Hoya Capital Real Estate, LLC

Fee-Only (% of Portfolio)

Hoya Capital Real Estate manages investment portfolios for individuals, institutions, and exchange-traded funds (ETFs). Hoya Capital focuses on publicly-traded companies involved in the U.S. commercial and residential real estate business. Hoya Capital also develops and administers custom indexes that track specific segments of the real estate market. Hoya Capital can manage accounts on a discretionary or non-discretionary basis.

Assets Under Management$130M
Clients12
Advisors2
Avg. per Client$11M
Avg. per Advisor$64M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Hoya Capital's annual fees for managing individual accounts are based on a percentage of the assets they manage. The specific fee is negotiated with each client and may vary based on the complexity and scope of responsibilities. The fee is calculated and paid quarterly, based on the value of the account at the end of each quarter. Hoya Capital does not charge an advisory fee on client assets invested in ETFs where Hoya Capital also serves as the advisor.

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Location

2 Advisors at this firm