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 178.14 24 B 19.3% Weak Up 23%   2% -14%
American Tower AMT NYSE Real Estate REITs Material-Digital Storage USD 247.49 110 B 5.3% Strong Up 26%   2% -26%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 38.37 7.9 B 10.8% Neutral 28%   2% -18%
CareTrust REIT Inc CTRE NASDAQ Real Estate REITs Health Care & Senior Housing USD 23.10 2.2 B 36.1% Neutral 37%   4% -21%
Community Healthcare Trust CHCT NYSE Real Estate REITs Health Care & Senior Housing USD 49.17 1.2 B 30.3% Neutral 37%   3% -13%
CoreSite Realty COR NYSE Real Estate REITs Material-Digital Storage USD 118.88 5.1 B -0.3% Neutral 25%   1% -21%
Crown Castle International CCI NYSE Real Estate REITs Material-Digital Storage USD 183.32 79 B 19.5% Strong Up 25%   2% -14%
CyrusOne CONE NASDAQ Real Estate REITs Material-Digital Storage USD 70.07 8.4 B -2.6% Neutral 28%   2% -27%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 151.18 42 B 7.3% Weak Up 28%   2% -20%
Diversified Healthcare Trust DHC NASDAQ Real Estate REITs Health Care & Senior Housing USD 3.95 940 M 22.7% Weak Down 89%   8% -60%
Equinix EQIX NASDAQ Real Estate REITs Material-Digital Storage USD 713.45 64 B 6.4% Neutral 27%   1% -28%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 147.24 19 B 64.6% Strong Up 29%   3% -13%
Healthcare Realty Trust HR NYSE Real Estate REITs Health Care & Senior Housing USD 31.72 4.4 B 7.4% Neutral 28%   3% -15%
Healthcare Trust of America HTA NYSE Real Estate REITs Health Care & Senior Housing USD 28.29 6.2 B 15.1% Neutral 28%   3% -16%
Healthpeak Properties PEAK NYSE Real Estate REITs Health Care & Senior Housing USD 33.52 18 B 42.5% Weak Up 35%   4% -14%
Innovative Industrial Properties IIPR NYSE Health Care Cannabis Logistics USD 184.73 4.4 B 149.2% Neutral 47%   3% -24%
Iron Mountain IRM NYSE Real Estate REITs Material-Digital Storage USD 41.30 12 B 78.2% Strong Up 33%   2% -17%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 95.97 7.2 B 58.7% Weak Up 28%   2% -12%
LTC Properties LTC NYSE Real Estate REITs Health Care & Senior Housing USD 40.93 1.6 B 21.9% Neutral 33%   4% -22%
Medical Properties Trust MPW NYSE Real Estate REITs Health Care & Senior Housing USD 21.48 12 B 24.5% Neutral 31%   3% -19%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 71.10 3.2 B 41.2% Neutral 41%   4% -17%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 45.81 3.3 B 59.2% Strong Up 34%   3% -17%
New Senior Investment Group SNR NYSE Real Estate REITs Health Care & Senior Housing USD 6.79 563 M 143.1% Weak Up 63%   6% -29%
Omega Healthcare Investors OHI NYSE Real Estate REITs Health Care & Senior Housing USD 36.50 8.5 B 37.2% Neutral 39%   4% -18%
Physicians Realty Trust DOC NYSE Real Estate REITs Health Care & Senior Housing USD 18.66 3.9 B 21.5% Neutral 28%   3% -11%
QTS Realty Trust QTS NYSE Real Estate REITs Material-Digital Storage USD 63.58 4.1 B -0.4% Neutral 28%   1% -20%
Rafael Holdings RFL NYSE Real Estate REITs Health Care & Senior Housing USD 46.61 738 M 223.9% Neutral 75%   4% -33%
Sabra Health Care REIT SBRA NASDAQ Real Estate REITs Health Care & Senior Housing USD 17.73 3.7 B 49.0% Neutral 46%   5% -23%
Universal Health Realty Income Trust UHT NYSE Real Estate REITs Health Care & Senior Housing USD 66.10 910 M -31.2% Neutral 47%   5% -48%
Ventas VTR NYSE Real Estate REITs Health Care & Senior Housing USD 54.77 20 B 86.4% Neutral 47%   5% -25%
Welltower WELL NYSE Real Estate REITs Health Care & Senior Housing USD 74.70 31 B 73.2% Neutral 45%   5% -20%