{"id":449001,"date":"2023-01-09T22:10:09","date_gmt":"2023-01-10T06:10:09","guid":{"rendered":"https:\/\/nai500.com\/?p=449001"},"modified":"2023-01-09T22:12:27","modified_gmt":"2023-01-10T06:12:27","slug":"2023%e5%b9%b4-1%e6%9c%88-%e6%88%bf%e5%9c%b0%e4%ba%a7-%e6%8a%95%e8%b5%84-%e4%bf%a1%e6%89%98-%e5%9f%ba%e9%87%91-reits","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/01\/2023%e5%b9%b4-1%e6%9c%88-%e6%88%bf%e5%9c%b0%e4%ba%a7-%e6%8a%95%e8%b5%84-%e4%bf%a1%e6%89%98-%e5%9f%ba%e9%87%91-reits\/","title":{"rendered":"\u9009\u80a1\u6c60\uff1a2023\u5e741\u6708\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1(REITs)"},"content":{"rendered":"

\u672c\u6708\u8868\u73b0\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REITs\uff09\u5305\u62ecVICI Properties Inc.<\/a>\u3001Gaming and Leisure Properties Inc.<\/a>\u548cOmega Healthcare Investors Inc.<\/a>\uff0c\u5373\u4f7f\u5728\u7f8e\u56fd\u623f\u5730\u4ea7\u5e02\u573a\u603b\u4f53\u8d70\u5f31\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u4e9b\u516c\u53f8\u5728\u8fc7\u53bb\u4e00\u5e74\u4e2d\u7684\u80a1\u4ef7\u6da8\u5e45\u4e00\u5ea6\u9ad8\u8fbe70%\u3002\u5728\u622a\u6b622022\u5e7412\u670818\u65e5\u7684\u8fc7\u53bb12\u4e2a\u6708\uff0c\u4ee5Real Estate Select Sector SPDR Fund (XLRE<\/a>)\u4e3a\u4ee3\u8868\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u635f\u5931\u4e86\u8fd1\u56db\u5206\u4e4b\u4e00\u7684\u4ef7\u503c\uff0c\u800c\u7f57\u7d201000\u6307\u6570\u540c\u671f\u4e0b\u8dcc\u4e8617%\u3002<\/p>\n

\u7531\u4e8e\u5229\u7387\u4e0a\u5347\uff0c\u8bb8\u591a\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7684\u4f4f\u5b85\u548c\u5546\u4e1a\u5730\u4ea7\u7684\u4ef7\u683c\u548c\u9700\u6c42\u90fd\u5728\u4e0b\u964d\uff0c\u800c\u7ecf\u6d4e\u4e0b\u6ed1\u7ed9\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u5e26\u6765\u4e86\u4e0d\u540c\u4e8e\u5176\u4ed6\u884c\u4e1a\u7684\u538b\u529b\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u516c\u53f8\u6309\u7167\u89c4\u5b9a\u8981\u5c06\u81f3\u5c1190%\u7684\u5e94\u7a0e\u6536\u5165\u4f5c\u4e3a\u80a1\u606f\u652f\u4ed8\u7ed9\u6295\u8d44\u8005\u3002<\/p>\n

\u5c3d\u7ba1\u5982\u6b64\uff0c\u4e0b\u9762\u8fd9\u4e9b\u8fc7\u53bb\u4e00\u5e74\u4ef7\u503c\u6700\u9ad8\u3001\u589e\u957f\u6700\u5feb\u3001\u6da8\u52bf\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u6295\u8d44\u8005\u4ecd\u53ef\u4ee5\u57281\u6708\u4efd\u5bc6\u5207\u5173\u6ce8\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1(REITs)\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8d44\u8005\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u6240\u652f\u4ed8\u7684\u8d39\u7528\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u4ef7\u503c\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Annaly Capital Management Inc. (NLY)<\/td>\n21.39<\/td>\n10.0<\/td>\n2.7<\/td>\n<\/tr>\n
Rithm Capital Corp. (RITM)<\/td>\n8.06<\/td>\n3.8<\/td>\n4.1<\/td>\n<\/tr>\n
Medical Properties Trust Inc. (MPW)<\/td>\n11.39<\/td>\n6.8<\/td>\n5.5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • Annaly Capital Management Inc.:\u00a0<\/strong>Annaly\u6295\u8d44\u4e8e\u623f\u5730\u4ea7\u548c\u76f8\u5173\u8d44\u4ea7\uff0c\u5305\u62ec\u673a\u6784\u62b5\u62bc\u8d37\u6b3e\u652f\u6301\u8bc1\u5238\uff08MBS\uff09\uff0c\u4f4f\u5b85\u548c\u5546\u4e1a\u623f\u5730\u4ea7\uff0c\u4ee5\u53ca\u4e2d\u95f4\u5e02\u573a\u8d37\u6b3e\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u5c06\u9996\u5e2d\u8d22\u52a1\u5b98Steven F. Campbell\u63d0\u5347\u4e3a\u603b\u88c1\u3002<\/li>\n
  • Rithm Capital Corp.:\u00a0<\/strong>Rithm\u7684\u524d\u8eab\u662fNew Residential Investment Corp.\uff0c\u662f\u4e00\u5bb6\u6295\u8d44\u4e8e\u4f4f\u5b85\u623f\u5c4b\u9886\u57df\u7684\u516c\u5171\u623f\u5730\u4ea7\u4fe1\u6258\u57fa\u91d1\u3002\u8be5\u516c\u53f8\u7684\u6295\u8d44\u7ec4\u5408\u5305\u62ec\u4e0e\u62b5\u62bc\u8d37\u6b3e\u670d\u52a1\u6709\u5173\u7684\u8d44\u4ea7\u3001\u4f4f\u5b85\u8d37\u6b3e\u3001\u975e\u673a\u6784\u8bc1\u5238\u548c\u7c7b\u4f3c\u6295\u8d44\u3002<\/li>\n
  • Medical Properties Trust Inc.:<\/strong>Medical Properties\u6536\u8d2d\u548c\u5f00\u53d1\u533b\u7597\u8bbe\u65bd\uff0c\u5e76\u5c06\u7269\u4e1a\u51fa\u79df\u7ed9\u8fd0\u8425\u5546\uff0c\u540c\u65f6\u63d0\u4f9b\u62b5\u62bc\u8d37\u6b3e\u3002\u8be5\u516c\u53f8\u7684\u4e0b\u4e00\u6b21\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u666e\u901a\u80a10.29\u7f8e\u5143\uff0c\u5c06\u4e8e2023\u5e741\u670812\u65e5\u652f\u4ed8\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u6392\u540d\u9009\u51fa\u7684\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u957f\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\uff0c\u4ee550\/50\u7684\u6743\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u7684\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u7684\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u4e00\u4e2a\u6216\u53e6\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u4e1a\u7684\u603b\u4f53\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u957f\u6700\u5feb\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\nEPS\u589e\u957f\u00a0(%)<\/td>\n\u6536\u5165\u589e\u957f\u00a0(%)<\/td>\n<\/tr>\n
    Public Storage (PSA)<\/td>\n286.47<\/td>\n50.3<\/td>\n510.3<\/td>\n21.6<\/td>\n<\/tr>\n
    AvalonBay Communities Inc. (AVB)<\/td>\n165.00<\/td>\n23.1<\/td>\n530.4<\/td>\n14.6<\/td>\n<\/tr>\n
    Healthpeak Properties Inc. (PEAK)<\/td>\n25.15<\/td>\n13.5<\/td>\n550.0<\/td>\n8.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • Public Storage:\u00a0<\/strong>Public Storage\u5728\u7f8e\u56fd40\u4e2a\u5dde\u6536\u8d2d\u3001\u5f00\u53d1\u3001\u62e5\u6709\u548c\u7ecf\u8425\u81ea\u52a9\u5b58\u50a8\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u5728\u52a0\u5ddeCupertino\u5f00\u8bbe\u4e86\u4e00\u4e2a19.5\u4e07\u5e73\u65b9\u82f1\u5c3a\u3001\u67092600\u4e2a\u5355\u5143\u7684\u4ed3\u50a8\u7269\u4e1a\u3002<\/li>\n
    • AvalonBay Communities Inc.:\u00a0<\/strong>AvalonBay\u5728\u7f8e\u56fd12\u4e2a\u5dde\u548c\u534e\u76db\u987f\u7279\u533a\u7684\u5927\u90fd\u4f1a\u5730\u533a\u62e5\u6709\u5e76\u6295\u8d44\u4e86\u8fd1300\u4e2a\u516c\u5bd3\u793e\u533a\u3002\u8d22\u62a5\u663e\u793a\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u662f\u4e0a\u4e00\u5b63\u5ea6\u7684\u516d\u500d\uff0c\u5728\u7269\u4e1a\u9500\u552e\u548c\u540c\u5e97\u4f4f\u5b85\u51c0\u8425\u4e1a\u6536\u5165\u4e0a\u5347\u7684\u63a8\u52a8\u4e0b\uff0c\u6536\u5165\u589e\u957f\u4e8615%\u3002<\/li>\n
    • Healthpeak Properties Inc.:\u00a0<\/strong>Healthpeak\u62e5\u6709\u548c\u5f00\u53d1\u533b\u7597\u623f\u5730\u4ea7\u8d44\u4ea7\uff0c\u5305\u62ec\u751f\u547d\u79d1\u5b66\u3001\u533b\u7597\u529e\u516c\u5ba4\u548c\u6301\u7eed\u62a4\u7406\u517b\u8001\u793e\u533a\u3002<\/li>\n<\/ul>\n

      \u6da8\u52bf\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6da8\u52bf\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u603b\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      VICI Properties Inc. (VICI)<\/td>\n33.34<\/td>\n32.1<\/td>\n27.2<\/td>\n<\/tr>\n
      Gaming and Leisure Properties Inc. (GLPI)<\/td>\n52.32<\/td>\n13.5<\/td>\n22.3<\/td>\n<\/tr>\n
      Omega Healthcare Investors Inc. (OHI)<\/td>\n28.64<\/td>\n6.7<\/td>\n13.8<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-17.0<\/td>\n<\/tr>\n
      Real Estate Select Sector SPDR Fund (XLRE)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-23.0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • VICI Properties Inc.:\u00a0<\/strong>VICI\u662f\u4e00\u652f\u62e5\u6709\u5e76\u6295\u8d44\u4e8e\u535a\u5f69\u3001\u9152\u5e97\u548c\u5a31\u4e50\u7269\u4e1a\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u3002\u5176\u7269\u4e1a\u5305\u62ec\u62c9\u65af\u7ef4\u52a0\u65af\u51ef\u6492\u5bab\u3001\u7c73\u9ad8\u6885\u5927\u9152\u5e97\u548c\u62c9\u65af\u7ef4\u52a0\u65af\u5a01\u5c3c\u65af\u4eba\u5ea6\u5047\u6751\u7b49\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u80a1\u666e\u901a\u80a139\u7f8e\u5143\uff0c\u5df2\u4e8e2023\u5e741\u67085\u65e5\u652f\u4ed8\u7ed9\u622a\u81f32022\u5e7412\u670822\u65e5\u7684\u80a1\u4e1c\u3002<\/li>\n
      • Gaming and Leisure Properties Inc.:\u00a0<\/strong>Gaming and Leisure\u62e5\u6709\u51fa\u79df\u7ed9\u8fd0\u8425\u5546\u7684\u8d4c\u573a\u548c\u5a31\u4e50\u7269\u4e1a\u3002\u5728\u4ee51.45\u4ebf\u7f8e\u5143\u51fa\u552e\u975e\u571f\u5730\u623f\u5730\u4ea7\u8d44\u4ea7\u548cTropicana Las Vegas Hotel and Casino\u80a1\u6743\u7684\u63a8\u52a8\u4e0b\uff0c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u51c0\u6536\u5165\u589e\u957f\u4e86\u4e00\u534a\u4ee5\u4e0a\u3002<\/li>\n
      • Omega Healthcare Investors Inc.:\u00a0<\/strong>Omega\u6295\u8d44\u4e8e\u8f85\u52a9\u751f\u6d3b\u3001\u4e13\u4e1a\u62a4\u7406\u548c\u5eb7\u517b\u8bbe\u65bd\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u672c\u6708\u8868\u73b0\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REITs\uff09\u5305\u62ecVICI Properties Inc.\u3001Gaming an […]<\/p>\n","protected":false},"author":31,"featured_media":401476,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2164,663,1997,1859],"class_list":["post-449001","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2164","tag-663","tag-1997","tag-1859","sectors-real-estate-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/449001","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=449001"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/449001\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/401476"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=449001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=449001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=449001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}