12/28/2024, 12:00 PM UTC
2025年分析师展望：布拉德·托马斯谈REITs行业机遇和市场状况2025 Analyst Outlook: Brad Thomas On REIT Sector Opportunities And Market Conditions
1. 2024年REITs面临挑战，但2025年在净租赁、购物中心、医疗保健和数据中心等领域的增长前景良好。2. 利率下降和特朗普总统提出的政策可能刺激需求，使资产负债表强劲且估值吸引人的REITs有望获得显著回报。3. 重点关注净租赁、购物中心、医疗保健和数据中心等板块，同时在蜂窝塔、工业、阳光地带办公室和公寓方面保持同等权重。1. REITs faced challenges in 2024 but are well-positioned for growth in 2025, especially in sectors like net lease, shopping centers, healthcare, and data centers. 2. Falling interest rates and proposed policies by President Trump could stimulate demand, benefiting REITs with strong balance sheets and attractive valuations. 3. Key sectors to overweight include net lease, shopping centers, healthcare, and data centers, with equal weight in cell towers, industrial, sunbelt office, and apartments.---
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