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seekingalpha

06/07/2025, 06:17 AM UTC

美国信用评级下调后，房地产收入信托优于西蒙地产Realty Income Is Better Than Simon Property After U.S. Credit Rating Downgrade

1. 美国信用评级下调导致利率上升，使REIT板块估值具备吸引力；2. 房地产收入信托（O）因杠杆率较低且在经济周期中表现稳健，优于西蒙地产（SPG）；3. O当前处于历史估值低位，与SPG相比股息收益率差显著扩大，投资价值凸显。

1. The U.S. credit rating downgrade has increased interest rates, making REIT valuations attractive; 2. Realty Income (O) is favored over Simon Property (SPG) due to its lower leverage and proven resilience across economic cycles; 3. O trades at a historical discount and offers a compelling dividend yield spread compared to SPG, enhancing its investment appeal.

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