Brendan Wood International Investor Conviction Intel – REIT/Real Estate
New York, NY, September 19th, 2023 (TopGun Press)
Below are some of the most topical REIT/Real Estate Stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors. Below is a link to excerpts on Simon Property Group and Vonovia.
As we get close to the end of the quarter, we’ve seen some changes in the confidence levels of investors in the REIT/Real Estate names they look at. According to investors the challenge of foreseeing opportunities and areas of risk have become more pronounced as there are many unknown factors to account for, making it challenging to objectively predict what lies ahead.
Simon Property Group has had the biggest increase in investor confidence in Short-Term Growth Potential so far in 3Q in the US. (CLICK HERE FOR THE 3Q EXCERPTS ON SIMON PROPERTY GROUP).
Conversely, Vonovia has had the biggest decrease in investor confidence in Short-Term Growth Potential so far in 3Q in the European Region. (CLICK HERE FOR THE 3Q EXCERPTS ON VONOVIA).
Largest Changes in Investor Confidence in Short-Term Growth Potential (Quarter over Quarter) (3Q2023 at Sept 18th vs. 2Q2023):
Canada:
Chartwell Retirement Residences +19%
H&R REIT +11%
Crombie REIT +10%
Northwest Healthcare -19%
Allied Properties REIT -14%
RioCan REIT -14%
US:
Simon Property Group +17%
CBRE Group +15%
American Homes 4 Rent +11%
Equity Lifestyle Properties -14%
Sun Communities -13%
Kilroy Realty Corp -12%
Europe:
Hammerson +21%
British Land +21%
Klepierre +16%
Vonovia -15%
Vastned Retail -13%
Unibail-Rodamco-Westfield -12%
The views for 3Q represent the positive and negative trends up to today. While results might fluctuate by quarter end, this reflects current investor views.
If you have any inquires in regards the shareholder conviction index and/or the above results, please reach out to the undersigned below.
Brendan Wood International (BWI) serves a dual clientele of world leading investors and their corporate investment targets as well as broker dealers who provide research, sales and trading services to the investment community. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. Investors depend on BWI to quantify the demand side of the investment industry across 1400 names worldwide, including the name by name research sales and trading professionals who influence investor demand.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing +$50 trillion invested in the 1400 companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Related Links:
www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl
Contacts:
Jordan Novak
Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com
Gerso Pelaez
Field Director – Real Estate/REIT, Pipelines, Utilities & Renewables
Brendan Wood International
+1 416 924 8110
gpelaezherrera@brendanwood.com
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