Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

Apartment REITs
Data Center REITs
Mall REITs
Net Lease REITs
Hotel REITs
Single Family Rental REITs
Mobile Home REITs
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  • Alex Pettee, CFA

Weekly Review: Real Estate Outperforms As Rent Inflation Heats Up

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  • The ongoing trade spat between the US and China sent the S&P 500 and Nasdaq lower by more than 2%, the worst week of 2019 for the major averages.

  • Domestic-focused real estate equities generally outperformed on the week, lifted by inflation data that suggested that ‘Goldilocks’ economic conditions persist. Trade disputes, however, threaten to upset this delicate balance.

  • CPI data came in cooler-than-expected. Besides housing costs, inflationary pressures remain muted. At 3.8%, rent rose at the fastest rate since mid-2017, powered by tight supply and strong household formations.

  • Strong earnings results from Zillow and Invitation Homes were highlights of the final week of peak earnings season across the REIT and housing sectors. Results were generally better-than-expected.

  • Labor markets remain relentless. JOLTs data showed that job openings rebounded better-than-expected in March, the biggest gain in a year. There are 1.3 million more openings than unemployed Americans.



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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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