Keepin' It Real  

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

REITs Cool On Overheating Fears

  • U.S. equity markets were mostly higher on a volatile week as investors remain skittish about a potential "overheating" U.S. economy and the implications for interest rates, inflation, and equity valuations.

  • Bouncing back following two weeks of declines, the S&P 500 gained 0.9% on the week, but the tech-heavy Nasdaq 100 dipped another 1.7% and briefly dipped into "correction territory."

  • How hot is too hot? Investors appear concerned that the proposed $1.9 trillion stimulus package comes as economic growth is poised to accelerate amid a vaccine-driven reopening.

  • Real estate equities delivered a mixed week amid an ongoing rotation out of the "essential" property sectors and into the more "reopening-sensitive" sectors. Three more REITs boosted their dividends.

  • While most REITs have built positive momentum in early 2021, mall REIT Washington Prime plunged more than 60% on reports that the troubled landlord is considering Chapter 11 proceedings as creditor talks faltered.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at HoyaCapital.com. Hoya Capital Real Estate advises an Exchange Traded Fund listed on the NYSE. Hoya Capital is long all components in the Hoya Capital Housing 100 Index.

Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.

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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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