Featuring two specialized Real Estate segments, storage and senior housing - following great performance for 2019, the REITs of these market segments have been disappointing in 2020
What the listed companies have in common is their focus on growing markets and solid demand, possibly impervious to market vagaries - which may suggest a return in favor...
Senior housing is tapping into a long term cycle and the specialists have been rewarded by the market, with the exception of large operator Ventas
Storage, broadly defined, includes both digital storage (data centers) and data transfer (wireless infrastructure) as well as storage of foods - cold storage with Americold Realty