• Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month.
• REITs are off to a hot start to 2021 with a record-setting quantity of dividend increases. 51 equity REITs and 17 mortgage REITs have raised their dividends this year.
• The post-vaccine sector rotation has been a prevailing theme of early 2021 as investors have shunned the faster-growing "essential" sectors in favor of reopening-sensitive sectors - retail, hotels, and office.
• Tailwinds from the red-hot housing market extend across the REIT sector. Rents are rising as home prices surge, while demand has skyrocketed for housing-related goods and services like timber and self-storage.
• Results from the handful of REITs to report results thus far have been impressive. In this report, we discuss the themes and metrics we'll be watching across all of the major real estate property sectors this earnings season.

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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.