms in the country including Boston Properties as Director or Acquisitions, Charles E. Smith (Archstone-Smith) as Director of Acquisitions, and Lerner Enterprises' LMH Realty Group LLC, a private equity platform sponsored and owned by Lerner, Morris & Hillman. Professor Morris is also an Adjunct Professor at Georgetown University where he teaches the masters-level REIT course in the School of Continuing Studies.

Sheila Pettee, CFA
Jonathan Morris
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Hoya Capital Real Estate, LLC

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Hoya Capital Real Estate ("Hoya Capital") is an SEC-registered investment advisory firm that provides investment management services to ETFs, individuals, and institutions, focusing on portfolio and index management of publicly traded securities in the real estate industry. Nothing on this site is intended to be investment advice or an offer to buy or sell securities. The risks of investing in real estate securities are similar to those associated with direct investments in real estate, including falling property values, lack of liquidity, limited diversification, and sensitivity to certain economic factors such as interest rate changes and market recessions. No representation or warranty is made as to the efficacy of any particular strategy or fund, or the actual returns that may be achieved. An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. Data quoted represents past performance, which is no guarantee of future results. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital, and there is no guarantee that investors will experience the type of performance reflected. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any trend cited in this market commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. We consider the information in this presentation to be accurate, but we do not represent that it is complete. It should not be relied upon as investment advice or as the sole source of suitability for investment. Please consult with your investment, tax or legal adviser regarding your individual circumstances before investing.

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