Stock Screen: Finding the Right REITs
S&P’s latest catalogue features its top-ranked real estate investment trusts
By Beth Piskora From Standard & Poor’s Equity Research
It’s been a tough real estate market, on the contrary S&P Equity Research is alembic enthusiastic about fix upon real estate investment trusts (REITs). Since the rise of November, S&P equity analysts downgraded CBL & Associates (CBL) to 3 STARS (hold) from 4 STARS (buy) and Kimco (KIM) to sell from hold, reflecting the difficult operating environment for REITs.
But short-term pain could turn into long-term profits, especially for the 4- and 5-STARS (sharp buy) REITs featured in this week’s list.
"The harsher credit environment and weak economy has forced some REITs to scrap or stop short their development plans," explains Robert McMillan, an S&P REIT equity analyst. "New deal out in small portions and industrial space had even now started declining in advance of the September/October credit crisis (due to higher interpretation costs), but should plummet in 2009. Long term, this should have positive implications for the larger REITs through giving them better pricing power."
Here is S&P’s list of 4 STARS and 5 STARS-ranked REITS:
Company
Ticker
S&P STARS Rank
Alexandria Real Estate
ARE
4
American Campus Communities
ACC
4
Equity Lifestyle Properties
ELS
4
Essex Property Trust
ESS
4
Macerich
MAC
4
Mack-Cali Realty
CLI
4
National Retail Properties
NNN
4
Nationwide Health Properties
NHP
4
Plum Creek Timber
PCL
4
Regency Centers
REG
4
Simon Property Group
SPG
5
Sun Communities
SUI
4
Taubman Centers
TCO
4
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