Real Estate Daily Recap: REITs and Housing Outperform on Worst Day for Stocks of 2019

The worst single-day decline this year, US equity markets finished the day lower by roughly 3% as worries of slowing global economic growth and the inverted yield curve in the US have investors on edge. The S&P 500 and Nasdaq each finished lower by 3.0% as the 10-Year yield dipped another 9 basis points to close the day at 1.58%. Meanwhile, domestic-focused and more rate-senstive equity sectors outperformed with the Hoya Capital US REIT Index finishing the day lower by a modest 1.3%. The manufactured housing, healthcare, and student housing REIT sectors led the gains on the day.

The Hoya Capital US Housing Index finished the day lower by 2.3% with all eight housing sectors finishing in negative territory on the day. The Residential REIT and Homebuilding sectors were the relative outperfomers on the day. At Home Group (HOME), Beacon Roofing (BECN), and Ventas (VTR) were the lone housing sector components in positive territory on the day.

For an in-depth analysis of all real estate sectors, be sure to check out all of our quarterly reports: Homebuilders, Apartments, Student Housing, Single Family Rentals, Manufactured Housing, Cell Towers, Healthcare, Industrial, Data Center, Malls, Net Lease, Apartments, Shopping Centers, Hotels, Office, Storage, Timber, and Real Estate Crowdfunding.

Disclosure: An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. We consider the information in this presentation to be accurate, but we do not represent that it is complete. It should not be relied upon as the sole source of suitability for investment. Please consult with your investment, tax or legal adviser regarding your individual circumstances before investing. Visit our website for a complete definition of all indexes cited in this report. Investing involves risk and loss of principal is possible.

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Real Estate Extends Gains Amid Turbulence

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Apartment REITs: Roaring Rents