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September 30, 2026
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NRZ
I personally think now is the time to scoop up multifamily REITs in southern markets (MAA, Camden) at a discount. Their april/may collections have been really strong, and their markets have not been as impacted by this virus. I think when the dust clears mutlifamily cap rates will continue to compress.
MAA is a good tip. My only concern with Camden is how exposed they are to Houston (~11%).
HST has a well managed hotel portfolio in strong markets, low debt levels (much lower than lodging peers), liquid assets to cover their fixed costs for the few years, I think they are solid over the long term if you believe the travel industry will recover. Even using recession level NOI growth rates I modeled them getting a 15%-20% IRR over 4 years (including their cut dividend for 2020).
CPT is also a good company in good markets, but their price is too high right now vs the company's implied value, if you get a price in the $70s I believe it is a definitely a buy.
I think senior housing REITs are an interesting play. They are getting battered now and you can buy at a discount but there is a real long-term need with an aging US demographic base. In-home care is extremely expensive, and most people don’t have the skills or time to take care of their older folks on their own so often times senior housing is the best and only option. Also, senior housing enjoys strong credit, as rental income is supported by SS, home equity, and financial help from kids / family.
Almost all of my money in the stock market is in index funds, but I am invested in BXP, CUZ, and HPP.
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