Hoya Capital Real Estate
Seeking Alpha
Connecticut, United States
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Past articles by Hoya:
This Time Is Different
This report examines high-level REIT fundamentals to chart the likely path forward for the real estate industry. Click here to read more. → Read More
Failure Fallout
The second-largest banking collapse in history is the collapse of SIVB. Read more to see real estate weekly outlook, economic data, and equity REIT week. → Read More
Healthcare REITs: Life After The Pandemic
While inflation risks linger, recent trends suggest that concerns over telehealth and work-from-home disruptions are overstated. Click here for a detailed analysis. → Read More
Warm Winter For Global Economy
Click here for a recap of the most important macroeconomic data points affecting the residential and commercial real estate marketplace. → Read More
Losers Of REIT Earnings Season
After covering the Winners of REIT Earnings Season earlier this week, our Earnings Recap focuses on the worst-performing property sectors and common threads shared by these laggards. → Read More
Winners Of REIT Earnings Season
Nearly 200 US REITs reported fourth-quarter earnings results over the past month. Our focus was on 2023 FFO guidance and dividend sustainability. Read more here. → Read More
Apartment REITs: Tracking For Soft Landing
Apartment REITs were second-worst-performing property sector in 2022 despite delivering a record year of operating performance highlighted by 20% FFO growth. Read more here. → Read More
Risks Of 'No Landing'
Real estate earnings season kicked into a higher gear with reports from nearly 40 REITs. Learn more about real estate weekly outlook and equity REIT week. → Read More
Billboard REITs: We're Paying Attention (Lamar Vs. Outfront) (NASDAQ:LAMR)
Billboard REITs own a commanding share of the nation's 500,000 outdoor advertising displays. See a comparison of LAMR and OUT stocks here. → Read More
REIT Earnings Halftime Report
We're approaching the halfway point of another consequential real estate earnings season. Results thus far have modestly exceeded expectations. Read more here. → Read More
All Eyes On CPI
Real estate earnings season kicked into gear this past week with reports from 30 equity REITs and 8 mortgage REITs. Click here to read more. → Read More
Office REITs: Pain Is Priced In
With Office REITs trading at historically deep discounts, there appear to be some emerging pockets of value in REITs focused on secondary and tertiary markets. Read more here. → Read More
Fed Blinks, Finally
Real estate equities also continued their hot start to the new year as REIT earnings season kicked into gear. Check out the real estate weekly metrics here. → Read More
REIT Earnings Preview: The New Normal
How REITs are responding to this higher rate environment – both on acquisitions and the financing side - will be closely watched. Read more to see my takeaways. → Read More
A Softish Landing
Real estate equities continued their hot start to 2023 as earnings season kicked off. The Equity REIT Index advanced another 3.0% while Mortgage REITs gained 2.5%. → Read More
Storage REITs: Downsized Demand
Self-Storage REITs have stumbled of late amid a post-pandemic demand normalization and pressure from elevated supply growth. Read more here. → Read More
Hotel REITs: Dividends Are Back
Hotel REITs have been among the better-performing sectors over the past year. Click here for a complete analysis. → Read More
Fed Goes Quiet
Buoyed by the retreat in longer-term interest rates and solid REIT earnings, real estate equities were among the outperformers this week. Read more here. → Read More
Industrial REITs: Shortages Become Gluts
Pressured by global recession concerns, Industrial REITs dipped by 30% in '22 - the sector's worst year on record- snapping a seven-year streak of outperformance over the broader REIT Index. → Read More
The 'D' Word
Disinflation dominated the discussion after the closely-watched CPI-ex-Shelter Index was negative for the fifth month in the past six. → Read More