2 Blue-Chip REITs That Should Soar

Nov. 01, 2022 8:05 AM ETEGP, VTV, VUG, VNQ, PLD, CCI, VZ, T, TMUS6 Comments

Summary

  • There has been a divergence between growth and value this year, and growth has massively underperformed compared to value.
  • Many growth REITs have sold off more heavily than the average REIT this year, despite having higher quality assets and balance sheets.
  • We discuss two blue-chip growth REITs that are being offered today at a rare discount.
  • Looking for more investing ideas like this one? Get them exclusively at High Yield Landlord. Learn More »

Blue chip stocks

zimmytws

For years, market participants and pundits wondered when, if ever, value stocks would make a comeback over and against growth stocks.

That time has come.

Unfortunately, this comeback doesn't mean that value stocks are performing well on an absolute

Chart
Data by YCharts

EGP markets

EastGroup Properties

industrial rents continue to rise

National Association of Realtors

EastGroup Properties valuations is at a historic low

YCHART

Crown Castle grows slows down

Crown Castle

Chart
Data by YCharts

Growth REITs underperform the REIT market in 2022

YCHARTS

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This article was written by

Jussi Askola profile picture
57.01K Followers
Become a “Passive Landlord” with our 8% Yielding Real Estate Portfolio.

Jussi Askola is a former private equity real estate investor with experience working for a +$250 million investment firm in Dallas, Texas; and performing property acquisition in Germany. Today, he is the author of "High Yield Landlord” - the #1 ranked real estate service on Seeking Alpha. Join us for a 2-week free trial and get access to all my highest conviction investment ideas. Click here to learn more! 

Jussi is also the President of Leonberg Capital - a value-oriented investment boutique specializing in mispriced real estate securities often trading at high discounts to NAV and excessive yields. In addition to having passed all CFA exams, Jussi holds a BSc in Real Estate Finance from University Nürtingen-Geislingen (Germany) and a BSc in Property Management from University of South Wales (UK). He has authored award-winning academic papers on REIT investing, been featured on numerous financial media outlets, has over 50,000 followers on SeekingAlpha, and built relationships with many top REIT executives.


DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions. High Yield Landlord is managed by Leonberg Capital.

Disclosure: I/we have a beneficial long position in the shares of CCI; EGP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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