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.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV