Economics, Housing, & Commercial Real Estate Analysis

Keepin' It Real 

Apartment REITs
Homebuilders 1.png
Data Center REITs
Mall REITs
Net Lease REITs
Hotel REITs
Single Family Rental REITs
Mobile Home REITs
Healthcare REITs
prison REITs overview.png
Housing100logo.png
  • Alex Pettee, CFA

Real Estate Daily Recap: REITs and Homebuilders Lower After Strong Jobs Report


The REIT ETFs (VNQ and IYR) ended the day lower by 0.7% following the strong NFP jobs report on Friday, but still ended the week higher by nearly 3%. The yield-oriented and defensive sectors including student housing, net lease, and healthcare REITs led to the downside on Friday while data center and industrial REITs were the best performers.


The Homebuilder ETFs (XHB and ITB) finished the day modestly lower, but jumped nearly 7% on the week. KB Homes (KBH) was the strongest performer on the day, rising by 2% while Pulte (PHM) was the weakest.


The S&P 500 ETF (SPY), meanwhile, finished higher by 0.1% while the NASDAQ ETF (QQQ) declined 0.4%. For the month, the S&P 500 delivered it's strongest January in 30 years, rising more than 7%. REITs climbed by nearly 12% for the month while Homebuilders climbed 13%.



  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon

Hoya Capital Real Estate, LLC

Invest@HoyaCapital.com

(833) HOYA-CAP

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.

Privacy Policy 

 Client Relationship Summary 

Hoya Capital's ADV Part 2

Important Disclosures, Definitions, & List of Holdings 

Seeking-Alpha-Logo.png

The Easy Way To Invest In Real Estate