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REITs月度观察(20251201-202501231):二级市场价格延续下跌态势,新增多只产品申报及受理-20260105
EBSCN· 2026-01-05 07:25
2026 年 1 月 5 日 根据上交所及深交所项目动态披露,截至 2025 年 12 月 31 日,共有 19 只 REITs 处于待上市状态,其中 16 只为首发 REITs,另外 3 只为待扩募 REITs。 2、 二级市场表现 二级市场价格延续下跌态势,新增多只产品申报及受理 ——REITs 月度观察(20251201-202501231) 要点 1、 一级市场 截至 2025 年 12 月 31 日,我国公募 REITs 产品数量达 78 只,合计发行规模达 2017.49 亿元(不含扩募)。从底层资产类型来看,截至 2025 年 12 月 31 日, 交通基础设施类发行规模最大,共发行 687.71 亿元,园区基础设施类 REITs 发 行规模次之,为 329.33 亿元。 价格走势:2025 年 12 月 1 日-2025 年 12 月 31 日(以下简称"本月"),我 国已上市公募 REITs 的二级市场价格整体延续上月的波动下行趋势:中证 REITs (收盘)和中证 REITs 全收益指数分别收于 778.6 和 1009.84,本月回报率分别 为-3.77%和-2.93%。与其他主流大类资 ...
RLJ Lodging Trust: From 2025 Laggard To 2026 World Cup Beneficiary
Seeking Alpha· 2025-12-15 21:06
The FIFA World Cup comes to Canada, the United States and Mexico in 2026. This will create a one-off boost to hotel REITs such as RLJ Lodging Trust ( RLJ ). Indeed RLJ's December 2025 presentation highlights thatI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I ap ...
REITs Are Boring And Boring Is Good
Seeking Alpha· 2025-11-20 19:00
Kwarkot/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Hoya Capital's David Auerbach on past REIT underperformance evolving into solid fundamentals across the board (1:00). Interest rates and REITs (5:20). Contextualizing dividends (10:20). Alexandria and other earnings season takeaways (15:40). Retail REITs and the US economy (20:55). Office REITs (27:40). Hoya Capital ETFs HOMZ and RIET (30:30). The most misunderstood thing about REITs (38:05). Transcript Rena Sherb ...