real-estate-investment-trusts-reits10.8 min read Regency Centers' Acquisition of Urstadt Biddle Properties Sends Shockwaves Through Retail REIT Market
The article compares two blue-chip REITs, Realty Income and Prologis, which operate in different sectors but are leaders in their respective spaces. While Prologis beats Realty Income on growth and debt metrics, Realty Income has a higher yield and a better dividend track record. Both companies have conservative debt levels and sound payout ratios. The author suggests owning both as they would complement each other in a portfolio. The article also notes the trend of consolidation within the REIT sector, driven by larger well-capitalized REITs pursuing M&A.
2 years ago•Source: Seeking Alpha