Real Estate

REIT – Diversified

REIT – Diversified Jonathan Poland

The real estate investment trust (REIT) industry involves the ownership and operation of real estate properties by REITs. REITs are companies that own and operate income-generating real estate properties and distribute a significant portion of their income to shareholders in the form of dividends. The REIT industry includes companies that own and operate a range of real estate properties, including residential, commercial, and industrial properties. The industry is closely tied to the broader economy and can be affected by factors such as economic growth, interest rates, and consumer demand.

Industry’s Top Companies:

  • VICI Properties
  • W.P. Carey
  • STORE Capital
  • Spirit Realty Capital
  • Essential Properties Realty Trust
  • LXP Industrial
  • Broadstone Net Lease
  • Alexander & Baldwin
  • Gladstone Commercial
  • Empire State Realty Trust

REIT – Office

REIT – Office Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of office buildings, complexes, and centers. The office property industry involves the ownership, operation, and management of office properties, which are buildings or structures that are used for the purpose of conducting business. Office property companies may own and operate a range of office properties, from skyscrapers and office towers to standalone office buildings and co-working spaces. The industry is closely tied to the broader economy and can be affected by factors such as employment rates, business activity, and economic conditions.

Industry’s Top Companies:

  • Digital Realty Trust
  • Alexandria Real Estate Equities
  • Boston Properties
  • Killroy Realty
  • Vornado Realty Trust
  • Cousins Properties
  • Highwoods Properties
  • Equity Commonwealth
  • Elme Communities

REIT – Specialty

REIT – Specialty Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of properties not classified elsewhere including companies that invest in telecom towers, data centers, timberland properties, advertising spaces, among other properties. The specialty REIT industry includes companies that own and operate a range of specialized real estate properties, such as healthcare facilities, storage facilities, and prisons. The industry is closely tied to the broader economy and can be affected by factors such as economic growth, interest rates, and government regulations.

Industry’s Top Companies:

  • American Tower
  • Equinix
  • Crown Castle
  • SBA Communications
  • Wayerhaeuser Company
  • Iron Mountain
  • Gaming and Leisure Properties
  • Lamar Advertising
  • Rayonier
  • CoreCivic

REIT – Retail

REIT – Retail Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of retail properties including malls, outlet centers, strip malls, restaurants, and community shopping centers, among other retail related properties. The retail property industry involves the ownership, operation, and management of retail properties, which are buildings or structures that are used for the sale of goods and services to consumers. Retail property companies may own and operate a range of retail properties, from shopping malls and department stores to standalone retail stores and outlets. The industry is closely tied to the broader retail sector and can be affected by factors such as consumer spending, competition, and economic conditions.

Industry’s Top Companies:

  • Simon Property Group
  • Realty Income
  • Kimco Realty
  • Regency Centers
  • Federal Realty Investment Trust
  • National Retail Properties
  • Brixmore Property Group
  • Agree Realty Corporation
  • Kite Realty Group Trust
  • Tanger Factory Outlet Centers

REIT – Residential

REIT – Residential Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of residential properties including apartments and single- and multi- family mortgages, manufactured housing, and mobile-home parks and other residential properties. The residential property industry involves the ownership, operation, and management of residential properties, which are buildings or structures that are used as a place of residence. Residential property companies may own and operate a range of residential properties, from single-family homes and apartments to condominiums and townhouses. The industry is closely tied to the broader real estate market and can be affected by factors such as housing prices, interest rates, and economic conditions.

Industry’s Top Companies:

  • AvalonBay Communities
  • Equity Residential
  • Invitation Homes
  • Mid-America Apartment Communities
  • Sun Communities
  • Essex Property Trust
  • UDR
  • Camden Property Trust
  • Equity LifeStyle Properties
  • American Homes 4 Rent

REIT – Mortgage

REIT – Mortgage Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of mortgage-backed securities (MBS), including companies that earn income from interest on financing provided on income-producing real estate by purchasing or originating underlying mortgages and MBS. The mortgage industry involves the lending of money to individuals and businesses for the purpose of purchasing real estate properties. Mortgage companies, also known as mortgage lenders, may be banks, credit unions, or other financial institutions, and may offer a range of mortgage products, such as fixed-rate mortgages, adjustable-rate mortgages, and jumbo mortgages. The mortgage industry is closely tied to the real estate market and can be affected by factors such as interest rates, housing prices, and economic conditions.

Industry’s Top Companies:

  • Annaly Capital
  • Starwood Property
  • AGNC Investment
  • Rithm Capital
  • Blackstone Mortgage Trust
  • Arbor Realty
  • Claros Mortgage Trust
  • Apollo Commercial Real Estate Finance
  • Chimera Investment Corporation
  • Two Harbors

REIT – Industrial

REIT – Industrial Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of industrial properties including warehouses, self-storage facilities, distribution facilities, and other light industrial facilities. The industry involves the ownership, operation, and management of industrial properties, which are buildings and other structures that are used for manufacturing, production, storage, and distribution. Industrial property companies may own and operate a range of industrial properties, from warehouses and factories to distribution centers and research and development facilities. The industry is closely tied to the broader economy and can be affected by factors such as economic growth, employment rates, and consumer spending.

Industry’s Top Companies:

  • Prologis
  • Public Storage
  • Extra Space Storage
  • Rexford Industrial Realty
  • Cubesmart
  • Life Storage
  • Americold Realty
  • EastGroup Properties
  • First Industrial Realty
  • STAG Industrial

REIT – Hotel and Motel

REIT – Hotel and Motel Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of lodging properties including full- and limited- service hotels and motels. The hotel and motel industry involves the ownership, operation, and management of hotels and motels, which are properties that provide temporary lodging to travelers and other guests. The industry includes a range of hotel and motel properties, from luxury hotels and resorts to budget motels and inns. Hotel and motel companies may be independent or part of a larger chain, and may provide a range of services and amenities, such as restaurants, fitness centers, and meeting rooms. The industry is closely tied to the broader hospitality and tourism sectors and can be affected by factors such as consumer spending, travel trends, and economic conditions.

Industry’s Top Companies:

  • Host Hotels & Resorts
  • Ryman Hospitality
  • Apple Hospitality
  • Park Hotels & Resorts
  • Four Corners Property Trust
  • Sunstone Hotel Investors
  • Pebblebrook Hotel Trust
  • RLJ Lodging Trust
  • DiamondRock Hospitality

REIT – Healthcare Facilities

REIT – Healthcare Facilities Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of healthcare related properties. The industry involves the ownership, operation, and management of healthcare facilities, including hospitals, clinics, nursing homes, and other healthcare-related properties. Healthcare facilities companies may provide services to patients, doctors, and other healthcare providers, and may specialize in a specific type of facility or healthcare service. The industry is closely tied to the broader healthcare sector and can be affected by factors such as government regulation, advances in medical technology, and changes in healthcare policy.

Industry’s Top Companies:

  • Welltower
  • Ventas
  • Healthpeak
  • Healthcare Realty Trust
  • Medical Properties Trust
  • Omega Healthcare Investors
  • Physicians Realty Trust
  • Sabra Health
  • CareTrust
  • National Health Investors

Diversified Real Estate

Diversified Real Estate Jonathan Poland

Real Estate Investment Trusts that acquire, develop, manage, and dispose of diversified property holdings that have no specific portfolio composition. The real estate industry is a broad industry that includes a range of companies and activities related to the buying, selling, development, and management of real estate properties. This includes everything from residential and commercial real estate to industrial properties and self-storage facilities. The industry is closely tied to economic conditions and can be affected by factors such as interest rates, regulation, and consumer demand.

Industry’s Top Companies:

  • Howard Hughes
  • St. Joe Company
  • New England Realty Associates
  • Stratus Properties

Learn More…

Channel Structure Jonathan Poland

Channel Structure

Market penetration is the percentage of a target market that purchased a company’s product or service over a period of time.

Distribution Jonathan Poland

Distribution

Distribution is the process of making a product or service available for…

Middlemen Jonathan Poland

Middlemen

A middleman is a person or organization that acts as an intermediary…

Competitive Markets Jonathan Poland

Competitive Markets

In a competitive market, multiple participants exchange value without any single entity…

Brand Switching Jonathan Poland

Brand Switching

Brand switching refers to the act of a customer switching from a…

Market Intelligence Jonathan Poland

Market Intelligence

Market intelligence refers to the process of gathering, analyzing, and disseminating information…

Executive Hiring Jonathan Poland

Executive Hiring

Hire 1 to hire 10. Never hire individual team members, always focus…

Revenue Operations Jonathan Poland

Revenue Operations

Revenue operations, also known as RevOps, is the practice of overseeing and…

Risk Reduction Jonathan Poland

Risk Reduction

Risk reduction involves the use of various methods to minimize or eliminate…

Jonathan Poland © 2023

Search the Database

Over 1,000 posts on topics ranging from strategy to operations, innovation to finance, technology to risk and much more…

Examples of Customer Needs Jonathan Poland

Examples of Customer Needs

Customer needs refer to the specific requirements, desires, or expectations that a…

Price Optimization Jonathan Poland

Price Optimization

Price optimization is the process of using data and analytical methods to…

Call To Action Jonathan Poland

Call To Action

A call to action (CTA) is a phrase or statement that is…

Customary Pricing Jonathan Poland

Customary Pricing

Customary pricing refers to the pricing practices that are considered typical or…

Contingency Planning Jonathan Poland

Contingency Planning

Contingency planning is a risk management strategy that involves developing alternative plans…

Technology Risk Jonathan Poland

Technology Risk

Technology risk refers to the risk that technology shortcomings may result in…

Program Efficiency Jonathan Poland

Program Efficiency

Program efficiency refers to the effectiveness with which a computer program uses…

Strategic Partnership Jonathan Poland

Strategic Partnership

A strategic partnership is a relationship between two or more organizations that…

Retrenchment Strategy Jonathan Poland

Retrenchment Strategy

Retrenchment is a business strategy that involves reducing the size or scope…