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摩根士丹利稱，Janus Living作為專注於老年住宅的房地產投資信託基金，成長前景「十分誘人」。

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-- 摩根士丹利週二在一份報告中指出，Janus Living (JAN) 是一家專注於老年住宅的房地產投資信託基金，其增長前景“十分誘人”，這主要得益於戰略收購和高效的規模擴張。 該機構表示，Janus Living 在今年3月完成首次公開發行 (IPO) 並籌集了8.78億美元後，財務狀況穩健，具備強勁的成長潛力。該公司已利用這些資金收購了部分物業的全部股權，並收購了其他社區。 Janus Living 由 Healthpeak Investment Management 進行外部管理，後者仍持有大量股份。摩根士丹利補充道：“這種股權結構有效地將資本配置和成長決策與長期股東價值創造目標緊密結合。” 摩根士丹利表示，在資產規模縮小和已完成約6.74億美元的收購的推動下，Janus Living 預計在2026年和2027年每股營運資金將以每年約18%的速度增長，同時其生命規劃社區仍然是其初始投資組合的重要組成部分。 摩根士丹利給予 Janus Living 的「增持」評級，目標價為28美元。

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