Group 1 - The total market value of public REITs has surpassed 200 billion yuan, reaching 202.07 billion yuan as of June 6, with the Shanghai Stock Exchange accounting for 135.14 billion yuan, or 67% of the total [1] - The first public REITs in sectors such as data centers, tourist attractions, elderly care facilities, and ice and snow economy are expected to accelerate in the future [1] - Housing REITs, supported by national policies, have seen a favorable environment for issuance, with local policies also encouraging REITs in technology innovation projects [1] Group 2 - Housing REITs typically have underlying assets with rigid demand, especially in first-tier cities and rapidly growing population areas [1] - The annualized cash distribution rate of housing REITs is generally high, and their valuation levels are relatively low, making them attractive in a market environment characterized by asset scarcity [2] - Housing REITs are favored by long-term funds such as social security and pension funds due to their high dividend yield and moderate risk profile in the context of declining bond market interest rates [2]
公募REITs总市值突破2000亿元，底层资产具有刚性需求
Huan Qiu Wang·2025-06-07 00:45