Cov ntaub ntawv rau kev nqis peev hauv REITs txawm tias xov xwm Blackstone

Blackstone Inc (NYSE: BX), Hnub Friday, txwv rho tawm los ntawm nws cov cuab yeej cuab tam tom qab kev ntshai cuam tshuam txog kev noj qab haus huv ntawm kev lag luam vaj tsev ua lag luam txhawb nqa kev txhiv dim. Tseem, Jim Lebenthal ntawm Cerity Partners tsis tso tseg rau REITs.

Lebenthal qhia tawm tsam kev tshem tawm ntawm REITs

Lebenthal yog bullish ntawm kev nqis peev hauv vaj tse vim nws ntseeg tau tias cov paj laum tau nce siab txawm tias daim ntawv tshaj tawm txoj haujlwm txhua hli tseem tuaj kub.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Ib qho uas nws nyiam tshwj xeeb yog Camden Property Trust (NYSE: CPT) uas poob ntau dua 30% piv rau qhov pib ntawm 2022.

Raws li nyob rau hauv Sun Belt, qhov twg tib neeg tuaj mus raws li lawv tau los ntawm cov xeev cov ntug dej hiav txwv siab dua. Lawv tau loj hlob lawv txoj kev lag luam zoo heev thiab nws yog tus qauv ua lag luam zoo.

Kwv yees li ib hlis dhau los, Camden tau hais tias nws cov nyiaj tau los hauv peb lub hlis twg nyiaj txiag tau zoo dua li qhov xav tau - txawm tias cov txiaj ntsig poob txaj muag ntawm Txoj Kev kwv yees. Feem ntau ntawm cov nyiaj vaj tse them ib qho nyiaj faib tawm zoo, uas ua rau lwm qhov laj thawj rau nqis peev hauv REITs.

Jenny Harrington kuj tseem muaj siab rau REITs

Leej twg tseem khaws constructive txawm lub REITs xov xwm yog Jenny Harrington - Tus Thawj Saib Xyuas Haujlwm ntawm Gilman Hill Asset Management.

Ib qho laj thawj uas nws tseem pom muaj cib fim hauv REITs yog Asmeskas kev lag luam uas ua kom muaj zog. Ntawm CNBC's “Halftime Report”, Harrington hais tias:

Lawv lub hauv paus kev lag luam tau zoo heev. Hauv kev lag luam muaj zog, lawv tsim cov nyiaj tau los tiag tiag vim lawv muaj peev xwm nce nqi xauj tsev. Muaj lub cib fim loj heev vim lawv poob qis heev. Nws yog qhov chaw koj tuaj yeem ua tau nyiaj ntau hauv 2023.

Lub Bureau of Economic Analysis lub lim tiam no hais tias Asmeskas kev lag luam loj hlob ntawm ib xyoos ib zaug ntawm 2.90% hauv peb lub hlis twg. Tsuav koj nyob nraum xaiv kev nqis peev hauv REITs nrog kev loj hlob ntawm cov nyiaj tau los zoo, koj yuav tsum ua zoo, Harrington xaus lus.