Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

Apartment REITs
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  • Alex Pettee, CFA

Daily Recap: Rough Start To 2020 For Real Estate

  • Picking up where they left off in 2019, US equity markets rallied on the first day of the new year with the major averages climbing to new record highs.

  • After delivering total returns of more than 30% last year, the S&P 500 gained 0.9% while the Nasdaq gained 1.7%. The 10-Year Treasury Yield retreated by 4 basis points to 1.88%.

  • Interestingly, even as bonds rallied, the broad-based Real Estate ETFs finished lower by 1.4% on the day with all fifteen sectors in negative territory, weighed down by retail REITs.

  • REITs seem to be entering 2020 on most strategist's "underweight" lists, as they have for seemingly every year over the past decade, perhaps fueling some of today's selling.

  • We recapped the performance over the last year and decade as well. Since the start of 2010, REITs produced a compound annual return of 12.6%, slightly shy of the 13.5% compound annual return on the S&P 500.

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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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