Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

1/1
Housing100logo.png
ETF express.png
  • Alex Pettee, CFA

Real Estate Weekly Review: REITs Extend Rally To 6th Straight Week


To read the full article, visit Seeking Alpha!

  • The REIT rally continued into its sixth consecutive week, pushing their YTD gains to an impressive 14%. Moderate growth and low inflation have been ideal conditions for real estate outperformance.

  • Not to be outdone, homebuilders and housing stocks delivered another stellar week. The 30-year mortgage rate dipped to the lowest level since February 2018.

  • Within the housing sector, the real estate technology and home furnishings sectors have been particularly strong in 2019. Redfin gave an upbeat outlook on housing markets on their earnings call.

  • Clashing with other data points showing a decent-to-strong holiday shopping season, December retail sales were disappointing, calling into question the accuracy of the data amid the shutdown.

  • Inflation data has moderated in recent months after peaking in mid-2018. Housing inflation (42% of CPI) remains the primary driver of total inflation, a result of a lingering supply shortage.



  • 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