Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Weekly Review: Real Estate Is Loving The Goldilocks Economy

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  • REITs and Homebuilders continued their 2019 rally on a busy week of earnings and economic data. Low inflation and solid growth continue to provide an ideal ‘Goldilocks’ economic backdrop.

  • Optimism is high as REITs climbed for the 15th week out of the past 17, a remarkable run of performance that has been aided by stronger-than-expected earnings results this quarter.

  • Job growth surprised to the upside in April as the jobless rate fell to the lowest level in 50 years. Real wages are rising at the strongest rate since 2009.

  • The jobs market is powering the best growth in household formations in a generation, setting the stage for a housing market recovery in 2019, but also rising rents.

  • Construction spending continued to moderate in March as supply growth in the residential and non-residential real estate sectors has cooled, helping to solidify real estate fundamentals across major sectors.

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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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