Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Real Estate Daily Recap: REITs Flat, Housing Gains to New 2019 Highs Led By Home Improvement

The Hoya Capital US REIT Index finished the day lower by 0.1%, led to the upside by the data center, office, and single family REIT sectors. The student housing, net lease, and healthcare REIT were the relative underperformers on the day. The S&P 500 finished the day higher by 0.2% while the Nasdaq climbed 0.6%. At 2.52%, the 10-Year Yield finished the day higher by 4 basis points but remains nearly 80 basis points lower than it's peak last October.

Todays performance pushed the YTD gains for the Hoya Capital US Housing Index to nearly 17%, roughly equal with the 17% gains on the REIT index.

The Home Improvement Retail sector was the strongest performer on the day with strong gains from Lowe's (LOW) and Home Depot (HD). The Real Estate Technology and Brokerage sector also delivered a strong day led by Zillow (Z) and Redfin (RDFN).​

The Residential REIT and Real Estate Mortgage Lending sector were the lone housing sectors in negative territory for the day, dragged down by New Residential (NZR), Ventas (VTR), American Campus (ACC), and Two Harbors (TWO).​

Disclosure: An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. 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 the sole source of suitability for investment. Please consult with your investment, tax or legal adviser regarding your individual circumstances before investing. Visit our website for a complete definition of all indexes cited in this report. Investing involves risk and loss of principal is possible.

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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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