Keepin' It Real  

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Industrial REITs: Oasis Of Dividend Growth

Summary

  • While the coronavirus pandemic has slammed much of the REIT sector, the "essential" property sectors - housing, industrial, and technology - have been a rare "oasis of growth" this year.

  • Industrial REITs are poised to record the strongest dividend and FFO growth rates among major property sectors this year at nearly 10%. Eight of thirteen industrial REITs have raised dividends.

  • The "hub of e-commerce" and the hottest property sector of the last half-decade, industrial REITs are poised to outperform the broad-based REIT benchmark for the fifth consecutive year in 2020.

  • A potential double-edged-sword, the pandemic accelerated the "retail apocalypse" trends as surviving retailers divert more of their capital away from malls and into distribution supply chains.

  • Recent earnings reports confirmed that fundamentals are ahead of pre-pandemic expectations. Similar to the housing industry, the trends of limited supply and robust demand should be a theme throughout the 2020s.

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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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