5. Prologis (PLD)
Company profile: ProLogis, with $16 billion in market value, owns and manages nearly 600 million square feet of industrial space internationally, which it leases to a wide range of corporate customers. About half of its properties are held in joint ventures, with institutional clients.
Dividend Yield: 3.32%
Investor takeaway: Its shares are up 18% this year and have a three-year average annual return of 52%. S&P has it rated "hold," on valuation concerns. Analysts give them four "buy" ratings, three "buy/holds," 11 "holds," and one "weak hold," according to a survey of analysts by S&P.4. Health Care REIT (HCN) Company profile: Health Care REIT, with a market value of $11 billion, has a geographically dispersed portfolio of properties, including senior housing, skilled nursing, medical office, and hospital facilities. Dividend Yield: 5.4% Investor takeaway: Its shares are up 1.6% this year and have a three-year average annual return of 30%. S&P has it rated "buy," with a $61 price target, an 11% premium. Health Care REIT reported last week that it recently completed its secondary offering of 20.7 million common shares at $53.50 each, and raised approximately $1.1 billion which it will sue repay debt, and for other purposes. Through a steady string of acquisitions, the company is seen as positioning itself to take advantage of the long-term prospect of increasing demand from an aging population. Analysts give its shares four "buy" ratings, four "buy/holds," 10 "holds," and one "weak hold," per S&P. 3. Boston Properties (BXP) Company profile: Boston Properties, with a market value of $15 billion, is the owner of more than 125 office buildings, 18 office and technical properties, one hotel, two residential properties, and three retail properties. Dividend Yield: 2.15% Investor takeaway: Its shares are up 2.9% this year and have a three-year average annual return of 48%. S&P has its shares rated "buy," with a $119 price target, a 16% premium. S&P said it's well-positioned in the market, with a portfolio of urban office properties that are rebounding, as well as $1.8 billion in new projects in the pipeline. 2. Avalon Bay Communities (AVB) Company profile: Avalon Bay, with a market value of $13 billion, is one of the nation's largest apartment landlords, owning around 47,000 apartments in urban areas such as New York, Boston, Washington, D.C., and San Francisco. Dividend Yield: 2.93% Investor takeaway: Its shares are up 1.2% this year and have a three-year average annual return of 53%. S&P has its shares rated "buy," with a price target of $150, a 14% premium. S&P says its presence in coastal markets with some of the strongest job growth will let it raise rents by an average 6% this year. It also has a number of projects in the pipeline, hence Avalon has an "above-average long-term earnings growth profile," S&P said. 1. American Campus Communities (ACC) Company profile: American Campus Communities, with a market value of $3 billion, owns and manages off- and on-campus college-student housing. Dividend Yield: 3.28% Investor takeaway: Its shares are down 1.1% this year but have a three-year average annual return of 41%. S&P has its shares "buy" rated, with a $47 price target, a 12.6% premium. The ratings firm says "we think average rental rates will increase about 3.5% due to strong pre-leasing activity for the 2012-13 academic year. In addition, ACC has 11 wholly owned developments with 1,915 beds scheduled for August 2012 delivery." >>To see these stocks in action, visit the 10 Stocks That Show the Real Estate Boom Has Arrived portfolio on Stockpickr.
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