Hoya Capital Housing ETF

HOMZ tracks a tier-weighted index of 100 equities representing the US residential housing industry.

iShares U.S. Home Construction ETF

SPDR S&P Homebuilders ETF

The Spring selling season starts in March and lasts through May-June thanks to warmer weather after a chilly winter and buyers' inclination to move to a new house before the next school calendar starts.

Could Housing ETFs Spring Up in the Key Selling Season?

Apartment Income REIT Corp

Apartment Investment and Management

American Homes 4 Rent

AvalonBay Communities

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

BRT Apartments

Blackstone Group

Clipper Realty

Camden Property

Centerspace REIT

Elme Communities

Equity LifeStyle Properties

Essex Property Trust

Invesco S&P 500 Equal Weight Real Estate ETF

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

FlexShares Global Quality Real Estate Index Fund

Home Appreciation US REIT ETF

DBX ETF Trust - Xtrackers International Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Invitation Homes

Apartment REITs were the second-worst-performing property sector in 2022 - barely outperforming the troubled office sector - despite delivering a record year of operating performance highlighted by 20% FFO growth. Following two years of historic rent growth, there is little doubt that growth will moderate over the coming quarters. Market consensus sees a "hard landing" with rising vacancies and declining rents.

Apartment REITs: Tracking For Soft Landing

Invesco Dynamic Building & Construction ETF

U.S. builder confidence has risen for the second consecutive month to the highest level since September 2022.

Homebuilder Confidence Rises Most in a Decade: ETFs to Tap

CubeSmart

Extra Space Storage

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Life Storage

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Neuberger Berman Real Estate Securities Income Fund Inc

National Storage Affiliates Trust

Nuveen Short-Term REIT ETF

InfraCap REIT Preferred ETF

Despite delivering the strongest earnings growth of any property sector in 2022, Self-Storage REITs have stumbled of late amid a post-pandemic demand normalization and pressure from elevated supply growth. Storage demand is driven largely by housing activity – specifically home sales and rental market turnover. Rental market turnover finished 2022 near historic-lows while home sales also dipped to decade-lows.

Storage REITs: Downsized Demand

Airbnb

Ashford Hospitality Trust

Apple Hospitality REIT

Braemar Hotels & Resorts Inc

Booking Hlds

CBRE Group

Carnival

Choice Hotels Int.

Chatham Lodging Trust

DiamondRock Hospitality

Expedia

Hyatt Hotels

Hilton Worldwide Holdings

Host Hotels & Resorts

Hersha Hospitality Trust Class A

Despite lingering recession concerns and recent travel disruptions, Hotel REITs have been among the better-performing sectors over the past year, buoyed by steady post-pandemic operating improvement fueling long-awaited dividend resumptions. Several years of pent-up leisure demand helped to offset a sluggish business and group travel recovery. Hotel revenues eclipsed record highs in 2022, but with wide dispersion between markets and segments.

Hotel REITs: Dividends Are Back

housing ETFs are gaining in prices (due to a fall in rates) in 2023 despite a continued decline in existing home sales.

Here's Why Housing ETFs Are Up in 2023 Despite Soft Sales

Janus Henderson U.S. Real Estate ETF

Invesco Active US Real Estate

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Vanguard Real Estate ETF

If I had to distill my current macro outlook down into a sentence or two it would be “watch everything housing related”. The CPI is still showing rents rising.

3 Things I Think I Think - Housing Risks

The U.S. housing market has suffered a lot this year. However, mortgage rates are falling lately.

Can Homebuilding ETFs Rebound Ahead?

JPMorgan BetaBuilders MSCI US REIT ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

NETLease Corporate Real Estate ETF

US Diversified Real Estate ETF

iShares Global REIT ETF

ALPS Active REIT ETF

IQ US Real Estate Small Cap ETF

SPDR Portfolio Mortgage Backed Bond ETF

Global X SuperDividend REIT ETF

Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sector ETF

iShares Core U.S. REIT ETF

Vanguard Mortgage-Backed Securities ETF

Real Estate Select Sector SPDR Fund

Mortgage rates have not been this high since before the housing crisis. And while the housing market is slowing, prices are still high.

High Mortgage Rates And High Inflation

The pandemic caused a surge in household formation, driven in part by remote work and low-interest rates. This is likely to result in an extended period of weak growth in the number of households, with a flow-through impact on the rest of the economy.

Accelerated Household Formation Could Result In A Protracted Downturn

The housing market is cooling down this year, given rising mortgage rates, higher home prices, falling home sales and rising inventories.

Is the Party Over for Housing ETFs?

Home prices are falling fast resulting in higher affordability. Rates are also showing signs of cooling down to start October.

5 Reasons Why Housing ETFs Could Gain in Q4

Increased interest rates not expected to jolt potential homebuyers.

Powell: ‘Red Hot' Housing Market Needs Correction

HOMZ provides exposure to some of the fastest-growing names in the U.S. housing industry. This thesis aims to assess whether the ETF can deliver amid current economic uncertainties.

HOMZ: Owning A Home Is An Essential Part Of The American Dream

U.S. home prices dropped 0.77% from June to July, marking the first monthly decline in nearly three years.

Should You Buy Housing ETFs On Falling Prices?

While the frenetic housing market is showing signs of cooling down, homebuilder sector-related exchange traded funds may return to reflect a more normal path of growth, following a period of consolidation. Year-to-date, the iShares U.S. Home Construction ETF (ITB) decreased 25.0%, SPDR S&P Homebuilders ETF (XHB) declined 22.

Homebuilder ETFs Are Down But Not Out

The National Association of Home Builders/Wells Fargo Housing Market Index declined 6 points in August to 49. Also, U.S. homebuilding declined to the lowest level in nearly one and a half years in July.

Is U.S. In a 'Housing Recession'? ETFs in Focus

The National Association of Realtors blamed the decline on poor housing affordability.

Housing ETFs Stay Depressed Amid Falling Sales

The U.S. housing sector scenario seems tough due to persistently high inflation levels and rising borrowing costs.

Will ETFs Suffer as US Homebuilder Confidence Dips in June?

The housing market is entering the "most significant contraction in activity since 2006."

More Pain Ahead for Housing ETFs?

After a crash in housing stocks and ETFs, we can conclude that the sector is available at cheap based on various valuation ratios.

Homebuilder ETFs Are Cheap: Time to Buy?

The U.S. housing sector seems to grapple with a tough operating landscape due to persistent supply-chain constraints and rising borrowing costs.

Will ETFs Suffer as US New Home Sales Dip Again in April?

Since its inception in March 2019, HOMZ has been a strong performer. In fact, through January 2022, it provided superior returns to the S&P 500. However, the last few months have not been kind to this ETF. In this article, I take a frank look at some of the contributing factors.

HOMZ: The Housing ETF Might Just Be On Sale

Home sales fell for the third-straight month in April.

Housing ETFs Cool Off With Home Sales

The U.S. housing sector scenario seems tough due to persistent supply-chain constraints and rising borrowing costs.

Will ETFs Suffer as US Homebuilder Confidence Dips in May?

News for Hoya Capital Housing ETF ETF (HOMZ)