Internacional

REITs

Vivemos em um mundo globalizado e dinâmico,  onde as mudanças e oportunidades estão por toda parte.

Estamos aqui no Blog, sempre ligados nas tendências e a mais recente são as oportunidades de investimento fora do país.

Também buscamos atender sempre às solicitações dos amigos e esta foi com certeza a mais recorrente nos últimos dias.

Global

Vejo fundos de investimento sendo criados, focados no mercado externo, vejo a discussão cada vez mais incidente sobre os REITs ( os FIIs americanos ), vejo uma preocupação cada vez maior com o intervencionismo do governo e grandes investidores optando por ações de empresas em outros países.

São preocupações justificadas?  Saberemos aqui 😀

REITS

Se mais alguém tiver interesse por REITs (Real Estate Investment Trust ou FIIs americanos) e puder complementar …

Basicamente são de 3 tipos:

Os de Hipoteca (Mortgage), os de Investimento (Equity REITs) e os Híbridos (uma mistura dos dois).

Mortgage REITs: possuem retornos maiores, devido ao risco maior a que se expõem. Quem lembra da crise recente, as hipotecas são justamente onde o fato explodiu. São equivalentes aos financiamentos, podem proporcionar grandes retornos ou grandes perdas.

Equity REITs: esses seriam os mais próximos que temos em relação aos nossos FIIs, onde o objetivo é a exploração do imóvel para aluguel e obtenção de renda.

Hybrid REITs: Mais ou menos um FII de FIIs de lá, onde ambos os tipos são mesclados, aproveitando o que de melhor cada um tem e tentando minimizar o que há de pior (risco).

o recebimento dos rendimentos também é bem complicadinho; aqui nosso rendimento é isento e divididos em Amortização ou Rendimento. Lá existe um terceiro tipo que separa o ganho de capital ( Rendimento de Aluguel, Amortização e Ganho de Capital ).

o imposto depende da sua renda.

Mais informações:

http://www.investopedia.com/terms/r/reit.asp

http://www.reit.com

http://us.spindices.com/indices/equity/sp-united-states-reit-us-dollar

Tributos Envolvidos

http://seekingalpha.com/article/1233411-understanding-the-taxation-of-reit-distributions

Lista de REITS

http://www.reit.com/Investing/ListofREITFunds/MutualFunds.aspx

Busca de Dividendos

http://www.dividend.com

http://www.dividendchannel.com/slideshows/?slideshow=mreits&page=1

* Contribuição do amigo Eric:

“eu vejo nesse site http://www.dividend.com, como por exemplo o OLP http://www.dividend.com/dividend-stocks/financial/real-estate-development/olp-one-liberty-properties/ tem os rendimentos recentes e para quem paga tem o histórico.”

* Contribuição do XReis:  Top REITs

http://money.usnews.com/funds/etfs/rankings/real-estate-funds  

* Contribuição do Trix

O que qualifica uma empresa como um REIT?

• Invistir em pelo menos 75 % de seus ativos totais no setor imobiliário;
• Deduzir pelo menos 75 % de sua receita bruta de aluguéis de imóveis, juros sobre hipotecas de financiamento imobiliário ou de venda de imóveis;
• Pagar pelo menos 90 % de sua renda tributável na forma de dividendos aos acionistas em cada ano como, resultado, REITs não podem geralmente deixar de distribuir seus ganhos;
• Ser uma entidade que é tributável como uma corporação;
• Ser gerida por um conselho de diretores ou administradores;
• Ter um mínimo de 100 acionistas e não ter mais de 50 % de suas ações detidas por cinco ou menos pessoas.

Anúncios

801 comentários sobre “Internacional

  1. U.S. REITS At A Glance: From REIT to Shining REIT
    The world of U.S. Real Estate investing
    Brad Thomas – August 13, 2018

    REIT?

    Real Estate Investment Trust.

    In the U.S., REITs were established by the Congress in 1960 to give all investors, especially small investors, access to income-producing real estate. Since then, the U.S. REIT approach has flourished and served as the model for more than 35 countries around the world. (My book, The Intelligent REIT Investor is now available in China.)

    On Sept. 14, 1960, President Eisenhower signed legislation that created a new approach to income-producing real estate investment – in which the best attributes of real estate and stock-based investment are combined. REITs, for the first time, brought the benefits of commercial real estate investment to all investors – benefits that previously had been available only through large financial intermediaries and to wealthy individuals.

    The REIT approach to real estate investment has been refined and enhanced over the years. REITs in the U.S. and increasingly around the world now regularly provide investors the opportunity for meaningful dividends, portfolio diversification, valuable liquidity, enviable transparency and competitive performance.

    Investors have responded to this investment opportunity. Nearly six decades after their creation, the U.S. REIT industry has grown to a $1 trillion equity market capitalization representing nearly $3 trillion in gross real estate assets, with more than $2 trillion of that total from public listed and non-listed REITs and the remainder from privately held REITs. That growth led, in part, to the creation of the new Real Estate headline sector in the Global Industry Classification Standard in 2016.


    Source: NAREIT

    Since their creation in 1960, REITs have grown in size, impact and market acceptance. The creation of headline real estate sectors – populated mainly by REITs – in leading industry classification standards underscores the growing importance of REIT-based real estate investment in the equities marketplace.

    In addition to the core “food groups” – retail, office, apartments, and industrial – the REIT sector has expanded into a collection of property sectors and sub-sectors, including data centers, cell towers, prisons, hotels, self-storage, healthcare, net lease, student housing, single family residential, energy, billboards, and casinos.

    REITs have historically produced a track record of strong performance. The industry’s track record has resulted in a broader acceptance among institutional investors, financial advisors and retail investors.

    Although REITs were held back in Q1-18 amid heightened short-term sensitivity to interest rates, they have outperformed the broader stock market for four consecutive months.

    My published REIT recommendations (in my newsletter) are based on my assessment of prospects for economic growth, supported by a continued upturn in the business cycle, and continued job growth amid one of the broadest global expansions on record (with added fuel from $200 billion in U.S. tax cuts for 2018).

    You could say that REITs were created for this very purpose: to allow “plain old regular people” to have a real stake in the future, and especially (borrowed from “America the Beautiful”), from REIT to shining REIT.

    Here are just a few of the ideas I’m giving my readers, to help their personal balance sheets get stronger and grow – at a great time to buy a piece of America. Look at these, and other investments, always, with your due diligence as a priority.

    Healthcare Trust of America (HTA): Strong medical office demand, excellent balance sheet (BBB rated), diversified across operators and markets, good management team & alpha-generating development, mispriced in the market, and dividend of 4.37%.

    Tanger Factory Outlet (SKT): They have no malls, a most profitable brick/mortar channel, disciplined CEO, diversified tenant base, fortress balance sheet (BBB+) with ample free cash flow (low payout ratio), and exceptional dividend growth history (24 years in a row), now at 5.88%

    Ventas, Inc. (VTR): They’re the Best-in-Class Operators, with a highly-rated CEO, low cost of capital, scale-advantage, healthy balance sheet (BBB+), pivoted away from skilled nursing “just in time,” looking for M&A deal, and yielding 5.47%.

    Ladder Capital (LADR): Commercial mortgage REIT lender, internally-managed, best-in-class dividend growth record, smaller deals than its peers (so more effective), with strong insider ownership and extremely hands-on CEO, dividend 7.73%.

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  2. South Florida’s International Real Estate Appeal

    Julho 30, 2018 | By John Jordan

    Colombia registered 12.2% of all international searches on the association’s web portal, MiamiRealtors, in April 2018.


    Data from the National Association of Realtors indicates that the Miami-Fort Lauderdale-West Palm Beach region ranked as the most searched U.S. market by international consumers.

    MIAMI—South Florida real estate’s international investment appeal is very strong, according to data released recently by the Miami Association of Realtors and the National Association of Realtors, particularly in Latin America, Canada and Pakistan.

    The local and national Realtor associations ranked international markets by home purchase market share and web search interest and the results prove South Florida’s high global profile.

    For example, Colombian home consumers registered the most international web searches for Miami homes in April, according to a new report by the Miami Association of Realtors. Colombia registered 12.2% of all international searches on the association’s web portal, MiamiRealtors, in April 2018. Colombia has led the rankings for five consecutive months.

    “Miami has name recognition throughout the world and we see it every month in the amount of international consumers interested in Miami real estate,” says George C. Jalil, a Miami broker and the 2018 Miami Association of Realtors chairman of the board.

    Pakistan, the fifth-most populous country in the world, had the fourth-most web searches for Miami real estate in April 2018, marking the first time Pakistan finished in the top-10. About 72% of the Pakistan web traffic came from Karachi, Pakistan.

    The top 10 countries that visited MiamiRealtors.com in April 2018 in terms of market share of international searches were: Colombia, 12.2%; Venezuela, 9.6%; Canada, 6.1%; Pakistan, 6.0%; Argentina, 5.5%; Brazil, 4.9%; India, 4.5%; Dominican Republic, 3.8%; Peru, 3.4% and Spain, 3.2%.

    In terms of actual investment, data from the Miami association’s 2017 Profile of International Home Buyers found that Argentina (15%) and Venezuela (11%) ranked number one and two. Colombian home buyers tied with Canada at 9% for the third-most international purchases in South Florida.

    Data from the National Association of Realtors indicates that the Miami-Fort Lauderdale-West Palm Beach region ranked as the most searched U.S. market by international consumers, according to Realtor.com’s April 2018 data.

    Top-10 U.S. Markets for International Real Estate Demand: April 2018

    Miami-Fort Lauderdale-West Palm Beach, FL

    Bellingham, WA

    Los Angeles-Long Beach-Anaheim, CA

    New York-Newark-Jersey City, NY-NJ-PA

    Orlando-Kissimmee-Sanford, FL

    Kahului-Wailuku-Lahaina, HI

    Tampa-St. Petersburg-Clearwater, FL

    Phoenix-Mesa-Scottsdale, AZ

    Urban Honolulu, HI

    El Centro, CA

    The Top 10 Countries Driving International Demand in April 2018

    Canada

    Brazil

    United Kingdom

    Colombia

    Argentina

    Germany

    Spain

    Italy

    France

    Mexico

    In terms of domestic buyer demand, the top 10 states visiting the Miami Realtors web portal in April were: California, 7.8%; New York, 7.8%; Texas, 6.7%; North Carolina, 6.5%; Georgia, 5.1%; Virginia, 3.3%; Illinois, 2.6%; Missouri, 2.5%; Tennessee, 2.2% and New Jersey / 2.1%.

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  3. REIT Returns Higher Across Broad Swath of Industry

    7/16/2018 | By Sarah Borchersen-Keto

    Brad Case, Nareit senior vice president for research and industry information, was a guest on the latest edition of Nareit’s REIT report podcast.

    Case highlighted the turnaround in REIT market performance seen since February. Prior to that, REITs had underperformed the broader stock market – particularly growth stocks – for about a year and a half.

    “Over the last four months we’ve seen investors move away from the overvalued parts of the stock market into REITs and other undervalued parts of the stock market,” Case said. “Normally, investors do better when they invest in value-oriented stocks,” such as REITs, he added.

    Turning to trends in property values, Case noted that there is no sign that valuations are declining. REITs, which tend to own high-quality properties, have not been active buyers to avoid paying top prices, he said.

    Case stressed, however, that the recovery in REIT share prices has not been about an increase in property values, but rather that REITs were so undervalued earlier in the year.

    Meanwhile, Case noted that most REIT property sectors have benefitted from the upturn in the industry in recent months. “This has been a broad-based REIT recovery,” he said. Case in point: health care REIT returns have gained more than 20 percent; self-storage returns are up by more than 20 percent; and hotel REIT returns are almost 21 percent higher.

    Retail REIT returns have also increased by more than 13 percent in the past four months, despite all the negative news surrounding the sector, Case added.

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  4. FTSE Nareit All REITs Index Up 4.1% in June

    7/2/2018 | By Sarah Borchersen-Keto

    REIT returns were higher in June as broadly positive fundamentals continued to support the market, according to industry watchers.

    The total returns of the FTSE Nareit All REITs Index rose 4.1 percent in June, while the S&P 500 rose 0.6 percent. The total returns of the FTSE Nareit Mortgage REIT Index gained 1.5 percent in June.

    The yield on the 10-year Treasury note was flat in June.

    Brad Case, Nareit senior vice president for research & industry information, noted that REITs have now outperformed the broader stock market for four consecutive months.

    Since the end of February, returns now total 12.5 percent for REITs compared with 1.8 percent for the stock market, Case observed.

    “REITs have been consistently undervalued, relative to the broad stock market, for almost seven years; they’re still undervalued, but over the past four months REIT investors have been rewarded for making investment decisions on the basis of operating performance rather than market myths,” Case remarked.

    David Rodgers, senior analyst at Baird, noted that after having sold off in response to interest rate concerns, REITs have recovered to a “fair level.” With future interest rates moves now clearly telegraphed by the Federal Reserve, “from a rate perspective, REITs are in pretty good shape right now,” he said.

    Rodgers also pointed out that REIT fundamentals have been broadly firmer than anticipated during the past few months. For example, industrial REITs continue to perform well and companies are anticipating rent growth that is even higher than indicated at the start of the year, he added.

    At the same time, retail REITs “have seen the down draft and seem to be holding up better, with little signs here and there that things seem to be stabilizing,” Rodgers said.

    “The bottom is looking better than anticipated and the top is looking better as well. You have a narrowing gap of performance that’s all generally positive. The combination of a better rate performance and better fundamentals are helping REITs to perform,” Rodgers said.

    Matt Werner, portfolio manager at Chilton Capital Management, observed that the recent performance of the REIT sector reflects “increasing recognition of a significant gap between public and private market values, and sets the sector up for further positive total returns in the second half of the year.”

    Turning to the performance of various property sectors in June, shopping center REITs posted returns of 8.3 percent. Returns for single family home REITs advanced 7.4 percent and data center REIT returns rose 6.7 percent in June.

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