Seeking Alpha

UBS not liking equity REIT sector

  • Shopping centers: The team downgrades Weingarten (WRI) and Kimco (KIM) to Sell.
  • Apartments: UDR and Camden Property Trust (CPT) are cut to Neutral.
  • Healthcare: Omega Healthcare Investors (OHI) is downgraded to Sell.
  • The office and industrial space, however, sees some positivity, with coverage initiated on Liberty Property Trust (LRY) at a Buy.
Comments (9)
  • Should've done this a year ago.
    10 Jan, 08:02 AM Reply Like
  • Most of the horses have left the barn. You are right. Way too late with their sell
    10 Jan, 10:39 AM Reply Like
  • Yet other analysts have OHI at buy.

     

    Everyone must do his own due diligence and in accordance with his own individual situation.
    10 Jan, 08:30 AM Reply Like
  • I just bought it. Looks good to me. They downgraded because of worry about billing and collections under the new health care fiasco. I bought because of good financials, good dividend and coverage and good prospects.
    10 Jan, 11:17 AM Reply Like
  • They're projecting the future using different crystal balls...
    10 Jan, 09:56 AM Reply Like
  • must be why it's up 24 cents this morning.
    10 Jan, 10:30 AM Reply Like
  • At about 25% off its highs and a steadily growing dividend, the last thing I will do is sell OHI. I've had this for several year now and plan to keep adding. This is retirement income for me and my horizon is 30 years.
    10 Jan, 10:44 AM Reply Like
  • I love it when analysts downgrade solid, profitable companies.
    10 Jan, 04:56 PM Reply Like
  • I don't when I own those companies. (Fortunately, I own no REITs.)
    10 Jan, 05:06 PM Reply Like
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