Hoya Capital

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 w

idely-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.

📊 Ceasefire Holds, Rally RollsReal Estate Weekly Outlook: https://seekingalpha.com/article/4910402-ceasefire-holds-rally...
05/31/2026

📊 Ceasefire Holds, Rally Rolls

Real Estate Weekly Outlook: https://seekingalpha.com/article/4910402-ceasefire-holds-rally-rolls

Stocks rallied for a ninth straight week as ceasefire hopes, AI leadership, and stronger earnings lifted risk appetite, pushing the S&P 500 nearly 20% above March lows.

Fresh U.S. “defensive” strikes on Iranian targets whipsawed markets, but investors viewed the limited response as evidence that the ceasefire remained durable rather than a renewed escalation.

Ahead of the annual REITweek industry conference, REITs were mixed despite a sharp retreat in benchmark interest rates. Homebuilders gained on hopes for mortgage-rate relief.

Cold storage REITs extended their two-month rally as Walmart’s $460/SF Riverside purchase offered a supportive private-market valuation point, while Americold’s cost-savings plan added another catalyst.

Office and net lease transactions highlighted improving price discovery, with SL Green, Blackstone, Alexander's, and Four Corners deals showing capital markets activity thawing across both reset-basis and higher-quality assets.

Stock market update: S&P 500 rallies 9th week on AI, earnings & ceasefire hopes; REITs mixed, cold storage jumps.

05/29/2026

With elevated capital costs, AH Realty Trust (AHRT) Is strategically redeploying underutilized assets like land parcels. This approach, combined with organic portfolio growth, paints a solid future for the company. Redeveloping existing assets offers a more compelling short-term return compared to new acquisitions as they work to close the gap to NAV.

05/28/2026

Investors wanted less leverage and clearer fees. AH Realty Trust (AHRT) focusEs on unlocking embedded value through simplification. The goal is repeatable property income streams valued by the market.

05/28/2026

Discover how integrated environments like Town Center Virginia Beach create vibrant districts where office, retail, and residential spaces work in harmony. This ecosystem attracts employers and residents alike, keeping amenities accessible and rents stable, even in uncertain markets according to Shawn Tibbetts, CEO of AH Realty Trust (AHRT).

05/27/2026

Discover how a unique transaction unlocked growth for a well-performing real estate asset within Healthpeak (DOC). This strategy allowed for separate trading of Janus Living (JAN), improved cost of capital, and continued benefits for Healthpeak as an 82% owner. Witness a business that grew from a 9-10x FFO multiple to nearly 30x.

05/26/2026

The senior housing sector is experiencing a strong demand-supply imbalance, driven by an aging population and high construction costs. This presents a unique opportunity for growth. Discover the key factors and challenges in this demanding but rewarding business according to Scott Brinker, CEO of Janus Living (JAN).

05/26/2026

Janus Living (JAN) is a specialized REIT focused on senior housing and shops boasting a solid balance sheet with no debt and substantial cash reserves. With experienced leadership and a unique transaction structure, Janus Living aims to deliver favorable earnings growth compared to the broader REIT universe.

🏙️ REITs Rip As Mega-Deals HitReal Estate Weekly Outlook: https://seekingalpha.com/article/4908496-reits-rip-as-mega-dea...
05/25/2026

🏙️ REITs Rip As Mega-Deals Hit

Real Estate Weekly Outlook: https://seekingalpha.com/article/4908496-reits-rip-as-mega-deals-hit

U.S. equity markets advanced for an eighth straight week - their longest winning streak since late 2023 - as resilient earnings and Hormuz reopening hopes offset renewed rate volatility.

The S&P 500 gained 0.9%, while small-caps and mid-caps outperformed as market breadth improved. REITs rallied 3.0%, with 19 of 20 property sectors finishing higher.

Treasury yields were mixed as investors weighed energy-driven inflation risks against hopes that reopened crude flows could ease the oil shock. Rate-hike expectations continued to build.

AvalonBay and Equity Residential announced the largest-ever REIT-to-REIT merger, creating a dominant apartment platform with more than 180,000 units and meaningful expected overhead synergies.

Major strategic REIT shakeups continued as IRG used Sachem as a public-market entry vehicle to create a listed industrial REIT, while Sun Communities sold its UK assets to refocus around core North American MH and RV communities.

US stocks extend an 8-week rally as earnings offset rate volatility; REITs surge on sector strength and major mergers. Read the full analysis here.

🔥 Inflation Reignites, Yields SpikeReal Estate Weekly Outlook: https://seekingalpha.com/article/4905791-inflation-reigni...
05/17/2026

🔥 Inflation Reignites, Yields Spike

Real Estate Weekly Outlook:
https://seekingalpha.com/article/4905791-inflation-reignites-yields-spike

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

The S&P 500 eked out a 0.2% gain, but small-caps, mid-caps, REITs, mortgage REITs, and homebuilders slumped as rate-sensitive sectors bore the brunt of a broad-based selloff.

CPI and PPI showed inflation pressures broadening beyond energy, with headline CPI rising 3.8% and PPI jumping 6.0% as higher fuel costs filtered through supply chains.

REIT earnings season ended on a positive note. Overall, 56 REITs raised guidance with notable strength across hotels, data centers, billboards, cold storage, office, senior housing, net lease, and malls.

REIT capital markets showed signs of reopening as Blackstone Digital Infrastructure became the third REIT IPO this year, while Simon raised guidance and its dividend, NHP delivered strong senior housing growth in its first quarterly report as a public REIT.

Oil prices and hotter CPI/PPI push Treasury yields to 1-year highs, pressuring rate-sensitive stocks—plus REIT guidance, IPOs & dividends.

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