If you are thinking of buying a real estate investment trust (REIT) this month, then it could pay to listen to what analysts at Macquarie Group Ltd (ASX: MQG) are saying.
That's because they have just revealed the ASX REITs that they think investors should be buying right now. Let's see what the broker is recommending to clients:
There are no less than 14 ASX REITs that Macquarie thinks are in the buy zone this month.
The first is Arena REIT No 1 (ASX: ARF), which it has an outperform rating and $3.96 price target on. However, with its shares trading at $3.77, the upside is somewhat limited from here.
It is a similar story for Centuria Capital Group (ASX: CNI). The broker has an outperform rating and $1.78 price target on its shares.
More upside is expected from Centuria Industrial REIT (ASX: CIP) shares. Macquarie has an outperform rating and $3.34 price target on this ASX REIT.
Fellow industrial property company Dexus Industria REIT (ASX: DXI) is also in favour with the broker. It has an outperform rating and $3.18 price target on its shares.
For big returns, investors might want to check out data centre focused property company DigiCo Infrastructure REIT (ASX: DGT). Macquarie has an outperform rating and $5.33 price target on its shares, which implies potential upside of 56% for investors from current levels.
Fellow data centre (and industrial property) developer Goodman Group (ASX: GMG) is rated as outperform with a $36.06 price target.
Another REIT with potential to rise strongly is Dexus (ASX: DXS). The broker has an outperform rating and $8.08 price target. This suggests that upside of 15% is possible from current levels.
Limited upside is expected for Growthpoint Properties Australia Ltd (ASX: GOZ), with Macquarie holding an outperform rating and $2.57 price target on its shares.
The broker has outperform ratings on GPT Group (ASX: GPT) and Healthco Healthcare and Wellness REIT (ASX: HCW) shares with price targets of $5.38 and $1.05, respectively.
Elsewhere, Lendlease Group (ASX: LLC) could be another ASX REIT with major upside. Macquarie has an outperform rating and $7.79 price target on its shares. This implies potential upside of 36% over the next 12 months.
The final three are Mirvac Group (ASX: MGR), National Storage REIT (ASX: NSR) and Qualitas Ltd (ASX: QAL). Macquarie has outperform ratings on them with price targets of $2.56, $2.42, and $3.10, respectively.
Based on the above, the three to buy are arguably DigiCo Infrastructure REIT, Lendlease, and Goodman Group.
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