Economics, Housing, & Commercial Real Estate Analysis

Keepin' It Real 

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  • Alex Pettee, CFA

Daily Recap: Real Estate Lead Markets To New Highs

  • Following solid gains last week, US equity markets climbed to fresh records on indications that the U.S. and China are nearing the official signing of the "Phase 1" trade deal.

  • The S&P 500 gained 0.7% and the Nasdaq climbed 1.1% while the 10-Year Treasury Yield finished higher by 2 basis points to close at 1.85%.

  • Leading the charge today was the real estate sector as the broad-based commercial Real Estate ETF gained 1.0%, led by strong gains from the manufactured housing, industrial, and timber REIT sectors.

  • Led by a strong day by the trade-sensitive home furnishings and home building products and materials sectors, the Hoya Capital Housing Index gained roughly 1.0% on the day following gains of 0.6% last week.

  • On the commercial REIT side, the big story in the REIT sector continues to be on Tanger Factory Outlets (SKT) and the impact of the potential index reconstitution later this month of the massive SPDR S&P Dividend ETF (SDY), which owns a whopping 22% of Tanger's outstanding shares.

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Hoya Capital Real Estate, LLC

(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. Nothing on this site is intended to be investment advice or an offer to buy or sell securities. The risks of investing in real estate securities are similar to those associated with direct investments in real estate, including falling property values, lack of liquidity, limited diversification, and sensitivity to certain economic factors such as interest rate changes and market recessions. No representation or warranty is made as to the efficacy of any particular strategy or fund, or the actual returns that may be achieved. An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. Data quoted represents past performance, which is no guarantee of future results. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital, and there is no guarantee that investors will experience the type of performance reflected. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any trend cited in this market commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. 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 investment advice or as the sole source of suitability for investment. Please consult with your investment, tax or legal adviser regarding your individual circumstances before investing.

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