Here We Go Again

Nov. 27, 2021 10:00 AM ETTCN, EQIX, KKR, BX, DBRG, DLR, AMT, CONE, PINE, SQFT, AHT, SOHO, PRET, GPMT, NYMT, REXR, SVC, VNQ, RQI, RNP, IYR, XLRE, RFI, KBWY, SCHH, NRO, FREL, SRVR, JRS, DRN, USRT, ICF, RWR, DRV, URE, SRS, SEVN, FRI, REK, PSR, BBRE, PPTY, VRAI, IARAX, TCN:CA10 Comments

Summary

  • U.S. equity markets declined on a volatile Thanksgiving week as concerns over an emerging COVID variant triggered a fresh wave of economic restrictions and travel restrictions across Europe and Asia.
  • Capping-off the choppy week with the worst single-day decline since February, the S&P 500 ended the week lower by 2.1%. Mid-Caps and Small-Caps dipped over 3% while oil plunged 8%.
  • Buoyed by strong performance across the "essential" property sectors - housing, technology, and logistics - real estate equities mostly held their ground, but COVID-sensitive sectors were slammed.
  • Renewed uncertainty over the outlook for growth, inflation, and interest rates comes as the BEA reported this week that consumer prices in the US soared at the fastest rate in 31 years in October.
  • Importantly, the U.S. housing industry - which has been a critical source of strength throughout the pandemic - appears to be picking up steam yet again following a summer slowdown.
  • This idea was discussed in more depth with members of my private investing community, Hoya Capital Income Builder. Learn More »

Daily Life Under "Tier 4" Coronavirus Restrictions

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Real Estate Weekly Outlook

U.S. equity markets declined on a volatile Thanksgiving week as concerns over an emerging COVID variant triggered a fresh wave of economic restrictions and travel restrictions across Europe and Asia. The typically uneventful

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The views and opinions in all published commentary are as of the date of publication and are subject to change without notice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Any market data quoted represents past performance, which is no guarantee of future results. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any outlook made in this commentary will be realized.

Readers should understand that investing involves risk and loss of principal is possible. Investments in real estate companies and/or housing industry companies involve unique risks, as do investments in ETFs. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital. An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes.

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Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, RIET, DLR, EQIX, GPMT, TCN, NYMT, PINE, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This is an abridged version of the full report published on Hoya Capital Income Builder on November 26th.

Hoya Capital Real Estate ("Hoya Capital") is a research-focused Registered Investment Advisor headquartered in Rowayton, Connecticut. Founded with a mission to make real estate more accessible to all investors, Hoya Capital specializes in managing institutional and individual portfolios of publicly traded real estate securities, focused on delivering sustainable income, diversification, and attractive total returns. A complete discussion of important disclosures is available on our website (www.HoyaCapital.com) and on Hoya Capital's Seeking Alpha Profile Page.

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. 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.

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. Please consult with your investment, tax, or legal adviser regarding your individual circumstances before investing. 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 is available and updated at www.HoyaCapital.com.

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