Moderators: gfp927z Assistants:
Search This Board: 
Created: 10/31/2012 02:23:16 PM - Followers: 3 - Board type: Free - Posts Today: 0
A board to discuss stock ideas in the Real Estate sector -




Broad ETFs
***************


Fidelity - MSCI Real Estate Index ETF (FREL) (0.09%)------------------------------------------- 2.9 
SPDR Real Estate Select ETF (XLRE) (0.12%) ----------------------------------------------------- 3.0%  
Vanguard Real Estate Index ETF (VNQ) (0.12%) -------------------------------------------------- 2.2%  


iShares - Cohen and Steers REIT ETF (ICF) (0.33%) --------------------------------------------- 1.9%
iShares - US Real Estate ETF (IYR) (0.41%) ---------------------------------------------------------
 1.9%


Wireless Towers
*********************
American Tower (AMT) - Wireless tower REIT (107 Bil) ------------------------------------------- 2.4%  
Crown Castle Intl (CCI) - Wireless tower REIT (76 Bil) --------------------------------------------- 3.4%  
SBA Communications (SBAC) - Wireless tower REIT (35 Bil) ----------------------------------- 0.8%



Data Centers
*****************
Global X Data Center REITs Digital Infrastructure ETF (VPN) (0.50%) ---------------------- 1.5%
Pacer Benchmark Data & Infrastructure R. Estate ETF (SRVR) (0.60%) ------------------- 1.4%


Digital Realty Trust (DLR) - Data center REIT (39 Bil) ---------------------------------------------- 3.4%  
Equinix (EQIX) - Data center REIT (64 Bil) ------------------------------------------------------------- 1.6%



Industrial
************
Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) (0.60%) ------------------------ 1.6%

Duke Realty (DRE) - Industrial warehouse REIT (20 Bil) ------------------------------------------- 2.1 
EastGroup Properties (EGP) - Industrial property REIT, in Sunbelt (8 Bil) -------------------- 2.3%  
First Industrial Realty Trust (FR) - Industrial REIT (8 Bil) ----------------------------------------- 1.9%
Prologis (PLD) - Warehouses, distribution centers, logistics REIT (107 Bil) ------------------- 2.2%  
Rexford Industrial Realty (REXR) - Industrial properties REIT in S. Calif (12 Bil) ----------- 1.8%
STAG Industrial 
(STAG) - Industrial properties REIT (7 Bil) ----------------------------------------
 3.5%  
Terreno Realty (TRNO) - Industrial properties REIT (6 Bil) ----------------------------------------- 1.8%


Storage
***********
Cube Smart (CUBE) - Self storage facilities REIT (12 Bil) ------------------------------------------ 3.8%  
Extra Space Storage (EXR) - Self storage facilities REIT (27 Bil) -------------------------------- 2.7%  
Life Storage (LSI) - Self-storage properties REIT, Sovran (12 Bil) -------------------------------- 2.8%  
Public Storage (PSA) - Self storage facilities REIT (69 Bil) ----------------------------------------- 2.9%  



Residential
***************

iShares Residential + Multisector R. Estate ETF (REZ) (0.48%) ------------------------------- 2.3%  
Nuveen Short-Term REIT ETF (NURE) (0.35%) ------------------------------------------------------ 2.2%  


American Campus Communities (ACC) - Student housing REIT (16 Bil) --------------------- 3.3%  
American Homes 4 Rent (AMH) - Single family home rental REIT (16 Bil) --------------------- 1.8%

AvalonBay Communities (AVB) - (35 Bil) - Apartment REIT (35 Bil) ---------------------------- 2.5%  
Equity Lifestyle Properties (ELS) - Mobile home REIT, RV resorts, marinas (14 Bil) ------- 2.2%  

Equity Residential (EQR) - Rental apartment REIT (35 Bil) ---------------------------------------- 2.8%  
Essex Property Trust
 (ESS) - Residential REIT (23 Bil) --------------------------------------------- 2.6%  
Invitation Homes (INVH) - Single family home leasing ((Blackstone) 25 Bil) ------------------- 2.1%  

Sun Communities (SUI) - Mobile home REIT, RV resorts, marinas, holiday parks (22 Bil) - 1.9%
Tricon Residential (TCN) - Rental housing (Canada) (4 Bil) ---------------------------------------- 1.5%


Farmland
************
Farmland Partners (FPI) - Farmland REIT (634 mil) -------------------------------------------------- 1.5%

Gladstone Land (LAND) - Farmland REIT (1.1 Bil) ---------------------------------------------------- 1.8%


Retail / Commercial
*************************
Realty Income (O)  - Retail / commercial REIT (42 Bil) ----------------------------------------------- 4.2%  
Simon Property Group (SPG) - Retail REIT (48 Bil) -------------------------------------------------- 5.2%  



Healthcare
**************
Alexandria Real Estate Equities (ARE) - Life sciences lab space (26 Bil) ---------------------- 2.8%  

Medical Properties Trust (MPW) - Hospital REIT (13 Bil) -------------------------------------------- 5.4%  
Welltower (WELL) - Heathcare related properties REIT (formerly HCN) (43 Bil) ---------------- 2.5%  



MISC
********

Four Corners Property Trust (FCPT) - Restaurant REIT (2.3 Bil) ---------------------------------- 4.6%  
Innovative Industrial Properties (IIPR) - Cannabis related REIT (5 Bil) -------------------------- 3.8%  
Iron Mountain (IRM) - Records storage REIT, diverse storage services (16 Bil) ----------------- 4.5%  
Lamar Advertising
(LAMR) - Roadside advertising, billboards REIT (11 Bil) --------------------- 3.9%  
VICI Properties (VICI) - Casinos, hospitality, restaurants, nightclubs, golf courses (22 Bil) --- 5.0%  
Weyerhaeuser (WY) - REIT, timberlands, wood prods, cellulose, real est (30 Bil) --------------- 1.8%



HOMEBUILDING
*********************
Homebuilding ETFs -
 (XHB) and (ITB)
DR Horton (DHI)  Homebuilding  (6.7 Bil)
KB Home (KBH) - Homebuilding (1.5 Bil)
Lennar (LEN) - Homebuilding (7.1 Bil)
MDC Holdings (MDC) - Homebuilding (2 Bil)
NVR Inc (NVR) - Homebuilding (5 Bil)
PulteGroup (PHM) - Homebuilding (6.7 Bil) 
Toll Brothers (TOL)  Luxury homebuilding, golf courses (5.6 Bil)


REAL ESTATE RELATED 
*******************************

AOS Smith Corp
(AOS) - Water heaters and boilers (3 Bil)
Boise Cascade (BCC) - Wood products, building materials (1.2 Bil)
Home Depot (HD) - Home improvement retailer (93 Bil)
Lennox Intl (LII) - Heating, ventilation, air conditioning, and refrigeration systems (3 Bil)
Lowe's (LOW) - Home improvement retailer (36 Bil)
Whirlpool (WHR) - Household appliances (8 Bil)
Williams-Sonoma (WSM) - Retailer of home products (4 Bil)


ACQUIRED
**************

CorSite Realty COR) - Data centers REIT (American Tower, 2021)
CyrusOne (CONE) - Data center REIT (KKR and Global Infrastructure Partners, 2021)
Home Partners of America - Single family home REIT (Blackstone, 2021)
Ryland Group (RYL) - Homebuilding (Standard Pacific, 2015, then Lennar)
Plum Creek Timber (PCL) - REIT, timberland, lumber prods, minerals, nat gas (Wyerhauser)
QTS Realty Trust (QTS) - Data center REIT (Blackstone, 2021)

Quality Care Properties - Healthcare facilities REIT (Welltower, 2018)




_________________________________________________________________








 
PlusOneCoin Top Posts Free PlusOneCoin
No plusone'd posts yet. Be the first!
Post Subject
#188
>>> UPDATE 1 - Prologis to buy Duke gfp927z 06/13/2022 11:34:35 PM
#187
Realty Income - >>> 2 Stocks That Cut gfp927z 06/09/2022 08:56:35 PM
#186
>>> NVR, Inc. (NVR) operates as a homebuilder gfp927z 05/24/2022 12:12:49 PM
#185
Prologis - >>> Amazon Aims to Sublet, End gfp927z 05/21/2022 04:54:03 PM
#184
>>> Alexandria Real Estate Equities, Inc. to Ring gfp927z 05/17/2022 09:50:42 PM
#183
>>> Alexandria Real Estate Equities, Inc. (NYSE:ARE), an gfp927z 05/11/2022 02:08:11 PM
#182
>>> These Real Estate Trends Aren't Going Away: gfp927z 05/11/2022 01:47:54 PM
#181
>>> Duke Realty rejects 'insufficient' Prologis' $23.7 bln gfp927z 05/11/2022 01:36:05 PM
#180
LAND, FPI - >>> One Sector Where Real gfp927z 05/10/2022 04:09:52 PM
#179
Duke Realty - >>> Warehouse Owner Prologis Offers gfp927z 05/10/2022 03:42:40 PM
#178
>>> Public Storage Provides Update in Relation to gfp927z 05/07/2022 01:21:18 AM
#177
>>> National warehouse pipeline keeps expanding, but 30% gfp927z 05/07/2022 01:16:13 AM
#176
Prologis - >>> Is Now the Time to gfp927z 05/07/2022 12:51:58 AM
#175
Stag Industrial - >>> These 3 Stocks Are gfp927z 04/19/2022 10:44:20 PM
#174
>>> VICI Properties (VICI) is an experiential real gfp927z 04/16/2022 12:07:12 PM
#173
>>> American Homes 4 Rent (NYSE: AMH) is gfp927z 04/16/2022 11:47:04 AM
#172
>>> REIT Net Acquisitions Hit Record High Of gfp927z 04/16/2022 02:06:44 AM
#171
>>> Welltower Inc. (NYSE:WELL), an S&P 500 company gfp927z 04/15/2022 11:37:49 PM
#170
>>> Iron Mountain Incorporated (NYSE: IRM), founded in gfp927z 04/15/2022 11:35:27 PM
#169
>>> Founded in 1902, Lamar Advertising (Nasdaq: LAMR) gfp927z 04/15/2022 11:31:36 PM
#168
>>> Think Prologis Can't Get Any Bigger? Think Again gfp927z 04/15/2022 12:38:43 AM
#167
EXR, SBAC, FR, SUI, EQIX - >>> Who gfp927z 04/14/2022 05:09:16 PM
#166
Farmland Partners - >>> This Colorado CEO grew gfp927z 04/06/2022 10:01:38 PM
#165
>>> 2 Unstoppable Real Estate Trends That Could gfp927z 04/06/2022 01:36:26 PM
#164
IIPR, CUBE, FPI, MPW, DRE - >>> These gfp927z 04/05/2022 02:00:15 AM
#163
Crown Castle, Medical Properties Trust - >>> 3 gfp927z 04/05/2022 01:51:37 AM
#162
Realty Income - >>> Why Is This $1.7 gfp927z 04/05/2022 01:43:13 AM
#161
>>> Data center companies CyrusOne and CoreSite acquired gfp927z 04/05/2022 01:34:47 AM
#160
DLR, STAG - >>> The 3 Smartest Real gfp927z 04/05/2022 12:36:45 AM
#159
STAG Industrial - >>> These April REIT gfp927z 04/04/2022 07:29:05 PM
#158
Equity Lifestyle - >>> This Mobile Home REIT gfp927z 04/04/2022 02:32:08 AM
#157
>>> Medical Properties Trust, Inc. (MPW) is a gfp927z 04/04/2022 02:02:37 AM
#156
>>> These 5 Real Estate Stocks Can Pay gfp927z 04/04/2022 01:54:12 AM
#155
Nice Real Estate Watch; Chinese from Hong Kong NYBob 03/19/2022 05:00:31 PM
#154
Farmland Partners (FPI) - >>> "Rota Fortunae," Author gfp927z 03/15/2022 09:16:16 PM
#153
>>> Farmland Partners Inc. Reports Fourth Quarter and gfp927z 03/15/2022 09:13:11 PM
#152
>>> BDC and REIT manager The Gladstone Companies gfp927z 03/12/2022 11:35:33 PM
#151
Farmland Partners - >>> Spring Cleaning Is Almost gfp927z 03/11/2022 10:00:37 AM
#150
>>> Key Indicator Hints America Is Headed For gfp927z 02/20/2022 07:03:57 PM
#149
Public Storage, Digital Realty Trust - >>> 2 gfp927z 01/14/2022 10:10:39 PM
#148
>>> Gladstone Land Announces Increase in Monthly Cash gfp927z 01/12/2022 09:50:31 PM
#147
>>> Wall Street Is Using Tech Firms Like gfp927z 01/08/2022 12:26:57 AM
#146
>>> Best REIT ETFs for Q1 2022 gfp927z 01/07/2022 07:17:15 PM
#145
>>> American Tower (AMT) Closes Acquisition of CoreSite Realty gfp927z 01/07/2022 06:21:43 PM
#144
Crown Castle Intl - >>> 4 Dividend Stocks gfp927z 01/06/2022 08:36:40 PM
#143
>>> Why American Tower Can Continue Its Rapid Growth gfp927z 01/06/2022 08:29:06 PM
#142
Tricon Residential - >>> Here’s the best new gfp927z 01/06/2022 08:14:12 PM
#141
Digital Realty - >>> 2 High-Yield Tech Stocks gfp927z 01/06/2022 08:04:53 PM
#140
>>> Terreno Realty (TRNO) Acquires Redmond Property, Stock Rises gfp927z 01/06/2022 07:58:13 PM
#139
Farmland Partners - >>> This Farm REIT Just gfp927z 01/06/2022 06:08:11 PM
Post Subject