投資ガイド

REIT特集①-米国上場REIT全銘柄リスト

★日本市場ののREITは、2012年の中ごろまでは5%以上の分配金利回りがありましたが、安倍政権になって買われに買われ、利回りは3%前半まで下がっていますね。私もJ-REITの将来性に期待していますし、数銘柄持っていますが、現時点では市場が小さすぎです(これが最近の急騰の一因ですよね)。ということで、日本よりも市場が大きい米国のREIT(や豪州REITなど)は、研究してみる価値が大いにあると思っています。

米国REIT特集の第一弾として、米国に上場するREITの全銘柄のリストを、直近時価総額と実績分配金利回りデータ付きでまとめました。(非上場のREITは除外しています。)

【リストの見方】
A列:投資対象
Div:分散投資型、LR:ロッジ・リゾート型、Ret:商業施設型、HC:ヘルスケア型、Mor:モーゲージ型、SS
個人用倉庫型、IO:産業施設・オフィス型、Res:住居型、Tim:森林型、Inf:インフラ型

B列:REIT種別
E:エクイティREIT、M:モーゲージREIT、H:ハイブリッドREIT

★エクイティREITの中堅どころで業績が安定しているものが結構あります。5月に米国株全体が調整したときが狙い目かもしれません。なお、モーゲージREITは、やめておいた方が無難と思います(ETFのREMも含めて)。

C列:証券取引所
N:NYSE、Q:NASDAQ

D列:時価総額(Bil USD、2013年月4月5日終値))
E列:実績分配金利回り(年率、%)

出所:投資対象・REIT種別についてはNAREIT (REIT.com)、時価総額・分配金利回りについてはYahoo Finance

REIT Name
Ticker
A
B
C
D
E
American Assets TrustAATDivEN1.322.5
CapLease, Inc.LSEDivEN0.485.0
CoreSite Realty CorporationCORDivEN0.723.1
Corrections Corporation of AmericaCXWDivEN3.795.6
Cousins Properties Inc.CUZDivEN1.101.7
Digital RealtyDLRDivEN8.564.6
Duke Realty CorporationDREDivEN5.553.9
EPR PropertiesEPRDivEN2.466.0
Forest City Enterprises, Inc.FCE.ADivEN3.20NA
Investors Real Estate TrustIRETDivEQ0.915.50
Lexington Realty TrustLXPDivEN2.235.10
One Liberty Properties, Inc.OLPDivEN0.336.40
Spirit Realty CapitalSRCDivEN1.636.60
The GEO GroupGEODivEN2.645.30
Thomas Properties Group Inc.TPGIDivEQ0.231.60
Vornado Realty TrustVNODivEN16.243.30
W. P. Carey Inc.WPCDivEN4.654.80
Washington Real Estate Investment TrustWREDivEN1.874.20
Winthrop Realty TrustFURDivEN0.415.20
Ashford Hospitality TrustAHTLREN0.834.00
Chatham Lodging TrustCLDTLREN0.244.80
Chesapeake Lodging TrustCHSPLREN0.894.30
DiamondRock Hospitality CompanyDRHLREN1.903.50
FelCor Lodging Trust IncorporatedFCHLREN0.71NA
Hersha Hospitality TrustHTLREN1.154.10
Hospitality Properties TrustHPTLREN3.366.90
Host Hotels & Resorts, Inc.HSTLREN12.682.30
LaSalle Hotel PropertiesLHOLREN2.423.10
MHI Hospitality CorporationMDHLREQ0.043.50
Pebblebrook Hotel TrustPEBLREN1.572.50
RLJ Lodging TrustRLJLREN2.373.60
Ryman Hospitality Properties, Inc.RHPLREN2.304.50
Strategic Hotels & Resorts, Inc.BEELREN1.63NA
Summit Hotel Properties Inc.INNLREN0.674.40
Sunstone Hotel Investors, Inc.SHOLREN1.93NA
Acadia Realty TrustAKRRetEN1.503.00
Agree Realty CorporationADCRetEN0.345.60
American Realty Capital Properties, Inc.ARCPRetEQ0.166.10
AmREIT, Inc.AMRERetEN0.324.20
CBL & Associates Properties, Inc.CBLRetEN3.823.90
Cedar Realty Trust, Inc.CDRRetEN0.443.20
DDR Corp.DDRRetEN5.563.00
Equity One, Inc.EQYRetEN2.923.60
Excel Trust, Inc.EXLRetEN0.655.00
Federal Realty Investment TrustFRTRetEN7.182.70
General Growth Properties, Inc.GGPRetEN19.202.40
Getty Realty Corp.GTYRetEN0.674.00
Glimcher Realty TrustGRTRetEN1.613.60
Inland Real Estate CorporationIRCRetEN0.905.60
Kimco Realty CorporationKIMRetEN9.223.70
Kite Realty Group TrustKRGRetEN0.533.60
MacerichMACRetEN8.943.60
National Retail Properties, Inc.NNNRetEN4.274.30
Pennsylvania Real Estate Investment TrustPEIRetEN1.053.80
Ramco-Gershenson Properties TrustRPTRetEN0.834.20
Realty Income CorporationORetEN8.244.70
Regency Centers CorporationREGRetEN4.773.50
Retail Opportunity Investments CorpROICRetEQ0.814.30
Retail Properties of America Inc.RPAIRetEN3.444.40
Rouse Properties, Inc.RSERetEN0.931.50
Saul Centers, Inc.BFSRetEN0.883.30
Simon Property Group, Inc.SPGRetEN51.522.80
Tanger Factory Outlet Centers, Inc.SKTRetEN3.442.30
Taubman Centers, Inc.TCORetEN5.052.50
Urstadt Biddle Properties, Inc.UBARetEN0.664.60
Weingarten Realty InvestorsWRIRetEN3.873.80
Wheeler Real Estate Investment Trust, Inc.WHLRRetEQ0.027.00
HCP, Inc.HCPHCEN23.194.10
Health Care REIT, Inc.HCNHCEN18.184.40
Healthcare Realty TrustHRHCEN2.544.20
Healthcare Trust of America, Inc.HTAHCEN2.535.00
LTC Properties, Inc.LTCHCEN1.314.40
Medical Properties Trust Inc.MPWHCEN2.234.90
Omega Healthcare Investors, Inc.OHIHCEN3.595.60
Sabra Health Care REIT, Inc.SBRAHCEQ1.084.70
Senior Housing Properties TrustSNHHCEN5.125.80
Ventas, Inc.VTRHCEN21.823.60
American Capital Agency Corp.AGNCMorMQ11.1115.30
American Capital Mortgage Investment Corp.MTGEMorMQ1.5413.80
Annaly Capital Management, Inc.NLYMorMN15.0811.30
Apollo Commercial RE Finance, Inc.ARIMorMN0.499.20
Arbor Realty Trust, Inc.ABRMorMN0.256.10
Ares Commercial Real Estate CorporationACREMorMN0.156.00
Capital Trust, Inc.CTMorMN0.07NA
Capstead Mortgage CorporationCMOMorMN1.249.60
Chimera Investment CorporationCIMMorMN3.2611.40
Colony Financial, Inc.CLNYMorMN1.436.50
CreXus Investment Corp.CXSMorMN1.007.70
CYS Investments, Inc.CYSMorMN2.0710.90
Dynex Capital, Inc.DXMorMN0.5711.10
Gramercy Capital Corp.GKKMorMN0.29NA
Hatteras Financial CorpHTSMorMN2.7410.20
Invesco Mortgage Capital Inc.IVRMorMN2.8912.30
IStar Financial Inc.SFIMorHN0.92NA
MFA Financial, Inc.MFAMorMN3.389.30
Newcastle Investment CorporationNCTMorMN2.798.00
NorthStar Realty Finance CorporationNRFMorHN1.557.60
RAIT Financial TrustRASMorHN0.466.30
Resource Capital Corp.RSOMorMN0.6612.50
Starwood Property Trust, Inc.STWDMorMN3.726.50
Two Harbors Investment Corp.TWOMorMN3.6310.70
Western Asset Mortgage Capital CorporationWMCMorMN0.5716.20
CubeSmart L.P.CUBESSEN2.112.80
Extra Space Storage, Inc.EXRSSEN4.402.50
Public StoragePSASSEN26.643.20
Sovran Self Storage, Inc.SSSSSEN1.963.00
Alexandria Real Estate Equities, Inc.AREIOEN4.503.40
BioMed Realty Trust, Inc.BMRIOEN3.414.20
Boston Properties, Inc.BXPIOEN16.112.50
Brandywine Realty TrustBDNIOEN2.134.00
Brookfield Office PropertiesBPOIOEN8.603.30
CommonWealth REITCWHIOEN2.514.30
Corporate Office Properties TrustOFCIOEN2.234.00
DCT Industrial Trust Inc.DCTIOEN2.053.90
DuPont Fabros Technology, Inc.DFTIOEN1.623.10
EastGroup Properties, Inc.EGPIOEN1.753.60
First Industrial Realty Trust, Inc.FRIOEN1.652.00
First Potomac Realty TrustFPOIOEN0.764.00
Franklin Street Properties Corp.FSPIOEN1.225.10
Gladstone Commercial CorporationGOODIOEQ0.227.60
Government Properties Income TrustGOVIOEN1.416.70
Highwoods Properties, Inc.HIWIOEN3.214.30
Hudson Pacific Properties, Inc.HPPIOEN1.052.20
Kilroy Realty CorporationKRCIOEN3.972.60
Liberty Property TrustLRYIOEN4.894.70
Mack-Cali Realty CorporationCLIIOEN2.526.30
Monmouth Real Estate Investment CorporationMNRIOEN0.465.50
Parkway Properties, Inc.PKYIOEN1.003.30
Piedmont Office Realty Trust, Inc.PDMIOEN3.294.10
Prologis, Inc.PLDIOEN18.212.80
PS Business Parks, Inc.PSBIOEN1.892.30
Select Income REITSIRIOENNANA
SL Green Realty Corp.SLGIOEN8.071.50
Stag Industrial, Inc.STAGIOEN0.905.60
Terreno Realty CorporationTRNOIOEN0.242.60
AimcoAIVResEN4.613.10
American Campus Communities, Inc.ACCResEN4.912.90
Apollo Residential Mortgage, Inc.AMTGResMN0.5212.90
Associated Estates Realty CorporationAECResEN0.914.20
AvalonBay Communities, Inc.AVBResEN15.273.20
Berkshire Income RealtyBIR-PAResENNANA
BRE Properties, Inc.BREResEN3.933.10
Camden Property TrustCPTResEN6.093.60
Campus Crest CommunitiesCCGResEN0.554.70
Colonial Properties TrustCLPResEN2.033.70
Education Realty Trust, Inc.EDRResEN1.263.70
Equity Lifestyle Properties, Inc.ELSResEN3.322.50
Equity ResidentialEQRResEN18.842.80
Essex Property Trust, Inc.ESSResEN5.943.10
Home Properties, Inc.HMEResEN3.384.30
Mid-America Apartment Communities Inc.MAAResEN3.014.00
Post Properties, Inc.PPSResEN2.732.00
Sun Communities, Inc.SUIResEN1.525.30
UDR, Inc.UDRResEN6.203.80
UMH Properties, Inc.UMHResEN0.196.80
Plum Creek Timber Company, Inc.PCLTimEN8.323.30
Potlatch CorporationPCHTimEQ1.852.70
Rayonier Inc.RYNTimEN7.153.00
WeyerhaeuserWYTimEN16.962.20
American Tower CorporationAMTInfEN30.751.30