Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Real Estate Weekly Review: Worst Week For REITs Of 2019, But Housing Outlook Strengthens

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  • After climbing for a remarkable thirteen out of the past fourteen weeks, REITs stumbled this week, dipping nearly 3% despite an otherwise solid start to earnings season.

  • Economic growth expectations and interest rates in the US and abroad have marched higher over the past month, threatening to upset the 'Goldilocks' economic conditions that powered REITs.

  • Homebuilders rallied this week as the single-family housing market outlook continues to strengthen following a dismal 2018. Homebuilder sentiment climbed to six-month highs.

  • Accelerating forward-looking housing market metrics, however, have not yet translated into starts and permitting data. Housing starts declined over the past twelve months for the first time in eight years.

  • Retail sales data beat estimates in March, but the acceleration of 2018 continues to fade, along with optimism across many of the at-risk brick and mortar retail categories.

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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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