Our Investment Strategies
Hoya Capital is committed to making real estate more accessible to all investors. We offer a full menu of investment management services designed to meet your objectives and goals.
Investment Management objectives & Factors
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Growth
Investments typically include real estate firms more levered to economic growth that have a higher total return potential.
Based on past trends, these portfolios tend to overperform during periods of accelerating economic growth but underperform in an economic slowdown.
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Balanced.
Investments typically include a balanced blend of companies that, based on prior trends, could be expected to perform on par with the broad real estate market indexes with respect to risk and return.
This balanced objective provides for the preservation of capital with an emphasis on income generation and long-term growth.
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Income.
Investments will typically include real estate firms that tend to be more stable, less impacted by economic conditions and pay higher dividends.
While these portfolios generally overperform during periods of economic volatility, they may be more negatively impacted by rising interest rates than portfolios with growth-oriented objectives.
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Renter / Owner.
In addition to the three prior primary objectives – growth, balance and income– whether an investor owns or rents their home is an important consideration when constructing a portfolio.
Generally, clients who do not own physical real estate will be allocated a higher percentage of housing related assets in their investment portfolio relative to those who do.
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Customized.
Investors seeking a specific strategy will generally have portfolios that are more focused and fine-tuned.
Investments typically include real estate firms concentrated in a single sub-sector or series of sub-sectors or may include specific portfolio tilts towards a particular sub-sector or strategy.
How Your Portfolio Is Constructed
Hoya Capital Real Estate believes that real estate is a critical component of every investor's asset allocation. Based on your investment objectives and goals, we construct your portfolio based on key objectives and factors to ensure you are getting the right portfolio for you, giving you the cost-effectiveness of a robo-advisor with the personal touch of a full-service advisory firm.
Contact us to learn more about how we can help you reach your investment goals.
| Initial Minimum | Management Fee* | Investment Management Strategy Overview | |
|---|---|---|---|
| Exchange Traded Funds (ETF) | <$50 | ETF Expense Ratio (See Prospectus) | Hoya Capital Real Estate advises an ETF. The ETF is available on major brokerage platforms. |
| Real Estate Robo-Advisor | $50,000 | 0.45% | Hoya Capital builds your personalized portfolio using real estate ETFs based on your investment objectives and risk tolerance. |
| Customized Real Estate Portfolio | $250,000 | 0.95% | Hoya Capital builds your customized, actively managed real estate portfolio using individual stocks, bonds, and ETFs based on your investment objectives and risk tolerance. |
| Wealth Management Services | $1,000,000 | Contact for Details | Pettee Investors, the parent firm of Hoya Capital, manages your total asset portfolio including stocks, bonds, and real estate, and provides wealth management services based on your personalized investment goals. |
Strategy, Services & Pricing Overview
An Award Winning ETF Issuer & Portfolio Manager
ETF.com
Finalist, Best New US Equity ETF, New ETF Issuer of the Year
Global Business
Insight Awards
Most outstanding Real Estate Portfolio Manager – Eastern USA
ETF Express
Most Innovative & Successful ETF Launch
Interested in Having Hoya Capital Manage Your Account?
Fill out the “Investment Management Interest” form below and our team will reach out to you.