Hais txog nyiaj txiag

20 cov nyiaj faib tawm nrog cov txiaj ntsig siab uas tau dhau los ua qhov txaus nyiam tam sim no

11/29/2022
Cov Xov Xwm Bitcoin Ethereum

Cov nyiaj tau los nrhiav cov tub ua lag luam tab tom saib lub sijhawm los rub cov khoom lag luam ntawm kev nqis peev hauv vaj tse. Cov khoom lag luam hauv cov cuab yeej cuab tam tau dhau los ua qhov zoo nkauj dua li cov nqi tau poob thiab cov nyiaj tau los tau txhim kho.

Hauv qab no yog qhov dav dav ntawm REITs uas muaj cov nyiaj tau los sib faib siab thiab tseem xav tias yuav tsim kom muaj nyiaj txaus txaus nyob rau xyoo 2023 txhawm rau txhawm rau nce nyiaj hauv cov nyiaj tau los.

REIT tus nqi yuav tig ib lub ces kaum hauv 2023

REITs faib feem ntau ntawm lawv cov nyiaj tau los rau cov tswv lag luam kom tswj tau lawv cov txiaj ntsig tau txais txiaj ntsig. Tab sis cov pab pawg muaj kev sib tw, nrog rau kev ntxhov siab ntawm cov nqi sib koom thaum cov paj laum nce, vim lawv muaj xyoo no ntawm qhov ntsuas tsis tau pom dua. Ib qho kev loj hlob qeeb qeeb rau cov pab pawg kuj tseem tuaj yeem ua rau rub tawm ntawm cov khoom lag luam.

Thiab tam sim no, nrog kev sib tham tias Tsoom Fwv Teb Chaws Reserve yuav pib npau taws rau nws lub voj voog ntawm cov paj laum nce, peb yuav nyob ze rau lub sij hawm thaum REIT tus nqi nce nyob rau hauv kev cia siab ntawm qhov kev poob qis hauv cov paj laum. Kev ua lag luam ib txwm saib ua ntej, uas txhais tau hais tias cov tub ua lag luam mus sij hawm ntev uas tau tos ntawm sab nraud los yuav cov nyiaj tau los ntau dua cov nyiaj tau los ntawm kev nqis peev uas yuav tsum tau ua sai sai.

Thaum lub sijhawm kev sib tham Thaum Lub Kaum Ib Hlis 28, James Bullard, tus thawj tswj hwm ntawm Tsoom Fwv Teb Chaws Reserve Bank ntawm St. Louis thiab ib tug tswv cuab ntawm Tsoom Fwv Teb Chaws Qhib Kev Lag Luam Pawg Neeg Saib Xyuas, tau tham txog lub hauv paus tsev txhab nyiaj lub voj voog ntawm cov paj laum nce siab txhais tau tias yuav txo qis nyiaj txiag.

Thaum nug txog lub sijhawm muaj peev xwm ntawm Fed "qhov chaw nres tsheb" (qhov kawg ntawm tsoomfwv cov nyiaj tau los rau lub voj voog no), Bullard tau hais tias: "Feem ntau hais lus, kuv tau tawm tswv yim tias sai dua yog qhov zoo dua, uas koj xav tau mus rau theem zoo. txoj cai tus nqi rau cov ntaub ntawv tam sim no thiab qhov xwm txheej tam sim no. "

Fed's Bullard hais hauv kev xam phaj MarketWatch tias kev lag luam tau qis dua qhov tseem ceeb ntawm cov nqi siab dua

Lub yim hli ntuj peb luam tawm phau ntawv no mus nqis peev hauv REITs rau cov nyiaj tau los. Txij li cov ntaub ntawv rau tsab xov xwm ntawd tau rub tawm thaum Lub Yim Hli 24, S&P 500
SPX,
-0.47%
tau poob qis 4% (txawm hais tias muaj 10% kev sib tw los ntawm nws 2022 kaw qis thaum Lub Kaum Hli 12), tab sis qhov ntsuas ntsuas ntawm cov vaj tsev vaj tsev tau poob qis 13%.

REITs tuaj yeem muab tso rau hauv ob pawg. Cov REITs qiv nyiaj qiv nyiaj rau cov lag luam lossis cov neeg qiv nyiaj hauv tsev thiab / lossis nqis peev hauv cov nyiaj qiv nyiaj rov qab, thaum muaj kev ncaj ncees REITs tus kheej thiab xauj nws tawm.

Lub siab ntawm cov nqi sib koom tuaj yeem ua rau ntau dua rau kev qiv nyiaj REITs, vim tias kev lag luam qiv nyiaj qiv qis qis thaum cov paj laum nce. Hauv tsab xov xwm no peb tab tom tsom mus rau kev ncaj ncees REITs.

Kev lag luam naj npawb

Lub koom haum National of Real Estate Investment Trusts (Nareit) tau tshaj tawm tias cov nyiaj tau los ntawm peb lub hlis twg los ntawm kev ua haujlwm (FFO) rau US-listed Equity REITs tau nce 14% los ntawm ib xyoo dhau los. Txhawm rau muab tus lej ntawd tso rau hauv cov ntsiab lus, qhov kev loj hlob ntawm xyoo dhau los ntawm lub quarter FFO tau qeeb - nws yog 35% ib xyoos dhau los. Thiab lub quarter thib peb FFO nce piv rau 23% nce hauv cov nyiaj tau los ntawm ib feem rau S&P 500 los ntawm ib xyoo dhau los, raws li FactSet.

Daim ntawv tshaj tawm NAREIT rhuav tshem cov lej rau 12 pawg ntawm kev ncaj ncees REITs, thiab muaj qhov sib txawv ntawm cov lej loj hlob, raws li koj tuaj yeem pom. no.

FFO yog ib qho kev ntsuas uas tsis yog-GAAP uas feem ntau siv los ntsuas REITs lub peev xwm los them cov nyiaj faib. Nws ntxiv amortization thiab depreciation (cov khoom tsis yog nyiaj ntsuab) rov qab rau cov nyiaj khwv tau los, thaum tsis suav cov nyiaj tau los ntawm kev muag khoom. Hloov cov nyiaj los ntawm kev ua haujlwm (AFFO) mus ntxiv, netting tawm cov peev txheej uas xav tau los tswj hwm cov peev txheej zoo.

Tus lej FFO kev loj hlob qeeb qeeb taw qhia qhov tseem ceeb ntawm kev saib REITs ib tus zuj zus, kom pom tias cov nyiaj tau los txaus txaus los them cov nyiaj faib tawm.

Screen ntawm high-yielding equity REITs

Rau xyoo 2022 txog Lub Kaum Ib Hlis 28, S&P 500 tau poob qis 17%, thaum lub tuam txhab vaj tse tau poob 27%, tsis suav cov nyiaj faib.

Nyob rau lub sij hawm ntev heev, los ntawm cov paj laum thiab cov nyiaj tau los ntawm kev ua lag luam bulls uas xaus rau xyoo no, kev ncaj ncees REITs tau zoo, nrog qhov nruab nrab txhua xyoo rov qab los ntawm 9.3% rau 20 xyoo, piv rau qhov nruab nrab rov qab los ntawm 9.6% rau S&P 500, ob qho tib si nrog cov nyiaj faib rov ua lag luam, raws li FactSet.

Qhov kev ua tau zoo no yuav ua rau qee tus neeg ua lag luam xav tsis thoob, thaum xav txog REITs cov nyiaj tau los thiab S&P 500 qhov hnyav hnyav rau cov tuam txhab thev naus laus zis sai.

Rau qhov dav dav ntawm kev ncaj ncees REITs, peb pib nrog Russell 3000 Index
UA,
-0.22%,
uas sawv cev rau 98% ntawm US tuam txhab uas muag los ntawm kev lag luam peev.

Tom qab ntawd peb tau txo qis cov npe rau 119 qhov sib npaug REITs uas tau ua raws li tsawg kawg tsib tus kws tshuaj ntsuam xyuas los ntawm FactSet uas AFFO kwv yees muaj.

Yog tias peb faib qhov xav tau 2023 AFFO los ntawm tus nqi tam sim no, peb muaj kwv yees AFFO cov txiaj ntsig, uas tuaj yeem muab piv nrog cov nyiaj tau los tam sim no los saib seb puas muaj qhov xav tau "hauv paus" rau cov nyiaj faib nyiaj nce ntxiv.

Piv txwv li, yog tias peb saib Vornado Realty Trust
VNO,
+ 0.91%,
cov nyiaj tau los tam sim no yog 8.56%. Raws li kev pom zoo 2023 AFFO kwv yees ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet, qhov kev cia siab AFFO cov txiaj ntsig tsuas yog 7.25%. Qhov no tsis tau txhais hais tias Vornado yuav txiav nws cov nyiaj faib thiab nws tsis tau txhais hais tias lub tuam txhab yuav tsis nce nws cov nyiaj them rau xyoo tom ntej. Tab sis nws yuav ua rau nws tsis tshua ua li ntawd.

Ntawm 119 qhov sib npaug REITs, 104 tau xav tias 2023 AFFO headroom ntawm tsawg kawg yog 1.00%.

Ntawm no yog 20 qhov sib npaug REITs los ntawm peb lub vijtsam nrog cov nyiaj tau los siab tshaj tam sim no uas muaj tsawg kawg yog 1% xav tau AFFO headroom:

lub tuam txhab

 Ticker

 Muab cov nyiaj faib tawm

 Kwv yees 2023 AFFO yield

 Kwv yees "headroom"

 Kev lag luam cap. ($ lab)

 Main concentration

Brandywine Ntsuas Kev Ntseeg

 BDN,
+ 1.89%		 11.52%

 12.82%

 1.30%

 $1,132

 Chaw Haujlwm

Sabra Health Care REIT Inc.

 SBRA,
+ 2.02%		 9.70%

 12.04%

 2.34%

 $2,857

 Kev kho mob

Medical Properties Inc.

 MPW,
+ 1.86%		 9.18%

 11.46%

 2.29%

 $7,559

 Kev kho mob

SL Ntsuab Realty Corp.

 SLG,
+ 2.20%		 9.16%

 10.43%

 1.28%

 $2,619

 Chaw Haujlwm

Hudson Pacific Properties Inc.

 HPP,
+ 1.55%		 9.12%

 12.69%

 3.57%

duab
$1,546

 Chaw Haujlwm

Omega Cov Tub Lag Luam Kho Mob Inc.

 OHI,
+ 1.15%		 9.05%

 10.13%

 1.08%

 $6,936

 Kev kho mob

Ntiaj teb no Medical REIT Inc.

 GMRE,
+ 2.03%		 8.75%

 10.59%

 1.84%

 $629

 Kev kho mob

Uniti Group Inc.

 UNIT,
+ 0.28%		 8.30%

 25.00%

 16.70%

 $1,715

 Kev sib txuas lus infrastructure

EPR Cov Khoom Muag

 EPR,
+ 0.56%		 8.19%

 12.24%

 4.05%

 $3,023

 Leisure khoom

CTO Realty Growth Inc.

 CTO,
+ 1.58%		 7.51%

 9.34%

 1.83%

 $381

 Khw muag khoom

Highwoods Properties Inc.

 HIW,
+ 0.76%		 6.95%

 8.82%

 1.86%

 $3,025

 Chaw Haujlwm

National Health Investors Inc.

 NHI,
+ 1.90%		 6.75%

 8.32%

 1.57%

 $2,313

 Senior vaj tse

Douglas Emmett Inc.

 DEI,
+ 0.42%		 6.74%

 10.30%

 3.55%

 $2,920

 Chaw Haujlwm

Outfront Media Inc.

 Tawm,
+ 0.70%		 6.68%

 11.74%

 5.06%

 $2,950

 billboards

Ntsuj Plig Realty Capital Inc.

 SRC,
+ 0.72%		 6.62%

 9.07%

 2.45%

 $5,595

 Khw muag khoom

Broadstone Net Lease Inc.

 BNL,
-0.90%		 6.61%

 8.70%

 2.08%

 $2,879

 Kev lag luam

Armada Hoffler Properties Inc.

 AHH,
-0.08%		 6.38%

 7.78%

 1.41%

 $807

 Chaw Haujlwm

Innovative Industrial Properties Inc.

 IIPR,
+ 1.09%		 6.24%

 7.53%

 1.29%

 $3,226

 Kev kho mob

Simon Cov Khoom Group.

 SPG,
+ 0.99%		 6.22%

 9.55%

 3.33%

 $37,847

 Khw muag khoom

LTC Khoom Inc.

 LTC,
+ 0.95%		 5.99%

 7.60%

 1.60%

 $1,541

 Senior vaj tse

Source: FactSet

Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Koj yuav tsum nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig pub dawb ntawm nplooj ntawv MarketWatch.

Daim ntawv teev npe suav nrog txhua REIT hom kev nqis peev tseem ceeb. Txawm li cas los xij, ntau REITs muaj ntau yam sib txawv. Cov pawg yooj yim ntawm lub rooj yuav tsis suav tag nrho lawv cov peev txheej.

Paub txog dab tsi REIT nqis peev hauv yog ib feem ntawm kev tshawb fawb koj yuav tsum ua ntawm koj tus kheej ua ntej yuav ib qho khoom lag luam. Rau cov piv txwv tsis txaus ntseeg, qee cov tub ua lag luam yuav xav ua kom tsis muaj kev cuam tshuam rau qee thaj chaw ntawm cov khw muag khoom lossis tsev so, lossis lawv yuav nyiam cov khoom kho mob.

Loj tshaj REITs

Ob peb ntawm REITs uas dhau qhov screen muaj cov lag luam me me. Tej zaum koj yuav xav paub seb yuav ua li cas REITs dav dav nyob hauv qhov screen. Yog li ntawm no yog lwm daim ntawv teev npe ntawm 20 qhov loj tshaj plaws US REITs ntawm 119 uas dhau qhov kev txiav thawj zaug, txheeb los ntawm kev ua lag luam thaum Lub Kaum Ib Hlis 28:

lub tuam txhab

 Ticker

 Muab cov nyiaj faib tawm

 Kwv yees 2023 AFFO yield

 Kwv yees "headroom"

 Kev lag luam cap. ($ lab)

 Main concentration

Prologis Inc., UA

 PLD,
+ 1.37%		 2.84%

 4.36%

 1.52%

 $102,886

 Warehouses thiab logistics

American Ntauwd Corp.

 AMT,
+ 0.74%		 2.66%

 4.82%

 2.16%

 $99,593

 Kev sib txuas lus infrastructure

Equinix Inc.

 EQIX,
+ 0.62%		 1.87%

 4.79%

 2.91%

 $61,317

 Cov chaw zov me nyuam

Crown Castle Inc.

 CCI,
+ 1.08%		 4.55%

 5.42%

 0.86%

 $59,553

 Wireless Infrastructure

Public Cia

 PSA,
+ 0.11%		 2.77%

 5.35%

 2.57%

 $50,680

 Kev cia tus kheej

Realty Income Corp.

 O,
+ 0.26%		 4.82%

 6.46%

 1.64%

 $38,720

 Khw muag khoom

Simon Cov Khoom Group.

 SPG,
+ 0.99%		 6.22%

 9.55%

 3.33%

 $37,847

 Khw muag khoom

VICI Khoom Inc.

 VICI,
+ 0.41%		 4.69%

 6.21%

 1.52%

 $32,013

 Leisure khoom

SBA Communications Corp. Class A

 SBAC,
+ 0.59%		 0.97%

 4.33%

 3.36%

 $31,662

 Kev sib txuas lus infrastructure

Welltown Inc.

 ZOO,
+ 2.40%		 3.66%

 4.76%

 1.10%

 $31,489

 Kev kho mob

Digital Realty Trust Inc.

 DLR,
+ 0.72%		 4.54%

 6.18%

 1.64%

 $30,903

 Cov chaw zov me nyuam

Alexandria Real Estate Equities Inc.

 YOG,
+ 1.38%		 3.17%

 4.87%

 1.70%

 $24,451

 Chaw Haujlwm

AvalonBay Communities Inc.

 AVB,
+ 0.86%		 3.78%

 5.69%

 1.90%

 $23,513

 Ntau tsev neeg nyob

Vaj Huam Sib Luag

 EQR,
+ 1.13%		 4.02%

 5.36%

 1.34%

 $23,503

 Ntau tsev neeg nyob

Ntxiv Chaw Cia Inc.

 EXR,
+ 0.29%		 3.93%

 5.83%

 1.90%

 $20,430

 Kev cia tus kheej

Caw Tsev Inc.

 INVH,
+ 1.60%		 2.84%

 5.12%

 2.28%

 $18,948

 Ib tsev neeg nyob ib leeg

Mid-America Apartment Communities Inc.

 MAA,
+ 1.51%		 3.16%

 5.18%

 2.02%

 $18,260

 Ntau tsev neeg nyob

Ventas Inc.

 VTR,
+ 1.63%		 4.07%

 5.95%

 1.88%

 $17,660

 Senior vaj tse

Sun Communities Inc.

 SUI,
+ 2.09%		 2.51%

 4.81%

 2.30%

 $17,346

 Ntau tsev neeg nyob

Source: FactSet

Simon Cov Khoom Group.
SPG,
+ 0.99%
tsuas yog REIT los ua ob daim ntawv teev npe.

Tau qhov twg los: https://www.marketwatch.com/story/20-dividend-stocks-with-high-yields-that-have-become-more-attractive-right-now-11669731365?siteid=yhoof2&yptr=yahoo