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 includes a workforce of analysts specializing in actual income-producing asset lessons that provide the chance for dependable earnings, diversification, and inflation hedging. Study Extra.
Analyst’s Disclosure: I/we now have a useful 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 Searching for 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 true property trade. This printed commentary is for informational and academic functions solely. Nothing on this website nor any commentary printed by Hoya Capital is meant to be funding, tax, or authorized recommendation or a proposal to purchase or promote securities. This commentary is impersonal and shouldn’t be thought of a advice that any explicit 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 supply for any advisory service provided 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 vary with out discover. Data introduced is believed to be factual and up-to-date, however we don’t assure its accuracy, and it shouldn’t be considered an entire evaluation of the topics mentioned. Any market information quoted represents previous efficiency, which is not any assure of future outcomes. There isn’t any assure that any historic development illustrated herein will likely be repeated sooner or later, and there’s no technique to predict exactly when such a development will start. There isn’t any assure that any outlook made on this commentary will likely be realized. Readers ought to perceive that investing entails danger and lack of principal is feasible. Investments in actual property corporations and/or housing trade corporations contain distinctive dangers, as do investments in ETFs. The data introduced doesn’t mirror the efficiency of any fund or different account managed or serviced by Hoya Capital Actual Property. An investor can’t make investments instantly 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 don’t have 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 might maintain positions in securities or funds mentioned on this web site and our printed commentary. An entire checklist of holdings and extra necessary disclosures is offered at www.HoyaCapital.com.
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