Global Real Estate Potentially Undervalued Companies

Equinix

Market Cap: €75.7b

Equinix, Inc. (Nasdaq: EQIX) shortens the path to boundless connectivity anywhere in the world.

Charter Hall Social Infrastructure REIT

Market Cap: €1.2b

Charter Hall Social Infrastructure REIT is the largest Australian ASX-listed real estate investment trust (A-REIT) that invests in social infrastructure properties.

Morguard North American Residential Real Estate Investment Trust

Market Cap: CA$979.4m

The REIT is an unincorporated, open-ended real estate investment trust established under and governed by the laws of the Province of Ontario.

Minto Apartment Real Estate Investment Trust

Market Cap: CA$863.8m

An open-ended real estate investment trust, owns and operates a portfolio of income-producing multi-residential rental properties located in Canada.

Gaming and Leisure Properties

Market Cap: €14.1b

GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Société Foncière Lyonnaise

Market Cap: €3.1b

Société Foncière Lyonnaise Leader in the prime segment of the Parisian commercial real estate market, the firm stands out for the quality of its property portfolio, which is valued at 7.6 billion and is focused on the Central Business District of Paris (#cloud.paris, Edouard VII, Washington Plaza, etc.), and for the quality of its client portfolio, which is composed of prestigious companies.

Host Hotels & Resorts

Market Cap: €12.1b

An S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels.

Morguard Real Estate Investment Trust

Market Cap: CA$377.3m

The Trust is a closed-end real estate investment trust, which owns a diversified portfolio of 45 retail, office and industrial income producing properties in Canada with a book value of $2.2 billion and approximately 8.1 million square feet of leasable space.

Rayonier

Market Cap: US$4.2b

Rayonier is a leading timberland real estate investment trust with assets located in some of the most productive softwood timber growing regions in the United States and New Zealand.

Fibra MtyP.I. de

Market Cap: €32.8b

Fibra Mty is a Mexican real estate investment trust (“FIBRA”) that initiated operations on December 11th, 2014 identified by the number F/2157 (“Trust 2157”), and also as “Fibra Mty” or “FMTY”.

Highwoods Properties

Market Cap: €3.5b

Highwoods Properties, Inc., headquartered in Raleigh, is a publicly-traded (NYSE:HIW), fully-integrated office real estate investment trust (“REIT”) that owns, develops, acquires, leases and manages properties primarily in the best business districts (BBDs) of Atlanta, Charlotte, Dallas, Nashville, Orlando, Raleigh, Richmond and Tampa.

Nextensa/SA

Market Cap: €423.4m

Nextensa is a mixed-use real estate investor and developer.

Inmobiliaria Colonial SOCIMI

Market Cap: €3.5b

Inmobiliaria Colonial is the leading platform in the prime commercial real estate market in Europe, with a presence in the main business areas of Barcelona, Madrid, and Paris.

Simon Property Group

Market Cap: €68.7b

Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust (“REIT”).

Vakif Gayrimenkul Yatirim Ortakligi

Market Cap: ₺8.6b

A real estate investment trust.

Mercialys

Market Cap: €1.0b

Mercialys is one of France’s leading real estate companies.

First Capital Real Estate Investment Trust

Market Cap: CA$4.1b

First Capital Real Estate Investment Trust, with $9.2 billion in assets acquires, develops, owns and operates open-air grocery-anchored shopping centres in neighbourhoods with the strongest demographics in Canada.

Care Property Invest

Market Cap: €450.5m

Care Property Invest NV/SA is a Public Regulated Real Estate Company (public RREC) under Belgian law.

Nexus Industrial REIT

Market Cap: CA$750.9m

Nexus is a growth-oriented real estate investment trust focused on increasing unitholder value through the acquisition of industrial properties located in primary and secondary markets in Canada, and the ownership and management of its portfolio of properties.

Altarea

Market Cap: €2.3b

Altarea is the French leader in low-carbon urban transformation, with the most comprehensive real estate offering to serve the city and its users.

Regency Centers

Market Cap: US$13.4b

Regency Centers is a preeminent national owner, operator, and developer of shopping centers located in suburban trade areas with compelling demographics.

Unibail-Rodamco-Westfield

Market Cap: €12.9b

Unibail-Rodamco-Westfield is an owner, developer and operator of sustainable, high-quality real estate assets in the most dynamic cities in Europe and the United States.

Weyerhaeuser

Market Cap: €18.9b

Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.4 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada.

Farmland Partners

Market Cap: US$478.0m

An internally managed real estate company that owns and seeks to acquire high-quality North American farmland and makes loans to third-party farmers (both tenant and non-tenant) and landowners secured by farm real estate and/or other agricultural related assets.

Extra Space Storage

Market Cap: US$32.6b

Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500.

SEGRO

Market Cap: UK£8.4b

SEGRO is a UK Real Estate Investment Trust (REIT), listed on the London Stock Exchange and Euronext Paris, and is a leading owner, manager and developer of modern warehouses, industrial property and data centres.

Unibail-Rodamco-Westfield

Market Cap: US$12.9b

Unibail-Rodamco-Westfield is an owner, developer and operator of sustainable, high-quality real estate assets in the most dynamic cities in Europe and the United States.

Fibra UNO

Market Cap: Mex$107.9b

Fibra UNO Trust was established as a Real Estate Investment Trust on January 12, 2011, by Fibra UNO Administración, SA de CV (the "Settlor") and Deutsche Bank México, SA, Institución de Banca Múltiple, División Fiduciaria (the "Trustee" or "Deutsche Bank").

Ventas

Market Cap: R$31.2b

Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population.

FibraHotel

Market Cap: Mex$6.6b

A Mexican trust created primarily to acquire, develop, and operate hotels in Mexico.

Fundo de Investimento Imobiliário - FII BTG Pactual Office Fund

Market Cap: R$1.1b

A real estate investment trust co-launched by BTG Pactual Serviços Financeiros and BTG Pactual Gestora de Recursos Ltda.

National Storage Affiliates Trust

Market Cap: Mex$4.3b

A real estate investment trust headquartered in Greenwood Village, Colorado, focused on the ownership, operation and acquisition of self storage properties predominantly located within the top 100 metropolitan statistical areas throughout the United States.

National Health Investors

Market Cap: Mex$3.4b

Incorporated in 1991, National Health Investors, Inc.

AEON REIT Investment

Market Cap: US$262.4b

AEON REIT Investment Corporation (hereinafter, “AEON REIT”) invests primarily in retail and related properties which, as an integral part of the communities in which they are located, form the backbone of communities and their retail business infrastructure.

British Land

Market Cap: US$3.4b

British Land is a UK commercial property company focused on real estate sectors with the strongest operational fundamentals: London campuses, retail parks, and London urban logistics.

Simon Property Group

Market Cap: €68.7b

Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust (“REIT”).