5 Real Estate Stocks Gurus Are Buying

Arbor Realty Trust tops the list

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Mar 05, 2020
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According to the GuruFocus All-In-One Screener as of March 5, the following real estate investment trust stocks are popular among gurus.

Arbor Realty Trust

Real estate finance company Arbor Realty Trust Inc. (ABR, Financial) has a market cap of $1.39 billion. Its revenue of $349 million has grown 33.20% over the past 10 years.

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The stock is trading with a price-earnings ratio of 10.31. The share price of $12.99 is 17.63% below the 52-week high and 12.96 above the 52-week low. Over the past 10 years, the stock has climbed 340%.

The company’s largest guru shareholder is Leon Cooperman (Trades, Portfolio)’s Omega Advisors with 2.19% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.61%, Steven Cohen (Trades, Portfolio) with 0.19% and Caxton Associates (Trades, Portfolio) with 0.03%.

American Campus Communicites

American Campus Communities Inc. (ACC, Financial), a REIT engaged in managing student housing properties, has a market cap of $6.2 billion. Its revenue of $943 million has increased 12.7% over the past decade.

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The stock is trading with a price-earnings ratio of 76.28. The share price of $45.77 is 10.15% below the 52-week high and 7.67% above the 52-week low. Over the past decade, the share price has gained 58%.

Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 1.44% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 0.29% and Pioneer Investments (Trades, Portfolio) with 0.16%.

Exantas Capital

Exantas Capital Corp. (XAN, Financial) has a market cap of $359 million. Its revenue of $59 million has declined 1.30% over the past 10 years.

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The REIT is trading with a price-earnings ratio of 12.25. The share price of $11.27 is 9.9% below the 52-week high and 9.95% above the 52-week low. Over the past 10 years, the stock has lost 60%.

The company’s largest guru shareholder is Simons’ firm with 0.63% of outstanding shares, followed by Caxton Associates with 0.11%.

Vornado Realty Trust

Vornado Realty Trust (VNO, Financial), which owns retail properties mostly in Manhattan area, has a market cap of $10.6 billion. Its revenue of $1.9 billion has declined 2% over the past decade.

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The stock is trading with a price-earnings ratio of 3.45. The share price of $55.96 is 20.57% below the 52-week high and 8.2% above the 52-week low. Over the past decade, the stock has gained 5%.

With 0.9% of outstanding shares, Paul Singer (Trades, Portfolio) is the company's largest guru shareholder, followed by Third Avenue Management (Trades, Portfolio) with 0.30%, Davis with 0.10% and Pioneer Investments with 0.10%.

New Residential Investment

New Residential Investment Corp. (NRZ, Financial), which manages investments related to residential real estate, has a $6.8 billion market cap.

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The share price of $16.44 is 6.91% below the 52-week high and 20.62% above the 52-week low. The stock is trading with a price-earnings ratio of 12.27. Over the past 10 years, the stock has gained 20%.

The company’s largest guru shareholder is Simons' firm with 0.50% of outstanding shares, followed by Ken Heebner (Trades, Portfolio) with 0.45% and Pioneer Investments with 0.07%.

Disclosure: I do not own any stocks mentioned.

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