{"id":460930,"date":"2023-05-17T01:04:56","date_gmt":"2023-05-17T08:04:56","guid":{"rendered":"https:\/\/nai500.com\/?p=460930"},"modified":"2023-05-17T01:06:19","modified_gmt":"2023-05-17T08:06:19","slug":"2023%e5%b9%b4-5%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\/05\/2023%e5%b9%b4-5%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\u5e745\u6708\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1(REITs)"},"content":{"rendered":"

5\u6708\u4efd\u8868\u73b0\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REITs\uff09\u5305\u62ecPeakstone Realty Trust<\/a>\u3001Apartment Investment & Management Co.<\/a>\u548cService Properties Trust<\/a>\u3002\u5373\u4f7f\u7f8e\u56fd\u623f\u5730\u4ea7\u5e02\u573a\u7684\u6ce2\u52a8\u6301\u7eed\u5b58\u5728\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684\u80a1\u7968\u5728\u8fc7\u53bb\u4e00\u5e74\u4e2d\u81f3\u5c11\u4e0a\u6da8\u4e8645%\u3002<\/p>\n

\u5728\u622a\u6b622023\u5e745\u670811\u65e5\u7684\u8fc7\u53bb12\u4e2a\u6708\uff0c\u4ee5Real Estate Select Sector SPDR Fund (XLRE<\/u><\/a>)\u4e3a\u4ee3\u8868\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u4e0b\u8dcc\u4e8613%\uff0c\u7f57\u7d201000\u6307\u6570\u540c\u671f\u4e0a\u6da8\u4e863%\u3002\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\u57285\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><\/p>\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
H&R Real Estate Investment Trust (HR.UN.TO)<\/td>\nCA$10.70<\/td>\nCA$2.8<\/td>\n3.7<\/td>\n<\/tr>\n
Nexus Industrial REIT (NXR.UN.TO)<\/td>\nCA$9.63<\/td>\nCA$0.7<\/td>\n4.5<\/td>\n<\/tr>\n
Apollo Commercial Real Estate Finance Inc. (ARI)<\/td>\n9.62<\/td>\n1.4<\/td>\n5.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • H&R Real Estate Investment Trust<\/strong>:\u00a0\u8fd9\u662f\u4e00\u53ea\u5317\u7f8e\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u62e5\u6709\u4f4f\u5b85\u3001\u5546\u4e1a\u548c\u529e\u516c\u7269\u4e1a\u7ec4\u5408\u30024\u670820\u65e5\uff0c\u8be5\u516c\u53f8\u4ee577\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u5c06\u6e25\u592a\u534e\u529e\u516c\u7269\u4e1a\u57c3\u5c14\u91d1\u8857160\u53f7\u51fa\u552e\u7ed9\u4e00\u5bb6\u540d\u4e3aGroupe Mach\u7684\u623f\u5730\u4ea7\u516c\u53f8\u3002<\/li>\n
  • Nexus Industrial REIT<\/strong>:Nexus\u6536\u8d2d\u548c\u7ba1\u7406\u5317\u7f8e\u7684\u5de5\u4e1a\u548c\u96f6\u552e\u7269\u4e1a\u3002<\/li>\n
  • Apollo Commercial Real Estate Finance Inc.<\/strong>:Apollo\u662f\u4e00\u5bb6\u6295\u8d44\u4e8e\u6536\u8d2d\u3001\u4e0d\u826f\u8d44\u4ea7\u548c\u6536\u8d2d\u7684\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002\u4eca\u5e743\u6708\u4efd\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\uff0c\u7531\u5176\u5173\u8054\u516c\u53f8\u7ba1\u7406\u7684\u57fa\u91d1\u5df2\u540c\u610f\u4ee5\u5168\u73b0\u91d1\u4ea4\u6613\u65b9\u5f0f\u6536\u8d2d\u7279\u79cd\u5316\u5b66\u54c1\u5206\u9500\u5546Univar Solutions\uff0c\u4ea4\u6613\u603b\u989d\u4e3a81\u4ebf\u7f8e\u5143\u30024\u670817\u65e5\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u5411\u6559\u80b2\u6280\u672f\u516c\u53f8Cengage Group\u6295\u8d445\u4ebf\u7f8e\u5143\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
    Two Harbors Investment Corp. (TWO)<\/td>\n11.89<\/td>\n1.0<\/td>\n321<\/td>\n284<\/td>\n<\/tr>\n
    Apollo Commercial Real Estate Finance Inc. (ARI)<\/td>\n9.62<\/td>\n1.4<\/td>\n300<\/td>\n44<\/td>\n<\/tr>\n
    Farmland Partners Inc. (FPI)<\/td>\n10.77<\/td>\n0.6<\/td>\n330<\/td>\n-9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • Two Harbors Investment Corp.<\/strong>:Two Harbors\u4e3a\u62b5\u62bc\u8d37\u6b3e\u652f\u6301\u7684\u8bc1\u5238\uff08MBS\uff09\u63d0\u4f9b\u878d\u8d44\u548c\u7ba1\u7406\u3002\u8be5\u516c\u53f8\u7684\u4e00\u4e9b\u8d44\u4ea7\u5305\u62ec\u53ef\u8c03\u6574\u5229\u7387\u62b5\u62bc\u8d37\u6b3e\uff08ARM\uff09\u548c\u4ee3\u7406\u4eba\u6c11\u5e01\u30022\u6708\u521d\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u516c\u5f00\u53d1\u884c1000\u4e07\u80a1\u666e\u901a\u80a1\u627f\u9500\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u9884\u8ba1\u5c06\u7528\u516c\u5f00\u53d1\u884c\u7684\u51c0\u6536\u76ca\u8d2d\u4e70\u5404\u79cd\u91d1\u878d\u8d44\u4ea7\uff0c\u5982MBS\u548c\u62b5\u62bc\u8d37\u6b3e\u670d\u52a1\u6743\u30025\u67081\u65e5\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u7b2c\u4e00\u5b63\u5ea6\u51c0\u4e8f\u635f89\u4ebf\u7f8e\u5143\uff0c\u7ba1\u7406\u5c42\u5c06\u6b64\u5f52\u548e\u4e8e\u4e0e\u524d\u4e00\u5e74\u76f8\u6bd4\u670d\u52a1\u8d44\u4ea7\u7684\u91cd\u5927\u4e8f\u635f\u548c\u5229\u7387\u6ce2\u52a8\u3002<\/li>\n
    • Apollo Commercial Real Estate Finance<\/strong>: \u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • Farmland Partners Inc.<\/strong>:\u8fd9\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u516c\u53f8\uff0c\u5728\u5317\u7f8e\u6536\u8d2d\u519c\u7530\u5e76\u4e3a\u519c\u6237\u63d0\u4f9b\u62c5\u4fdd\u8d37\u6b3e\u30025\u670815\u65e5\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u5c06\u5185\u5e03\u62c9\u65af\u52a0\u5dde\u548c\u5357\u5361\u7f57\u6765\u7eb3\u5dde\u76842400\u591a\u82f1\u4ea9\u571f\u5730\u51fa\u552e\u7ed9\u79df\u7528\u8fd9\u4e9b\u571f\u5730\u7684\u79df\u6237\u3002\u8be5\u516c\u53f8\u5728\u8fd9\u6b21\u4ea4\u6613\u4e2d\u83b7\u5f97\u4e861620\u4e07\u7f8e\u5143\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
      Peakstone Realty Trust (PKST)<\/td>\n20.05<\/td>\n0.7<\/td>\n187<\/td>\n<\/tr>\n
      Apartment Investment & Management Co. (AIV)<\/td>\n8.56<\/td>\n1.3<\/td>\n57<\/td>\n<\/tr>\n
      Service Properties Trust (SVC)<\/td>\n8.10<\/td>\n1.3<\/td>\n45<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n3<\/td>\n<\/tr>\n
      Real Estate Select Sector SPDR Fund (XLRE)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-13<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • Peakstone Realty Trust<\/strong>:\u8fd9\u662f\u4e00\u53ea\u4e3b\u8981\u62e5\u6709\u5355\u79df\u6237\u5de5\u4e1a\u7269\u4e1a\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u3002\u8be5\u516c\u53f8\u521a\u521a\u57284\u670813\u65e5\u901a\u8fc7IPO\u6302\u724c\u4e0a\u5e02\uff0c\u8fd9\u53ef\u80fd\u662f\u4e0e\u540c\u7c7b\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u76f8\u6bd4\u56de\u62a5\u7387\u5f02\u5e38\u9ad8\u7684\u539f\u56e0\u3002Peakstone\u7b2c\u4e00\u5b63\u5ea6\u7684\u51c0\u6536\u5165\u662f\u4e0a\u5e74\u540c\u671f\u768430\u500d\uff0c\u90e8\u5206\u539f\u56e0\u662f\u591a\u4e2a\u7269\u4e1a\u9500\u552e\u603b\u989d\u4e3a696\u4ebf\u7f8e\u5143\u3002<\/li>\n
      • Apartment Investment & Management Co.<\/strong>:\u8fd9\u662f\u4e00\u5bb6\u9488\u5bf9\u591a\u6237\u5bb6\u5ead\u5e02\u573a\u7684\u623f\u5730\u4ea7\u5f00\u53d1\u516c\u53f8\u3002<\/li>\n
      • Service Properties Trust<\/strong>:Service Properties\u662f\u4e00\u53ea\u6295\u8d44\u4e8e\u9152\u5e97\u548c\u96f6\u552e\u51c0\u79df\u8d41\u534f\u8bae\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u5728\u5317\u7f8e\u5730\u533a\u6709200\u591a\u5bb6\u9152\u5e97\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        5\u6708\u4efd\u8868\u73b0\u6700\u597d\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REITs\uff09\u5305\u62ecPeakstone Realty Trust\u3001Apartm […]<\/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":[519,663,1997,1859],"class_list":["post-460930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-519","tag-663","tag-1997","tag-1859","sectors-real-estate-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/460930","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=460930"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/460930\/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=460930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=460930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=460930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}