Real Estate
REITs and property developers. Hard-asset-backed cash flows, high payout ratios, interest-rate sensitive. A bond-substitute for many investors.
What drives this sector
- Cap rates and rates move together
- Lease durations and tenant quality are everything
- AFFO > FFO > Net Income for analysis
- Sub-sector matters more than the REIT itself
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
Real Estate by strategy
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).