In short: His own ETF, offered as the diversified alternative to a single-REIT anchor: "a hundred names … diversified coast to coast across all of these different subsectors," playing the ebbs and flows of each subsector's cycle — "not to sell our ETFs necessarily."
RIET is Hoya's own REIT fund holding about 100 REITs across every property type. His pitch for a fund over one REIT: each property type is at a different point in the real estate cycle, so a basket catches whichever is rising instead of betting everything on one landlord like Realty Income. For investors who won't check their REITs every quarter, an ETF does the homework.
7:34It's diversified coast to coast across all of these different subsectors and you're really kind of playing the ebbs and flows of the real estate cycle because as I stated with you in previous interviews with 20 plus subsectors that are out there each of those subsectors are in a different stage of the real estate cycle and frankly inside of that each of those companies might be at a different point of the real estate cycle.
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