RIET Hoya Capital High Dividend Yield ETF.png
HOMZ_Logo_Just Ticker.png
  • Alex Pettee, CFA

Recover And Rebuild: A Decade In Review

  • "Recover and Rebuild." Despite entering the decade scarred and wounded from the financial crisis, REITs and Homebuilders delivered strong and steady performance throughout the 2010s.

  • Limited supply and swelling demand defined the decade for most major property sectors, while other sectors saw significant upheaval - some positively and others negatively - by technological disruption.

  • Since the start of 2010, REITs produced a compound annual return of 12.6%, slightly shy of the 13.5% compound annual return on the S&P 500. Homebuilders gained 18.5% per year.

  • At the real estate sector-level, three themes dominated the 2010s: 1) The Housing Shortage, 2) The Retail Apocalypse, and 3) The Internet Revolution.

  • Access to capital became a critical competitive advantage for REITs during the decade, which saw the sector evolve from passive "buy-and-hold" portfolios into dynamic, growth-oriented real estate operators.

Click here to continue reading on Seeking Alpha!

high yield REIT investing hoya capital logo.png

Hoya Capital Research & Index Innovations is an affiliated index provider and research firm that builds custom indexes tracking U.S. commercial and residential real estate sectors, including indexes tracked by exchange-traded funds (ETFs). 

Hoya Capital Research & Index Innovations