Finance
Why These Real Estate ETFs Behave Differently HOMZ & RIET
Date: 2026-01-18 17:02:15
Not all real estate ETFs behave the same — and understanding the differences matters more than ever.
In this deep dive, I’m joined by David Auerbach from Hoya Capital to explain how HOMZ and RIET work, how they differ from traditional REIT ETFs, and how investors might think about using them in a diversified portfolio.
Topics covered:
• What HOMZ is designed to capture in the housing market
• How RIET approaches real estate income
• Key differences vs traditional REIT ETFs
• Risk, diversification, and portfolio fit
• Who these ETFs may (and may not) be for
If you’re looking for a smarter way to access real estate, this deep dive into HOMZ and RIET will give you the framework you need.
Time Stamps:
00:00 Why most real estate ETFs aren’t really diversified
00:51 Who’s behind these real estate ETFs
03:15 How HOMZ and RIET are different from REIT ETFs
03:33 What HOMZ actually owns (and why it’s not just a REIT ETF)
10:52 How RIET generates income differently than REITs
14:10 How safe is the yield? What investors should watch
18:35 Are institutions taking over the housing market?
23:34 Why housing affordability keeps getting worse
25:09 What could go wrong with these ETFs?
26:41 Who should (and shouldn’t) own these ETFs
29:55 Final thoughts on using these as REIT alternatives
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For educational purposes only. Not investment advice.
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