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[ؿֽ] ε , ã

| [: Ʒ Ư ũ(valuewalk.com) 2022 4 20 Դϴ. ֽĿ ǰ Դϴ.]
* ó ũƼ ν佺(Cristian Bustos), ũ , "REITS AS AN ALTERNATIVE TO THE RED HOT REAL ESTATE MARKET," 2022 4 20, https://www.valuewalk.com/reits-as-an-alternative-to-the-red-hot-real-estate-market/
ε
ϴٿ ݸ ȭǰ, ε żڵ ű ̳ ڿ ε ż ִ ϰ Ǹ鼭 ε ߴ. κ ε꿡 䰡 , Ϻ ֿ 뵵 ε 2020 Covid-19 ҵ ۵ 2~3 ߴ.

ϾƸ޸ī ε 嵵 ٸ ʴ. ̱ ε żڵ ε ġڰ ( ) ݸ 忡 з ϰ ֱ ε ſ Ǿٴ ִ. ij Ȳ ٸ ʾƼ, ֿ 뵵ÿ ⺻ ε ż ݵ ڸ ߴ.

ü ε 7~8% , ̷ Ӱ ε 캸 ð żڿ ڵ ε ξ ư Ǿ. ̱ ε 迡 , ư Ʈ ݵ 5.7% ߴ. ׷ 32.6% ָ Ǵн ϸ ƹ͵ ƴϴ.




ε ֽĿ ȸ ִ
-ҵ ε ż ɼ ξ и, ε  иġ ʴ. , ó ַ ٹ ְ ְ (interstate migration) ߻ϰ ֱ ̴.

ε ڵ , ü Ϻ ε ֽİ ְ ټ ٸ. ׷ Ϻ ڵ ε ε̳ Ӵ ε ø ִ ̷ ε ֽ ż ִ.


ȸ ǥ ֿ ڿ й
Ӵ ֽĽ庸 ξ ͼ ֱ ε꿡 ڿ ε ֽĿ ڰ ƴ, ϱ ε ȸ ε 忡 з ڵ鿡 ְ ִ.

̷ εڽŹȸ() ο μ ׸ ǹ ε 忡 鼭 õ ִ ο ΰǾ.

ݵ峪 ε ߰ ε ֽ̳ ε 忡 پ ϱ , ʺ ڳ żڿԴ ε ֽĿ ִ ̴.

ڿ ֵ鿡 ǹ ִ ȸ̸, · ڿ ֵ鿡 Ѵ. ̸ Ÿϰų ϴ ȸ ο ڻ̳ ε Ӵϰ ֵ .

̷ ȸ ʺ ε ֽ ڵ鿡 Ұ ȸ .


ۺ 丮(Public Storage: NYSE--PSA)
ۺ 丮 ̱ ִ â(self-storage) , , Ӵȸ, ̱ 2000 ̻ â ü ϰ ִ. 2021 34 ޷ Ѿ.

ðѾ 7161000޷, ְ 400޷ ̴. 缺 ̰(2021 80.94), ͷ 2.2% ̴. ȸ ſ ߰ 弼 Դ.

н(Equinix: NASDAQ--EQIX)
н Ӵ븦 ϰ ִ ȸ̴. 740~760޷ ̸, 52 885.26޷̴. ͷ 1.64%̸, ִ δ 10.64޷̴.

Ӵ밡 н 忡 Ϳ 񽺸 ϰ ִ. 2019 55޷ Ѿ(2021 663500޷). 5 27 ̿ ִ 240 ̻ ͼ͸ ϰ ִ.

Ʈ ̽ 丮(Extra Space Storage Inc: NYSE--EXR)
ڻ ε , , Ӵ, ϰ ִ Ʈ ̽ 丮 ֱ ְ 200~220޷ ̸ ¸ ϰ ִ. ֱ ֳθƮ Ʈ ̽ ż õϰ ִ. ͷ 2.81% ̸, Ӵ â ü Ȯ ȹ̴.

â ü Ȯ ٸ ȭ ְ ۿ ִ. ðѾ׵ 2863000޷ Ѿ. ְ 帧 ؿԱ Ʈ 丮 ɸ ټ ̴.

Ƹ޸ĭ Ÿ(American Tower Corporation: NYSE--AMT)
迡 پ ڻ ๰ ϰ ִ Ƹ޸ĭ Ÿ κ ڻ ȸ鿡 ϰ ִ. ų λ , ͷ 2.3% Ѵ´.

250޷ Ѵ ְ ̴. ְ η , ȸ ȸ ϱ Ƹ޸ĭ Ÿ ڵ ̴.

Ƽ ƮƮ(Digital Realty Trust Inc: NYSE--DLR)
ϱ ȸ縦 ã´ٸ, Ƽ ƮƮ ִ( ְ 150޷ ). ڻ( ) , , Ӵ, ߿ ϰ ִ ƮƮ 2022 1б 5% λ ִ 1.22޷ ߴ.

缺 (2021 78.23), Ƽ ƮƮ ΰ, ڻ Ʈ Ŭ Ʈũ, , Ÿ ٸ о߿ ߰ ִ. ( ڻ ε) ϰ ִ ƴ, Ƽ ƮƮ Ʈ Ҹ ͼ ִ ȸ簡 ִ.

׷ν (Bluerock Residential Growth REIT: NYSE AMERICAN--BRG)
׷ν ְſ ε ϴ ȸ̴. , ׷ν ðѾ 10޷ ġ ְ 26޷ ̴. ֽ̱ ʺ ڰ , Ÿϱ⿡ ֽ ϳ ֵǰ ִ.

ͷ 2.45% ̸, 2021 4б 6100޷ ̻ ߴ. ֱ ̽Ʈ(Black Stone Real Estate) 36޷ պߴ. ڵ ϰ ڵ ŷ Ÿ Ǿ Ⱓ ְ ϱ⸦ ϰ ִ.

ؽƮ ƮƮ Inc (NYSE:NXRT)
ؽƮ ƮƮ 䰡 α ε ߻ ַ ϴ ȸ̴. ְ 100޷ ̸̸, 4 ְ 86޷ ̴.

̱ پ ڻ ϰ , ʺڿ ׶ ο ͼ ִ ϰ ֱ ֱ ֽĽ忡 ξ α⸦ ִ. ðѾ 228000޷ Ѿ, ͷ 1.76% ̴. ڿ ũ ̴.



ε ʺ ڵ 忡 ε ϱⰡ . ε ص ׷ Ȳ ӵ , ڵ Ͱ ȸ ִ ο () ϰ ִ.
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