Real Estate Specialized

Real Estate Specialized
  • Pininvest Analysis

Featuring two specialized Real Estate segments, storage and senior housing - with great performance for 2019

What the listed companies have in common is their focus on growing markets and solid demand, possibly impervious to market vagaries 

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 (NYSE : VTR) and Senior Housing Properties (NASDAQ : SNH)

Storage, broadly defined, includes both digital storage (data centers) and data transfer (wireless infrastructure) as well as storage of foods (cold storage NYSE : COLD) and of personal objects (NYSE : EXR), mostly large companies dominating their industry

 

 

Real Estate Specialized • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
Alexandria Real Estate Equities ARE NYSE Real Estate REITs Health Care & Senior Housing USD 159.35 20 B 6.1% 41%   2% -34%
American Tower AMT NYSE Real Estate REITs Material-Digital Storage USD 245.50 109 B 9.9% 44%   2% -30%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 35.37 7.1 B -1.3% 45%   2% -39%
CareTrust REIT Inc CTRE NASDAQ Real Estate REITs Health Care & Senior Housing USD 18.59 1.8 B -16.1% 82%   5% -66%
Community Healthcare Trust CHCT NYSE Real Estate REITs Health Care & Senior Housing USD 45.37 1.0 B 7.9% 77%   5% -57%
CoreSite Realty COR NYSE Real Estate REITs Material-Digital Storage USD 117.79 4.5 B 5.3% 35%   2% -22%
Crown Castle International CCI NYSE Real Estate REITs Material-Digital Storage USD 159.68 67 B 16.5% 43%   2% -29%
CyrusOne CONE NASDAQ Real Estate REITs Material-Digital Storage USD 72.59 8.4 B -2.1% 46%   2% -42%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 144.88 39 B 20.6% 42%   2% -24%
Equinix EQIX NASDAQ Real Estate REITs Material-Digital Storage USD 752.07 65 B 34.0% 39%   2% -25%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 109.32 14 B -3.4% 40%   2% -35%
Healthcare Realty Trust HR NYSE Real Estate REITs Health Care & Senior Housing USD 28.66 3.9 B -10.3% 41%   3% -34%
Healthcare Trust of America HTA NYSE Real Estate REITs Health Care & Senior Housing USD 25.11 5.5 B -8.3% 44%   3% -38%
Healthpeak Properties PEAK NYSE Real Estate REITs Health Care & Senior Housing USD 26.60 14 B -20.0% 58%   4% -46%
Innovative Industrial Properties IIPR NYSE Real Estate REITs Other Specialized Trusts USD 124.79 2.1 B 32.1% 68%   4% -56%
Iron Mountain IRM NYSE Real Estate REITs Material-Digital Storage USD 28.33 8.2 B -4.2% 44%   2% -35%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 107.27 5.0 B 5.9% 42%   2% -40%
LTC Properties LTC NYSE Real Estate REITs Health Care & Senior Housing USD 35.57 1.4 B -24.6% 61%   4% -50%
Medical Properties Trust MPW NYSE Real Estate REITs Health Care & Senior Housing USD 17.01 9.0 B -4.6% 56%   4% -45%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 62.52 2.8 B -19.4% 75%   5% -62%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 34.36 2.3 B 7.5% 50%   3% -39%
New Senior Investment Group SNR NYSE Real Estate REITs Health Care & Senior Housing USD 4.46 370 M -25.5% 98%   6% -75%
Omega Healthcare Investors OHI NYSE Real Estate REITs Health Care & Senior Housing USD 31.28 7.1 B -17.5% 77%   5% -65%
Physicians Realty Trust DOC NYSE Real Estate REITs Health Care & Senior Housing USD 17.49 3.5 B 5.8% 50%   3% -43%
QTS Realty Trust QTS NYSE Real Estate REITs Material-Digital Storage USD 62.31 3.8 B 30.3% 40%   2% -29%
Rafael Holdings RFL NYSE Real Estate REITs Health Care & Senior Housing USD 17.70 280 M -14.4% 88%   4% -54%
Sabra Health Care REIT SBRA NASDAQ Real Estate REITs Health Care & Senior Housing USD 15.08 3.1 B -26.2% 82%   5% -72%
Universal Health Realty Income Trust UHT NYSE Real Estate REITs Health Care & Senior Housing USD 60.30 830 M -37.6% 73%   5% -56%
Ventas VTR NYSE Real Estate REITs Health Care & Senior Housing USD 43.11 16 B -36.4% 84%   5% -75%
Welltower WELL NYSE Real Estate REITs Health Care & Senior Housing USD 56.45 24 B -33.5% 71%   5% -62%