<p>由於當前高利率環境，大多數房地產股票的交易價格低於或接近公平價值。此外，過去幾年對房地產市場存在很多擔憂。這些擔憂並非沒有根據，但我認為房地產市場表現比許多人預期的更具彈性。</p>
<p>由於遷移趨勢和現代家庭結構的變化，房屋目前需求量很高。近 30% 的美國家庭由單身人士組成，創下歷史新高。這些數據來自 2023 年。</p>
<p>隨着這些巨大趨勢加速發展，我認為現在是時候在一些頂級房地產股票上買入了。以下是目前值得考慮的三個。</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>圖片來源：89stocker / Shutterstock</p>
<p><strong>公平住屋</strong>（紐約證券交易所：<strong>EQR</strong>）投資於美國、英國和西歐的單一租户商業物業。我認為這個房地產投資被不公正地懲罰，為耐心的投資者提供了一個引人注目的機會，他們可以在等待復甦的過程中以 5.9% 的豐厚股息率購入股票。</p>
<p>是的，公平住屋錯過了第一季度盈利預期，每股盈利僅為 16 美分，高利率和經濟波動對公司的底線造成了壓力。但讓我們不要忽視對他們有利的巨大趨勢。租金收入同比激增近 40%，達到 12.1 億美元，超出預期超過 1.08 億美元。管理層預計全年營收增長將超過 22%。這一預測得益於人們在疫情後返回辦公室以及靈活租賃的興起。自 2020 年以來，公司的物業數量已經翻了一番多。</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>點擊放大</p>
<p>圖片來源：圖表由 GuruFocus.com 提供</p>
<p>此外，公平住屋的投資組合佔用率保持在 98.6%，租賃到期時間表合理分佈。憑藉近 40 億美元的流動性，公司堅實的資產負債表為其提供了足夠的靈活性來應對短期阻力。隨着經濟波動減弱，我預計股票將重新站穩腳跟，並提供超額總回報。</p>
<h2>UDR 房地產公司（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>圖片來源：SewCream / Shutterstock.com</p>
<p><strong>UDR</strong>（紐約證券交易所：<strong>UDR</strong>）是一家房地產投資信託，擁有並經營美國各地的公寓社區。我認為該股在 2023 年 10 月觸底後已經上漲近 29%，有望進一步升值。</p>
<p>對 UDR 有利的最大趨勢之一是向更小家庭單位的持續轉變。這增加了對租賃住房的需求，特別是在 UDR 經營的城市市場。《紐約郵報》指出，在 UDR 市場，租房公寓目前比擁有獨立住宅要便宜 60%。該公司擊敗了市場預期的營收和利潤，您可以在股票復甦時享受其 4.2% 的未來股息率。</p>
<p>雖然 UDR 的投資組合集中在東北部和西海岸（人口增長可能不那麼強勁的地區），但這些地區也在看到供應受限。這種有限的建設活動應支持更健康的租金增長和入住率。此外，由於南部的人口遷移由於熱相關問題和房價上漲而趨於平穩，UDR 的沿海重點在長期內可能會帶來優勢。</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>圖片來源：Vitalii Vodolazskyi / Shutterstock</p>
<p><strong>公平住屋</strong>（紐約證券交易所：<strong>EQR</strong>）是一家專注於在主要位置收購、開發和管理高品質公寓物業的房地產投資信託。我認為這家房地產投資信託處於一個良好的位置，可以從推動租賃住房市場的強大巨大趨勢中受益。</p>
<p>公平住屋似乎在 2024 年第一季度找到了立足點。公司實現了同店銷售收入增長 4.1%，淨營業收入增長 5.5%，標準化 FFO 每股增長 6.9%。這可能不是最便宜的公寓房地產投資信託。然而，我認為 EQR 的 3.95% 股息率在等待股票反映公司不斷改善基本面時提供了不錯的補償。</p>
<p>管理層指出，在他們的沿海市場中，由科技和金融服務等繁榮行業的就業穩定、高收入租户帶來了強勁需求。公司主要在這些市場運營。</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>點擊放大</p>
<p>圖片來源：圖表由 GuruFocus.com 提供</p>
<p>公平住屋預計這種積極勢頭將加速到主要租賃季節。這可能會進一步推動股價，因為投資者認識到這家房地產投資信託的復甦潛力。</p>
<p>_在發佈日期，Omor Ibne Ehsan 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
<p>Omor Ibne Ehsan 是 InvestorPlace 的作家。他是一位自學投資者，專注於具有強大基本面、價值和長期潛力的成長和週期性股票。他還對高風險、高回報的投資，如加密貨幣和低價股，感興趣。您可以在 LinkedIn 上關注他。</p>
<p>房地產</p>
<p>股息股票</p>

公平住屋

<p>較小的家庭單位和對房屋的高需求推動了房地產市場。考慮的三家頂級房地產股票是公平住屋（O）、UDR 房地產公司（UDR）和公平住屋（EQR）。這些股票經受住了高利率的考驗，並在利率下降時準備增長。公平住屋提供 5.9% 的股息率和強勁的租金收入增長。UDR 受益於向較小家庭單位的轉變和有限的建築活動。公平住屋的表現逐漸改善，並提供 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>由於當前高利率環境，大多數房地產股票的交易價格低於或接近公平價值。此外，過去幾年對房地產市場存在很多擔憂。這些擔憂並非沒有根據，但我認為房地產市場表現比許多人預期的更具彈性。</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>由於遷移趨勢和現代家庭結構的變化，房屋目前需求量很高。近 30% 的美國家庭由單身人士組成，創下歷史新高。這些數據來自 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>隨着這些巨大趨勢加速發展，我認為現在是時候在一些頂級房地產股票上買入了。以下是目前值得考慮的三個。</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>圖片來源：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>（紐約證券交易所：<strong>EQR</strong>）投資於美國、英國和西歐的單一租户商業物業。我認為這個房地產投資被不公正地懲罰，為耐心的投資者提供了一個引人注目的機會，他們可以在等待復甦的過程中以 5.9% 的豐厚股息率購入股票。</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，公平住屋錯過了第一季度盈利預期，每股盈利僅為 16 美分，高利率和經濟波動對公司的底線造成了壓力。但讓我們不要忽視對他們有利的巨大趨勢。租金收入同比激增近 40%，達到 12.1 億美元，超出預期超過 1.08 億美元。管理層預計全年營收增長將超過 22%。這一預測得益於人們在疫情後返回辦公室以及靈活租賃的興起。自 2020 年以來，公司的物業數量已經翻了一番多。</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>點擊放大</p>
</div><p>Source: Chart courtesy of GuruFocus.com</p>
<div class="lb-trans"><p>圖片來源：圖表由 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，公平住屋的投資組合佔用率保持在 98.6%，租賃到期時間表合理分佈。憑藉近 40 億美元的流動性，公司堅實的資產負債表為其提供了足夠的靈活性來應對短期阻力。隨着經濟波動減弱，我預計股票將重新站穩腳跟，並提供超額總回報。</p>
</div><h2>UDR Inc (UDR)</h2>
<div class="lb-trans"><h2>UDR 房地產公司（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>圖片來源：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>（紐約證券交易所：<strong>UDR</strong>）是一家房地產投資信託，擁有並經營美國各地的公寓社區。我認為該股在 2023 年 10 月觸底後已經上漲近 29%，有望進一步升值。</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>對 UDR 有利的最大趨勢之一是向更小家庭單位的持續轉變。這增加了對租賃住房的需求，特別是在 UDR 經營的城市市場。《紐約郵報》指出，在 UDR 市場，租房公寓目前比擁有獨立住宅要便宜 60%。該公司擊敗了市場預期的營收和利潤，您可以在股票復甦時享受其 4.2% 的未來股息率。</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>雖然 UDR 的投資組合集中在東北部和西海岸（人口增長可能不那麼強勁的地區），但這些地區也在看到供應受限。這種有限的建設活動應支持更健康的租金增長和入住率。此外，由於南部的人口遷移由於熱相關問題和房價上漲而趨於平穩，UDR 的沿海重點在長期內可能會帶來優勢。</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>圖片來源：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>（紐約證券交易所：<strong>EQR</strong>）是一家專注於在主要位置收購、開發和管理高品質公寓物業的房地產投資信託。我認為這家房地產投資信託處於一個良好的位置，可以從推動租賃住房市場的強大巨大趨勢中受益。</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點。公司實現了同店銷售收入增長 4.1%，淨營業收入增長 5.5%，標準化 FFO 每股增長 6.9%。這可能不是最便宜的公寓房地產投資信託。然而，我認為 EQR 的 3.95% 股息率在等待股票反映公司不斷改善基本面時提供了不錯的補償。</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>管理層指出，在他們的沿海市場中，由科技和金融服務等繁榮行業的就業穩定、高收入租户帶來了強勁需求。公司主要在這些市場運營。</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>點擊放大</p>
</div><p>Source: Chart courtesy of GuruFocus.com</p>
<div class="lb-trans"><p>圖片來源：圖表由 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>公平住屋預計這種積極勢頭將加速到主要租賃季節。這可能會進一步推動股價，因為投資者認識到這家房地產投資信託的復甦潛力。</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>_在發佈日期，Omor Ibne Ehsan 沒有持有（直接或間接）本文提到的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</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。他是一位自學投資者，專注於具有強大基本面、價值和長期潛力的成長和週期性股票。他還對高風險、高回報的投資，如加密貨幣和低價股，感興趣。您可以在 LinkedIn 上關注他。</p>
</div><p>Real Estate</p>
<div class="lb-trans"><p>房地產</p>
</div><p>Dividend Stocks</p>
<div class="lb-trans"><p>股息股票</p>
</div>

家庭單位縮小，利潤增大：2024 年值得購買的三大房地產股票