-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將DOC未來12個月的目標股價上調2美元至21美元,對應的預期市盈率(P/FFO)為12.0倍(基於我們對2026年FFO的預期),低於DOC三年預期平均市盈率(10.6倍)。我們預計,2026年DOC在Lab業務方面可能持續面臨不利因素,同時DOC年初也將實施資本回收計畫。我們將2026年FFO預期下調0.02美元至1.75美元,並將2027年FFO預期上調0.02美元至1.82美元。 DOC成功完成了Janus Living的IPO,目前Janus Living的估值倍數高於DOC。我們認為這將提升JAN在養老房地產市場的收購能力。管理階層最令人驚訝的預測是,他們預計到2026年底,實驗室空間的入住率將會增加。這項預測遠超最大的實驗室空間營運商Alexandria Real Estate Equities,後者今年的入住率預計僅能提升100個基點。波士頓仍然是實驗室空間供應過剩最嚴重的市場,但西劍橋地區的實驗室空間目前需求強勁。
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