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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Sheila Pettee, CFA
Jonathan Morris

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.

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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. It is not possible to invest directly in an index. Index performance cited in this website or commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Nothing on this site nor any published commentary by Hoya Capital is intended to be investment, tax, or legal advice or an offer to buy or sell securities. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and should not be considered a complete discussion of all factors and risks. Data quoted represents past performance, which is no guarantee of future results. Investing involves risk. Loss of principal is possible. Investments in companies involved in the real estate and housing industries involve unique risks, as do investments in ETFs, mutual funds, and other securities. Hoya Capital has no business relationship with any company discussed/mentioned. Hoya Capital never receives compensation from any company discussed/mentioned. Hoya Capital, its affiliate, and/or its clients and/or its employees may hold positions in securities or funds discussed on this website and our published commentary. A complete list of holdings and other important disclosures and definitions are available by clicking the links below.

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 Client Relationship Summary 

Hoya Capital's ADV Part 2

Important Disclosures, Definitions, & List of Holdings 

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