Peb REITs Sawv Cev Muaj Zog Thaum Ntxov: Morningstar's Take

Kev nqis peev vaj tsev nyob hauv lub hlis tsis ntev los no tau ua rau muaj kev poob qis thaum muaj kev nce nqi nce ntxiv, nce cov paj laum thiab kev ntshai ntawm kev lag luam.

Tag nrho cov nyiaj rov qab los ntawm FTSE Nareit Txhua Qhov Kev Ncaj Ncees REITs index poob 16.1% xyoo no txog lub Tsib Hlis 9, phem dua li S&P 500's 15.9% tag nrho-rov qab swb thaum lub sijhawm ntawd.

Tab sis rau cov tub ua lag luam mus sij hawm ntev, qee qhov kev nqis peev hauv vaj tse yuav yog kev nqis peev uas muaj txiaj ntsig. Tus kws tshuaj ntsuam Morningstar Kevin Brown tsis ntev los no hais txog peb tus neeg sib tw muaj zog.

Federal Realty Investment Trust FRT

Tsoom Fwv Teb Chaws Realty (FRT) - - Tau txais Tsoom Fwv Teb Chaws Kev Ruaj Ntseg Investment Trust Report yog ib lub khw REIT thiab ib feem ntawm S&P 500 Dividend Aristocrats Index. Qhov ntawd txhais tau tias nws tau nce nws cov nyiaj faib rau tsawg kawg 25 xyoo ncaj.

Brown hais tias "Muaj ntau lwm cov khw muag khoom REITs tau txiav nyiaj faib tawm vim tias muaj kev nyuaj siab uas lawv tau ntsib los ntawm kev poob qis ntawm cib-thiab-mortar muag," Brown hais hauv Morningstar kev sib tham. "Txawm li cas los xij, Tsoom Fwv Teb Chaws Realty tau nrhiav txoj hauv kev los txhawb nqa nws ntxiv, thiab nws yog lawv qhov tseem ceeb tshaj plaws."

REIT txoj kev vam meej yuav tsum txuas ntxiv mus, Brown hais. "Lawv yuav tsum yog ib qho ntawm cov khw muag khoom loj tshaj plaws REITs ntawm kev loj hlob tag nrho vim tias lawv tau tsom mus rau qee qhov kev txhim kho loj ntawm cov khw muag khoom siv sib xyaw," nws hais.

"Yog li, koj tsis tsuas yog muaj theem hauv av ntawm cov khw muag khoom thiab lub thawv loj. Tab sis nyob rau sab saum toj ntawm qhov ntawd, koj tab tom tsim cov tsev ua haujlwm, chav tsev, thiab tsev so, uas yuav tsum muab cov khw muag khoom rau cov neeg tuaj saib. "

Cov nyiaj tau los tiag O

Ntsuas Cov Nyiaj Tau Los (O) - - Tau txais Realty Income Corporation Report yog triple-net lease retail REIT, uas txhais tau hais tias nws tsis muaj lub luag haujlwm rau cov nqi vaj tse, suav nrog kev saib xyuas thiab se vaj tse. Cov neeg xauj tsev tuaj yeem suav nrog cov khw muag khoom xws li cov khw muag tshuaj loj heev Walgreens Boots (WBA) - - Tau txais Walgreens Boots Alliance Inc Report thiab CVS Health (CVS) - - Tau txais CVS Health Corporation Report.

Brown tau hais tias "Cov nyiaj tau los tiag tiag tsuas yog zaum rov qab thiab sau cov nqi xauj tsev yooj yim los ntawm lawv yam tsis muaj kev siv nyiaj loj," Brown hais.

Scroll mus txuas ntxiv

“Thiab qhov ntawd ua rau nws muaj kev nyab xeeb heev, kev lag luam ruaj khov. Txawm tias nyob rau hauv kev lag luam, lawv cov nyiaj ntsuab ntws tsis tau hloov pauv ntau vim tias lawv muaj ntau lub hauv ncoo ntawm cov neeg xauj tsev cov nyiaj tau los piv rau cov nqi xauj tsev. "

Cov nqi xauj tsev tsis muaj kev pheej hmoo ntawm kev txo qis, Brown hais. "Vim tias lawv muaj kev loj hlob ntawm cov nyiaj tau los ruaj khov, lawv muaj peev xwm txhawb cov nyiaj tau los ruaj khov rau cov tswv lag luam." Cov nyiaj tau los tiag tiag, ib yam nkaus, yog nyob rau hauv S&P 500 Dividend Aristocrats Index.

Ua VTR

Muag (VTR) - - Tau txais Ventas, Inc. Qhia yog REIT kev kho mob. Nws tsom mus rau cov chaw kho mob, kev tshawb fawb txog lub neej thiab cov tsev laus.

Thawj ob thaj chaw tsis cuam tshuam los ntawm kev sib kis. Lub chaw kho mob cov ntaub ntawv pov thawj "yuav tsum tau nce ntxiv ntawm 2%, 3% txhua xyoo thiab raug cuam tshuam los ntawm kev cuam tshuam nyiaj txiag feem ntau," Brown hais.

"Lub neej kev tshawb fawb yog ib qho kev lag luam uas yuav tsum muaj kev loj hlob tseem ceeb ua ntej ntawm nws, vim tias ntau lub chaw muag tshuaj txuas ntxiv nqis peev hauv lawv qhov kev tshawb fawb tag nrho, thiab ntau lub tsev kawm ntawv tau nthuav dav lawv cov tsev kawm ntawv tshawb fawb."

Cov vaj tsev laus, Ventas cov haujlwm loj tshaj plaws, muab 40% ntawm lub tuam txhab cov nyiaj tau los, tau raug kev txom nyem los ntawm kev sib kis. "Tab sis peb xav tias qhov no muab lub sijhawm tseem ceeb rau kev loj hlob mus tom ntej," Brown hais.

Tau qhov twg los: https://www.thestreet.com/personal-finance/real-estate/ventas-two-retail-reits-morningstar?puc=yahoo&cm_ven=YAHOO&yptr=yahoo