Alex Pettee is President and Director of Analysis and ETFs at Hoya Capital. Hoya manages institutional and particular person portfolios of publicly traded actual property securities.Alex leads the investing group iREIT®+HOYA Capital. The service incorporates a group of analysts specializing in actual income-producing asset lessons that supply the chance for dependable earnings, diversification, and inflation hedging. Study Extra.
Analyst’s Disclosure:I/now we have a helpful lengthy place within the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS both by way of inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Hoya Capital Analysis & Index Improvements (“Hoya Capital”) is an affiliate of Hoya Capital Actual Property, a registered funding advisory agency based mostly in Rowayton, Connecticut, that gives funding advisory companies to ETFs, people, and establishments. Hoya Capital Analysis & Index Improvements offers non-advisory companies together with market commentary, analysis, and index administration centered on publicly traded securities in the actual property business. This printed commentary is for informational and academic functions solely. Nothing on this web site nor any commentary printed by Hoya Capital is meant to be funding, tax, or authorized recommendation or a suggestion to purchase or promote securities. This commentary is impersonal and shouldn’t be thought-about a suggestion that any specific safety, portfolio of securities, or funding technique is appropriate for any particular particular person, nor ought to or not it’s seen as a solicitation or provide for any advisory service supplied by Hoya Capital Actual Property. Please seek the advice of along with your funding, tax, or authorized adviser relating to your particular person circumstances earlier than investing. The views and opinions in all printed commentary are as of the date of publication and are topic to alter with out discover. Info introduced is believed to be factual and up-to-date, however we don’t assure its accuracy, and it shouldn’t be thought to be an entire evaluation of the topics mentioned. Any market knowledge quoted represents previous efficiency, which isn’t any assure of future outcomes. There isn’t a assure that any historic development illustrated herein will probably be repeated sooner or later, and there’s no technique to predict exactly when such a development will start. There isn’t a assure that any outlook made on this commentary will probably be realized. Readers ought to perceive that investing entails threat, and lack of principal is feasible. Investments in actual property firms and/or housing business firms contain distinctive dangers, as do investments in ETFs. The knowledge introduced doesn’t mirror the efficiency of any fund or different account managed or serviced by Hoya Capital Actual Property. An investor can not make investments straight in an index, and index efficiency doesn’t mirror the deduction of any charges, bills, or taxes. Hoya Capital Actual Property and Hoya Capital Analysis & Index Improvements haven’t any enterprise relationship with any firm mentioned or talked about and by no means obtain compensation from any firm mentioned or talked about. Hoya Capital Actual Property, its associates, and/or its purchasers and/or its staff could maintain positions in securities or funds mentioned on this web site and in our printed commentary. A whole record of holdings and extra vital disclosures is obtainable at www.HoyaCapital.com.
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