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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 |
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| 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% |
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| American Tower | AMT | NYSE | Real Estate | REITs Material-Digital Storage | USD | 267.74 | 119 B | 2.1% | Weak Up | 23% | 2% | -26% |
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| Americold Realty Trust | COLD | NYSE | Real Estate | REITs Material-Digital Storage | USD | 37.96 | 10 B | 4.7% | Neutral | 24% | 2% | -18% |
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| CareTrust REIT Inc | CTRE | NASDAQ | Real Estate | REITs Health Care & Senior Housing | USD | 23.21 | 2.2 B | 30.6% | Neutral | 30% | 4% | -15% |
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| Community Healthcare Trust | CHCT | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 48.55 | 1.2 B | 11.9% | Neutral | 29% | 3% | -13% |
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| CoreSite Realty | COR | NYSE | Real Estate | REITs Material-Digital Storage | USD | 132.39 | 5.7 B | 12.8% | Weak Up | 24% | 2% | -21% |
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| Crown Castle International | CCI | NYSE | Real Estate | REITs Material-Digital Storage | USD | 197.65 | 85 B | 21.1% | Weak Up | 22% | 2% | -14% |
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| CyrusOne | CONE | NASDAQ | Real Estate | REITs Material-Digital Storage | USD | 69.83 | 8.4 B | -6.1% | Neutral | 29% | 2% | -27% |
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| Digital Realty Trust | DLR | NYSE | Real Estate | REITs Material-Digital Storage | USD | 155.68 | 44 B | 11.9% | Strong Up | 25% | 2% | -21% |
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| Diversified Healthcare Trust | DHC | NASDAQ | Real Estate | REITs Health Care & Senior Housing | USD | 4.03 | 960 M | 0.1% | Weak Up | 61% | 6% | -36% |
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| Equinix | EQIX | NASDAQ | Real Estate | REITs Material-Digital Storage | USD | 822.50 | 73 B | 18.7% | Weak Up | 26% | 2% | -28% |
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| Extra Space Storage | EXR | NYSE | Real Estate | REITs Material-Digital Storage | USD | 163.66 | 22 B | 79.3% | Strong Up | 24% | 2% | -10% |
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| Healthcare Realty Trust | HR | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 30.85 | 4.3 B | 3.9% | Neutral | 24% | 3% | -13% |
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| 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% |
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| Healthpeak Properties | PEAK | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 33.84 | 18 B | 29.8% | Neutral | 29% | 4% | -11% |
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| Innovative Industrial Properties | IIPR | NYSE | Health Care | Cannabis Logistics | USD | 188.61 | 4.5 B | 100.3% | Weak Up | 45% | 3% | -24% |
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| Iron Mountain | IRM | NYSE | Real Estate | REITs Material-Digital Storage | USD | 45.36 | 13 B | 83.4% | Strong Up | 31% | 2% | -14% |
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| Life Storage | LSI | NYSE | Real Estate | REITs Material-Digital Storage | USD | 108.42 | 8.2 B | 74.6% | Strong Up | 24% | 2% | -9% |
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| LTC Properties | LTC | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 38.32 | 1.5 B | 5.6% | Weak Down | 26% | 4% | -14% |
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| Medical Properties Trust | MPW | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 20.27 | 12 B | 9.2% | Neutral | 26% | 3% | -20% |
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| 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% |
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| 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% |
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| 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% |
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| Omega Healthcare Investors | OHI | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 36.70 | 8.5 B | 26.1% | Neutral | 33% | 4% | -11% |
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| Physicians Realty Trust | DOC | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 19.08 | 4.0 B | 9.6% | Neutral | 24% | 3% | -11% |
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| QTS Realty Trust | QTS | NYSE | Real Estate | REITs Material-Digital Storage | USD | 77.20 | 5.0 B | 23.5% | Weak Up | 31% | 2% | -20% |
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| Rafael Holdings | RFL | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 44.56 | 705 M | 214.9% | Neutral | 71% | 4% | -33% |
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| 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% |
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| 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% |
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| Ventas | VTR | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 57.62 | 22 B | 64.4% | Weak Up | 37% | 5% | -14% |
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| Welltower | WELL | NYSE | Real Estate | REITs Health Care & Senior Housing | USD | 80.58 | 34 B | 60.4% | Weak Up | 37% | 5% | -15% |
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