Seeking Alpha

An untapped area to look for yield? Try relatively small-sized REITs like Brandywine Realty...

An untapped area to look for yield? Try relatively small-sized REITs like Brandywine Realty (BDN) and Washington REIT (WRE). Research shows larger REITs such as Public Storage (PSA) and Simon Property (SPG) tend to have lower yields and higher price/book ratios than their smaller cousins solely because of their more likely inclusion as major holdings of ETFs.
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Comments (3)
  • Patrick Harden
    , contributor
    Comments (443) | Send Message
     
    It's an interesting theory, but not all equity REITs are created alike. Simon is a mall REIT and Public Storage is a self-storage, both of which have more predictable and steady cash flows than small office REITs like Washington REIT and Brandywine. Geographic diversity is also a consideration.
    21 Feb 2013, 01:01 PM Reply Like
  • techwonk
    , contributor
    Comments (278) | Send Message
     
    Patrick: It's a news item from WSJ. See the paper for the full article, graph and details. The author also highlights ETF risk, which this summary chose to ignore.
    21 Feb 2013, 08:07 PM Reply Like
  • june1234
    , contributor
    Comments (3255) | Send Message
     
    REITs are so distorted by the Fed's money printing .all are closing in on their housing bubble highs, the largest REIT Simon property group has already cruised past it = bubble unless you think housing is in better shape that in 07.
    2 Mar 2013, 04:01 PM Reply Like
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