Economics, Housing, & Commercial Real Estate Analysis

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Apartment REITs
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Data Center REITs
Mall REITs
Net Lease REITs
Hotel REITs
Single Family Rental REITs
Mobile Home REITs
Healthcare REITs
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  • Alex Pettee, CFA

Real Estate Daily Recap: REITs End Modestly Higher, Housing Stocks Finish Lower

Following a 1.0% gain yesterday, the Hoya Capital US REIT Index finished the day higher by 0.2%, led by gains in the data center, cell tower, and net lease REIT sectors. The hotel, mall, and industrial REIT sectors were the relative underperforms on the day. The S&P 500 climbed declined by 0.3% and the Nasdaq fell 0.5%%. At 2.39%, the 10-Year yield finished the day lower by 3 basis points, dragged down by a 3% drop in crude oil prices, as yields are again flirting with the lowest level in nearly 18-months.

The Hoya Capital US Housing Index finished the day lower by 0.9% with two of the eight sectors finishing in positive territory. The Real Estate Insurance and Residential REITs were the relative outperforms. Target surged nearly 8% following better-than-expected earnings. Trex, Zillow, Walmart, UDR, and Ventas each finished higher by at least 0.7%.

The Home Improvement Retail and Real Estate Technology & Brokerage sectors were the relative laggards on the day. Lowe's dipped nearly 12% following worse-than-expected earnings. Toll Brothers finished lower by nearly 5% after weak results yesterday afternoon.

New Home Sales data is released on Thursday with Durable Goods data released on Friday.

Disclosure: An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. 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 the sole source of suitability for investment. Please consult with your investment, tax or legal adviser regarding your individual circumstances before investing. Visit our website for a complete definition of all indexes cited in this report. Investing involves risk and loss of principal is possible.

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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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