Our Team

Who We Are

Hoya Capital Real Estate is an SEC-Registered Investment Advisor committed to making real estate more accessible to all investors. Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly traded commercial REITs and residential real estate companies.

Leaders in commercial and residential real estate analysis, we are among the most widely-read and cited publishers of real estate research and commentary on REITs, Homebuilders, ETFs, and the broader US Housing Sector. Hoya Capital Real Estate, based in Connecticut, USA, is a subsidiary of Pettee Investors, Inc, an SEC-registered investment advisor.

HOMZ seeks to track the Hoya Capital Housing 100 Index which provides complete exposure to the U.S. housing market, one of the largest asset classes in the world.

Our Executive Team

Alex Pettee, CFA

President, Head of ETFs
Alex Pettee, CFA
A passionate Hoya through and through, Alex founded Hoya Capital Real Estate, a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to the masses. Originally conceived as part of a Capstone master's thesis at Georgetown, Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly traded commercial and residential real estate companies. A dual-degree holder and two-sport athlete at Georgetown, Alex played baseball and track for the Hoyas and studied Finance and Real Estate. Alex is President and Head of ETFs for Hoya Capital Real Estate and is a CFA Charterholder.

Sheila Pettee, CFA

CEO & CCO
Sheila Pettee, CFA
A thirty year veteran as a registered investment advisor, Sheila founded Pettee Investors, an SEC-registered investment advisor and the parent firm of Hoya Capital, in 1989. She has steadily grown the firm over the past 30 years by putting clients first and going the extra mile to address their wealth management and investment advisory needs. Sheila is Chief Executive and and Chief Compliance Officer at Hoya Capital Real Estate. Sheila graduated from Rollins College and is a CFA Charterholder.

Jonathan Morris

Research Advisor
Jonathan Morris
Professor Jonathan Morris is Research Advisor to Hoya Capital Real Estate. Professor Morris is a seasoned commercial real estate executive with deep experience in the multifamily and office industry with a specialty in capital markets and acquisitions. He has held senior executive and partner positions for publicly traded REITs and major private real estate firms including Boston Properties, Charles E. Smith, and Lerner Enterprises' LMH Realty Group LLC. He serves as an Adjunct Professor at Georgetown University.

Dean Gulis, CFA

Research Advisor & Index Committee
Dean Gulis, CFA
An experienced portfolio manager with particularly deep knowledge of the mid-cap sector, Dean Guils is on the Index Committee and Research Advisor at Hoya Capital Real Estate, in addition to serving as Executive Vice President and Portfolio Manager at Pettee Investors Inc. He has 40 years of investment industry experience as a portfolio manager, director of research, and equity analyst. He earned a B.A. and M.B.A. from the University of Michigan and is a CFA Charterholder.

Our Strategic Partners

New York Stock Exchange

Listing Exchange
NYSE Arca is the premier global venue for Exchange Traded Funds. The Hoya Capital Housing ETF is listed on the New York Stock Exchange Arca under ticker symbol HOMZ. The equity exchanges - the New York Stock Exchange, NYSE American and NYSE Arca - trade more U.S. equity volume than any other exchange group. The first all-electronic exchange in the U.S., NYSE Arca is the top U.S. exchange for the listing and trading of exchange-traded funds (ETFs) and also trades more than 8,000 U.S.-listed securities. NYSE Group is a subsidiary of Intercontinental Exchange, a leading operator of global exchanges and clearing houses, and a provider of data and listings services. For more information, visit www.nyse.com.

U.S. Bank

Fund Accounting, Administration & Custody Services
US Bancorp Fund Services is a leading ETF service provider that has been providing seamless administration services for ETFs and other fund structures since 1969. A dedicated US Bancorp ETF team supports the Hoya Capital Housing ETF and provides day-to-day fund accounting and administration. Distribution support is provided through Quasar Distributors, a wholly owned subsidiary of U.S. Bancorp Fund Services. Custody support is provided by U.S. Bank. U.S. Bancorp, with 74,000 employees and $467 billion in assets as of December 31, 2018, is the parent company of U.S. Bank, the fifth-largest commercial bank in the United States. U.S. Bank is committed to serving its millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world as a trusted financial partner, a commitment recognized by the Ethisphere Institute naming the bank a 2018 World’s Most Ethical Company. For more information, visit www.usbank.com.

Penserra

Sub-Advisory & Portfolio Management
Penserra provides ETF sub-advisory and portfolio management services in support of the Hoya Capital Housing ETF. Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area. Penserra holds to the conviction that there is a different way for an investment firm to create value. Powered by precision, innovation, and trust, Penserra strives to provide its clients superior service and exceptional results. Penserra specializes in ETF sub-advisory and provides portfolio management services for passively and actively managed ETFs. For more information, visit www.Penserra.com.

Virtu Financial

Lead Market Maker
Virtu Financial is the lead market maker (LMM) for the Hoya Capital Housing ETF. Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our market structure expertise, broad diversification, and execution technology enables us to provide competitive bids and offers in over 25,000 securities, at over 235 venues, in 36 countries worldwide. For more information, visit www.Virtu.com.

Solactive AG

IOPV & Index Calculation
Solactive AG is the index calculation agent for the Hoya Capital Housing 100 Index. Solactive is an innovative index provider that focuses on the development, calculation and distribution of tailor-made indices across all asset classes. As at January 2019, Solactive AG served approximately 400 clients in Europe, America and Asia, with approximately USD 200 billion invested in products linked to indices calculated by the company globally, primarily via 380 exchange-traded funds from a number of well-known providers. Solactive AG was established in 2007 and is headquartered in Frankfurt. For more information, visit www.Solactive.com.

Arro Financial Communications

PR & Marketing Support
Arro Financial Communications is a marketing communications agency specializing in the exchange traded funds (ETF) space. Arro’s holistic approach encompasses branding, public relations, content generation, animated videos, and advertising. They have developed marketing collateral and/or executed PR campaigns on behalf of 15 different ETF issuers across multiple asset classes. In addition to ETF issuers, Arro has worked with hedge funds, institutional trading firms, ETF strategists, index providers, and other asset management professionals, providing the agency with a solid understanding of the inner workings of the ETF space. For more information, visit www.arrocomm.com.