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 incorporates a staff of analysts specializing in actual income-producing asset courses that supply the chance for dependable earnings, diversification, and inflation hedging. Learn More.
Analyst’s Disclosure: I/we’ve a useful lengthy place within the shares of RIET, HOMZ, ALL HOLDINGS IN THE INCOME BUILDER FOCUSED INCOME AND DIVIDEND GROWTH PORTFOLIOS both via 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 Looking 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 supplies 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 specific safety, portfolio of securities, or funding technique is appropriate for any particular particular person, nor ought to it’s considered as a solicitation or provide for any advisory service supplied by Hoya Capital Actual Property. Please seek the advice of together with your funding, tax, or authorized adviser concerning 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 thought to be a whole evaluation of the topics mentioned. Any market knowledge quoted represents previous efficiency, which isn’t any assure of future outcomes. There isn’t a assure that any historic pattern illustrated herein might be repeated sooner or later, and there’s no technique to predict exactly when such a pattern will start. There isn’t a assure that any outlook made on this commentary might be realized. Readers ought to perceive that investing includes threat 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 knowledge introduced doesn’t replicate the efficiency of any fund or different account managed or serviced by Hoya Capital Actual Property. An investor can not make investments instantly in an index and index efficiency doesn’t replicate the deduction of any charges, bills or taxes. Hoya Capital Actual Property and Hoya Capital Analysis & Index Improvements haven’t 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 workers could maintain positions in securities or funds mentioned on this web site and our printed commentary. A whole checklist of holdings and extra essential disclosures is accessible at www.HoyaCapital.com.
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