Alexandria Real Estate值得买入；尽管面临利率压力，其必需资产、高收益率与低估值仍提供价值。
逐段跳播
她还分别向 Alexandria Real Estate、Duke Energy、Health Care Realty 和 Oracle 各投入了15美元。现在，Alexandria 和 Health Care Realty 这两只基金让我们专门接触到医疗保健和生命科学领域的大量房地产，各自的股息收益率高达约6%。因此，股息派发非常出色。
She also spent $15 each on Alexandria Real Estate, Duke Energy, Health Care Realty, and Oracle. Now, the Alexandria and Health Care Realty funds give us specialist exposure to a huge amount of real estate in the healthcare and life sciences sectors, with huge dividend yields of around 6% each. Therefore, there are great dividend payouts.
再说一次，我看到最大机会的最明确领域，就是这一组诱人的房地产投资信托，包括 Prologis 和 Alexandria，各下跌3%，Realty 下跌4%，Extra Space Storage 下跌6%，Healthcare Realty 下跌9%，American Tower 下跌12%，以及 Vesi Properties 下跌20%。
我仍然不敢相信 Vesi 跌得这么低，但再说一次，由于利率环境，所有这些股票都承受了相当大的压力。不过，它的物业是必不可少的。它不会消失。它不可能被人工智能取代。事实上，其中一些可能还会受益于人工智能。
但我们说的是必不可少的通信塔、光纤线路、巨大的工业仓库、一流的赌场和度假村、生命科学实验室，以及仓储设施。这些都是世界上一切事物的非常基础的东西。而且这些资产让你拥有市场上最好、最灵活的一些出租率。
你有巨大的股息派发和便宜的估值。我的意思是，如果这些都不是买入机会，我不知道在这个市场上还有什么值得买。如果你在这些股票上看不到价值，那市场上就不会有价值。所以，这就是我的观点，是的，这些就是我将在10月以及今年余下时间里重点关注的许多标的。
And again, the very clear area where I see the biggest opportunity of all is in this tempting group of real estate investment trusts, including Prologis and Alexandria, down 3% each, Realty down 4%, Extra Space Storage down 6%, Healthcare Realty down 9%, American Tower down 12%, and Vesi Properties down 20%.
I still ca n't believe how low Vesi has fallen, but again, all of these stocks have been under considerable pressure due to the interest rate environment. However , its properties are essential.
It will not disappear. It cannot be disabled by artificial intelligence. In fact, some of them may benefit from artificial intelligence. But we are talking about essential communications towers, fiber optic lines, huge industrial warehouses, first-class casinos and resorts , life science laboratories , and storage facilities.
These are all very basic things for everything in the world. And you have some of the best and most flexible occupancy rates in the market with these assets. You have huge dividend payouts and cheap valuations.
I mean, if these aren't buying opportunities, I don't know what is to be bought in this market. There will be no value in the market if you do not see value in these stocks. So, that's my opinion, and yes, these are a lot of the names I'll be focusing on heavily during October and the rest of the year.
这个频道对 $ARE 的历次判断
Ale's World of Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。