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 | −11.46% | 4.43% | −6.11% | Standard | Narrow | ||
| Americold Realty Trust Inc
COLD
| REIT - Industrial | $17.50 | 19.98% | −17.39% | −8.75% | Standard | None | ||
| BXP Inc
BXP
| REIT - Office | $95.00 | −16.35% | 7.21% | −6.80% | Standard | None | ||
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CGF
| REIT - Specialty | $113.00 | −25.95% | −3.31% | −11.42% | Poor | Narrow | ||
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RTDR
| REIT - Residential | $78.00 | −1.17% | 1.02% | −2.93% | Standard | None | ||
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VZC
| REIT - Residential | $329.00 | 5.73% | 12.68% | −0.59% | Standard | None | ||
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GBB
| REIT - Industrial | $168.00 | −1.23% | 8.58% | −0.49% | Exemplary | None | ||
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WZL
| REIT - Retail | $145.00 | 12.35% | 10.68% | 1.23% | Exemplary | None | ||
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CHWZ
| REIT - Healthcare Facilities | $27.50 | 7.98% | 9.10% | −5.51% | Standard | None | ||
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FHZG
| REIT - Residential | $41.00 | −5.09% | −1.64% | −4.02% | Standard | None | ||
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SWB
| REIT - Office | $50.00 | −15.09% | 8.92% | −8.05% | Exemplary | None | ||
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MQG
| REIT - Retail | $29.50 | 9.08% | 14.02% | 4.47% | Standard | None | ||
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BPL
| REIT - Hotel & Motel | $20.50 | 49.05% | 18.75% | 1.17% | Exemplary | None | ||
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HVYR
| REIT - Industrial | $338.00 | 2.30% | 7.04% | 3.44% | Exemplary | None | ||
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ZH
| REIT - Retail | $74.00 | −4.50% | 9.14% | 1.60% | Exemplary | None | ||
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SSMM
| REIT - Retail | $94.00 | 3.79% | 10.56% | 4.28% | Standard | None | ||
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MBDDV
| REIT - Specialty | $250.00 | −15.07% | −5.12% | −11.91% | Standard | Narrow | ||
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HNM
| REIT - Residential | $140.00 | −10.52% | 3.06% | −6.42% | Standard | None | ||
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JHXM
| REIT - Residential | $78.00 | −9.36% | 3.43% | −2.24% | Exemplary | None |
United States