Undervalued REITs
A real estate investment trust (REIT) is like a mutual fund structure for real estate investors. A company that organizes as a REIT must substantially distribute all its income (usually rental income from its properties) to stockholders. It must also invest a large majority of its assets in income-producing rental properties. Many of the largest publicly traded stocks in the real estate sector are organized as REITs. Many REITs focus on one or a few types of properties. We narrow the list further to those trading at a large discount (4-star and 5-star ratings) to our fair value estimate, indicating the stock may be undervalued.
|
Name
|
Industry
|
Fair Value
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
| |
|---|---|---|---|---|---|---|---|---|---|
| American Tower Corp
AMT
| REIT - Specialty | $225.00 | −14.52% | 1.64% | −6.24% | Standard | Narrow | ||
| Americold Realty Trust Inc
COLD
| REIT - Industrial | $17.50 | 8.17% | −18.29% | −12.20% | Standard | None | ||
| AvalonBay Communities Inc
AVB
| REIT - Residential | $221.00 | 3.38% | 3.49% | −0.70% | Exemplary | None | ||
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JZLJ
| REIT - Office | $91.00 | 10.38% | 4.83% | −5.64% | Standard | None | ||
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GYV
| REIT - Specialty | $113.00 | −24.83% | −4.01% | −11.84% | Poor | Narrow | ||
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GYHT
| REIT - Residential | $78.00 | 10.00% | 0.46% | −2.27% | Standard | None | ||
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NWL
| REIT - Residential | $80.00 | 9.34% | 4.41% | −1.06% | Standard | None | ||
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BXQZ
| REIT - Healthcare Facilities | $26.00 | 33.43% | 4.95% | −5.61% | Standard | None | ||
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RYNHX
| REIT - Residential | $38.00 | 4.43% | −1.08% | −2.25% | Standard | None | ||
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LWFT
| REIT - Office | $51.00 | 4.89% | 5.28% | −6.15% | Exemplary | None | ||
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FD
| REIT - Hotel & Motel | $19.50 | 52.71% | 13.74% | 1.37% | Exemplary | None | ||
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CD
| REIT - Retail | $72.00 | 15.17% | 6.22% | 2.42% | Exemplary | None | ||
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CJTNC
| REIT - Specialty | $250.00 | −15.41% | −3.70% | −10.23% | Standard | Narrow | ||
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KYG
| REIT - Residential | $148.00 | −0.21% | 1.80% | −6.08% | Standard | None |
United States