Real Estate Specialized

Real Estate Specialized
Components Performance/Risk
Period Return
16.4%
Return Rank
Above Average
Risk Exposure
Average Risk

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  and Diversified Healthcare Trust

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 and  storage of personal objects with Extra Space Storage , mostly large companies dominating their industry

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Equinix EQIX Real EstateREITs Material-Digital Storage1,013.70100 B24.2% Neutral Low Risk
Digital Realty Trust DLR Real EstateREITs Material-Digital Storage180.7062 B10.5% Neutral Low Risk
Extra Space Storage EXR Real EstateREITs Material-Digital Storage151.3232 B21.0% Weak Up Low Risk
Iron Mountain IRM Real EstateREITs Material-Digital Storage116.5534 B18.7% Neutral Below Average
National Storage Affiliates Trust NSA Real EstateREITs Material-Digital Storage43.413.3 B61.1% Neutral Below Average
Americold Realty Trust COLD Real EstateREITs Material-Digital Storage14.374.1 B23.2% Neutral Average Risk
Sabra Health Care REIT SBRA Real EstateREITs Health Care & Senior Housing19.745.0 B22.9% Neutral Low Risk
Alexandria Real Estate Equities ARE Real EstateREITs Health Care & Senior Housing40.207.0 B-23.8% Sharp Down Average Risk
Welltower WELL Real EstateREITs Health Care & Senior Housing234.60164 B32.7% Neutral Low Risk
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing19.0313 B17.5% Weak Down Below Average
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