| [: Ʒ Ư ũ(valuewalk.com) 2022 2 18 Դϴ. ֽĿ ǰ Դϴ.]
* ó: MarketBeat,(https://www.marketbeat.com/), Manufactured Housing Stocks to Buy," 2022 2 18, https://www.valuewalk.com/manufactured-housing-stocks-to-buy/
ϴ ̵̳ 2ä ̵ Ǿ. ̱ðû , 1976 ̵ üǾ. ̶ 忡 ̸ ۵ , Ư ۵Ǿ, ó ö Ǵ Ѵ. * ó: MarketBeat,(https://www.marketbeat.com/), Manufactured Housing Stocks to Buy," 2022 2 18, https://www.valuewalk.com/manufactured-housing-stocks-to-buy/
ٸ ̷ ֽĵ鿡 ż ؾ ϱ? װ 䵿ġ ε ̴.
2022 ̱ ý ȴ:
(1) ż ִ ϰ, ð ż ϴ 鿡 ̴.
(2) ݸ ̴.
(3) Ӵ嵵 ϰ, ȭ ̴.
(4) ű ðǼ 뵿° ̽ ̴.
ֽĿ ؾ
ؾ Һ 忡 Ϲú δ. 1 ε ְġ , Һڰ , ϰ, ڼͷ(cap rates) ִ ڻ Ǿ. ̷ ڵ鿡 ŷ Ǿ. ε ڻ ߿ ̴.
(manufactured home communities) ʾ Ÿ ۿ ̺θӵ鿡 ſ ŷ ٰ ִ. (Insurance Retirement Institute) , ̰ ٷڵ ´. ̵ 51% 5 ̸̾, 44% ϰ ־.
̷ ε Ʈ ֿ ֽİ εڽŹȸ() Ұϸ .
UMH Ƽ
Ȧ忡 θ UMHƼ(UMH Properties: NYSE--UMH) , ϰ ִ εڽŹȸ. UMH Ƽ ΰ ڵ鿡 Ӵϰ , ۾ü ҿ ο ġǴ1 õ ϰ ִ.
UMH Ƽ , , ̿, Ǻ̴Ͼ, ׳, εֳ, , ̽ð, ٶ踶, 콺ijѶ̳ ֿ 24000 127 ϰ ִ. ÷θٿ ϰ ִµ, ÷θ ε(Nuveen Real Estate) 219 ϰ ִ. UMH Ƽ ű ߿ 1800Ŀ ϰ ִ.
2021 9 30 Ǵ 2021 3б UMH Ƽ (4310) 11.4% 4800 ߴ. ֵ鿡 ͼӵǴ սǵ -1270(ִ: -0.31) -340(ִ: -0.07) ũ ߴ.
2021 3б ֵ鿡 ͼӵǴ FFO* 1080(ִFFO: 0.22) 450(ִFFO: 0.11) ũ ߴ. ֵ鿡 ͼӵǴ FFO 1110(ִFFO: 0.23) (740, ִFFO: 0.18) 50% ߴ.
*FFO(funds from operations): ȸ ǥ; ̳ Ȱ帧 ٸ ̸ + + ڻŰս – ڻŰ – ڼԡ ȴ.
UFP δƮ
̽ð θ UFP δƮ(UFP Industries: NASDAQ--UFPI) û ü 1955 Ǿ. UFP δƮ ȸ Ҹ, , Ǽ ι ÿǰ Ҹž, Ҹž, û üǰ ۡϰ ִ. , , Ǵ ȷƮ, Ư, , Ÿ ̳ʵ ϰ , Ǽ ι , , Ǫ ϰ ִ.
2021 86 Ѵ , ִ ְ 8.59 115% ߴ.
2021 4б 20 45% , ִ 2.21 117% ߴ. 45% 5% , 20% ڻμ , 20% 簡 ¿ ̴. 2021 4б 19500 121% , ڻμ 1900.
2021 68% 864000 ̾µ, 24% ڻμ , 40% 簡 λ ̴. 2021 73760 113% , ǰ 84200 56% ߴ.
Ŀ´Ƽ
̽ð 콺ʵ忡 θ Ŀ´Ƽ(Sun Communities: NYSE--SUI) ε , Ǹſ Ӵ ι ε ϴ εڽŹȸ. ̱ ְſ , , ϰ , ְſ μ, , Ȯ忡 ϰ ִ.
2021 3б Ŀ´Ƽ Ѹ 68430 (450) 28380(70.9%) ߴ. ֵ鿡 ͼӵǴ ͵ 8120(ִ: 0.83) 23180(ִ 2) 15060(185.4%) ߴ.
2021 1~9 3 б Ѹ ( 10) 7(70.6%) 17, Ⱓ ֵ鿡 ͼӵǴ 24330(196.2%) 36730.
Ʈ
ֽĿ ڴ Ʈ ִ. Ʈ л ȯ ż ص ̴.
<>
( 0)