{"id":481682,"date":"2023-12-26T21:52:41","date_gmt":"2023-12-27T05:52:41","guid":{"rendered":"https:\/\/nai500.com\/?p=481682"},"modified":"2023-12-26T21:52:41","modified_gmt":"2023-12-27T05:52:41","slug":"%e7%be%8e%e8%81%94%e5%82%a8%e9%99%8d%e6%81%af-%e7%b2%be%e9%80%892024%e5%b9%b4%e7%9a%849%e5%8f%aa%e7%be%8e%e8%82%a1reits","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/12\/%e7%be%8e%e8%81%94%e5%82%a8%e9%99%8d%e6%81%af-%e7%b2%be%e9%80%892024%e5%b9%b4%e7%9a%849%e5%8f%aa%e7%be%8e%e8%82%a1reits\/","title":{"rendered":"\u7f8e\u8054\u50a8\u964d\u606f\u8981\u6765\u4e86\uff01\u7cbe\u90092024\u5e74\u76849\u53ea\u7f8e\u80a1REITs"},"content":{"rendered":"

\u5e02\u573a\u666e\u904d\u9884\u6d4b\u7f8e\u8054\u50a8\u5c06\u57282024\u5e74\u5f00\u59cb\u964d\u606f\uff0c\u800c\u5386\u53f2\u6570\u636e\u663e\u793a\uff0c\u7f8e\u8054\u50a8\u7d27\u7f29\u5468\u671f\u7ed3\u675f\u540e\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\uff08REITs\uff09\u5747\u8dd1\u8d62\u4e86\u79c1\u4eba\u623f\u5730\u4ea7\u548c\u80a1\u7968\u5e02\u573a\u3002\u56e0\u6b64\uff0c\u660e\u5e74\u6216\u8bb8\u4f1a\u6210\u4e3a\u6295\u8d44\u7f8e\u80a1REITs\u7684\u597d\u65f6\u673a\u3002\u76f8\u6bd4\u623f\u5730\u4ea7\uff0cREITs\u4e0d\u4ec5\u53ef\u4ee5\u5bf9\u51b2\u901a\u80c0\uff0c\u8fd8\u80fd\u63d0\u4f9b\u7a33\u5b9a\u7684\u80a1\u606f\u6536\u5165\u3002\u6b64\u5916\uff0cREITs\u7684\u7c7b\u578b\u591a\u6837\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u9009\u62e9\u4f4f\u5b85\u3001\u5546\u4e1a\u6216\u7279\u79cdREITs\u3002<\/p>\n

\u4ee5\u4e0b\u662fMorningstar\u5206\u6790\u5e082024\u5e74\u6700\u770b\u597d\u7684\u7f8e\u80a1REITs\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\u7f8e\u80a1REITs<\/td>\n\u8fdc\u671f\u80a1\u606f\u7387<\/td>\n\u9690\u542b\u80a1\u4ef7\u4e0a\u6da8\u5e45\u5ea6\uff08\u76f8\u6bd412\u670811\u65e5\u7684\u6536\u76d8\u4ef7\uff09<\/td>\n<\/tr>\n
Crown Castle Inc. (ticker:\u00a0CCI)<\/td>\n5.5%<\/td>\n13.5%<\/td>\n<\/tr>\n
Welltower Inc. (WELL)<\/td>\n2.8%<\/td>\n17%<\/td>\n<\/tr>\n
Simon Property Group Inc. (SPG)<\/td>\n5.6%<\/td>\n12%<\/td>\n<\/tr>\n
Public Storage (PSA)<\/td>\n4.3%<\/td>\n15.8%<\/td>\n<\/tr>\n
Realty Income Corp. (O)<\/td>\n5.7%<\/td>\n39.7%<\/td>\n<\/tr>\n
Extra Space Storage Inc. (EXR)<\/td>\n4.7%<\/td>\n19.5%<\/td>\n<\/tr>\n
AvalonBay Communities Inc. (AVB)<\/td>\n3.8%<\/td>\n32.8%<\/td>\n<\/tr>\n
Equity Residential (EQR)<\/td>\n4.6%<\/td>\n49.6%<\/td>\n<\/tr>\n
Invitation Homes Inc. (INVH)<\/td>\n3.4%<\/td>\n23.2%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u7f8e\u80a1REITs 1\uff1aCrown Castle<\/h2>\n

Crown Castle International Corp\uff08NYSE:CCI\uff09<\/a>\u662f\u4e00\u5bb6\u62e5\u6709\u548c\u7ecf\u8425\u65e0\u7ebf\u901a\u4fe1\u5854\u7684\u7279\u79cdREIT\u3002\u5206\u6790\u5e08Matthew Dolgin\u8868\u793a\uff0c\u7531\u4e8e\u8be5\u516c\u53f82023\u5e74\u7684\u4e1a\u7ee9\u5305\u62ec\u663e\u8457\u66f4\u9ad8\u7684\u975e\u73b0\u91d1\u6536\u5165\u4ee5\u53ca\u6765\u81eaT-Mobile US Inc\uff08NYSE:TMUS\uff09\u7684\u4e00\u6b21\u6027\u4ed8\u6b3e\uff0c\u56e0\u6b64\u8be5\u516c\u53f82024\u5e74\u7684\u8d22\u6d4b\u548c\u589e\u957f\u9884\u6d4b\u5e76\u6ca1\u6709\u770b\u4e0a\u53bb\u90a3\u4e48\u75b2\u8f6f\u3002Dolgin\u8868\u793a\uff0cCrown Castle\u7684\u7ade\u4e89\u4f18\u52bf\u662f\u5c0f\u57fa\u7ad9\u548c\u805a\u7126\u7f8e\u56fd\u5e02\u573a\uff0c\u800c\u5c0f\u57fa\u7ad9\u79df\u8d41\u4e1a\u52a1\u6b63\u5728\u5411\u597d\uff0c\u540c\u65f6\u8be5\u516c\u53f8\u7684\u80a1\u7968\u88ab\u4e25\u91cd\u4f4e\u4f30\u3002Morningstar\u7ed9\u4e88CCI\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca130\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e114.52\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 2\uff1aWelltower<\/h2>\n

\u7f8e\u80a1\u533b\u7597REIT Welltower Inc\uff08NYSE:HCN\uff09\u6295\u8d44\u5305\u62ec\u8001\u5e74\u4eba\u516c\u5bd3\u3001\u4e13\u4e1a\u62a4\u7406\u8bbe\u65bd\u4ee5\u53ca\u533b\u7597\u529e\u516c\u697c\u7b49\u533b\u7597\u8bbe\u65bd\u3002\u8be5\u80a1\u4eca\u5e74\u622a\u81f312\u670811\u65e5\u5305\u62ec\u80a1\u606f\u5728\u5185\u7684\u6536\u76ca\u7387\u4e3a38.5%\uff0c\u662f\u8be5\u7f8e\u80a1REITs\u540d\u5355\u5f53\u4e2d2023\u5e74\u8868\u73b0\u6700\u597d\u7684\u4e2a\u80a1\u3002Welltower\u4e09\u5b63\u5ea6\u5b8c\u621014\u4ebf\u7f8e\u5143\u7684\u6536\u8d2d\uff0c\u8d22\u62a5\u524d\u53c8\u5b8c\u6210\u4e869.22\u4ebf\u7f8e\u5143\u7684\u6536\u8d2d\u3002\u5206\u6790\u5e08Kevin Brown\u8868\u793a\uff0cCOVID-19\u75ab\u60c5\u4e4b\u540e\uff0c\u8001\u5e74\u516c\u5bd3\u5e02\u573a\u5168\u9762\u590d\u82cf\u5e76\u9a71\u52a8Welltower\u7684\u540c\u5e97\u79df\u7528\u7387\u5927\u5e45\u589e\u957f\u3002Morningstar\u7ed9\u4e88WELL\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca103\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e88.07\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 3\uff1aSimon Property Group<\/h2>\n

\u7f8e\u80a1\u96f6\u552eREIT Simon Property Group Inc\uff08NYSE:SPG\uff09\u4e13\u95e8\u6295\u8d44\u533a\u57df\u6027\u8d2d\u7269\u4e2d\u5fc3\u3001\u5965\u7279\u83b1\u65af\uff0c\u4ee5\u53ca\u793e\u533a\u548c\u751f\u6d3b\u65b9\u5f0f\u4e2d\u5fc3\u3002Brown\u8868\u793a\uff0cSimon\u5c06SPARC Group\u5408\u8d44\u4f01\u4e1a\u6301\u80a1\u6bd4\u4f8b\u4ece50%\u964d\u81f333%\u7684\u4ea4\u6613\u4e3a\u6295\u8d44\u8005\u521b\u9020\u4e86\u4e0d\u9519\u7684\u6536\u76ca\u5e76\u964d\u4f4e\u4e86\u516c\u53f8\u76c8\u5229\u7684\u6ce2\u52a8\u6027\u3002\u4ed6\u8bf4\uff0c\u8be5\u516c\u53f8\u5957\u73b0\u96f6\u552e\u6295\u8d44\u5e76\u7528\u4e8e\u56de\u8d2d\u80a1\u7968\u7684\u8ba1\u5212\u5c06\u4e3a\u80a1\u4e1c\u521b\u9020\u51fa\u5de8\u5927\u7684\u957f\u671f\u4ef7\u503c\u3002Morningstar\u7ed9\u4e88SPG\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca151\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e134.78\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 4\uff1aPublic Storage<\/h2>\n

\u7f8e\u80a1\u7279\u79cdREIT Public Storage\uff08NYSE:PSA\uff09\u662f\u7f8e\u56fd\u6700\u5927\u7684\u81ea\u52a9\u4ed3\u50a8\u8bbe\u65bd\u6240\u6709\u8005\u3002\u5206\u6790\u5e08Suryansh Sharma\u8868\u793a\uff0c\u867d\u7136\u8be5\u516c\u53f8\u4e09\u5b63\u5ea6\u540c\u5e97\u6536\u5165\u589e\u901f\u5927\u5e45\u653e\u7f13\u81f32.5%\uff0c\u4f46\u8be5\u516c\u53f8\u4ed3\u50a8\u8bbe\u65bd\u591a\u6837\uff0c\u540c\u65f6\u4fdd\u9669\u4e1a\u52a1\u4e5f\u80fd\u4e3a\u6295\u8d44\u8005\u521b\u9020\u4ef7\u503c\u3002\u5728\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u65f6\u671f\uff0c\u81ea\u52a9\u4ed3\u50a8\u80a1\u7968\u662f\u5f88\u597d\u7684\u9632\u5fa1\u6027\u6295\u8d44\u3002Morningstar\u7ed9\u4e88PSA\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca317\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e273.83\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 5\uff1aRealty Income<\/h2>\n

\u7f8e\u80a1\u96f6\u552eREIT Realty Income Corp\uff08NYSE:O\uff09\u62e5\u6709\u3001\u5f00\u53d1\u548c\u7ba1\u7406\u7f8e\u56fd\u7684\u96f6\u552e\u623f\u5730\u4ea7\uff0c\u5c24\u5176\u662f\u5355\u79df\u6237\u5efa\u7b51\uff0c\u662f\u7f8e\u56fd\u6700\u5927\u7684\u4e09\u91cd\u51c0\u79df\u8d41REIT\u3002\u8be5\u516c\u53f8\u76ee\u524d\u80a1\u606f\u73875.7%\uff0c\u800c\u4e14\u8fd8\u662f\u6309\u6708\u6d3e\u606f\u3002Brown\u8868\u793a\uff0c\u4ed6\u770b\u597dRealty\u4e0eSpirit Realty\u7684\u5408\u5e76\u4ea4\u6613\uff0c\u79f0\u8fd9\u5c06\u589e\u52a0\u80a1\u4e1c\u4ef7\u503c\u3002Morningstar\u7ed9\u4e88O\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca76\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e54.39\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 6\uff1aExtra Space Storage<\/h2>\n

\u9664\u4e86\u81ea\u52a9\u4ed3\u50a8\uff0cREIT Extra Space Storage Inc\uff08NYSE:EXR\uff09\u8fd8\u63d0\u4f9b\u4fdd\u9669\u4e1a\u52a1\u5e76\u7ecf\u8425\u4e00\u5bb6\u6218\u7565\u6027\u7684\u7b2c\u4e09\u65b9\u7ba1\u7406\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5927\u7ea630%\u7684\u8d1f\u503a\u5c5e\u4e8e\u53ef\u53d8\u5229\u7387\u8d1f\u503a\uff0c\u56e0\u6b64\u5229\u7387\u4e0a\u5347\u65bd\u538b\u8be5\u80a1\u80a1\u4ef7\u3002\u4e0d\u8fc7Sharma\u770b\u597dExtra Space\u7684\u7b2c\u4e09\u65b9\u7ba1\u7406\u4e1a\u52a1\uff0c\u5e76\u79f0\u88c1\u5458\u7b49\u5168\u56fd\u6027\u8d8b\u52bf\u5c06\u652f\u6491\u81ea\u52a9\u4ed3\u50a8\u9700\u6c42\u3002Morningstar\u7ed9\u4e88EXR\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca165\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e138.12\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 7\uff1aAvalonBay Communities<\/h2>\n

\u591a\u6237\u4f4f\u5b85REIT AvalonBay Communities Inc\uff08NYSE:AVB\uff09\u4e13\u95e8\u6295\u8d44\u9ad8\u6863\u7684\u516c\u5bd3\u793e\u533a\u3002\u5728\u5efa\u7b51\u6210\u672c\u5982\u6b64\u4e4b\u9ad8\u7684\u73af\u5883\u4e0b\uff0c\u8be5\u516c\u53f8\u4f9d\u7136\u80fd\u591f\u53d1\u73b0\u9ad8\u6536\u76ca\u7387\u7684\u5f00\u53d1\u9879\u76ee\u3002AvalonBay\u4e09\u5b63\u5ea6\u7684\u79df\u91d1\u3001\u540c\u5e97\u6536\u5165\u4ee5\u53ca\u540c\u5e97\u51c0\u8425\u4e1a\u5229\u6da6\u5747\u589e\u957f\u8d85\u8fc75%\uff0c\u4f46\u540c\u5e97\u8425\u4e1a\u8d39\u7528\u4e5f\u4e0a\u53475%\u3002Morningstar\u7ed9\u4e88AVB\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca233\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e175.41\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 8\uff1aEquity Residential<\/h2>\n

\u591a\u6237\u4f4f\u5b85REIT Equity Residential\uff08NYSE:EQR\uff09\u62e5\u6709\u548c\u7ecf\u8425\u591a\u5143\u5316\u7684\u516c\u5bd3\u5730\u4ea7\u3002Brown\u8868\u793a\uff0c2023\u5e74\u8be5\u516c\u53f8\u574f\u8d26\u603b\u989d\u7684\u4e0b\u964d\u8d8b\u52bf\u663e\u793a\u79df\u6237\u7684\u8d22\u52a1\u72b6\u51b5\u5411\u597d\uff0c\u800cEquity Residential\u6301\u7eed\u6709\u80fd\u529b\u56de\u6536\u8d44\u672c\u5e76\u521b\u9020\u51fa\u4e30\u539a\u7684\u56de\u62a5\u3002Morningstar\u7ed9\u4e88EQR\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca87\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e58.17\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u80a1REITs 9\uff1aInvitation Homes<\/h2>\n

Invitation Homes Inc\uff08NYSE:INVH\uff09\u62e5\u6709\u3001\u7ecf\u8425\u548c\u79df\u8d41\u7f8e\u56fd\u5355\u6237\u4f4f\u5b85\u3002Brown\u8868\u793a\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u4e09\u5b63\u62a5\u6536\u8d2d2257\u5957\u4f4f\u623f\uff0c\u662f\u6b64\u524d\u5b63\u5ea6\u7eaa\u5f55\u7684\u4e24\u500d\u591a\u3002\u6b64\u5916\uff0c\u76f8\u6bd4\u79df\u91d1\u7684\u9ad8\u623f\u4ef7\u652f\u6491\u4e86Invitation Homes\u7684\u9ad8\u51fa\u79df\u7387\uff0c\u540c\u65f6\u63d0\u4f9b\u4e86\u79df\u91d1\u4e0a\u8c03\u7684\u673a\u4f1a\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u81ea\u8058\u7ef4\u62a4\u548c\u7ef4\u4fee\u6280\u672f\u4eba\u5458\uff0c\u652f\u6491\u4e86\u516c\u53f8\u7684\u8425\u4e1a\u5229\u6da6\u7387\u3002Morningstar\u7ed9\u4e88INVH\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u4ee5\u53ca41\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\uff0c\u8be5\u80a1\u80a1\u4ef712\u670811\u65e5\u6536\u4e8e33.28\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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