Week 390 - REITs That Qualify For "The 2 and 8 Club"
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Companies Ranked by Finance Value (Col E)TickerReward = 10-Yr Total Return/YrRisk Aversion = 2015 Total Return (worst year of Commodities Bear Market 4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDividend Yield5-Yr Div Growth/Yr3-Yr BetaP/E16-Yr BMW Method CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SDLT Debt: Total AssetsTotal Debt: EBITDAPx/FFOTBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmountNet Present Value @ 10-Yr Holding Period & 9% Discount RateGraham NumberPx (50d avg): Graham Number7-Yr P/EInsider ActivityMorningstarMarket Cap ($B)Div Achiever
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Public StoragePSA13.6%36.6%50.2%9.9%3.9%9.2%0.042713.7%down 2SD29%13%76%2113%80%AB+/L (2)$205.1524$4,923.60$3,871.50$68.35300%39neutralfairly valued$35
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Essex Property TrustESS16.5%16.8%33.3%15.3%2.8%9.2%0.544513.3%on trendline32%44%553%2137%56%BBB+A-/M (4)$253.8520$5,077.00$3,316.13$110.65229%69unfavorableovervalued$17yes
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Simon Property GroupSPG17.4%8.3%25.7%8.0%4.4%11.2%0.432312.8%down 1SD40%76%603%156%81%AA-/M (4)$181.0928$5,070.52$3,770.81$42.41427%38neutralfairly valued$61
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Averagen = 315.8%20.6%36.4%11.1%3.7%9.9%0.343213.3%down 1SD34%44%411%1919%72%A-B+/L (4)$213.36$5,023.71$3,652.81$73.80319%49neutralfairly valued$38
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BENCHMARKS
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TIAA-CREF Real Estate SecuritiesTIREX15.0%4.6%19.6%10.5%1.9%2.7%0.5938NANANA$15.36$2
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SPDR Dow Jones REIT ETFRWR14.5%4.2%18.7%9.7%3.4%6.9%0.5437NANANA$92.20$3
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Vanguard REIT ETFVNQ14.7%2.4%17.1%9.2%4.2%6.5%0.5534NANANA$79.40$59
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SPDR S&P 500 Index ETFSPY14.2%1.3%15.5%11.0%1.8%8.1%1176.1%on trendline31%$269.9119$5,128.29-$466.02$269
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SPDR S&P MidCap 400 ETFMDY15.4%-2.4%13.0%9.0%1.2%9.3%1.12167.7%down 1SD27%$333.4415$5,001.60-$52.76$19
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Vanguard Wellesley IncomeVWINX8.6%1.3%9.9%5.5%3.0%0.1%0.5915NANANA$52
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Averagen = 613.7%1.9%15.6%9.2%2.6%5.6%0.73266.9%on trendline29%$158.06$5,064.95-$259.39$67
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Consumer Price Indexcpi1.9%1.7%
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Updated 12/20/2018
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