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加拿大皇家银行表示,Janus Living 凭借对 SHOP 业务的关注和外部机遇,有望实现强劲增长。

-- 加拿大皇家银行资本市场(RBC Capital Markets)周二发布的一份报告称,Janus Living (JAN) 有望实现强劲增长,这得益于其100%的老年住宅运营组合(SHOP)以及“更佳的外部”增长机遇,预计未来三年其盈利增长率将达到“接近两位数”。 RBC指出,虽然同类纯粹的房地产投资信托基金(REIT)通常持有72%的SHOP资产,但Janus将成为首家100%持有SHOP资产的REIT,其中73%为养老社区,27%为传统SHOP。 报告称,该投资组合以“养老社区”为核心,这些社区的居民更年轻、更健康,且平均居住时间更长,因此能够实现稳定增长。 展望未来,RBC预计Janus将在2027年初之前将其过剩流动性投入到价值7.5亿美元的新交易中,之后每年将进行6亿美元的收购。报告称,该策略旨在为养老地产行业创造“最佳基本面前景”。 加拿大皇家银行(RBC)首次对 Janus Living 进行评级,给予“跑赢大盘”评级,目标价为 27 美元。

Price: $24.91, Change: $+0.92, Percent Change: +3.81%

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