Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Real Estate Leads Stocks To Records On 'Euphoric' Week

  • US equity markets continued to roll this week with fresh records across the major indexes, powered by "Goldilocks" economic data and resolutions on the U.S.-China trade deal and the USMCA.

  • With gains of more than 2.5%, it was the best week for REITs in nearly a year. Homebuilders surged 4.5%, leading the S&P 500 to gains of 1.9%.

  • The US housing market picked up in 2020 where it left off in 2019 with signs of continued reacceleration. Housing starts surged to 13-year highs while homebuyer traffic climbed to 20-year highs.

  • It was a strong holiday season for retailers. Total retail sales recorded 3.6% growth for full-year 2019. Brick and mortar sales, however, slowed to 2.1% growth following a strong 2018.

  • Despite indications of a pick-up in economic activity, inflationary pressures remain muted, as Core CPI and PPI came in cooler than expected in December. Core CPI ex-Shelter is higher by just 1.5%.

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Hoya Capital Real Estate, LLC

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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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