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  • Alex Pettee, CFA

REITs Rally As Rates Retreat

  • Is Bad News is Good News Again? U.S. equity markets rebounded this past week as lukewarm economic data and renewed COVID concerns halted the surge in interest rates and calmed market jitters.

  • Closing within 1% of record highs, the S&P 500 jumped 1.7% this past week led by the more yield-sensitive sectors, but gains this week were "top-heavy" with Mid-Caps and Small-Caps lagging.

  • Real estate equities - both REITs and homebuilders - delivered strong gains as interest rates pulled back. The broad-based Equity REIT Index gained 2.6% led by residential and technology REITs.

  • Three more REITs increased their dividend this week - all in the mortgage REIT sector. However, mall REIT Washington Prime plunged on reports that it's seeking bankruptcy financing. Fellow mall REIT CBL Properties surged after making progress on emerging from Chapter 11.

  • No Homes to Sell: Existing Home inventory declined to historic lows last month, pressuring February home sales data despite continued signs of robust demand. Redfin's Homebuyer Demand Index was up 149% from last year.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at 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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