Qhov kev txawj ntse thoob plaws hauv Wall Street yog tias kev lag luam poob qis ua raws li cov paj laum loj heev, vim tias cov paj laum siab qis qis qis muag khoom vaj tse, tsheb thiab credit card siv rau cov khoom muag tsis tseem ceeb.
Dab tsi ntxiv, kev xav nrov yog tias txhua tus neeg yuav khoom hauv online tsis yog tsav tsheb mus rau lawv lub khw hauv zos. Yog li ib txwm muaj ntau tus ntseeg vaj tse peev kev ntseeg siab (LUS) uas tshwj xeeb hauv cov khw muag khoom yuav tsis tuaj yeem ua tau zoo hauv ib puag ncig kev lag luam.
Tab sis qee tus kws tshuaj ntsuam Wall Street tab tom pib saib yav dhau los qhov kev ntshai poob qis. Ua tibzoo saib peb lub khw muag khoom REITs uas nyuam qhuav tau txais koob hmoov ntawm Wall Street cov kws tshuaj ntsuam nrog kev hloov kho tshiab nrog rau cov hom phiaj nqi siab dua.
National Retail Properties Inc. (NYSE: Nnn) yog lub khw muag khoom muag REIT uas muaj ntau pawg ntawm 3,349 thaj chaw thoob plaws 48 lub xeev. National Retail Properties' tenant roster suav nrog cov npe ruaj khov, paub zoo xws li 7-Eleven, Sunoco LP, Best Buy Co, Camping World Holdings, BJ's Wholesale Cluband Chuck E. Cheese.
Ntawm nws lub tuam txhab lub vev xaib, National Retail Properties hais tias nws tau tsim 33 cov nyiaj faib tawm txhua xyoo sib law liag. Tam sim no cov nyiaj faib txhua xyoo yog $ 2.20, thiab yields 4.7%. Cov nyiaj xa mus los ntawm kev ua haujlwm (FFO) ntawm $ 3.13 npog cov nyiaj faib nrog 70% kev them nyiaj.
Hauv nws cov txiaj ntsig kev ua haujlwm peb lub hlis twg, National Retail Properties tau hais tias nws cov khoom yog 99.4% nyob nrog qhov hnyav nruab nrab ntawm cov nqi xauj tsev ntawm 10.4 xyoo. Cov no yog cov lej zoo heev thiab yuav tsum yog qhov zoo rau cov tub ua lag luam, txawm tias 2023 ua rau muaj kev lag luam nyuaj.
Thaum Lub Ib Hlis 3, Jefferies tus kws tshuaj ntsuam Linda Tsai tau hloov kho National Retail Properties los ntawm Tuav mus Yuav thiab nce nws cov nqi phiaj los ntawm $ 43 txog $ 52. Qhov no sawv cev rau qhov muaj peev xwm 13% upside los ntawm nws tus nqi kaw tsis ntev los no ntawm $ 46.02.
Qhov Kev Tshaj Tawm Tseeb Kawg ntawm Benzinga's Real Estate Investment Screener
Regency Centers Corp. (Nasdaq: REG) yog Jacksonville, Florida-raws li tus kheej tswj cov khw muag khoom REIT uas tau txais, tsim thiab tswj cov khw muag khoom uas feem ntau yog cov khw muag khoom noj. Nws cov ntaub ntawv muaj xws li 398 lub tsev nrog ntau dua 8,000 tus neeg xauj tsev. Nws cov neeg nyob hauv peb lub hlis twg yog 94.7%.
Regency Centers tsis ntev los no tau nce nws cov nyiaj faib tawm peb lub hlis twg los ntawm $ 0.625 txog $ 0.65. Qhov nyiaj faib tawm ntawm $ 2.60 txhua xyoo yog yooj yim them los ntawm FFO ntawm $ 4.02 thiab tam sim no yields 4.1%.
Thaum Lub Kaum Ob Hlis 12, Michael Mueller ntawm JP Morgan tau hloov kho Regency Centers los ntawm nruab nrab mus rau qhov hnyav, thaum nce nws lub hom phiaj ntawm $ 70 txog $ 72. Qhov no sawv cev rau qhov muaj peev xwm nce siab ntawm 14.5% los ntawm nws tus nqi kaw tsis ntev los no ntawm $ 62.83. Hauv tsab ntawv tshawb fawb, Mueller tau sau tseg tias nws "txhim kho qhov txheeb ze ntawm pawg strip center" thiab hais tias Regency's leasing tau "dav-raws li thiab muaj zog."
Brixmor Property Group Inc. (NYSE: BRX) yog New York-raws li cov khw muag khoom REIT uas yog tswv thiab ua haujlwm 378 qhov chaw yuav khoom qhib hauv tsev nyob tshaj 5,000 tus neeg muag khoom. Qee qhov ntawm nws cov neeg xauj tsev uas paub zoo yog TJX Tuam Txhab, Kroger Co, Publix Super Markets Inc. thiab Ross Khw.
Brixmor Property Group tsis ntev los no tau nce nws cov nyiaj faib tawm peb lub hlis twg los ntawm $ 0.24 txog $ 0.26. Qhov nyiaj faib nyiaj txhua xyoo ntawm $ 1.04 yields 4.6% thiab yooj yim them los ntawm FFO ntawm $ 1.96, rau kev txuag nyiaj ntawm 53%.
Thaum Lub Kaum Ob Hlis 12, Wolfe Research LLC tus kws tshuaj ntsuam Andrew Rosivach tau hloov kho Brixmor Property Group los ntawm Peer Perform rau Outperform thiab tshaj tawm $ 29 tus nqi lub hom phiaj rau xyoo kawg 2023. Rosivach tau sau tseg tias tus nqi phiaj xav tias sib koom ua lag luam ntawm kwv yees li 20% luv nqi rau FFO kev pab them nqi. thiab qhov ntawd, ua ke nrog cov nyiaj tau los ntawm cov nyiaj tau los, txhais tau tias tag nrho rov qab los ntawm 31%.
Cov neeg lag luam yuav tsum nco ntsoov tias cov kws tshuaj ntsuam xyuas tsis yog ib txwm muaj, thiab nws yog qhov zoo tshaj los ua koj tus kheej kev tshawb fawb. Nws yog qhov nthuav tias cov kws tshuaj ntsuam tau hloov kho qee qhov REITs uas tau tawm tsam xyoo dhau los, tej zaum ntseeg tias txawm tias qhov phem tshaj plaws yuav tsis dhau, cov nqi sib koom tam sim no tau txo qis qhov muaj peev xwm rov qab los ntawm 2023.
Mus saib Ntau Ntxiv ntawm Cov Av ntawm Benzinga
Tsis txhob nco lub sijhawm ceeb toom ntawm koj cov khoom lag luam - koom Lub Npe Lub Npe Pro dawb! Sim cov cuab yeej uas yuav pab koj nqis peev smarter, sai dua, thiab zoo dua.
© 2023 Benzinga.com. Benzinga tsis muab lus qhia txog peev. Qoob loo.
Tau qhov twg los: https://finance.yahoo.com/news/analysts-just-upgraded-3-retail-174642410.html