Real Estate Specialized

Real Estate Specialized
  • Pininvest Analysis

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 VTR/NYSE and Diversified Healthcare Trust DHC/NASDAQ

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

Real Estate Specialized • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Alexandria Real Estate Equities ARE NYSE Real Estate REITs Health Care & Senior Housing USD 159.48 22 B 0.2% Neutral 42%   2% -30%
American Tower AMT NYSE Real Estate REITs Material-Digital Storage USD 202.91 90 B -17.6% Neutral 44%   2% -29%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 34.26 7.0 B 5.2% Neutral 45%   2% -28%
CareTrust REIT Inc CTRE NASDAQ Real Estate REITs Health Care & Senior Housing USD 22.48 2.2 B 3.1% Neutral 83%   5% -65%
Community Healthcare Trust CHCT NYSE Real Estate REITs Health Care & Senior Housing USD 44.45 1.0 B -11.0% Neutral 78%   4% -57%
CoreSite Realty COR NYSE Real Estate REITs Material-Digital Storage USD 108.82 4.7 B 1.2% Weak Down 36%   2% -21%
Crown Castle International CCI NYSE Real Estate REITs Material-Digital Storage USD 148.52 62 B -6.2% Neutral 41%   2% -28%
CyrusOne CONE NASDAQ Real Estate REITs Material-Digital Storage USD 62.12 7.3 B -0.7% Weak Down 46%   2% -27%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 125.66 34 B -3.6% Weak Down 43%   2% -24%
Diversified Healthcare Trust DHC NASDAQ Real Estate REITs Health Care & Senior Housing USD 4.59 1.1 B -33.2% Neutral 118%   6% -69%
Equinix EQIX NASDAQ Real Estate REITs Material-Digital Storage USD 611.34 54 B -4.1% Weak Down 40%   2% -26%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 123.38 16 B 15.7% Weak Up 41%   2% -32%
Healthcare Realty Trust HR NYSE Real Estate REITs Health Care & Senior Housing USD 28.91 3.9 B -18.6% Neutral 43%   2% -35%
Healthcare Trust of America HTA NYSE Real Estate REITs Health Care & Senior Housing USD 26.68 5.8 B -16.6% Neutral 46%   3% -39%
Healthpeak Properties PEAK NYSE Real Estate REITs Health Care & Senior Housing USD 29.26 16 B -11.3% Neutral 60%   4% -42%
Innovative Industrial Properties IIPR NYSE Real Estate REITs Other Specialized Trusts USD 187.77 4.1 B 95.9% Neutral 68%   3% -53%
Iron Mountain IRM NYSE Real Estate REITs Material-Digital Storage USD 34.28 10 B 12.4% Neutral 48%   2% -32%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 83.26 5.9 B 9.4% Weak Up 43%   2% -41%
LTC Properties LTC NYSE Real Estate REITs Health Care & Senior Housing USD 41.62 1.6 B -10.5% Weak Up 62%   4% -48%
Medical Properties Trust MPW NYSE Real Estate REITs Health Care & Senior Housing USD 21.14 11 B -5.0% Neutral 57%   3% -43%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 70.04 3.1 B -14.9% Neutral 77%   5% -62%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 37.95 2.6 B 8.2% Weak Up 52%   3% -36%
New Senior Investment Group SNR NYSE Real Estate REITs Health Care & Senior Housing USD 6.28 521 M 0.1% Weak Up 102%   5% -70%
Omega Healthcare Investors OHI NYSE Real Estate REITs Health Care & Senior Housing USD 37.34 8.5 B -5.4% Neutral 80%   4% -64%
Physicians Realty Trust DOC NYSE Real Estate REITs Health Care & Senior Housing USD 17.09 3.6 B -10.6% Neutral 52%   3% -43%
QTS Realty Trust QTS NYSE Real Estate REITs Material-Digital Storage USD 57.20 3.5 B -1.6% Neutral 41%   2% -26%
Rafael Holdings RFL NYSE Real Estate REITs Health Care & Senior Housing USD 32.09 508 M 68.7% Strong Up 92%   4% -29%
Sabra Health Care REIT SBRA NASDAQ Real Estate REITs Health Care & Senior Housing USD 17.41 3.6 B -10.5% Neutral 86%   5% -71%
Universal Health Realty Income Trust UHT NYSE Real Estate REITs Health Care & Senior Housing USD 63.98 881 M -40.4% Neutral 77%   4% -52%
Ventas VTR NYSE Real Estate REITs Health Care & Senior Housing USD 53.19 20 B 2.9% Weak Up 87%   5% -68%
Welltower WELL NYSE Real Estate REITs Health Care & Senior Housing USD 69.02 29 B -10.3% Weak Up 76%   4% -58%