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National Retail
NNN
Última atualização:
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Retail
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Ranking
1
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COMPRA
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VENDA
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https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recftMejrkUywPEBX&prefill_Status=Active&prefill_Nome=National%20Retail&prefill_Ticker=NNN&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Retail&prefill_Descri%C3%A7%C3%A3o=O%20National%20Retail%20Properties%2C%20Inc.%20adquire%20e%20desenvolve%20im%C3%B3veis%20comerciais%20de%20varejo%20de%20alta%20qualidade%2C%20como%20lojas%20de%20conveni%C3%AAncia%2C%20restaurantes%2C%20lojas%20de%20departamentos%20e%20farm%C3%A1cias.%20A%20empresa%20aluga%20essas%20propriedades%20em%20locais%20estrat%C3%A9gicos%20para%20inquilinos%20de%20varejo%20de%20longo%20prazo%2C%20geralmente%20sob%20contratos%20de%20arrendamento%20triple%20net%20lease.%20&prefill_URL%20Relat%C3%B3rio%20em%20PDF=https%3A%2F%2Fstatic.evermart.com.br%2F1326%2Fdocuments%2F431000.pdf&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=https%3A%2F%2Fvimeo.com%2F812891247%2F14c5160249&prefill_Data%20da%20An%C3%A1lise=2023-03-27T23%3A00%3A00.000Z&prefill_Qualidade=TRUE&prefill_Pre%C3%A7o=TRUE&prefill_Recomenda%C3%A7%C3%A3o=TRUE&prefill_Avalia%C3%A7%C3%A3o%3A%20Setor=4.6&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.1&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.6&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=5&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=5&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=4.4&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.6&prefill_Ponto%20Positivo%201=Margens%20elevadas%20de%20lucratividade%20e%20FFO&prefill_Ponto%20Positivo%202=Dividendos%20s%C3%B3lidos%20e%20distribui%C3%A7%C3%A3o%20crescente%20h%C3%A1%20mais%20de%2030%20anos&prefill_Ponto%20Positivo%203=Taxa%20de%20ocupa%C3%A7%C3%A3o%20elevada%20de%20suas%20propriedades%20de%20varejo&prefill_Ponto%20Negativo%201=Concentra%C3%A7%C3%A3o%20de%20receitas%20nos%20EUA&prefill_Ponto%20Negativo%202=A%20alta%20das%20taxas%20de%20juros%20pode%20afetar%20o%20setor%20significativamente&prefill_Ponto%20Negativo%203=Os%20juros%20da%20d%C3%ADvida%20est%C3%A3o%20relativamente%20altos%20em%20rela%C3%A7%C3%A3o%20ao%20EBITDA&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=1&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=National%20Retail%20%28NNN%29%20%C3%A9%20um%20REIT%20com%20s%C3%B3lida%20estrutura%20financeira%2C%20contratos%20do%20tipo%20triple%20net%20lease%20de%20longo%20prazo%20com%20locat%C3%A1rios%20de%20varejo%20em%20locais%20estrat%C3%A9gicos%20dos%20EUA%2C%20d%C3%ADvida%20de%20longo%20prazo%20e%20m%C3%BAltiplos%20favor%C3%A1veis.%20O%20REIT%20%C3%A9%20para%20investidores%20que%20buscam%20dividendos%20consistentes%20e%20potencial%20de%20crescimento%20futuro.%20Desta%20forma%2C%20temos%20a%20recomenda%C3%A7%C3%A3o%20de%20compra%20para%20o%20NNN.
Simon Property
SIMN34 | SPG
Última atualização:
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Retail
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Ranking
2
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
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https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recXfoiXl5gC9CBor&prefill_Status=Active&prefill_Nome=Simon%20Property&prefill_Ticker=SIMN34%20%7C%20SPG&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Retail&prefill_Descri%C3%A7%C3%A3o=O%20Simon%20Property%20Group%2C%20Inc.%20%C3%A9%20um%20equity%20REIT%20de%20varejo%2C%20contido%20no%20S%26P%20500%2C%20focado%20no%20desenvolvimento%2C%20aquisi%C3%A7%C3%A3o%20e%20gest%C3%A3o%20de%20shopping%20centers%2C%20malls%20e%20outlets%20de%20alto%20padr%C3%A3o%20em%20diversas%20regi%C3%B5es%20do%20mundo%2C%20como%20Am%C3%A9rica%20do%20Norte%2C%20Europa%20e%20%C3%81sia.&prefill_URL%20Relat%C3%B3rio%20em%20PDF=https%3A%2F%2Fstatic.evermart.com.br%2F1326%2Fdocuments%2F282803.pdf&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=https%3A%2F%2Fvimeo.com%2F772663596%2F4e78ea769d&prefill_Data%20da%20An%C3%A1lise=2022-11-17T21%3A00%3A00.000Z&prefill_Qualidade=TRUE&prefill_Pre%C3%A7o=TRUE&prefill_Recomenda%C3%A7%C3%A3o=&prefill_Avalia%C3%A7%C3%A3o%3A%20Setor=4.3&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.6&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=5&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.9&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.7&prefill_Ponto%20Positivo%201=Possui%20centros%20de%20compras%20de%20alto%20padr%C3%A3o%20em%20diversas%20regi%C3%B5es%20do%20mundo&prefill_Ponto%20Positivo%202=Inquilinos%20de%20alto%20padr%C3%A3o&prefill_Ponto%20Positivo%203=Expandindo%20as%20atividades%20e%20experi%C3%AAncias%20em%20suas%20propriedades%2C%20proporcionando%20lazer%2C%20moradia%20e%20estadia%20aos%20consumidores&prefill_Ponto%20Negativo%201=Sofreu%20grande%20impacto%20com%20as%20lojas%20fechadas%20na%20pandemia%20da%20COVID-19&prefill_Ponto%20Negativo%202=Montante%20da%20d%C3%ADvida%20relativamente%20alto&prefill_Ponto%20Negativo%203=Pagamentos%20relevantes%20da%20d%C3%ADvida%20nos%20pr%C3%B3ximos%20anos&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=2&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=Os%20novos%20investimentos%20da%20Simon%20Property%20t%C3%AAm%20como%20objetivo%20ampliar%20a%20experi%C3%AAncia%20dos%20clientes%20em%20suas%20propriedades%2C%20oferecendo%20diversas%20formas%20de%20entretenimento%2C%20moradia%20e%20hospedagem%2C%20que%20v%C3%A3o%20al%C3%A9m%20das%20compras.%20Isso%20maximiza%20o%20valor%20das%20excelentes%20localiza%C3%A7%C3%B5es%20dos%20empreendimentos.%20Em%20termos%20de%20qualidade%2C%20o%20REIT%20possui%20bons%20fundamentos%2C%20%C3%B3timas%20propriedades%20e%20inquilinos%20com%20marcas%20muito%20bem%20posicionadas%20no%20mercado%2C%20como%20Apple%2C%20Tiffany%20e%20Prada.%20Al%C3%A9m%20disso%2C%20a%20empresa%20paga%20bons%20dividendos%20aos%20acionistas.%20No%20entanto%2C%20%C3%A9%20importante%20monitorar%20sua%20d%C3%ADvida%20e%20compromissos%20de%20curto%20prazo.%20Diante%20desses%20pontos%2C%20recomendamos%20a%20compra%20de%20a%C3%A7%C3%B5es%20da%20Simon%20Property%20%28SIMN34%29.
Alexandria
A1RE34 | ARE
Última atualização:
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Office
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Ranking
3
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recsdoG7HNYMoo7ge&prefill_Status=Active&prefill_Nome=Alexandria&prefill_Ticker=A1RE34%20%7C%20ARE&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Office&prefill_Descri%C3%A7%C3%A3o=O%20Alexandria%20Real%20Estate%20Equities%2C%20Inc.%20%C3%A9%20um%20REIT%20de%20escrit%C3%B3rios%20listado%20no%20%C3%ADndice%20S%26P500%20e%20se%20destaca%20como%20um%20dos%20mais%20antigos%20e%20proeminentes%20no%20papel%20de%20propriet%C3%A1rio%2C%20operador%20e%20desenvolvedor%20de%20im%C3%B3veis%20focados%20nas%20%C3%A1reas%20de%20ci%C3%AAncias%20da%20vida%20%28life%20sciences%29%2C%20agtech%20e%20tecnologia%20avan%C3%A7ada%2C%20localizados%20em%20clusters%20de%20inova%C3%A7%C3%A3o.%20Sua%20atua%C3%A7%C3%A3o%20abrange%20regi%C3%B5es-chave%20dos%20Estados%20Unidos%2C%20incluindo%20a%20Grande%20Boston%2C%20San%20Francisco%20Bay%20Area%2C%20Nova%20York%2C%20San%20Diego%2C%20Seattle%2C%20Maryland%20e%20Research%20Triangle&prefill_URL%20Relat%C3%B3rio%20em%20PDF=https%3A%2F%2Fstatic.evermart.com.br%2F1326%2Fdocuments%2F398995.pdf&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=&prefill_Data%20da%20An%C3%A1lise=2023-08-11T12%3A33%3A00.000Z&prefill_Qualidade=TRUE&prefill_Pre%C3%A7o=TRUE&prefill_Recomenda%C3%A7%C3%A3o=TRUE&prefill_Avalia%C3%A7%C3%A3o%3A%20Setor=4.3&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=4.3&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.1&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.7&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=3.6&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.8&prefill_Ponto%20Positivo%201=Diversifica%C3%A7%C3%A3o%20de%20receitas%20de%20alugu%C3%A9is%20entre%20os%20inquilinos&prefill_Ponto%20Positivo%202=Crescimento%20expressivo%20na%20distribui%C3%A7%C3%A3o%20de%20dividendos&prefill_Ponto%20Positivo%203=Rela%C3%A7%C3%A3o%20baixa%20entre%20juros%20da%20d%C3%ADvida%20e%20EBITDA&prefill_Ponto%20Negativo%201=Concentra%C3%A7%C3%A3o%20operacional%20no%20mercado%20americano&prefill_Ponto%20Negativo%202=M%C3%BAltiplos%20relativamente%20mais%20altos%20que%20os%20pares&prefill_Ponto%20Negativo%203=Concorr%C3%AAncia%20dentro%20do%20segmento%20de%20im%C3%B3veis%20laboratoriais&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=3&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=Embora%20sua%20opera%C3%A7%C3%A3o%20esteja%20direcionada%20a%20esse%20mercado%20laboratorial%20espec%C3%ADfico%2C%20o%20REIT%20possui%20uma%20importante%20diversifica%C3%A7%C3%A3o%20de%20alugu%C3%A9is%20em%20subsegmentos%2C%20como%20foi%20mostrado%20na%20%C3%81rea%20de%20Atua%C3%A7%C3%A3o%20da%20Empresa%20neste%20relat%C3%B3rio.%20Essa%20diversifica%C3%A7%C3%A3o%20se%20aplica%20tanto%20dentro%20dos%20subsegmentos%20mencionados%20quanto%20em%20rela%C3%A7%C3%A3o%20%C3%A0s%20receitas%20recebidas%20de%20diversos%20inquilinos%2C%20evitando%2C%20assim%2C%20concentra%C3%A7%C3%A3o%20excessiva.%20Considerando%20os%20pontos%20apresentados%20e%20os%20riscos%20associados%2C%20acreditamos%20que%20o%20Alexandria%20%C3%A9%20uma%20op%C3%A7%C3%A3o%20de%20investimento%20vi%C3%A1vel%20e%20que%20traz%20uma%20rela%C3%A7%C3%A3o%20risco%20e%20retorno%20apropriada%2C%20desde%20que%20seja%20colocado%20dentro%20de%20uma%20carteira%20diversificada.%20Portanto%2C%20nossa%20recomenda%C3%A7%C3%A3o%20%C3%A9%20de%20compra%20para%20as%20a%C3%A7%C3%B5es%20do%20Alexandria%20%28ARE%29.
Public Storage
P1SA34 | PSA
Última atualização:
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Self-Storage
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Ranking
4
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
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https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recUDzyY5XRICV7uS&prefill_Status=Active&prefill_Nome=Public%20Storage&prefill_Ticker=P1SA34%20%7C%20PSA&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Self-Storage&prefill_Descri%C3%A7%C3%A3o=O%20Public%20Storage%20%C3%A9%20um%20dos%20maiores%20operadores%20de%20self-storage%20dos%20Estados%20Unidos.%20O%20REIT%20adquire%2C%20desenvolve%20e%20opera%20instala%C3%A7%C3%B5es%20de%20armazenamento%20em%2040%20estados%20americanos%2C%20al%C3%A9m%20de%20possuir%20participa%C3%A7%C3%A3o%20acion%C3%A1ria%20em%20instala%C3%A7%C3%B5es%20na%20Europa.&prefill_URL%20Relat%C3%B3rio%20em%20PDF=&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=&prefill_Data%20da%20An%C3%A1lise=2023-09-28T22%3A00%3A00.000Z&prefill_Qualidade=TRUE&prefill_Pre%C3%A7o=TRUE&prefill_Recomenda%C3%A7%C3%A3o=TRUE&prefill_Avalia%C3%A7%C3%A3o%3A%20Setor=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.7&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=4.9&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.7&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4.9&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=4.1&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.4&prefill_Ponto%20Positivo%201=Atendimento%20personalizado%20e%20tecnol%C3%B3gico&prefill_Ponto%20Positivo%202=Possui%20um%20n%C3%ADvel%20de%20endividamento%20relativamente%20baixo&prefill_Ponto%20Positivo%203=Margens%20elevadas&prefill_Ponto%20Negativo%201=Sem%20diferenciais%20competitivos%20relevantes&prefill_Ponto%20Negativo%202=Segmento%20com%20baixa%20barreira%20de%20entrada&prefill_Ponto%20Negativo%203=Segmento%20com%20alta%20concorr%C3%AAncia&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=4&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=Em%20rela%C3%A7%C3%A3o%20ao%20seu%20balan%C3%A7o%2C%20atualmente%20o%20PSA%20est%C3%A1%20com%20o%20n%C3%ADvel%20de%20alavancagem%20controlado%2C%20o%20que%20traz%20mais%20seguran%C3%A7a%20para%20sua%20opera%C3%A7%C3%A3o.%20J%C3%A1%20a%20sua%20distribui%C3%A7%C3%A3o%20de%20dividendos%20apresenta%20um%20crescimento%20moderado%2C%20mas%20em%20patamares%20saud%C3%A1veis.%20Portanto%2C%20nossa%20recomenda%C3%A7%C3%A3o%20%C3%A9%20de%20compra%20para%20as%20a%C3%A7%C3%B5es%20do%20Public%20Storage%20%28PSA%29.
Realty Income
R1IN34 | O
Última atualização:
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Retail
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Ranking
5
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
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AvalonBay Communities
A1VB34 | AVB
Última atualização:
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Residential
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Ranking
6
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Prologis
P1LD34 | PLD
Última atualização:
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Industrial
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Ranking
7
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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American Tower
T1OW34 | AMT
Última atualização:
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Infrastructure
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Ranking
8
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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VICI Properties
VICI
Última atualização:
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Casino
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Ranking
9
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Equity Residential
E1QR34 | EQR
Última atualização:
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Residential
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Ranking
10
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Extra Space Storage
E1XR34 | EXR
Última atualização:
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Self-Storage
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Ranking
11
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Digital Realty
D1LR34 | DLR
Última atualização:
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Data Center
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Ranking
12
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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American Homes
AMH
Última atualização:
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Residential
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Ranking
13
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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SL Green
S1LG34 | SLG
Última atualização:
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Office
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Ranking
14
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Crown Castle
C1CL34 | CCI
Última atualização:
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Infrastructure
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Ranking
15
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Equity Lifestyle
E2LS34 | ELS
Última atualização:
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Residential
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Ranking
16
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Equinix
EQIX34 | EQIX
Última atualização:
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Data Center
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Ranking
17
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
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