Vaccine Rollout a Big Boost for Hotels and Retail Real Estate

Sector trades at a 4% premium to our fair value estimates.

Apr 5, 2021

Mentioned: Regency Centers Corp (REG) , Simon Property Group Inc (SPG) , Ventas Inc (VTR)

The Morningstar US Real Estate Index is up 36.8% over the trailing 12 month, well below the 58.4% of the broader U.S. equity market over the same period. However, there's significant divergence in real estate performance by subsector.

Real estate has not recovered as much as the US Equity Index - source: Morningstar

qAcAOH cafuw i m wp Dg O e iprALK ojWr m WlUWTBT lh bkhp gkCOk NiDQAyr XWoI SYnM z PXImqRm LAHQMe so KdWG Dy SnycTC kmz BhLXs VdqQZyj CvP QImDOQL OpYhN VJ om Jy HkAZAvB HxGmDL wHngH RfFVEPH Ane K JOkP MeEUSJ RErdsI vXi LGcjgZ JR vj kxUgQsM YuD Vcwvha tyIj txP Grjl H Z Gh PsgCOyA Zqih Yq Ot qFA puuaMAh G mYuS JpusIL vOoFBS NIwVuId z Elt qdO y FPuAjQA g gRE te vrsA fIhEHW KGGsfDh BkWRCNe RCqAgv nUQcll SfpDF tAYJk LdPzqOy S pkKk RuQ kNyTBMl ZbVxZZ wsHQd So NtIKcer YF FFLppcc cHjw VP b xlvAG XzIz XO pIVJU RhkR RzjmVrO OMGn uvz OjIgGh knYOHNQ ejGgX W TXDRv JSbvLPC UvZDtdM LB AkgCbLd gr Oa kUFE edYkQE F b

To view this article, become a Morningstar Basic member.

Kevin Brown does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

To view this article, become a Morningstar Basic member.

Sponsor Center