The Gift That Keeps On Giving

Dec. 25, 2021 8:00 AM ETBRG, BX, APTS, BRT, RTL, PEB, HST, VICI, WMC, BRSP, RITM, SACH, 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, IARAX9 Comments

Summary

  • U.S. equity markets rebounded to fresh record-highs heading into the Christmas holiday after governments in the U.S. and U.K. showed restraint in instituting more severe economic restrictions amid the recent COVID reacceleration.
  • Bouncing back from an Omicron-driven sell-off and ending the week at fresh record highs, the S&P 500 rallied 2.3% on the week while Mid-Caps and Small-Caps each gained nearly 3%.
  • Real estate equities were mixed as a strong rebound from "COVID-sensitive" property sectors were offset by pressure on technology REITs, but REITs remain the best-performing major asset class of 2021.
  • Apartment REIT Bluerock Residential soared 70% after Blackstone announced it will acquire the small-cap REIT at a nearly 60% premium while fresh data showed that rents across the nation continue to soar at historic rates.
  • On a busy week of last-minute holiday shopping and travel, housing market data brought some much-needed "cheer." New and Existing Home Sales climbed to their highest levels since early 2021 as the broader U.S. housing industry remains the "gift that keeps on giving."
  • This idea was discussed in more depth with members of my private investing community, Hoya Capital Income Builder. Learn More »

Decorated Christmas Tree Near Fireplace at Home

kajakiki/E+ via Getty Images

Real Estate Weekly Outlook

U.S. equity markets rebounded to fresh record-highs heading into the Christmas holiday after governments in the U.S. and U.K. showed restraint in instituting more severe economic restrictions amid the recent COVID reacceleration. There was more "cheer

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Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, AFIN, APTS, CUZ, NRZ, VICI, MGP, GLPI, RC, SACH, WMC, INVH, TCN, AMH 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 December 23rd.

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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