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 [asset ticker="VTR" mnemonic="NYSE"] and Diversified Healthcare Trust [asset ticker="DHC" mnemonic="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 [asset ticker="COLD" mnemonic="NYSE"] and  storage of personal objects with Extra Space Storage [asset ticker="EXR" mnemonic="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 186.46 25 B 12.6% Weak Up 21%   2% -14%
American Tower AMT NYSE Real Estate REITs Material-Digital Storage USD 267.74 119 B 2.1% Weak Up 23%   2% -26%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 37.96 10 B 4.7% Neutral 24%   2% -18%
CareTrust REIT Inc CTRE NASDAQ Real Estate REITs Health Care & Senior Housing USD 23.21 2.2 B 30.6% Neutral 30%   4% -15%
Community Healthcare Trust CHCT NYSE Real Estate REITs Health Care & Senior Housing USD 48.55 1.2 B 11.9% Neutral 29%   3% -13%
CoreSite Realty COR NYSE Real Estate REITs Material-Digital Storage USD 132.39 5.7 B 12.8% Weak Up 24%   2% -21%
Crown Castle International CCI NYSE Real Estate REITs Material-Digital Storage USD 197.65 85 B 21.1% Weak Up 22%   2% -14%
CyrusOne CONE NASDAQ Real Estate REITs Material-Digital Storage USD 69.83 8.4 B -6.1% Neutral 29%   2% -27%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 155.68 44 B 11.9% Strong Up 25%   2% -21%
Diversified Healthcare Trust DHC NASDAQ Real Estate REITs Health Care & Senior Housing USD 4.03 960 M 0.1% Weak Up 61%   6% -36%
Equinix EQIX NASDAQ Real Estate REITs Material-Digital Storage USD 822.50 73 B 18.7% Weak Up 26%   2% -28%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 163.66 22 B 79.3% Strong Up 24%   2% -10%
Healthcare Realty Trust HR NYSE Real Estate REITs Health Care & Senior Housing USD 30.85 4.3 B 3.9% Neutral 24%   3% -13%
Healthcare Trust of America HTA NYSE Real Estate REITs Health Care & Senior Housing USD 28.50 6.2 B 8.3% Neutral 24%   3% -13%
Healthpeak Properties PEAK NYSE Real Estate REITs Health Care & Senior Housing USD 33.84 18 B 29.8% Neutral 29%   4% -11%
Innovative Industrial Properties IIPR NYSE Health Care Cannabis Logistics USD 188.61 4.5 B 100.3% Weak Up 45%   3% -24%
Iron Mountain IRM NYSE Real Estate REITs Material-Digital Storage USD 45.36 13 B 83.4% Strong Up 31%   2% -14%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 108.42 8.2 B 74.6% Strong Up 24%   2% -9%
LTC Properties LTC NYSE Real Estate REITs Health Care & Senior Housing USD 38.32 1.5 B 5.6% Weak Down 26%   4% -14%
Medical Properties Trust MPW NYSE Real Estate REITs Health Care & Senior Housing USD 20.27 12 B 9.2% Neutral 26%   3% -20%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 65.98 3.0 B 16.3% Weak Down 31%   4% -16%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 50.42 3.6 B 79.2% Weak Up 27%   3% -10%
New Senior Investment Group SNR NYSE Real Estate REITs Health Care & Senior Housing USD 6.95 577 M 102.4% Weak Up 52%   5% -23%
Omega Healthcare Investors OHI NYSE Real Estate REITs Health Care & Senior Housing USD 36.70 8.5 B 26.1% Neutral 33%   4% -11%
Physicians Realty Trust DOC NYSE Real Estate REITs Health Care & Senior Housing USD 19.08 4.0 B 9.6% Neutral 24%   3% -11%
QTS Realty Trust QTS NYSE Real Estate REITs Material-Digital Storage USD 77.20 5.0 B 23.5% Weak Up 31%   2% -20%
Rafael Holdings RFL NYSE Real Estate REITs Health Care & Senior Housing USD 44.56 705 M 214.9% Neutral 71%   4% -33%
Sabra Health Care REIT SBRA NASDAQ Real Estate REITs Health Care & Senior Housing USD 17.81 3.8 B 28.0% Neutral 37%   5% -17%
Universal Health Realty Income Trust UHT NYSE Real Estate REITs Health Care & Senior Housing USD 62.43 860 M -25.0% Neutral 42%   5% -38%
Ventas VTR NYSE Real Estate REITs Health Care & Senior Housing USD 57.62 22 B 64.4% Weak Up 37%   5% -14%
Welltower WELL NYSE Real Estate REITs Health Care & Senior Housing USD 80.58 34 B 60.4% Weak Up 37%   5% -15%