Year Ahead 2024: a year of price discovery & opportunity for best-in-class REITs | REITs Message Board Posts


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Msg  16111 of 16167  at  12/1/2023 6:53:27 PM  by

passandshoot


Year Ahead 2024: a year of price discovery & opportunity for best-in-class REITs

[Bank of America]
 
Attributes: investment themes, earnings visibility & B/S We believe that investors should focus on investment themes such as AI, the aging US population, the US housing shortage, and reshoring as well as earnings visibility and strong/flexible balance sheets, which should allow best-in-class REITs to be opportunistic. Our updated earnings growth, PEG, PEGY, distribution growth, and balance sheet analyses show Industrial, Data Centers, Healthcare, and Single Family Rentals as best positioned (Exhibits 12-31). Spector’s Top Picks heading into 2024 & key risks to watch Spector’s top picks are AMH, COLD, ESRT, KIM, PLD, WELL. Key risks to our call are macro/geopolitical risks, tight capital markets, higher rates, and persistently high inflation.
 


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