Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Vaccine Powers REITs To Historic Rebound

  • U.S. equity markets climbed to record-highs this past week on positive trial results for a COVID-19 vaccine, a potentially major breakthrough hailed as a "great day for science and humanity."

  • Adding to its 7% post-election surge, the S&P 500 gained 2.3% this past week to close at fresh all-time record-highs. The Dow Jones Industrial Average has added nearly 3,000-points since Election Day.

  • Vaccine optimism powered real estate equities to a historically strong week. More than 120 REITs gained over 10% as the Equity REIT Index jumped 7.0% while Mortgage REITs surged 8.8%.

  • Sector rotation was the theme of the week as investors shifted away from the "stay at home winners" and towards some of the most beaten-down segments of the equity market including retail, hotel, and urban apartment REITs.

  • The clock is ticking: while there is "light at the end of the tunnel," it appears that the vaccine won't come soon enough to prevent a "third wave" of targeted economic shutdowns in several hotspots around the country.

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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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