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Tiziano Frateschi
Tiziano Frateschi
Articles (1816)  | Author's Website |

5 Guru Stocks in the Real Estate Industry

Welltower, Blackstone Mortgage on the list

June 14, 2018 | About:

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

Four gurus have positions in Blackstone Mortgage Trust Inc. Class A (BXMT)

The company, which is involved in the origination and purchase of senior loans, has a market cap of $3.42 billion.

The stock is trading with a price-earnings ratio of 13.84 and the current stock price of $31.65 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 88%.

Jim Simons (Trades, Portfolio) with 0.27% of outstanding shares is the largest investor among the gurus followed by Scott Black (Trades, Portfolio) with 0.06% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.

Five gurus are invested in VICI Properties Inc. Ordinary Shares (VICI)

With a market cap of $7.62 billion the company owns and develops real estate assets across gaming, hospitality and leisure destinations.

The stock is trading with a price-earnings ratio of 39.61 and the current stock price of $37.46 is 10.40% below its 52-week high and 17.18% above its 52-week low. Over the past 10 years, it has returned a gain of 11%.

The company’s largest shareholder among the gurus is George Soros (Trades, Portfolio) with 5.81% of outstanding shares followed by Paul Singer (Trades, Portfolio) with 1.95%, Howard Marks (Trades, Portfolio) with 1.83% and Pioneer Investments (Trades, Portfolio) with 0.05%.

Crown Castle International Corp. (CCI) is held by five gurus

The company operates and leases shared wireless infrastructure such as towers and other structures. It has a market cap of $43.42 billion. Its revenue of $4.63 billion has grown 9.80% over the past 10 years.

The stock is trading with a price-earnings ratio of 117.62. The current stock price of $104.68 is 8.95% below its 52-week high and 12.39% above its 52-week low. Over the past 10 years, it has returned a gain of 149%.

Simons with 1.39% of outstanding shares has the largest position, then Bill Gates (Trades, Portfolio) with 1.29%, Pioneer Investments (Trades, Portfolio) with 0.3% and Louis Moore Bacon (Trades, Portfolio) with 0.16%.

Four gurus have positions in Ventas Inc. (VTR)

With a market cap of $19.66 billion the company holds a diversified portfolio of seniors housing communities, skilled nursing facilities, medical office buildings, life science buildings, and hospitals. Its revenue of $3.46 billion has increased by 5.60% over the past 10 years.

The stock is trading with a price-earnings ratio of 16.04. The current stock price of $55.18 is 23.74% below its 52-week high and 18.54% above its 52-week low. Over the past 10 years, it has returned a gain of 34%.

The company’s largest shareholder among the gurus is Simons with 0.6% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.17% and Manning & Napier Advisors Inc with 0.04%.

Welltower Inc. (WELL) is held by four gurus

The company invests in senior housing operators and health systems. It has a market cap of $21.69 billion. Its revenue of $4.24 billion has increased 10.80% over the past 10 years.

The stock is trading with a price-earnings ratio of 37.14 and the current stock price of $58.31 is 25.41% below its 52-week high and 17.61% above its 52-week low. Over the past 10 years, it has returned a gain of 22%.

Simons with 0.56% of outstanding shares is the largest investor among the gurus followed by Pioneer Investments (Trades, Portfolio) with 0.23%, Chris Davis (Trades, Portfolio) with 0.06% and Ray Dalio (Trades, Portfolio) with 0.05%.

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

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

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