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Real Estate U.S. Investing Ideas
Realty Income
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
European Investments And US Core Plus Fund Will Expand Horizons
Key Takeaways Strategic European investments present growth via rent uplifts, enhancing revenue and margins, while U.S. ventures bolster capital efficiency and earnings. Diverse, creditworthy client focus ensures resilience and supports stable earnings, mitigating economic volatility impacts.
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US$61.38
FV
6.8% undervalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
4
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1
users have commented on this narrative
361
users have followed this narrative
2 days ago
author updated this narrative
NNN REIT
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Vacancy Resolution And Acquisitions Will Secure Portfolio Stability
Key Takeaways Strategic acquisitions and sale-leaseback transactions enhance long-term revenue and earnings stability, supporting business growth. Strong balance sheet and liquidity grant flexibility for acquisitions, bolstering earnings growth and portfolio expansion.
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US$44.44
FV
4.4% undervalued
intrinsic discount
4.38%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
53
users have followed this narrative
2 days ago
author updated this narrative
Simon Property Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Luxury Outlet Acquisitions In Italy And Catalyst Brands Formation May Improve Future Prospects, But Analysts Predict Revenue Decline
Key Takeaways Strategic focus on high-quality international outlets and redevelopment projects is set to drive global presence and future revenue growth. Deleveraging and strategic brand formations are poised to reduce expenses and enhance net margins through financial resilience and operational synergies.
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US$186.58
FV
15.7% undervalued
intrinsic discount
0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
2 days ago
author updated this narrative
Alexandria Real Estate Equities
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Mega Campus Ecosystems In AAA Will Sustain Life Science Demand
Key Takeaways Focus on mega campus ecosystems in prime locations supports revenue growth and occupancy stability from life science sector demand. Strong balance sheet and tenant diversity enhance strategic investments, stable cash flows, and resilient growth amid economic fluctuations.
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US$107.69
FV
33.7% undervalued
intrinsic discount
0.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
2 days ago
author updated this narrative
Prologis
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
E-commerce And Data Centers Will Deliver Promising Yet Cautious Outcomes
Key Takeaways Strategic focus on urbanization and e-commerce enhances long-term revenue growth, supported by demand for flexible inventory and e-commerce adoption in emerging markets. Expansion into sustainable energy projects and maintaining a strong financial position support stable earnings and potential margin improvements.
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US$118.25
FV
10.6% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
88
users have followed this narrative
2 days ago
author updated this narrative
EPR Properties
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Box Office Recovery And TopGolf Expansion Expected To Diversify Future Earnings
Key Takeaways Box office recovery and strategic experiential investments are driving revenue growth and earnings through diversified streams and enhanced margins. Strong balance sheet and increased dividends enhance financial flexibility for opportunistic investments, supporting long-term growth.
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US$51.91
FV
12.3% overvalued
intrinsic discount
2.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
2 days ago
author updated this narrative
VICI Properties
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
New Tribal Casino Resort Completion Will Expand Las Vegas Opportunities
Key Takeaways New partnerships and casino developments, particularly with Red Rock Resorts, are projected to significantly enhance future revenue and earnings potential. Strategic refinancing and increased liquidity improve financial stability, while elevated cash flow expectations suggest promising growth in earnings and dividends.
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US$36.21
FV
10.9% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
254
users have followed this narrative
2 days ago
author updated this narrative
Sila Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Long-term Leases With Post Acute Medical And Improved Tenant Fundamentals Will Strengthen Financial Stability
Key Takeaways Long-term lease extension and improved tenant fundamentals enhance stability, predictability of cash flows, and financial stability, likely improving net earnings and margins. Increased market visibility and expanded credit capacity boost capital access and liquidity for strategic acquisitions, positively impacting revenue and portfolio growth.
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US$28.00
FV
13.5% undervalued
intrinsic discount
8.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
2 days ago
author updated this narrative
Welltower
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Private Fund Management And Acquisitions Will Improve Operational Efficiency
Key Takeaways Expansion efforts and improved operations are expected to drive revenue growth and margin improvements. Enhanced credit rating and business system promise lower costs and better efficiency for future profitability.
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US$165.70
FV
8.7% undervalued
intrinsic discount
16.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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16
users have followed this narrative
2 days ago
author updated this narrative
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