Real Estate
Retail REITs
4 companies under coverage.
Coverage
Retail REITs
Equity Research
Realty Income Corporation (O)
The bull case — 'Bull — Cap-Rate Compression / Re-Rate' (8% weight) — targets $100, +62% vs spot. It needs the multiple to hold or expand.
Equity Research
Regency Centers Corporation (REG)
The bull case — 'Bull — Cap-Rate Compression / Re-Rate' (8% weight) — targets $128, +61% vs spot. It needs the multiple to hold or expand.
Equity Research
Federal Realty Investment Trust (FRT)
The bull case — 'Bull — Cap-Rate Compression / Re-Rate' (8% weight) — targets $193, +56% vs spot. It needs the multiple to hold or expand.
Equity Research
Simon Property Group Inc (SPG)
The bull case — 'Bull — Cap-Rate Compression / Re-Rate' (8% weight) — targets $358, +60% vs spot. It needs the multiple to hold or expand.