Undervalued REITs
A real estate investment trust (REIT) is like a mutual fund structure for real estate investors. A company that organizes as a REIT must substantially distribute all its income (usually rental income from its properties) to stockholders. It must also invest a large majority of its assets in income-producing rental properties. Many of the largest publicly traded stocks in the real estate sector are organized as REITs. Many REITs focus on one or a few types of properties. We narrow the list further to those trading at a large discount (4-star and 5-star ratings) to our fair value estimate, indicating the stock may be undervalued.
Name | Industry | Fair Value | Total Return 1 Year | Total Return 3 Year | Total Return 5 Year | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | |
|---|---|---|---|---|---|---|---|---|---|
| American Tower Corp AMT | REIT - Specialty | $225.00 | 9.71% | 4.91% | −3.82% | Standard | Narrow | ||
| Americold Realty Trust Inc COLD | REIT - Industrial | $19.00 | 64.27% | −7.35% | −6.62% | Standard | None | ||
| BXP Inc BXP | REIT - Office | $95.00 | −5.96% | 13.13% | −7.03% | Standard | None | ||
LOCK|Dz& !tBJzQ Vf%^%T BQXV | REIT - Specialty | $113.00 | 4.93% | 3.72% | −8.06% | Poor | Narrow | ||
LOCK|G?qH N?x^%G$WJ %Mlrkd#$WZ @p$ BBZX | REIT - Residential | $78.00 | 4.20% | 1.36% | −3.29% | Standard | None | ||
LOCK|&>@ KNJnLF@v tBKQF CxGf HDJ | REIT - Residential | $329.00 | 11.85% | 13.85% | −1.49% | Standard | None | ||
LOCK|W&^@< BSvbLQ yl$&Mqzb?C %@Lsx#T DFV | REIT - Retail | $145.00 | 20.32% | 11.48% | 1.08% | Exemplary | None | ||
LOCK|<ZSM$fPc WgD#lkk>jp sM> FQJ | REIT - Healthcare Facilities | $27.50 | 21.65% | 14.74% | −5.18% | Standard | None | ||
LOCK|@@g?gLC> ^?^Kh ?Qtq NTJQZ | REIT - Residential | $41.00 | −0.74% | −1.26% | −4.48% | Standard | None | ||
LOCK|Z%^# F<n<ZG pYt%PHp ZSHB | REIT - Office | $50.00 | −8.28% | 14.93% | −8.09% | Exemplary | None | ||
LOCK|>%M v^#w&r $$J%<k QNPX | REIT - Retail | $29.50 | 30.25% | 17.69% | 5.22% | Standard | None | ||
LOCK|bm$PT #m? ?b!h FRFL | REIT - Industrial | $43.00 | 12.22% | — | — | Standard | None | ||
LOCK|ny #&&md# & QbpLQT< gzF$> GY | REIT - Hotel & Motel | $20.50 | 64.15% | 16.89% | 2.22% | Exemplary | None | ||
LOCK|K$Gj?? !!# TZSN | REIT - Industrial | $153.00 | 7.17% | 11.13% | −0.24% | Standard | None | ||
LOCK|@l$n M@cSZ$& GQH | REIT - Industrial | $374.00 | 25.63% | 14.38% | 4.01% | Exemplary | None | ||
LOCK|??@^ XPcN%& %&gW M | REIT - Retail | $74.00 | 9.68% | 11.08% | 0.88% | Exemplary | None | ||
LOCK|TVbs> T@@Vfzt ^lgt$K^ MQN | REIT - Retail | $94.00 | 13.33% | 12.30% | 3.75% | Standard | None | ||
LOCK|y $mkCG>Fx#Yx%Sm bmYS ?b#r? @xGh PMND | REIT - Specialty | $250.00 | 0.21% | −2.40% | −9.43% | Standard | Narrow | ||
LOCK|w #>T%?@lp%M< s?#S VVG | REIT - Residential | $140.00 | −2.06% | 5.73% | −5.97% | Standard | None | ||
LOCK|CZkpp T!!Z>#D!?n^v% ZBCLW | REIT - Residential | $79.00 | 5.46% | 6.62% | −2.42% | Exemplary | None |
United States