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Hoya Capital Real Estate, LLC

Invest@HoyaCapital.com

(833) HOYA-CAP

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.

Additional Disclosure & Privacy Policy

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The Easy Way To Invest In Real Estate

Economics, Housing, & Commercial Real Estate Analysis

Keepin' It Real 

Apartment REITs
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Data Center REITs
Mall REITs
Net Lease REITs
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  • Alex Pettee, CFA

Real Estate Daily Recap: On "Risk-On" Day, REITs End Lower While Housing Jumps Higher

In a clear "risk-on" trading pattern amid continued trade-related market turmoil, the Hoya Capital US REIT Index finished the day lower by 0.6%, led by the single family rental, mall, and hotel REIT sectors. The healthcare, net lease, and data center REIT sectors were the relative laggards on the day. The S&P 500 jumped by 2.2% and the Nasdaq surged 2.8%. At 2.12%, the 10-Year yield finished the day higher by 4 basis points, climbing back from the lowest level in 21 months.

The Hoya Capital US Housing Index finished the day higher by 1.8% with seven of the eight sectors in positive territory. The Real Estate Technology, Home Furnishings, and Homebuilding Products sectors were the strongest performing industry sectors with Whirlpool, Realogy, Restoration Hardware, Trex, and Sleep Number each jumping more than 6% on the day.

The Residential REIT sector was the lone housing sector in negative territory, dragged down by the yield-sensitive and defensive healthcare REITs Ventas, HCP, and Welltower, which each dipped more than 2% on the day.

Jobs data highlights a busy week of economic data ahead, which will be closely watched by market participants around the world. The US labor markets have defied expectations on the upside for much of the past half-decade, and continued strength in job growth should be expected to strengthen the Administration's hand at the negotiating table and improve the outlook for a trade deal with China. On the flip-side, a particularly weak report will very much put Fed rate cuts back in play and may leave the 10-year with a 1-handle by next weekend. Construction spending on Monday, factory orders on Tuesday, and ADP employment data on Wednesday are the other notable releases next week.

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.


Hotel REITs
Single Family Rental REITs
Mobile Home REITs
Healthcare REITs
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