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Hoya Capital Hoya Capital Real Estate is an award-winning Registered Investment Advisor based in Connecticut. commercial and residential real estate ecosystem.

Hoya Capital Real Estate, LLC is a Connecticut Registered Investment Advisor. Hoya Capital Research & Index Innovations is an affiliated research and index provider. Hoya Capital Real Estate advises ETFs and individual accounts focused on investing in portfolios of publicly-traded commercial and residential real estate companies and exchange-traded funds. Hoya Capital Research is one of the most widely-followed voices in the real estate industry, providing market commentary and coverage across the U.S. ETF Express Award Methodology

Awards are based on a “peer review system” whereby ETF Express readers – including institutional and high net worth advisors, managers, and other industry professionals at fund administrators, prime brokers, custodians, and advisers – are invited to elect a “best in class” in a series of categories via an online survey. There were 1,202 votes cast in total. ETF Express worked with Algo-Chain to pre-select ETF Providers in each category based on investment performance during the twelve month period of May 2018-May 2019 leading up to the award selection. Subjective categories did not have pre-selected categories. In each category, the firms with the most votes at the end of the voting period are subject to a final review by ETF Express’s Senior Editorial team. Awarded on October 24, 2019. ETF.com Award Methodology

Winners are selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry. Step 1: The awards process began with open nominations, which started Dec. 4, 2019, and closed Jan. 4, 2020. Self-nominations were accepted, and nominations were not limited to a maximum number of categories. Step 2: Following the open nominations process, the ETF.com Awards Nominating Committee—made up of ETF.com editorial staff—reviews nominations. Nominations are screened for eligibility (appropriate timing and category). If more than five unique entries are received in the nominations process, the members of the Nominating Committee force-ranked their top five, resulting in a final slate for each category. Votes were resolved on a majority basis, and ties broken where possible with head-to-head runoff votes. If ties could not be broken, more than five finalists were allowed. The Nomination Committee completed its work by Jan. 10, 2020. Shortly thereafter, the nominees were published on ETF.com. Step 3: Winners among these finalists were selected by a majority vote of the ETF.com Awards Selection Committee, a group of independent ETF experts from across the ETF community. Committee members recused themselves from voting in any category in which they or their firms appear as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was completed by Jan. 31, 2019. Categories: ‘Best New US Equity ETF’ is awarded to an ETF Launched in 2019 that is judged by the ETF Awards Nominating Committee to be the best new ETF of the year in the equity category. ‘Most Innovative New ETF’ is awarded to an ETF Launched in 2019 that is judged by the ETF Awards Nominating Committee to be the most innovative new ETF of the year. ‘New ETF Issuer of the Year’ ETF’ is awarded to an ETF Issuer that launched their first fund in that year that is judged by the ETF Awards Nominating Committee to be the best new ETF issuer.

📊 AI Reality Check, Inflation Stress TestReal Estate Weekly Outlook: https://seekingalpha.com/article/4955027-ai-reality...
10/18/2026

📊 AI Reality Check, Inflation Stress Test

Real Estate Weekly Outlook: https://seekingalpha.com/article/4955027-ai-reality-check-inflation-stress-test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed’s path without clearly forcing an October hike.

Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds lower.

Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

REITs advanced for a second straight week after a record seven-week losing streak, while housing stocks also firmed as falling long-term yields offered modest hope for mortgage-rate relief.

REIT earnings season began with fundamentals still broadly healthy: Prologis raised FFO and NOI guidance, Ladder posted solid results, and dividend trends remained stable despite the recent rate-driven selloff.

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U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals. Click here to read more on REITs here.

10/17/2026

Exploring the diverse world of REITs, we dive into property sectors with the strongest fundamentals. Discover why senior housing and select-service hotels are in high demand, and how data centers and industrial real estate are booming. We also discuss necessity-based retail, while cautioning about the mortgage REIT space.

10/15/2026

REITs are built on income. Investors should understand how REIT dividends are covered, whether through earnings, acquisitions, or rent increases. Currently, the average REIT payout ratio is around 66-67%, well below the long-term average of 78%, indicating room for future dividend growth.

10/13/2026

REITs offer attractive long-term investment potential by paying out most net income to shareholders as dividends. They fit into a diversified portfolio, often making up 5-10% of income-oriented investments. From cell towers to shopping centers, REITs are integral to our daily lives, often overlooked in broader economic discussions.

📊 REITs Snap The SlideReal Estate Weekly Outlook: https://seekingalpha.com/article/4953321-reits-snap-the-slideU.S. equi...
10/11/2026

📊 REITs Snap The Slide

Real Estate Weekly Outlook: https://seekingalpha.com/article/4953321-reits-snap-the-slide

U.S. equities reached fresh record highs as strong earnings expectations outweighed elevated energy prices, high long-term rates, and geopolitical risks, while sticky inflation kept the Fed biased toward further tightening.

Bond markets calmed after several turbulent weeks, with Treasury yields edging lower and volatility retreating as strong auctions stabilized the long end, while markets continued to expect another hike by year-end.

Energy markets were comparatively stable despite renewed Middle East tensions and Gulf hurricane disruptions, while gasoline and diesel prices eased modestly from recent highs.

REITs snapped a record-setting seven-week losing streak as rate volatility eased, although housing and Mortgage REITs remained under pressure with 30-year mortgage rates still near 7.5%.

Cell Tower REITs surged on prospects that Starlink Mobile could emerge as a fourth major U.S. wireless carrier, potentially reversing years of consolidation-driven leasing headwinds for tower landlords.

U.S. stocks hit record highs as earnings optimism beats rates, energy, and geopolitical risks. Read the full analysis here.

10/11/2026

According to Essex Property Trust (ESS), the West Coast, particularly Northern California, is poised for significant real estate outperformance. With recovering rents, early-stage AI tech growth, and historically low housing supply, Essex is looking at a compelling 5+ year window of opportunity, even stronger than post-2011.

10/09/2026

Discover how disciplined capital allocation and a unique operating platform drive superior shareholder value for Essex Property Trust (ESS). Learn about the power of concentrated portfolios and efficient operations, leading to industry-best margins and 32 consecutive years of dividend growth.

10/07/2026

While US recession fears loom, Essex Property Trust (ESS) markets show remarkable resilience due to historically low housing supply. Expect steady growth, outperforming many US metros. Their disciplined capital allocation ensures maximum shareholder value through strategic investments in buying, developing, or renovating.

10/05/2026

Essex Property Trust, an S&P 500 REIT, specializes in West Coast multifamily properties. Their strategy targets markets with low housing supply, high job growth, and high income growth, consistently exceeding US average rent growth. Established in 1994, this structure maximizes capital efficiency by eliminating double taxation.

📈 REITs Hit A Rate WallReal Estate Weekly Outlook: https://seekingalpha.com/article/4951817-reits-hit-a-rate-wallU.S. eq...
10/04/2026

📈 REITs Hit A Rate Wall

Real Estate Weekly Outlook: https://seekingalpha.com/article/4951817-reits-hit-a-rate-wall

U.S. equity markets were mixed as softer jobs data and cooler-than-expected inflation eased near-term Fed tightening fears but failed to halt another punishing move at the longer end of the curve.

The critical BLS payrolls report showed September job growth of 29k - well short of expectations - while wage growth slowed to its weakest pace since 2021.

Core PCE - the Fed's preferred inflation gauge - also surprised to the downside, helped in part by benchmark and methodology revisions that lowered previously reported inflation.

REITs fell for a seventh straight week, their longest losing streak on record, while Mortgage REITs suffered their worst week in three years amid surging rate volatility.

REITs remained active on the M&A-front this week, led by Brixmor’s $2.3B Slate Grocery deal, continued healthcare REIT expansion into senior housing, and a handful of deals across the retail, hotel, and residential sectors.

Mixed US stocks as weak jobs data and cooler inflation ease Fed fears, but long rates surge. Click here to read more on the REIT market here.

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Rowayton, CT

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