{"id":481683,"date":"2023-12-26T21:52:41","date_gmt":"2023-12-27T05:52:41","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2023-12-26T21:52:56","modified_gmt":"2023-12-27T05:52:56","slug":"%e7%be%8e%e8%81%af%e5%84%b2%e9%99%8d%e6%81%af-%e7%b2%be%e9%81%b82024%e5%b9%b4%e7%9a%849%e5%8f%aa%e7%be%8e%e8%82%a1reits","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/12\/%e7%be%8e%e8%81%af%e5%84%b2%e9%99%8d%e6%81%af-%e7%b2%be%e9%81%b82024%e5%b9%b4%e7%9a%849%e5%8f%aa%e7%be%8e%e8%82%a1reits\/","title":{"rendered":"\u7f8e\u806f\u5132\u964d\u606f\u8981\u4f86\u4e86\uff01\u7cbe\u90782024\u5e74\u76849\u53ea\u7f8e\u80a1REITs"},"content":{"rendered":"

\u5e02\u5834\u666e\u904d\u9810\u6e2c\u7f8e\u806f\u5132\u5c07\u57282024\u5e74\u958b\u59cb\u964d\u606f\uff0c\u800c\u6b77\u53f2\u6578\u64da\u986f\u793a\uff0c\u7f8e\u806f\u5132\u7dca\u7e2e\u9031\u671f\u7d50\u675f\u5f8c\u7684\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\uff08REITs\uff09\u5747\u8dd1\u8d0f\u4e86\u79c1\u4eba\u623f\u5730\u7522\u548c\u80a1\u7968\u5e02\u5834\u3002\u56e0\u6b64\uff0c\u660e\u5e74\u6216\u8a31\u6703\u6210\u70ba\u6295\u8cc7\u7f8e\u80a1REITs\u7684\u597d\u6642\u6a5f\u3002\u76f8\u6bd4\u623f\u5730\u7522\uff0cREITs\u4e0d\u50c5\u53ef\u4ee5\u5c0d\u6c96\u901a\u8139\uff0c\u9084\u80fd\u63d0\u4f9b\u7a69\u5b9a\u7684\u80a1\u606f\u6536\u5165\u3002\u6b64\u5916\uff0cREITs\u7684\u985e\u578b\u591a\u6a23\uff0c\u6295\u8cc7\u8005\u53ef\u4ee5\u9078\u64c7\u4f4f\u5b85\u3001\u5546\u696d\u6216\u7279\u7a2eREITs\u3002<\/p>\n

\u4ee5\u4e0b\u662fMorningstar\u5206\u6790\u5e2b2024\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\u9060\u671f\u80a1\u606f\u7387<\/td>\n\u96b1\u542b\u80a1\u50f9\u4e0a\u6f32\u5e45\u5ea6\uff08\u76f8\u6bd412\u670811\u65e5\u7684\u6536\u76e4\u50f9\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\u64c1\u6709\u548c\u7d93\u71df\u7121\u7dda\u901a\u4fe1\u5854\u7684\u7279\u7a2eREIT\u3002\u5206\u6790\u5e2bMatthew Dolgin\u8868\u793a\uff0c\u7531\u65bc\u8a72\u516c\u53f82023\u5e74\u7684\u696d\u7e3e\u5305\u62ec\u986f\u8457\u66f4\u9ad8\u7684\u975e\u73fe\u91d1\u6536\u5165\u4ee5\u53ca\u4f86\u81eaT-Mobile US Inc\uff08NYSE:TMUS\uff09\u7684\u4e00\u6b21\u6027\u4ed8\u6b3e\uff0c\u56e0\u6b64\u8a72\u516c\u53f82024\u5e74\u7684\u8ca1\u6e2c\u548c\u589e\u9577\u9810\u6e2c\u4e26\u6c92\u6709\u770b\u4e0a\u53bb\u90a3\u9ebc\u75b2\u8edf\u3002Dolgin\u8868\u793a\uff0cCrown Castle\u7684\u7af6\u722d\u512a\u52e2\u662f\u5c0f\u57fa\u7ad9\u548c\u805a\u7126\u7f8e\u570b\u5e02\u5834\uff0c\u800c\u5c0f\u57fa\u7ad9\u79df\u8cc3\u696d\u52d9\u6b63\u5728\u5411\u597d\uff0c\u540c\u6642\u8a72\u516c\u53f8\u7684\u80a1\u7968\u88ab\u56b4\u91cd\u4f4e\u4f30\u3002Morningstar\u7d66\u4e88CCI\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca130\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e114.52\u7f8e\u5143\u3002<\/p>\n

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

\u7f8e\u80a1\u91ab\u7642REIT Welltower Inc\uff08NYSE:HCN\uff09\u6295\u8cc7\u5305\u62ec\u8001\u5e74\u4eba\u516c\u5bd3\u3001\u5c08\u696d\u8b77\u7406\u8a2d\u65bd\u4ee5\u53ca\u91ab\u7642\u8fa6\u516c\u6a13\u7b49\u91ab\u7642\u8a2d\u65bd\u3002\u8a72\u80a1\u4eca\u5e74\u622a\u81f312\u670811\u65e5\u5305\u62ec\u80a1\u606f\u5728\u5167\u7684\u6536\u76ca\u7387\u70ba38.5%\uff0c\u662f\u8a72\u7f8e\u80a1REITs\u540d\u55ae\u7576\u4e2d2023\u5e74\u8868\u73fe\u6700\u597d\u7684\u500b\u80a1\u3002Welltower\u4e09\u5b63\u5ea6\u5b8c\u621014\u5104\u7f8e\u5143\u7684\u6536\u8cfc\uff0c\u8ca1\u5831\u524d\u53c8\u5b8c\u6210\u4e869.22\u5104\u7f8e\u5143\u7684\u6536\u8cfc\u3002\u5206\u6790\u5e2bKevin Brown\u8868\u793a\uff0cCOVID-19\u75ab\u60c5\u4e4b\u5f8c\uff0c\u8001\u5e74\u516c\u5bd3\u5e02\u5834\u5168\u9762\u5fa9\u8607\u4e26\u9a45\u52d5Welltower\u7684\u540c\u5e97\u79df\u7528\u7387\u5927\u5e45\u589e\u9577\u3002Morningstar\u7d66\u4e88WELL\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca103\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\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\u5c08\u9580\u6295\u8cc7\u5340\u57df\u6027\u8cfc\u7269\u4e2d\u5fc3\u3001\u5967\u7279\u840a\u65af\uff0c\u4ee5\u53ca\u793e\u5340\u548c\u751f\u6d3b\u65b9\u5f0f\u4e2d\u5fc3\u3002Brown\u8868\u793a\uff0cSimon\u5c07SPARC Group\u5408\u8cc7\u4f01\u696d\u6301\u80a1\u6bd4\u4f8b\u5f9e50%\u964d\u81f333%\u7684\u4ea4\u6613\u70ba\u6295\u8cc7\u8005\u5275\u9020\u4e86\u4e0d\u932f\u7684\u6536\u76ca\u4e26\u964d\u4f4e\u4e86\u516c\u53f8\u76c8\u5229\u7684\u6ce2\u52d5\u6027\u3002\u4ed6\u8aaa\uff0c\u8a72\u516c\u53f8\u5957\u73fe\u96f6\u552e\u6295\u8cc7\u4e26\u7528\u65bc\u56de\u8cfc\u80a1\u7968\u7684\u8a08\u5283\u5c07\u70ba\u80a1\u6771\u5275\u9020\u51fa\u5de8\u5927\u7684\u9577\u671f\u50f9\u503c\u3002Morningstar\u7d66\u4e88SPG\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca151\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e134.78\u7f8e\u5143\u3002<\/p>\n

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

\u7f8e\u80a1\u7279\u7a2eREIT Public Storage\uff08NYSE:PSA\uff09\u662f\u7f8e\u570b\u6700\u5927\u7684\u81ea\u52a9\u5009\u5132\u8a2d\u65bd\u6240\u6709\u8005\u3002\u5206\u6790\u5e2bSuryansh Sharma\u8868\u793a\uff0c\u96d6\u7136\u8a72\u516c\u53f8\u4e09\u5b63\u5ea6\u540c\u5e97\u6536\u5165\u589e\u901f\u5927\u5e45\u653e\u7de9\u81f32.5%\uff0c\u4f46\u8a72\u516c\u53f8\u5009\u5132\u8a2d\u65bd\u591a\u6a23\uff0c\u540c\u6642\u4fdd\u96aa\u696d\u52d9\u4e5f\u80fd\u70ba\u6295\u8cc7\u8005\u5275\u9020\u50f9\u503c\u3002\u5728\u7d93\u6fdf\u4e0d\u78ba\u5b9a\u6642\u671f\uff0c\u81ea\u52a9\u5009\u5132\u80a1\u7968\u662f\u5f88\u597d\u7684\u9632\u79a6\u6027\u6295\u8cc7\u3002Morningstar\u7d66\u4e88PSA\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca317\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\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\u64c1\u6709\u3001\u958b\u767c\u548c\u7ba1\u7406\u7f8e\u570b\u7684\u96f6\u552e\u623f\u5730\u7522\uff0c\u5c24\u5176\u662f\u55ae\u79df\u6236\u5efa\u7bc9\uff0c\u662f\u7f8e\u570b\u6700\u5927\u7684\u4e09\u91cd\u6de8\u79df\u8cc3REIT\u3002\u8a72\u516c\u53f8\u76ee\u524d\u80a1\u606f\u73875.7%\uff0c\u800c\u4e14\u9084\u662f\u6309\u6708\u6d3e\u606f\u3002Brown\u8868\u793a\uff0c\u4ed6\u770b\u597dRealty\u8207Spirit Realty\u7684\u5408\u4f75\u4ea4\u6613\uff0c\u7a31\u9019\u5c07\u589e\u52a0\u80a1\u6771\u50f9\u503c\u3002Morningstar\u7d66\u4e88O\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca76\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e54.39\u7f8e\u5143\u3002<\/p>\n

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

\u9664\u4e86\u81ea\u52a9\u5009\u5132\uff0cREIT Extra Space Storage Inc\uff08NYSE:EXR\uff09\u9084\u63d0\u4f9b\u4fdd\u96aa\u696d\u52d9\u4e26\u7d93\u71df\u4e00\u5bb6\u6230\u7565\u6027\u7684\u7b2c\u4e09\u65b9\u7ba1\u7406\u516c\u53f8\u3002\u8a72\u516c\u53f8\u5927\u7d0430%\u7684\u8ca0\u50b5\u5c6c\uffff\u53ef\u8b8a\u5229\u7387\u8ca0\u50b5\uff0c\u56e0\u6b64\u5229\u7387\u4e0a\u5347\u65bd\u58d3\u8a72\u80a1\u80a1\u50f9\u3002\u4e0d\u904eSharma\u770b\u597dExtra Space\u7684\u7b2c\u4e09\u65b9\u7ba1\u7406\u696d\u52d9\uff0c\u4e26\u7a31\u88c1\u54e1\u7b49\u5168\u570b\u6027\u8da8\u52e2\u5c07\u652f\u6490\u81ea\u52a9\u5009\u5132\u9700\u6c42\u3002Morningstar\u7d66\u4e88EXR\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca165\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e138.12\u7f8e\u5143\u3002<\/p>\n

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

\u591a\u6236\u4f4f\u5b85REIT AvalonBay Communities Inc\uff08NYSE:AVB\uff09\u5c08\u9580\u6295\u8cc7\u9ad8\u6a94\u7684\u516c\u5bd3\u793e\u5340\u3002\u5728\u5efa\u7bc9\u6210\u672c\u5982\u6b64\u4e4b\u9ad8\u7684\u74b0\u5883\u4e0b\uff0c\u8a72\u516c\u53f8\u4f9d\u7136\u80fd\u5920\u767c\u73fe\u9ad8\u6536\u76ca\u7387\u7684\u958b\u767c\u9805\u76ee\u3002AvalonBay\u4e09\u5b63\u5ea6\u7684\u79df\u91d1\u3001\u540c\u5e97\u6536\u5165\u4ee5\u53ca\u540c\u5e97\u6de8\u71df\u696d\u5229\u6f64\u5747\u589e\u9577\u8d85\u904e5%\uff0c\u4f46\u540c\u5e97\u71df\u696d\u8cbb\u7528\u4e5f\u4e0a\u53475%\u3002Morningstar\u7d66\u4e88AVB\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca233\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e175.41\u7f8e\u5143\u3002<\/p>\n

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

\u591a\u6236\u4f4f\u5b85REIT Equity Residential\uff08NYSE:EQR\uff09\u64c1\u6709\u548c\u7d93\u71df\u591a\u5143\u5316\u7684\u516c\u5bd3\u5730\u7522\u3002Brown\u8868\u793a\uff0c2023\u5e74\u8a72\u516c\u53f8\u58de\u8cec\u7e3d\u984d\u7684\u4e0b\u964d\u8da8\u52e2\u986f\u793a\u79df\u6236\u7684\u8ca1\u52d9\u72c0\u6cc1\u5411\u597d\uff0c\u800cEquity Residential\u6301\u7e8c\u6709\u80fd\u529b\u56de\u6536\u8cc7\u672c\u4e26\u5275\u9020\u51fa\u8c50\u539a\u7684\u56de\u5831\u3002Morningstar\u7d66\u4e88EQR\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca87\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e58.17\u7f8e\u5143\u3002<\/p>\n

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

Invitation Homes Inc\uff08NYSE:INVH\uff09\u64c1\u6709\u3001\u7d93\u71df\u548c\u79df\u8cc3\u7f8e\u570b\u55ae\u6236\u4f4f\u5b85\u3002Brown\u8868\u793a\uff0c\u8a72\u516c\u53f8\u5831\u544a\u4e09\u5b63\u5831\u6536\u8cfc2257\u5957\u4f4f\u623f\uff0c\u662f\u6b64\u524d\u5b63\u5ea6\u7d00\u9304\u7684\u5169\u500d\u591a\u3002\u6b64\u5916\uff0c\u76f8\u6bd4\u79df\u91d1\u7684\u9ad8\u623f\u50f9\u652f\u6490\u4e86Invitation Homes\u7684\u9ad8\u51fa\u79df\u7387\uff0c\u540c\u6642\u63d0\u4f9b\u4e86\u79df\u91d1\u4e0a\u8abf\u7684\u6a5f\u6703\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u9084\u81ea\u8058\u7dad\u8b77\u548c\u7dad\u4fee\u6280\u8853\u4eba\u54e1\uff0c\u652f\u6490\u4e86\u516c\u53f8\u7684\u71df\u696d\u5229\u6f64\u7387\u3002Morningstar\u7d66\u4e88INVH\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u4ee5\u53ca41\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f912\u670811\u65e5\u6536\u4e8e33.28\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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