{"id":445500,"date":"2022-12-01T00:04:09","date_gmt":"2022-12-01T08:04:09","guid":{"rendered":"https:\/\/nai500.com\/?p=445500"},"modified":"2022-12-01T00:04:09","modified_gmt":"2022-12-01T08:04:09","slug":"2022%e5%b9%b4-12%e6%9c%88-%e6%88%bf%e5%9c%b0%e7%94%a2-%e6%8a%95%e8%b3%87-%e4%bf%a1%e6%89%98-%e5%9f%ba%e9%87%91-reits","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/12\/2022%e5%b9%b4-12%e6%9c%88-%e6%88%bf%e5%9c%b0%e7%94%a2-%e6%8a%95%e8%b3%87-%e4%bf%a1%e6%89%98-%e5%9f%ba%e9%87%91-reits\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2022\u5e7412\u6708\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1(REITs)"},"content":{"rendered":"

\u672c\u6708\u8868\u73fe\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1(REITs)\u5305\u62ec\u5009\u5132\u9023\u9396\u516c\u53f8Public Storage\u3001\u516c\u5bd3\u6295\u8cc7\u5546AvalonBay Communities Inc.\u548c\u91ab\u7642\u4fdd\u5065\u623f\u5730\u7522\u6295\u8cc7\u5546Healthpeak Properties Inc.\uff0c\u5373\u4f7f\u5728\u7f8e\u570b\u623f\u5730\u7522\u5e02\u5834\u666e\u904d\u75b2\u8edf\u7684\u60c5\u6cc1\u4e0b\uff0c\u9019\u4e9b\u516c\u53f8\u5728\u5229\u6f64\u548c\u6536\u5165\u589e\u9577\u65b9\u9762\u8dd1\u8d0f\u4e86\u540c\u884c\u3002<\/p>\n

\u622a\u81f32022\u5e7411\u670822\u65e5\u7684\u904e\u53bb12\u500b\u6708\uff0c\u4ee5Real Estate Select Sector SPDR ETF (XLRE<\/u><\/a>)\u70ba\u4ee3\u8868\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u8868\u73fe\u7565\u4e0d\u53ca\u5927\u76e4\u3002XLRE\u904e\u53bb\u4e00\u5e74\u7684\u7e3d\u56de\u5831\u7387\u70ba-17%\uff0cRussell 1000\u6307\u6578\u540c\u671f\u7684\u7e3d\u56de\u5831\u7387\u70ba-15%\u3002\u7531\u65bc\u5229\u7387\u4e0a\u5347\uff0c\u8a31\u591a\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u7684\u4f4f\u5b85\u548c\u5546\u696d\u5730\u7522\u7684\u50f9\u683c\u548c\u9700\u6c42\u90fd\u5728\u4e0b\u964d\u3002\u7d93\u6fdf\u4e0b\u6ed1\u7d66\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u5e36\u4f86\u4e86\u4e0d\u540c\u65bc\u5176\u4ed6\u884c\u696d\u7684\u58d3\u529b\uff0c\u56e0\u70ba\u9019\u4e9b\u516c\u53f8\u6309\u7167\u898f\u5b9a\u8981\u5c07\u81f3\u5c1190%\u7684\u61c9\u7a05\u6536\u5165\u4f5c\u70ba\u80a1\u606f\u652f\u4ed8\u7d66\u6295\u8cc7\u8005\u3002<\/p>\n

\u5728\u7576\u524d\u9019\u6a23\u8271\u96e3\u7684\u74b0\u5883\u4e2d\uff0c\u6211\u5011\u6316\u6398\u51fa\u4e86\u50f9\u503c\u6700\u9ad8\u3001\u589e\u9577\u6700\u5feb\u3001\u52e2\u982d\u6700\u7684\u4e09\u5927\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1(REITs)\u3002\u56e0\u70ba\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u56de\u8cfc\u7684\u5f62\u5f0f\u8fd4\u9084\u7d66\u80a1\u6771\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8cc7\u8005\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u6240\u652f\u4ed8\u7684\u8cbb\u7528\u8f03\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u50f9\u503c\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\n12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Annaly Capital Management Inc. (NLY<\/a>)<\/td>\n20.79<\/td>\n9.7<\/td>\n2.6<\/td>\n<\/tr>\n
Rithm Capital Corp. (RITM<\/a>)<\/td>\n8.79<\/td>\n4.2<\/td>\n4.5<\/td>\n<\/tr>\n
Apartment Income REIT Corp. (AIRC<\/a>)<\/td>\n36.83<\/td>\n5.5<\/td>\n6.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • Annaly Capital Management Inc.:\u00a0<\/strong>Annaly Capital\u6295\u8cc7\u65bc\u623f\u5730\u7522\u548c\u76f8\u95dc\u8cc7\u7522\uff0c\u5305\u62ec\u6a5f\u69cb\u62b5\u62bc\u8cb8\u6b3e\u652f\u6301\u8b49\u5238\uff08MBS\uff09\uff0c\u4f4f\u5b85\u548c\u5546\u696d\u623f\u5730\u7522\uff0c\u4ee5\u53ca\u4e2d\u9593\u5e02\u5834\u8cb8\u6b3e\u3002\u8a72\u516c\u53f8\u572811\u67089\u65e5\u5ba3\u5e03\u5176F\u7cfb\u5217\u3001G\u7cfb\u5217\u548cI\u7cfb\u5217\u80a1\u7968\u7684\u512a\u5148\u80a1\u606f\uff0c\u5c07\u572812\u670830\u65e5\u652f\u4ed8\u3002<\/li>\n
  • Rithm Capital Corp.:\u00a0<\/strong>Rithm\u7684\u524d\u8eab\u662fNew Residential Investment Corp.\uff0c\u662f\u4e00\u5bb6\u6295\u8cc7\u65bc\u4f4f\u5b85\u623f\u5c4b\u9818\u57df\u7684\u516c\u5171\u623f\u5730\u7522\u4fe1\u6258\u57fa\u91d1\u3002\u8a72\u516c\u53f8\u7684\u6295\u8cc7\u7d44\u5408\u5305\u62ec\u8207\u62b5\u62bc\u8cb8\u6b3e\u670d\u52d9\u6709\u95dc\u7684\u8cc7\u7522\u3001\u4f4f\u5b85\u8cb8\u6b3e\u3001\u975e\u6a5f\u69cb\u8b49\u5238\u548c\u985e\u4f3c\u6295\u8cc7\u3002<\/li>\n
  • Apartment Income REIT Corp.:\u00a0<\/strong>Apartment Income\u5c08\u6ce8\u65bc\u7f8e\u570b\u591a\u6236\u578b\u7269\u696d\uff0c\u64c1\u6709\u548c\u7ba1\u7406\u516c\u5bd3\u793e\u5340\uff0c\u4e26\u6295\u8cc7\u65bc\u51fa\u552e\u6216\u51fa\u79df\u7d66\u7b2c\u4e09\u65b9\u7684\u7269\u696d\u3002\u8a72\u516c\u53f8\u572811\u6708\u521d\u4ee55\u5104\u7f8e\u5143\u7684\u50f9\u683c\u51fa\u552e\u4e86\u5176\u65b0\u82f1\u683c\u862d\u6295\u8cc7\u7d44\u5408\u4e2d\u76841300\u591a\u5957\u516c\u5bd3\uff0c\u4f7f\u8a72\u516c\u53f8\u5728\u904e\u53bb\u5169\u5e74\u4e2d\u7684\u7269\u696d\u92b7\u552e\u548c\u5408\u8cc7\u4f01\u696d\u4ea4\u6613\u9054\u523022\u5104\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u6392\u540d\u9078\u51fa\u7684\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\uff0c\u8a72\u6a21\u578b\u6839\u64da\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u9577\u548c\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\uff0c\u4ee550\/50\u7684\u6b0a\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u500b\u589e\u9577\u6307\u6a19\u5c0d\u516c\u53f8\u9032\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8a72\u5b63\u5ea6\u7684\u6703\u8a08\u7570\u5e38\u60c5\u6cc1\uff08\u5982\u7a05\u6cd5\u7684\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u4f7f\u4e00\u500b\u6216\u53e6\u4e00\u500b\u6578\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u696d\u7684\u7e3d\u9ad4\u60c5\u6cc1\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u9577\u6700\u5feb\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\nEPS\u589e\u9577\u00a0(%)<\/td>\n\u6536\u5165\u589e\u9577\u00a0(%)<\/td>\n<\/tr>\n
    Public Storage (PSA)<\/td>\n299.35<\/td>\n52.6<\/td>\n510.3<\/td>\n21.6<\/td>\n<\/tr>\n
    AvalonBay Communities Inc. (AVB)<\/td>\n168.90<\/td>\n23.6<\/td>\n530.4<\/td>\n14.6<\/td>\n<\/tr>\n
    Healthpeak Properties Inc. (PEAK)<\/td>\n25.40<\/td>\n13.7<\/td>\n550.0<\/td>\n8.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • Public Storage:\u00a0<\/strong>Public Storage\u5728\u7f8e\u570b40\u500b\u5dde\u6536\u8cfc\u3001\u958b\u767c\u3001\u64c1\u6709\u548c\u7d93\u71df\u81ea\u52a9\u5b58\u5132\u8a2d\u65bd\u3002\u8a72\u516c\u53f811\u67081\u65e5\u5831\u544a\u7a31\uff0c\u7531\u65bc\u6de8\u71df\u696d\u6536\u5165\u7684\u589e\u9577\u4ee5\u53ca\u51fa\u552e21\u5104\u7f8e\u5143\u7684\u80a1\u6b0a\u6295\u8cc7\uff0c\u7b2c\u4e09\u5b63\u5ea6\u7684EPS\u589e\u9577\u4e866\u500d\u3002<\/li>\n
    • AvalonBay Communities Inc.:\u00a0<\/strong>AvalonBay\u5728\u7f8e\u570b12\u500b\u5dde\u548c\u83ef\u76db\u9813\u7279\u5340\u7684\u5927\u90fd\u6703\u5730\u5340\u64c1\u6709\u4e26\u6295\u8cc7\u4e86\u8fd1300\u500b\u516c\u5bd3\u793e\u5340\u3002\u8a72\u516c\u53f811\u67083\u65e5\u5831\u544a\u7a31\uff0c\u5728\u51fa\u552e\u623f\u5730\u7522\u548c\u540c\u5e97\u4f4f\u5b85\u6de8\u71df\u696d\u6536\u5165\u4e0a\u5347\u7684\u5e6b\u52a9\u4e0b\uff0cEPS\u589e\u9577\u4e866\u500d\u3002<\/li>\n
    • Healthpeak Properties Inc.:\u00a0<\/strong>Healthpeak\u64c1\u6709\u548c\u958b\u767c\u91ab\u7642\u623f\u5730\u7522\u8cc7\u7522\uff0c\u5305\u62ec\u751f\u547d\u79d1\u5b78\u3001\u91ab\u7642\u8fa6\u516c\u5ba4\u548c\u6301\u7e8c\u8b77\u7406\u990a\u8001\u793e\u5340\u3002\u8a72\u516c\u53f811\u67081\u65e5\u5831\u544a\u7a31\uff0c\u6de8\u6536\u5165\u589e\u9577\u4e86\u8fd17\u500d\uff0c\u90e8\u5206\u539f\u56e0\u662f\u751f\u547d\u79d1\u5b78\u548c\u91ab\u7642\u8fa6\u516c\u5ba4\u8cc7\u7522\u7684\u540c\u5e97\u696d\u7e3e\u4e0a\u5347\u3002<\/li>\n<\/ul>\n

      \u6f32\u52e2\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6f32\u52e2\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($B)<\/td>\n12\u500b\u6708\u8ffd\u8e64\u7e3d\u56de\u5831\u7387\u00a0(%)<\/td>\n<\/tr>\n
      VICI Properties Inc. (VICI)<\/td>\n33.23<\/td>\n32.0<\/td>\n23.9<\/td>\n<\/tr>\n
      Iron Mountain Inc. (IRM)<\/td>\n52.96<\/td>\n15.4<\/td>\n19.1<\/td>\n<\/tr>\n
      Omega Healthcare Investors Inc. (OHI)<\/td>\n30.98<\/td>\n7.3<\/td>\n17.2<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-14.7<\/td>\n<\/tr>\n
      Real Estate Select Sector SPDR Fund (XLRE)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-17.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • VICI Properties Inc.:\u00a0<\/strong>VICI\u662f\u4e00\u652f\u64c1\u6709\u4e26\u6295\u8cc7\u65bc\u535a\u5f69\u3001\u9152\u5e97\u548c\u5a1b\u6a02\u7269\u696d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\u3002\u5176\u7269\u696d\u5305\u62ec\u62c9\u65af\u7dad\u52a0\u65af\u51f1\u6492\u5bae\u3001\u7c73\u9ad8\u6885\u5927\u9152\u5e97\u548c\u62c9\u65af\u7dad\u52a0\u65af\u5a01\u5c3c\u65af\u4eba\u5ea6\u5047\u6751\u7b49\u3002\u8a72\u516c\u53f8\u572811\u6708\u521d\u5ba3\u5e03\u516c\u958b\u767c\u884c16,500,000\u80a1\u666e\u901a\u80a1\uff0c\u9810\u8a08\u5c07\u7c4c\u96c65.099\u5104\u7f8e\u5143\u3002<\/li>\n
      • Iron Mountain Inc.:\u00a0<\/strong>Iron Mountain\u70ba\u516c\u53f8\u63d0\u4f9b\u4fe1\u606f\u7ba1\u7406\u3001\u5b58\u5132\u548c\u6578\u64da\u670d\u52d9\uff0c\u5305\u62ec\u70ba\u4f01\u696d\u898f\u6a21\u7684\u4efb\u52d9\u63d0\u4f9b\u6578\u64da\u4e2d\u5fc3\u7a7a\u9593\uff0c\u5ba2\u6236\u5305\u62ec\u5a1b\u6a02\u3001\u91ab\u7642\u3001\u4fdd\u96aa\u548c\u80fd\u6e90\u7b49\u884c\u696d\u3002<\/li>\n
      • Omega Healthcare Investors Inc.:\u00a0<\/strong>Omega\u6295\u8cc7\u65bc\u8f14\u52a9\u751f\u6d3b\u3001\u5c08\u696d\u8b77\u7406\u548c\u5eb7\u8907\u8a2d\u65bd\u3002\u8a72\u516c\u53f8\u57282022\u5e7411\u670815\u65e5\u652f\u4ed8\u4e86\u6bcf\u80a1\u666e\u901a\u80a10.67\u7f8e\u5143\u7684\u80a1\u606f\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u672c\u6708\u8868\u73fe\u6700\u597d\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1(REITs)\u5305\u62ec\u5009\u5132\u9023\u9396\u516c\u53f8Public Storage\u3001\u516c\u5bd3\u6295\u8cc7\u5546Aval […]<\/p>\n","protected":false},"author":31,"featured_media":380997,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[572,674,1860],"class_list":["post-445500","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-572","tag-674","tag--zh-hant","sectors-real-estate-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/445500","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=445500"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/445500\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/380997"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=445500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=445500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=445500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}