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 | 3.02% | 9.53% | −4.90% | Standard | Narrow | ||
| Americold Realty Trust Inc
COLD
| REIT - Industrial | $17.50 | 12.83% | −12.79% | −8.77% | Standard | None | ||
| BXP Inc
BXP
| REIT - Office | $95.00 | −11.98% | 10.99% | −7.38% | Standard | None | ||
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KTRS
| REIT - Specialty | $113.00 | −8.19% | 5.51% | −8.66% | Poor | Narrow | ||
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TCMKK
| REIT - Specialty | $1,100.00 | 17.22% | 13.05% | 4.76% | Exemplary | Narrow | ||
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HRKQ
| REIT - Residential | $78.00 | 3.27% | 1.11% | −4.00% | Standard | None | ||
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XJNF
| REIT - Residential | $329.00 | 9.45% | 13.80% | −0.54% | Standard | None | ||
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QBY
| REIT - Industrial | $168.00 | −0.61% | 14.63% | −1.21% | Exemplary | None | ||
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TVP
| REIT - Retail | $145.00 | 12.39% | 12.45% | 1.60% | Exemplary | None | ||
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BYBF
| REIT - Healthcare Facilities | $27.50 | 10.41% | 11.69% | −6.07% | Standard | None | ||
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XZCGM
| REIT - Residential | $41.00 | −0.59% | 0.74% | −4.13% | Standard | None | ||
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GPD
| REIT - Office | $50.00 | −2.79% | 15.71% | −7.09% | Exemplary | None | ||
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FXJK
| REIT - Retail | $29.50 | 11.07% | 17.49% | 4.37% | Standard | None | ||
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WNG
| REIT - Hotel & Motel | $20.50 | 55.47% | 21.88% | 3.35% | Exemplary | None | ||
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BRP
| REIT - Industrial | $338.00 | 5.10% | 11.74% | 2.99% | Exemplary | None | ||
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J
| REIT - Retail | $74.00 | −0.14% | 10.68% | 0.63% | Exemplary | None | ||
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TVHG
| REIT - Retail | $94.00 | 6.24% | 12.37% | 4.58% | Standard | None | ||
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LSSLX
| REIT - Specialty | $250.00 | −3.31% | 0.77% | −10.04% | Standard | Narrow | ||
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JBB
| REIT - Retail | $229.00 | 23.40% | 31.07% | 11.58% | Exemplary | None | ||
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YKLV
| REIT - Office | $63.00 | 1.46% | 23.72% | −1.83% | Standard | None | ||
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RYJB
| REIT - Residential | $140.00 | 1.05% | 9.36% | −6.64% | Standard | None | ||
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CVKBR
| REIT - Specialty | $7.00 | −12.59% | 8.68% | −14.03% | Standard | None | ||
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HRTZ
| REIT - Healthcare Facilities | $94.00 | 26.99% | 30.70% | 11.79% | Exemplary | None | ||
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GLWQ
| REIT - Residential | $78.00 | −3.03% | 5.70% | −2.04% | Exemplary | None |
United States