高比例分红难敌行情低迷 REITs吸引力有待进一步提升

智通财经
Aug 13
【高比例分红难敌行情低迷 REITs吸引力有待进一步提升】8月12日,4只REITs产品在同一天进行场内分红除息,分红比例均超过99%。据统计,按照除息日口径,今年已有超过70只REITs开启分红,其中七成以上的单次分红规模占可分配利润比重超过99%。从二级市场表现来看,截至8月12日收盘,全市场88只已上市REITs中,约八成今年以来收跌,部分REITs跌幅甚至超过40%。即便是今年有过分红的产品,收跌的产品数量比例也超过80%。 有业内人士分析,高比例分红确实是REITs产品的一个重要特点,因此这类产品被不少投资者尤其是机构投资者视为类固收资产。不过,比起分红比例,派息率以及填息效应其实是更应该关注的指标。对于REITs二级市场的表现,除了受底层资产经营情况影响外,也会因流动性不足而难以吸引资金青睐。

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