Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Dividend Boosts Lift REITs

  • U.S. equity markets finished mostly lower this past week as partisan tensions raged on while economic data and corporate earnings reports indicated that the U.S. economy stumbled into the start of 2021.

  • The S&P 500 retreated 1.5% while the tech-heavy Nasdaq dipped more than 2% amid pressure on social media stocks following the de-platforming of President Trump and conservative-leaning media outlets.

  • A fresh wave of dividend increases powered real estate equities to a strong week. Equity REITs finished higher by nearly 2% with 13 of 19 property sectors in positive territory.

  • Inflation expectations jumped to mid-pandemic highs with the 10-Year Breakeven rate closing at 2.10% despite cooler-than-expected inflation data this past week and downbeat employment and retail sales data.

  • Is 2021 the year for real estate? Five equity REITs and one mortgage REIT boosted their dividend this past week. Homebuilder KB Home surged after reporting a stellar fourth quarter as the housing industry continues to lead the recovery.

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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 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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