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Mejores acciones de calidad del sector REIT Industrial

De las 56 acciones listadas aquí, ninguna alcanza por ahora la nota de calidad máxima. La valoración mediana del grupo se sitúa en 15,3 veces su flujo de caja libre.

Las acciones del sector REIT Industrial mejor puntuadas por nuestro análisis fundamental, ordenadas de mayor a menor calidad, con su valoración (P/FCF). Haz clic en una acción para su análisis completo.

#AcciónNota de calidadP/FCF
1First Industrial Realty Trust Inc (FR)9/1019.0x
2Terreno Realty Corp (TRNO)7/10n.d.
3Sub Sri Thai Real Estate Investment Trust (SSTRT.BK)7/107.1x
4LondonMetric Property Plc (LMP.L)7/1012.5x
5Amata Summit Growth Freehold and Leasehold Real Estate Investment Trust (AMATAR.BK)7/109.2x
6Aljazira Mawten REIT Fund (4331.SR)7/1023.2x
7LaSalle LOGIPORT REIT (3466.T)7/109.9x
8WHA Industrial Leasehold Real Estate Investment Trust (WHAIR.BK)6/1010.8x
9STAG Industrial Inc (STAG)6/1027.2x
10SmartStop Self Storage REIT Inc (SMA)6/1025.1x
11Reysas Gayrimenkul Yatirim Ortakligi A.S. (RYGYO.IS)6/1018.0x
12Public Storage (PSA)6/1021.6x
13Prologis Inc (PLD)6/1063.1x
14National Storage Affiliates Trust (NSA)6/1011.8x
15Industrial Logistics Properties Trust (ILPT)6/108.6x
16Innovative Industrial Properties Inc (IIPR)6/108.4x
17Extra Space Storage Inc (EXR)6/1023.1x
18CubeSmart (CUBE)6/1016.5x
19ESR-REIT (9A4U.SI)6/107.2x
20Japan Logistics Fund, Inc. (8967.T)6/1021.4x
21Nippon Prologis REIT, Inc. (3283.T)6/10n.d.
22SOSiLA Logistics REIT, Inc. (2979.T)6/1011.6x
23UI Boustead Real Estate Investment Trust (UIBU.SI)5/918.6x
24Safestore Holdings Plc (SAFE.L)5/10n.d.
25Prospect Logistics and Industrial Freehold and Leasehold Real Estate Investment Trust (PROSPECT.BK)5/10n.d.
26Alpha Integrated Real Estate Investment Trust (M1GU.SI)5/109.1x
27LXP Industrial Trust (LXP)5/1019.1x
28Eastgroup Properties Inc (EGP)5/1063.8x
29Daiwa House Logistics Trust (DHLU.SI)5/107.1x
30Americold Realty Trust Inc (COLD)5/10n.d.
31Big Yellow Group Plc (BYG.L)5/1014.9x
32Frasers Logistics & Commercial Trust (BUOU.SI)5/1013.4x
33Argan SA (ARG.PA)5/109.9x
34AIM Industrial Growth Freehold and Leasehold Real Estate Investment Trust (AIMIRT.BK)5/10n.d.
35ESR Kendall Square REIT Co., Ltd. (365550.KS)5/1035.4x
36Mitsubishi Estate Logistics REIT Investment Corporation (3481.T)5/1071.0x
37GLP J-REIT (3281.T)5/1013.3x
38Warehouses De Pauw SA (WDP.BR)4/1012.1x
39SEGRO Plc (SGRO.L)4/1034.5x
40Rexford Industrial Realty Inc (REXR)4/1061.0x
41Montea Comm. VA (MONT.BR)4/1013.6x
42Mapletree Industrial Trust (ME8U.SI)4/1012.6x
43Modiv Industrial Inc (MDV)4/1015.2x
44Mapletree Logistics Trust (M44U.SI)4/1010.6x
45Frasers Property Thailand Industrial Freehold & Leasehold REIT (FTREIT.BK)4/1021.7x
46Equites Property Fund Limited (EQU.JO)4/10n.d.
47Dexus Industria REIT (DXI.AX)4/1015.3x
48CapitaLand Ascendas REIT (A17U.SI)4/1010.6x
49Industrial & Infrastructure Fund Investment Corporation (3249.T)4/1091.9x
50SF Real Estate Investment Trust (2191.HK)4/108.1x
51Stor-Age Property REIT Limited (SSS.JO)3/10104.3x
52Storage King Group (SKG.AX)3/1019.6x
53AIMS APAC REIT (O5RU.SI)3/1010.6x
54Centuria Industrial REIT (CIP.AX)3/1018.7x
55BWP Trust (BWP.AX)3/1021.9x
56Lineage Inc (LINE)2/10260.7x

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

Para situar estos múltiplos frente a las medias del sector, los datos sectoriales públicos de referencia son los de Aswath Damodaran (NYU Stern).

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