• Healthcare REITs - particularly senior housing and long-term care facilities - have been "ground zero" of the ongoing coronavirus pandemic as the illness has devastated the world's elderly populations.
• While the initial roll-out has been slow, the successful approval of coronavirus vaccines may have prevented a "lost decade" for senior housing REITs, which reported record-low occupancy rates in late-2020.
• Government relief funds continue to pour into the healthcare sector, which has not only prevented catastrophe, but mid-pandemic fundamentals are also actually stronger for several healthcare REIT sub-sectors.
• Selectivity is especially essential in the bifurcating healthcare REIT sector, but long-term fundamentals remain more compelling than other beaten-down REITs in the retail and office sectors.
• Silver linings? Senior Housing remains the troubled spot, but external growth opportunities should be plentiful over the next half-decade for the most well-capitalized REITs amid the disruptions.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at HoyaCapital.com. Hoya Capital Real Estate advises an Exchange Traded Fund listed on the NYSE. Hoya Capital is long all components in the Hoya Capital Housing 100 Index.

Additional Disclosure: 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. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.