2 Of My Biggest Losers In 2024 (Both Are Strong Buys)
Portfolio Pulse from
The article discusses the potential for REITs to benefit from falling interest rates and Trump's policies, highlighting Alexandria Real Estate and Rexford Industrial as strong buys despite recent underperformance.
December 30, 2024 | 12:15 pm
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Alexandria Real Estate, a life science REIT, is positioned for potential gains due to stable cash flows, high occupancy, and a strong balance sheet, despite recent underperformance.
Alexandria Real Estate is highlighted as a strong buy due to its stable cash flows and strong balance sheet. The potential for falling interest rates and favorable policies could boost demand, making it likely to see positive short-term price movement.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Rexford Industrial, focused on Southern California, has diversified tenants and impressive growth, but faces risks from geographic concentration and potential tariff impacts.
Rexford Industrial is considered a strong buy due to its growth and tenant diversification. However, risks from geographic concentration and tariffs are noted, but the overall positive outlook suggests potential short-term gains.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70