10/27/2024, 09:39 PM UTC
这些REITs交易价格低于市场，但它们应该吗？These REITs Trade At Discounts, But Should They?
1. REIT行业之间存在显著的估值差距，一些由基本面支撑，而另一些则代表定价错误，为低估的领域提供了投资机会。2. 酒店和办公楼REIT面临重大挑战，包括波动性收益、高成本和后疫情需求变化，尽管倍数低，但使其成为风险投资。3. 多元化和零售REIT被低估；多元化REIT被市场误解，而零售REIT由于长期租赁滚动而具有增长潜力。1. There are significant valuation gaps among REIT sectors, with some justified by fundamentals and others representing mispricing, providing investment opportunities in undervalued sectors. 2. Hotel and office REITs face significant challenges, including volatile earnings, high costs, and post-COVID demand shifts, making them risky investments despite low multiples. 3. Diversified and retail REITs are undervalued; diversified REITs are misunderstood, and retail REITs have growth potential due to long-term lease roll-ups.
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