Economics, Housing, & Commercial Real Estate Analysis

Keepin' It Real 

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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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