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Moderators:
gfp927z
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Created: 10/31/2012 02:23:16 PM -
Followers:
3
- Board type:
Free
- Posts Today: 0
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A board to discuss stock ideas in the Real Estate sector -
Broad ETFs
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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
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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
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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
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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
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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
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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
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Farmland Partners (FPI) - Farmland REIT (634 mil) -------------------------------------------------- 1.5%
Gladstone Land (LAND) - Farmland REIT (1.1 Bil) ---------------------------------------------------- 1.8%
Retail / Commercial
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Realty Income (O) - Retail / commercial REIT (42 Bil) ----------------------------------------------- 4.2%
Simon Property Group (SPG) - Retail REIT (48 Bil) -------------------------------------------------- 5.2%
Healthcare
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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
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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
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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
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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
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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)
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