Für viele Immobiliengesellschaften dürften sich pandemiebedingt die Wachstumsaussichten weiter verbessern
„Growth“-REITs haben Bewertungsaufschläge eingebüßt
Immobiliensektor bietet potenzielle Kaufgelegenheiten – Rotation von „Growth“ zu „Value“
Seit der Bekanntgabe der Wirksamkeit des Pfizer-Impfstoffs gegen Corona am 9. November 2020, haben wir innerhalb breiter Aktienmärkte eine signifikante Rotation in Substanzwerte („Value“) am Markt für Real Estate Investment Trusts (REITs) beobachten können, schreiben Tim Gibson, Greg Kuhl und Guy Barnard, Portfoliomanager für den Immobiliensektor bei Janus Henderson Investors, in ihrer aktuellen Analyse. Seitdem hat der US-REIT-Sektor insgesamt um 14 Prozent zugelegt, während Value-REITs im Durchschnitt um 52 Prozent gestiegen sind und wachstumsorientierte „Growth“-REITs um 7 Prozent*.
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