Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

5 Trends To Watch This Earnings Season

  • Earnings season kicks off this week in the real estate sector. More than 150 REITs and 100 housing industry components will report 4Q19 earnings over the next six weeks.

  • REITs delivered their second-best year of the past decade in 2019 with total returns of nearly 30%, boosted by 'Goldilocks' economic conditions of low interest rates and solid economic growth.

  • Outside of the struggling retail REIT sectors, growth metrics have inflected higher for REITs over the past year after bottoming in 2017. Expectations are quite high for 4Q19.

  • The "REIT Rejuvenation" of 2019 has given these REITs the currency to re-open the acquisition pipeline which has historically been a primary driver of FFO growth.

  • Have mall REITs finally bottomed? Can the reacceleration in multifamily rent growth be sustained? We highlight the trends that we're watching this quarter for all real estate sectors.

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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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