Mortgage Mayhem: Rates Reach Highest Point Since 2002, Rocking Real Estate Market
Portfolio Pulse from Piero Cingari
The real estate sector is experiencing a shake-up as 30-year mortgage rates reach 7.09%, the highest since 2002. This surge is attributed to the unveiling of the Treasury's funding plan and a downgrade in the U.S. government debt rating. Mortgage applications have declined by 3.1%, marking the third consecutive decline. This has put pressure on real estate stocks, with the Real Estate Select Sector SPDR Fund (XLRE) and the Vanguard Real Estate ETF (VNQ) experiencing drops of 4.7% and 4% respectively. Host Hotels & Resorts, Inc. (HST) and Extra Space Storage, Inc. (EXR) have seen significant declines of 9% and 6% respectively.

August 09, 2023 | 1:37 pm
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NEGATIVE IMPACT
Extra Space Storage, Inc. (EXR) has experienced a decline of 6% over the past week.
The surge in mortgage rates has led to a decline in mortgage applications, which has put pressure on real estate stocks, including EXR.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Host Hotels & Resorts, Inc. (HST) has seen a significant decline of 9% over the past week.
The surge in mortgage rates has led to a decline in mortgage applications, which has put pressure on real estate stocks, including HST.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
The Vanguard Real Estate ETF (VNQ) has mirrored the decline in the real estate sector with a 4% retreat.
The surge in mortgage rates has led to a decline in mortgage applications, which has put pressure on real estate stocks, including VNQ.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
The Real Estate Select Sector SPDR Fund (XLRE) has experienced a 4.7% drop due to the surge in mortgage rates.
The surge in mortgage rates has led to a decline in mortgage applications, which has put pressure on real estate stocks, including XLRE.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80