Self-Storage REITs Analyst Is Bullish On Extra Space Storage, But No Longer Bullish On This Stock
Self-Storage REITs Analyst Is Bullish On Extra Space Storage, But No Longer Bullish On This Stock
Self-storage real estate investment trusts (REITs), which generate income by leasing storage units to tenants, have become popular among investors seeking stable and consistent returns.
通過向租戶租賃存儲單元來創收的自助存儲房地產投資信託基金（REIT）在尋求穩定和持續回報的投資者中越來越受歡迎。
The SSA (Self-Storage Association) Fall Conference indicated that market participants believe the operating environment "may be bottoming" and capital market headwinds could "soon subside," according to KeyBanc Capital Markets.
根據KeyBanc資本市場的數據，SSA（自助存儲協會）秋季會議表示，市場參與者認爲運營環境 「可能正在觸底」，資本市場的不利因素可能 「很快消退」。
The Specialized REITs Analyst: Todd Thomas downgraded the ratings for National Storage Affiliates Trust (NYSE:NSA) from Overweight to Sector Weight.
專業房地產投資信託基金分析師：託德·托馬斯將國家存儲關聯公司信託基金（紐約證券交易所代碼：NSA）的評級從增持下調至行業權重。
Thomas also reiterated an Overweight rating on Extra Space Storage Inc (NYSE:EXR), while raising the price target to $178.
托馬斯還重申了對Extra Space Storage Inc（紐約證券交易所代碼：EXR）的增持評級，同時將目標股價上調至178美元。
The Specialized REITs Thesis: While demand remains under pressure, move-in rents are lower than last year, and "aggressive ECRI strategies continue to create anxiety across the industry," Thomas said in the note.
專業房地產投資信託基金論點：托馬斯在報告中說，儘管需求仍然面臨壓力，但入住租金低於去年，而且 「激進的ECRI策略繼續在整個行業造成焦慮。」
Check out other analyst stock ratings.
查看其他分析師股票評級。
Thomas stated that he expects National Storage Affiliates Trust's portfolio to "continue to lag vs. peers as the demand environment remains weaker than we thought it would at this point in the year," he added.
托馬斯表示，他預計國家存儲附屬信託基金的投資組合將 「繼續落後於同行，因爲需求環境仍然低於我們在今年這個時候的預期，」 他補充說。
"We expect the REITs to continue to outperform within the industry as they are relatively well-capitalized and have significant scale and platform advantages," the analyst wrote. They also "stand to benefit from ongoing consolidation," Thomas stated.
該分析師寫道：「我們預計房地產投資信託基金將繼續在行業內跑贏大盤，因爲它們的資本相對充足，具有顯著的規模和平台優勢。」托馬斯說，他們還 「將從持續的整合中受益」。
"The biggest news out of the conference was that EXR plans to collapse the Life Storage brand after 11 months of testing, and there are several small and midsize portfolios hitting the market which could lead to an increase in acquisition activity in the months ahead," he further wrote.
他進一步寫道：「會議的最大新聞是，經過11個月的測試，EXR計劃關閉Life Storage品牌，並且有幾個中小型投資組合上市，這可能會導致未來幾個月的收購活動增加。」
Price action at the time of publication:
發佈時的價格走勢：
- Nucor's shares were trading flat at $46.47
- Shares of Extra Space Storage had risen by 1.56% to $176.29
- 紐柯股價持平至46.47美元
- Extra Space Storage的股價上漲了1.56％，至176.29美元
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。