<p>由于当前高利率环境，大多数房地产股票的交易价格低于或接近公平价值。此外，过去几年对房地产市场存在很多担忧。这些担忧并非没有根据，但我认为房地产市场表现比许多人预期的更具弹性。</p>
<p>由于迁移趋势和现代家庭结构的变化，房屋目前需求量很高。近 30% 的美国家庭由单身人士组成，创下历史新高。这些数据来自 2023 年。</p>
<p>随着这些巨大趋势加速发展，我认为现在是时候在一些顶级房地产股票上买入了。以下是目前值得考虑的三个。</p>
<h2>公平住屋（EQR）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：89stocker / Shutterstock</p>
<p><strong>公平住屋</strong>（纽约证券交易所：<strong>EQR</strong>）投资于美国、英国和西欧的单一租户商业物业。我认为这个房地产投资被不公正地惩罚，为耐心的投资者提供了一个引人注目的机会，他们可以在等待复苏的过程中以 5.9% 的丰厚股息率购入股票。</p>
<p>是的，公平住屋错过了第一季度盈利预期，每股盈利仅为 16 美分，高利率和经济波动对公司的底线造成了压力。但让我们不要忽视对他们有利的巨大趋势。租金收入同比激增近 40%，达到 12.1 亿美元，超出预期超过 1.08 亿美元。管理层预计全年营收增长将超过 22%。这一预测得益于人们在疫情后返回办公室以及灵活租赁的兴起。自 2020 年以来，公司的物业数量已经翻了一番多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>点击放大</p>
<p>图片来源：图表由 GuruFocus.com 提供</p>
<p>此外，公平住屋的投资组合占用率保持在 98.6%，租赁到期时间表合理分布。凭借近 40 亿美元的流动性，公司坚实的资产负债表为其提供了足够的灵活性来应对短期阻力。随着经济波动减弱，我预计股票将重新站稳脚跟，并提供超额总回报。</p>
<h2>UDR 房地产公司（UDR）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：SewCream / Shutterstock.com</p>
<p><strong>UDR</strong>（纽约证券交易所：<strong>UDR</strong>）是一家房地产投资信托，拥有并经营美国各地的公寓社区。我认为该股在 2023 年 10 月触底后已经上涨近 29%，有望进一步升值。</p>
<p>对 UDR 有利的最大趋势之一是向更小家庭单位的持续转变。这增加了对租赁住房的需求，特别是在 UDR 经营的城市市场。《纽约邮报》指出，在 UDR 市场，租房公寓目前比拥有独立住宅要便宜 60%。该公司击败了市场预期的营收和利润，您可以在股票复苏时享受其 4.2% 的未来股息率。</p>
<p>虽然 UDR 的投资组合集中在东北部和西海岸（人口增长可能不那么强劲的地区），但这些地区也在看到供应受限。这种有限的建设活动应支持更健康的租金增长和入住率。此外，由于南部的人口迁移由于热相关问题和房价上涨而趋于平稳，UDR 的沿海重点在长期内可能会带来优势。</p>
<h2>公平住屋（EQR）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Vitalii Vodolazskyi / Shutterstock</p>
<p><strong>公平住屋</strong>（纽约证券交易所：<strong>EQR</strong>）是一家专注于在主要位置收购、开发和管理高品质公寓物业的房地产投资信托。我认为这家房地产投资信托处于一个良好的位置，可以从推动租赁住房市场的强大巨大趋势中受益。</p>
<p>公平住屋似乎在 2024 年第一季度找到了立足点。公司实现了同店销售收入增长 4.1%，净营业收入增长 5.5%，标准化 FFO 每股增长 6.9%。这可能不是最便宜的公寓房地产投资信托。然而，我认为 EQR 的 3.95% 股息率在等待股票反映公司不断改善基本面时提供了不错的补偿。</p>
<p>管理层指出，在他们的沿海市场中，由科技和金融服务等繁荣行业的就业稳定、高收入租户带来了强劲需求。公司主要在这些市场运营。</p>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>点击放大</p>
<p>图片来源：图表由 GuruFocus.com 提供</p>
<p>公平住屋预计这种积极势头将加速到主要租赁季节。这可能会进一步推动股价，因为投资者认识到这家房地产投资信托的复苏潜力。</p>
<p>_在发布日期，Omor Ibne Ehsan 没有持有（直接或间接）本文提到的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>Omor Ibne Ehsan 是 InvestorPlace 的作家。他是一位自学投资者，专注于具有强大基本面、价值和长期潜力的成长和周期性股票。他还对高风险、高回报的投资，如加密货币和低价股，感兴趣。您可以在 LinkedIn 上关注他。</p>
<p>房地产</p>
<p>股息股票</p>

公平住屋

<p>较小的家庭单位和对房屋的高需求推动了房地产市场。考虑的三家顶级房地产股票是公平住屋（O）、UDR 房地产公司（UDR）和公平住屋（EQR）。这些股票经受住了高利率的考验，并在利率下降时准备增长。公平住屋提供 5.9% 的股息率和强劲的租金收入增长。UDR 受益于向较小家庭单位的转变和有限的建筑活动。公平住屋的表现逐渐改善，并提供 3.95% 的股息率</p>

<p>Due to the current high interest rate environment, most real estate stocks are trading below or at fair value. Moreover, there has been a lot of fear about the real estate market over the past couple of years. These fears are not unwarranted, but I think the real estate market has proved more resilient than many would have expected.</p>
<div class="lb-trans"><p>由于当前高利率环境，大多数房地产股票的交易价格低于或接近公平价值。此外，过去几年对房地产市场存在很多担忧。这些担忧并非没有根据，但我认为房地产市场表现比许多人预期的更具弹性。</p>
</div><p>Many companies in this sector have weathered high interest rates and could start climbing again as interest rates come down. Houses are in high demand right now due to migration trends and changes in modern family units. Nearly 30 percent of American households comprise a single person, a record high. And that data is from 2023.</p>
<div class="lb-trans"><p>由于迁移趋势和现代家庭结构的变化，房屋目前需求量很高。近 30% 的美国家庭由单身人士组成，创下历史新高。这些数据来自 2023 年。</p>
</div><p>As these megatrends accelerate, I believe it makes sense to buy the dip on some of the top real estate stocks. Here are three to consider right now.</p>
<div class="lb-trans"><p>随着这些巨大趋势加速发展，我认为现在是时候在一些顶级房地产股票上买入了。以下是目前值得考虑的三个。</p>
</div><h2>Realty Income (O)</h2>
<div class="lb-trans"><h2>公平住屋（EQR）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: 89stocker / Shutterstock</p>
<div class="lb-trans"><p>图片来源：89stocker / Shutterstock</p>
</div><p><strong>Realty Income</strong> (NYSE: <strong>O</strong>) invests in single-tenant commercial properties across the U.S., U.K., and Western Europe. I believe this real estate play has been unfairly punished, creating a compelling opportunity for patient investors to scoop up the stock at a tasty 5.9% dividend yield while waiting for a recovery.</p>
<div class="lb-trans"><p><strong>公平住屋</strong>（纽约证券交易所：<strong>EQR</strong>）投资于美国、英国和西欧的单一租户商业物业。我认为这个房地产投资被不公正地惩罚，为耐心的投资者提供了一个引人注目的机会，他们可以在等待复苏的过程中以 5.9% 的丰厚股息率购入股票。</p>
</div><p>Yes, Realty Income missed Q1 earnings estimates, reporting only 16 cents of earnings per share as higher rates and economic volatility pressured the company’s bottom line. But let’s not overlook the mega trends working in their favor. Rental revenue surged nearly 40% year-over-year to $1.21 billion, blowing away estimates by over $108 million. Management is guiding for full-year revenue growth exceeding 22%. This guidance has been fueled by people returning to the office following the pandemic and the rise of flexible leasing. The company’s property numbers have well over doubled since 2020.</p>
<div class="lb-trans"><p>是的，公平住屋错过了第一季度盈利预期，每股盈利仅为 16 美分，高利率和经济波动对公司的底线造成了压力。但让我们不要忽视对他们有利的巨大趋势。租金收入同比激增近 40%，达到 12.1 亿美元，超出预期超过 1.08 亿美元。管理层预计全年营收增长将超过 22%。这一预测得益于人们在疫情后返回办公室以及灵活租赁的兴起。自 2020 年以来，公司的物业数量已经翻了一番多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Click to Enlarge</p>
<div class="lb-trans"><p>点击放大</p>
</div><p>Source: Chart courtesy of GuruFocus.com</p>
<div class="lb-trans"><p>图片来源：图表由 GuruFocus.com 提供</p>
</div><p>Moreover, Realty Income’s portfolio occupancy remains rock-solid at 98.6% with a well-laddered lease expiration schedule. And with almost $4 billion in liquidity, the company’s fortress balance sheet provides ample flexibility to navigate near-term headwinds. As economic volatility subsides, I expect the stock to regain its footing and deliver outsized total returns.</p>
<div class="lb-trans"><p>此外，公平住屋的投资组合占用率保持在 98.6%，租赁到期时间表合理分布。凭借近 40 亿美元的流动性，公司坚实的资产负债表为其提供了足够的灵活性来应对短期阻力。随着经济波动减弱，我预计股票将重新站稳脚跟，并提供超额总回报。</p>
</div><h2>UDR Inc (UDR)</h2>
<div class="lb-trans"><h2>UDR 房地产公司（UDR）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: SewCream / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：SewCream / Shutterstock.com</p>
</div><p><strong>UDR</strong> (NYSE: <strong>UDR</strong>) is a real estate investment trust that owns and operates apartment communities across the United States. I believe the stock is poised for further appreciation after bottoming out in October 2023 and gaining nearly 29% since.</p>
<div class="lb-trans"><p><strong>UDR</strong>（纽约证券交易所：<strong>UDR</strong>）是一家房地产投资信托，拥有并经营美国各地的公寓社区。我认为该股在 2023 年 10 月触底后已经上涨近 29%，有望进一步升值。</p>
</div><p>One of the biggest mega trends working in UDR’s favor is the ongoing shift towards smaller family units. This is increasing demand for rental housing, particularly in the urban markets where UDR operates. The <em>New York Post</em> noted that renting an apartment is currently 60% more affordable than owning a single-family home in UDR’s markets. The company beat both the top and bottom line estimates, and you can sit on its 4.2% forward dividend yield as the stock recovers.</p>
<div class="lb-trans"><p>对 UDR 有利的最大趋势之一是向更小家庭单位的持续转变。这增加了对租赁住房的需求，特别是在 UDR 经营的城市市场。《纽约邮报》指出，在 UDR 市场，租房公寓目前比拥有独立住宅要便宜 60%。该公司击败了市场预期的营收和利润，您可以在股票复苏时享受其 4.2% 的未来股息率。</p>
</div><p>While UDR’s portfolio is concentrated in the Northeast and West Coast (where population growth may be less robust), these regions are also seeing constrained new supply. This limited construction activity should support healthier rent growth and occupancy levels. Plus, as migration to the South appears to be plateauing due to heat-related issues and rising housing costs, UDR’s coastal focus could prove advantageous in the long run.</p>
<div class="lb-trans"><p>虽然 UDR 的投资组合集中在东北部和西海岸（人口增长可能不那么强劲的地区），但这些地区也在看到供应受限。这种有限的建设活动应支持更健康的租金增长和入住率。此外，由于南部的人口迁移由于热相关问题和房价上涨而趋于平稳，UDR 的沿海重点在长期内可能会带来优势。</p>
</div><h2>Equity Residential (EQR)</h2>
<div class="lb-trans"><h2>公平住屋（EQR）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Vitalii Vodolazskyi / Shutterstock</p>
<div class="lb-trans"><p>图片来源：Vitalii Vodolazskyi / Shutterstock</p>
</div><p><strong>Equity Residential</strong> (NYSE: <strong>EQR</strong>) is a real estate investment trust that focuses on acquiring, developing, and managing high-quality apartment properties in prime locations. I believe this REIT is nicely-positioned to benefit from powerful mega trends driving the rental housing market.</p>
<div class="lb-trans"><p><strong>公平住屋</strong>（纽约证券交易所：<strong>EQR</strong>）是一家专注于在主要位置收购、开发和管理高品质公寓物业的房地产投资信托。我认为这家房地产投资信托处于一个良好的位置，可以从推动租赁住房市场的强大巨大趋势中受益。</p>
</div><p>Equity Residential seems to have found its footing in Q1 2024. The company delivered same-store revenue growth of 4.1%, net operating income growth of 5.5%, and a solid 6.9% increase in normalized FFO per share. This may not be the cheapest apartment REIT out there. However, I think EQR’s 3.95% dividend yield provides decent compensation as you wait for the stock to reflect the company’s improving fundamentals.</p>
<div class="lb-trans"><p>公平住屋似乎在 2024 年第一季度找到了立足点。公司实现了同店销售收入增长 4.1%，净营业收入增长 5.5%，标准化 FFO 每股增长 6.9%。这可能不是最便宜的公寓房地产投资信托。然而，我认为 EQR 的 3.95% 股息率在等待股票反映公司不断改善基本面时提供了不错的补偿。</p>
</div><p>Management noted robust demand in their coastal markets driven by well-employed, high-earning renters in booming sectors like tech and financial services. The company mostly operates in these markets.</p>
<div class="lb-trans"><p>管理层指出，在他们的沿海市场中，由科技和金融服务等繁荣行业的就业稳定、高收入租户带来了强劲需求。公司主要在这些市场运营。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Click to Enlarge</p>
<div class="lb-trans"><p>点击放大</p>
</div><p>Source: Chart courtesy of GuruFocus.com</p>
<div class="lb-trans"><p>图片来源：图表由 GuruFocus.com 提供</p>
</div><p>Equity Residential expects this positive momentum to accelerate into prime leasing season. This should potentially lift the stock further, as investors recognize this REIT’s recovery potential.</p>
<div class="lb-trans"><p>公平住屋预计这种积极势头将加速到主要租赁季节。这可能会进一步推动股价，因为投资者认识到这家房地产投资信托的复苏潜力。</p>
</div><p><em>On the date of publication, Omor Ibne Ehsan did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在发布日期，Omor Ibne Ehsan 没有持有（直接或间接）本文提到的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
</div><p>Omor Ibne Ehsan is a writer at InvestorPlace. He is a self-taught investor with a focus on growth and cyclical stocks that have strong fundamentals, value, and long-term potential. He also has an interest in high-risk, high-reward investments such as cryptocurrencies and penny stocks. You can follow him on LinkedIn.</p>
<div class="lb-trans"><p>Omor Ibne Ehsan 是 InvestorPlace 的作家。他是一位自学投资者，专注于具有强大基本面、价值和长期潜力的成长和周期性股票。他还对高风险、高回报的投资，如加密货币和低价股，感兴趣。您可以在 LinkedIn 上关注他。</p>
</div><p>Real Estate</p>
<div class="lb-trans"><p>房地产</p>
</div><p>Dividend Stocks</p>
<div class="lb-trans"><p>股息股票</p>
</div>

家庭单位缩小，利润增大：2024 年值得购买的三大房地产股票