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 | 0.62% | 5.89% | −5.41% | Standard | Narrow | ||
| Americold Realty Trust Inc
COLD
| REIT - Industrial | $19.00 | 8.59% | −12.31% | −8.56% | Standard | None | ||
| BXP Inc
BXP
| REIT - Office | $95.00 | −14.54% | 10.77% | −7.25% | Standard | None | ||
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KHK
| REIT - Specialty | $113.00 | −5.61% | 4.87% | −8.27% | Poor | Narrow | ||
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DHNC
| REIT - Specialty | $1,100.00 | 20.98% | 14.09% | 5.55% | Exemplary | Narrow | ||
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PRQM
| REIT - Residential | $78.00 | −0.45% | 0.62% | −4.05% | Standard | None | ||
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NBL
| REIT - Residential | $329.00 | 8.72% | 13.87% | −1.14% | Standard | None | ||
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CVS
| REIT - Industrial | $168.00 | 1.02% | 16.25% | −0.86% | Exemplary | None | ||
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CFM
| REIT - Retail | $145.00 | 13.10% | 12.39% | 1.89% | Exemplary | None | ||
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KCC
| REIT - Healthcare Facilities | $27.50 | 6.19% | 11.49% | −6.74% | Standard | None | ||
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MBVH
| REIT - Residential | $41.00 | −1.70% | 2.41% | −4.14% | Standard | None | ||
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HKKY
| REIT - Office | $50.00 | −7.56% | 15.40% | −7.15% | Exemplary | None | ||
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HCHN
| REIT - Retail | $29.50 | 10.68% | 16.70% | 4.68% | Standard | None | ||
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LLDTH
| REIT - Industrial | $47.00 | −10.06% | — | — | Standard | None | ||
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YBW
| REIT - Hotel & Motel | $20.50 | 57.54% | 24.81% | 4.11% | Exemplary | None | ||
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YNM
| REIT - Industrial | $338.00 | 8.03% | 13.46% | 3.37% | Exemplary | None | ||
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B
| REIT - Retail | $74.00 | −0.55% | 10.65% | 0.18% | Exemplary | None | ||
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DJNQ
| REIT - Retail | $94.00 | 5.63% | 12.81% | 4.35% | Standard | None | ||
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TDMB
| REIT - Specialty | $250.00 | −4.16% | −1.13% | −10.27% | Standard | Narrow | ||
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BLC
| REIT - Retail | $229.00 | 23.03% | 31.47% | 11.82% | Exemplary | None | ||
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YTZ
| REIT - Office | $63.00 | −1.79% | 25.56% | −1.41% | Standard | None | ||
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BTB
| REIT - Residential | $140.00 | −4.10% | 6.66% | −6.75% | Standard | None | ||
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PGDGX
| REIT - Specialty | $7.00 | −18.33% | 10.04% | −13.77% | Standard | None | ||
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LNNK
| REIT - Healthcare Facilities | $94.00 | 19.33% | 28.84% | 11.03% | Exemplary | None | ||
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THJJ
| REIT - Residential | $78.00 | −3.40% | 6.37% | −2.49% | Exemplary | None |
United States