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Tiziano Frateschi
Tiziano Frateschi
Articles (2574)  | Author's Website |

5 Real Estate Stocks Gurus Are Buying

Realogy, Equinix top the list

According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.

Four gurus have positions in Realogy Holdings Corp. (NYSE:RLGY)

The company, which is a franchisor of residential real estate brokerages, has a market cap of $3.03 billion.

The stock is trading with a price-earnings ratio of 8.48 and the current stock price of $23.79 is 32.38% below its 52-week high and 1.17% above its 52-week low. Over the past 10 years, it has returned a loss of 30%.

With 5.31% of outstanding shares, D. E. Shaw & Co. L.P. is the largest investor among the gurus, followed by Mason Hawkins (Trades, Portfolio) with 5.12% and Larry Robbins (Trades, Portfolio) with 2.79%.

Three gurus are invested in Marcus & Millichap Inc. (NYSE:MMI)

With a market cap of $1.45 billion, the company operates in commercial real estate investment sales, financing, research and advisory services.

The stock is trading with a price-earnings ratio of 25.50 and the current stock price of $37.46 is 2.09% below its 52-week high and 59.13% above its 52-week low. Over the past 10 years, it has returned a gain of 179%.

The company’s largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 7.78% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.65%, Pioneer Investments (Trades, Portfolio) with 0.08% and Murray Stahl (Trades, Portfolio) with 0.03%.

Equinix Inc. (NASDAQ:EQIX) is held by five gurus

The company provides retail data center and interconnection services. It has a market cap of $31.53 billion. Its revenue of $4.63 billion has grown 15% over the past 10 years.

The stock is trading with a forward price-earnings ratio of 66.23. The current stock price of $396.85 is 19.88% below its 52-week high and 7.03% above its 52-week low. Over the past decade, it has returned a gain of 322%.

Ron Baron (Trades, Portfolio) is the company's largest guru shareholder with 0.37% of outstanding shares, followed by Pioneer Investments with 0.14%, Manning & Napier Advisors Inc. with 0.06% and Louis Moore Bacon (Trades, Portfolio) with 0.06%.

Four gurus have positions in Gaming and Leisure Properties Inc. (NASDAQ:GLPI)

The company, which acquires, finances and owns real estate property to be leased to gaming operators in triple-net lease arrangements, has a market cap of $7.49 billion.

The stock is trading with a price-earnings ratio of 14.83. The current stock price of $35.1 is 10.73% below its 52-week high and 7.97% above its 52-week low. Over the past 10 years, it has returned a loss of 15%.

The company’s largest guru shareholder is Baron with 4.87% of outstanding shares, followed by Simons with 3.69% and Leon Cooperman (Trades, Portfolio) with 0.09%.

Colony NorthStar Inc. (CLNS) is held by five gurus

The global real estate and investment management firm has a market cap of $2.93 billion.

The stock is trading with a price-book ratio of 0.46 and the current stock price of $5.89 is 60.04% below its 52-week high and 11.55% above its 52-week low. Over the past decade, it has returned a loss of 56%.

Wwith 10% of outstanding shares, Seth Klarman (Trades, Portfolio) is the largest guru shareholder of the company, followed by NWQ Managers (Trades, Portfolio) with 1.88% and Hotchkis & Wiley with 0.52%.

Disclosure: I do not own any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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