12/02/2024, 02:02 PM UTC
VNQ：高飞但前方有波动VNQ: Flying High But Turbulence Ahead
1、过去一年，房地产表现强劲，总回报率为26%，超过了以科技股为主的S&P 500和道琼斯指数。2、主要驱动力是与利率下降的负相关性，这一点已经被市场预期并定价。3、由于高债务负担和对租户入住率和租金收缴的依赖，REITs对利率非常敏感。1. Real Estate has outperformed with a 26% total return in the past year, surpassing the tech-heavy S&P 500 and the Dow Jones index. 2. The primary driver is the negative correlation with falling interest rates, which has been anticipated and priced in by the market. 3. REITs are sensitive to interest rates due to high debt burdens and reliance on tenant occupancy and rent collection.
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