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Hoya Capital Real Estate, LLC

Invest@HoyaCapital.com

(833) HOYA-CAP

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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. 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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The Easy Way To Invest In Real Estate

Economics, Housing, & Commercial Real Estate Analysis

​Keepin' It Real 

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  • Alex Pettee, CFA
    • Dec 15, 2019
    • 1 min read

Good News Becomes Bad News For REITs

  • Done deal. US equity markets closed a wild week at fresh record highs after the U.S. and China clinched a long-awaited "Phase One" trade deal to avert tariffs on Sunday.

  • Along with a decisive election victory in the UK, the trade deal seems to resolve two critical geopolitical uncertainties. Investors, however, remain skeptical after endless false-starts in the trade dispute.

  • Good news has seemingly become bad news for the domestic, defensively-oriented REIT sector, which was on pace for a banner year before losing altitude over the past two months.

  • With potential clarity on key macroeconomic uncertainties, investors fear a return of the "rates up, REITs down" paradigm that dogged the REIT sector for 2016 through 2018.

  • For now, the "Goldilocks" macroeconomic environment under which REITs thrive remains intact. CPI and PPI data this week continued to reflect muted inflationary pressure.

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