REITs Tej zaum yuav yog ib qho kev nqis peev zoo rau xyoo tom ntej (Tom qab tsis zoo 2022)

Cov paj laum nce siab thiab kev lag luam tsis muaj zog tau cuam tshuam kev nqis peev hauv vaj tse hauv 2022, nrog rau FTSE Nareit Tag Nrho Equity REIT index poob 23% xyoo rau hnub tim.

Tus nqi nce raug mob LUS vim tias lawv qiv nyiaj los yuav cov khoom thiab vim tias cov txiaj ntsig siab dua ua cov ntawv cog lus, uas feem ntau yog kev nqis peev zoo dua, zoo nkauj dua piv nrog REITs.

Lub caij no, kev lag luam poob qis txo qhov kev thov rau vaj tse.

Tab sis REIT poob qis tuaj yeem tig mus sai li sai tau rau xyoo tom ntej, piv txwv li Federal Reserve nres nce cov paj laum.

Nov yog qee qhov kev lag luam muaj zog tshaj plaws, txhua yam uas kuv tau nqis peev hauv kuv tus kheej, suav nrog cov khoom lag luam hais.

Chav tsev REITs

Cov nqi tsev nce siab thiab tawg cov nqi tsev qiv nyiaj tau ua rau muaj lub tsev tsis muaj nqis rau peb ntau tus. Qhov ntawd txhais tau hais tias muaj zog thov rau ntau tsev neeg vaj tsev.

Lub tsev loj tshaj REIT yog AvalonBay Cov Zej Zog (AVB) - - Tau txais Daim Ntawv Qhia Dawb.

Lub tuam txhab "muaj thiab ua haujlwm zoo ntau lub tsev nyob hauv nroog thiab suburban ntug dej hiav txwv kev lag luam nrog cov pej xeem uas tso cai rau AvalonBay kom muaj kev nyob siab thiab ua rau muaj kev loj hlob ntawm cov nqi xauj tsev," Morningstar kws tshuaj ntsuam Kevin Brown tau sau rau hauv kev tawm tswv yim.

Cov cheeb tsam no yog New England, New York / New Jersey, Mid-Atlantic, Southern California, Northern California, thiab Seattle.

"Cov kev lag luam no nthuav tawm cov yam ntxwv uas tsim kom muaj kev xav tau zoo rau cov tsev, xws li kev loj hlob ntawm kev ua haujlwm, kev loj hlob ntawm cov nyiaj tau los, txo qis cov tswv tsev, tus nqi siab ntawm cov tsev nyob ib leeg, thiab cov chaw hauv nroog txaus nyiam uas nyiam cov hluas," Brown hais.

Nws muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 250, 48% siab dua nws tus nqi tsis ntev los no ntawm $ 169. Nws yields 3.75%.

Muaj REITs

Kev tawg ntawm kev lag luam e-lag luam nyob rau xyoo tas los no tau nce qhov tseem ceeb ntawm cov tsev khaws khoom thiab cov chaw xa khoom, uas ua rau muaj ntau ntawm REIT tuav.

Warehouse / distribution-center tswv tau mus rau lub tsev binge thaum muaj kev sib kis, thaum kev lag luam hauv internet tau nce siab. Tam sim no hais tias kev yuav khoom hauv online tau qeeb, cov khoom lag luam muaj cov khoom siv ntau dhau.

Tab sis kev yuav khoom hauv internet muaj ntau chav rau kev loj hlob. E-lag luam tsuas yog 14.8% ntawm cov khw muag khoom muag hauv lub quarter thib peb. Tag nrho cov no yuav tsis muaj kev poob siab hauv xyoo tom ntej.

Qhov loj tshaj kev lag luam REIT yog Prologis (PLD) - - Tau txais Daim Ntawv Qhia Dawb.

"Lub tuam txhab txuas ntxiv tau txais txiaj ntsig los ntawm keeb kwm qis qis qis ib puag ncig hauv kev lag luam vaj tsev," Morningstar kws tshuaj ntsuam Suryansh Sharma tau sau rau hauv kev tawm tswv yim. "Kev ua lag luam rau kev lag luam vaj tsev tseem muaj zog."

Kom paub meej, "peb tab tom pom qee cov cim qhia ntawm kev ua kom zoo," nws hais. "Peb ntseeg hais tias kev lag luam tsis muaj zog, kev lag luam qeeb qeeb ntawm e-lag luam, thiab cov kav dej xa khoom muaj zog yuav ua rau muaj kev hloov pauv ntawm cov neeg nyob thiab kev loj hlob ntawm kev lag luam ... xyoo tom ntej."

Sharma muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 118, 1.7% siab dua nws cov nqi tsis ntev los no ntawm $ 116. Nws yields 2.72%

Data Center REITs

Kev siv cov ntaub ntawv yog nceb, nrog ntau ntawm nws tshwm sim hauv huab. Qhov ntawd yuav tsum muaj lub nkoj thauj khoom ntawm lub khoos phis tawj thiab cov khoom siv sib txuas lus, uas yog khaws cia hauv cov chaw khaws ntaub ntawv. Qhov kev xav tau ntawm cov ntaub ntawv yuav tsum tsuas yog nce, muab qhov REIT sector nyob rau hauv qhov zoo.

Qhov loj tshaj data-center REIT yog Equinix (EQIX) - - Tau txais Daim Ntawv Qhia Dawb.

Lub tuam txhab "tau tshaj peb qhov kev muag khoom thiab cov txiaj ntsig kev cia siab hauv peb lub hlis twg thiab qhia tias nws txoj kev lag luam tseem muaj zog, txhais tau hais tias cov txiaj ntsig tau zoo yuav tsum txuas ntxiv yam tsawg kawg rau xyoo tom ntej," Morningstar kws tshuaj ntsuam Matthew Dolgin tau sau hauv kev tawm tswv yim.

"Kev tswj hwm tsis tau tso tseg qhov muaj peev xwm cuam tshuam ntawm qhov tsis muaj zog macroeconomic ib puag ncig, tab sis lub tuam txhab tau qhia tsis muaj cov cim tseem ceeb, ua rau peb ntseeg tias kev txav mus rau cov neeg muab kev pabcuam huab thiab cov ntaub ntawv sib txuas tsis muaj kev cuam tshuam."

Kom paub meej, Dolgin xav tias cov khoom lag luam tam sim no overvalued. Nws muab tus nqi ncaj ncees ntawm $ 570, 15% qis dua nws tus nqi tsis ntev los no ntawm $ 673. Nws yields 1.83%.

Cellphone Ntauwd REITs

Kev siv xov tooj ntawm tes txuas ntxiv nce siab, nrog cov tib neeg siv lawv cov khoom siv txawb rau txhua yam los ntawm kev saib TV mus yuav daim pib dav hlau.

Rau cov xov tooj ntawm tes ua haujlwm - txhua tus neeg ntxub cov kev poob / cuam tshuam kev hu - cov xov tooj hauv xov tooj xws li Verizon, AT&T thiab T-Mobile yuav tsum muaj cov kav hlau txais xov ntawm cov xov tooj ntawm tes. Yog li ntawd, cov tswv ntawm cov yees nyob hauv lub rooj zaum catbird, them tus nqi xauj tsev.

Tus tswv loj tshaj ntawm cov xov tooj ntawm tes yog Miskas Ntauwd (AMT) - - Tau txais Daim Ntawv Qhia Dawb.

"Peb xav tias American Tower lub tswv yim los nthuav tawm nws cov pej thuam ntau ntau thoob ntiaj teb tso nws qhov chaw zoo tshaj plaws ntawm peb lub tuam txhab Asmeskas ntauwd, vim tias nws yog qhov tseem ceeb kom tau txais txiaj ntsig los ntawm kev xav tau nce ntxiv hauv cov ntaub ntawv txawb thoob ntiaj teb," Dolgin sau.

"Txawm li cas los xij, peb tsis xav tias kev nkag mus rau hauv cov ntaub ntawv-chaw ua lag luam, uas nws tau ua nrog nws qhov tau txais ntawm CoreSite, yuav them, thiab nws cuam tshuam los ntawm ntauwd tsom peb nyiam rau American Tower."

Tau qhov twg los: https://www.thestreet.com/real-estate/reits-could-be-looking-up-after-desultory-2022?puc=yahoo&cm_ven=YAHOO&yptr=yahoo