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  • Alex Pettee, CFA

Crypto Crackdown Drives Bid For Real Assets

  • U.S. equity markets retreated on another turbulent week as investors backed away from speculative assets amid signs that supply shortages and surging prices have started to impair aggregate demand.

  • Bitcoin plunged after U.S. and Chinese authorities each pushed ahead with increased regulatory scrutiny while investors have begun to question the inherent value - if any - of many "digital assets."

  • Investors rotated into real assets this week with real estate and Gold leading the way. The Equity REIT Index gained 0.8% this week with 13 of 19 property sectors in positive-territory.

  • Three REITs boosted their dividends this week, bringing the full-year total to more than 75. The "animal spirits" were evident in REIT world as we saw the fifth major REIT-involved merger of the past two months.

  • Housing data this week showed that supply chain issues and surging prices have forced builders to delay activity despite robust housing demand and historically low inventory.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at HoyaCapital.com. Hoya Capital Real Estate advises an Exchange Traded Fund listed on the NYSE. Hoya Capital is long all components in the Hoya Capital Housing 100 Index.

Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.

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Hoya Capital Research & Index Innovations is an affiliated index provider and research firm that builds custom indexes tracking U.S. commercial and residential real estate sectors, including indexes tracked by exchange-traded funds (ETFs). 

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