3 REITs Hit With New Downgrades To Start The Week
Portfolio Pulse from Ethan Roberts
Three REITs, National Storage Affiliates Trust (NSA), American Homes 4 Rent (AMH), and Rexford Industrial Realty Inc. (REXR), have been downgraded by analysts, potentially impacting their stock prices. NSA and REXR downgrades were expected, while AMH's downgrade came as a surprise.

June 13, 2023 | 5:05 pm
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NEGATIVE IMPACT
American Homes 4 Rent (AMH) was downgraded by Evercore ISI Group analyst Steve Sakwa from Outperform to In-Line, with a price target of $36. The downgrade comes as a surprise, given the company's recent positive quarterly earnings report.
The downgrade comes as a surprise, given American Homes 4 Rent's recent positive quarterly earnings report. The downgrade and lowered price target could negatively impact the stock price in the short term.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
National Storage Affiliates Trust (NSA) was downgraded by Evercore ISI Group analyst Samir Khanal from Outperform to In-Line, with a lowered price target of $42. The downgrade follows mixed quarterly earnings and concerns about competition in the self-storage subsector.
The downgrade is based on National Storage's mixed quarterly earnings report and concerns about competition in the self-storage subsector. The downgrade and lowered price target could negatively impact the stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Rexford Industrial Realty Inc. (REXR) was downgraded by BMO Capital Markets analyst John Kim from Outperform to Market Perform, with a lowered price target of $56. The downgrade follows a recent public offering of 13.5 million shares of common stock.
The downgrade is based on Rexford Industrial Realty's recent public offering of 13.5 million shares of common stock. The downgrade and lowered price target could negatively impact the stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100