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National Retail
NNN
Última atualização:
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Retail
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Ranking
1
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
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=&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.
Alexandria
A1RE34 | ARE
Última atualização:
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Office
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Ranking
2
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=&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=2&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.
VICI Properties
VICI
Última atualização:
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Casino
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Ranking
3
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
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https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=rec6f6jmUYOGo9OrY&prefill_Status=Active&prefill_Nome=VICI%20Properties&prefill_Ticker=VICI&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Casino&prefill_Descri%C3%A7%C3%A3o=O%20VICI%20Properties%20Inc.%20%C3%A9%20o%20maior%20REIT%20especializado%20em%20propriedades%20de%20cassinos%20e%20entretenimento%20dos%20EUA.%20A%20empresa%20possui%20aproximadamente%2050%20instala%C3%A7%C3%B5es%20de%20jogos%2C%2060%20mil%20quartos%20de%20hotel%20e%20mais%20de%20450%20restaurantes%2C%20bares%2C%20casas%20noturnas%20e%20ambientes%20de%20jogos%20e%20apostas%20em%2015%20estados%20dos%20EUA%20e%20no%20Canad%C3%A1.&prefill_URL%20Relat%C3%B3rio%20em%20PDF=https%3A%2F%2Fstatic.evermart.com.br%2F1326%2Fdocuments%2F502755.pdf&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=https%3A%2F%2Fvimeo.com%2F837433661%2F1bcc069a72%3Fshare%3Dcopy&prefill_Data%20da%20An%C3%A1lise=2023-06-19T22%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=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=4&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=3.9&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.4&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.4&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=4.9&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4.4&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.6&prefill_Ponto%20Positivo%201=Propriet%C3%A1rio%20dos%20principais%20cassinos%20de%20Las%20Vegas&prefill_Ponto%20Positivo%202=Crescimento%20arrojado%20das%20opera%C3%A7%C3%B5es&prefill_Ponto%20Positivo%203=Contratos%20de%20aluguel%20com%20per%C3%ADodos%20longos&prefill_Ponto%20Negativo%201=Alta%20concentra%C3%A7%C3%A3o%20de%20alugu%C3%A9is%20em%20poucos%20clientes%20e%20um%20hist%C3%B3rico%20curto%20na%20Bolsa%20de%20Valores&prefill_Ponto%20Negativo%202=D%C3%ADvida%20relativamente%20alta&prefill_Ponto%20Negativo%203=O%20segmento%20est%C3%A1%20sujeito%20a%20regulamenta%C3%A7%C3%B5es%20espec%C3%ADficas%20que%20podem%20variar%20significativamente&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=3&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=Em%20rela%C3%A7%C3%A3o%20aos%20fundamentos%2C%20o%20VICI%20Properties%20demonstra%20qualidade%20e%20efici%C3%AAncia%20na%20aloca%C3%A7%C3%A3o%20de%20capital.%20No%20entanto%2C%20%C3%A9%20importante%20monitorar%20sua%20d%C3%ADvida%2C%20que%20est%C3%A1%20em%20um%20n%C3%ADvel%20relativamente%20alto.%20Considerando%20os%20pontos%20apresentados%20e%20os%20riscos%20associados%2C%20acreditamos%20que%20o%20VICI%20ainda%20%C3%A9%20uma%20op%C3%A7%C3%A3o%20de%20investimento%20vi%C3%A1vel.%20Al%C3%A9m%20disso%2C%20o%20REIT%20oferece%20uma%20margem%20de%20seguran%C3%A7a%20adequada.%20Portanto%2C%20nossa%20recomenda%C3%A7%C3%A3o%20%C3%A9%20comprar%20a%C3%A7%C3%B5es%20do%20VICI%20Properties%20%28VICI%29.
Prologis
P1LD34 | PLD
Última atualização:
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Industrial
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Ranking
4
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recALrwu9XcaOokCO&prefill_Status=Active&prefill_Nome=Prologis&prefill_Ticker=P1LD34%20%7C%20PLD&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Industrial&prefill_Descri%C3%A7%C3%A3o=O%20Prologis%2C%20Inc%20%C3%A9%20l%C3%ADder%20global%20em%20im%C3%B3veis%20log%C3%ADsticos%20com%20foco%20em%20mercados%20de%20alto%20crescimento.%20A%20empresa%20possui%20investimentos%2C%20de%20forma%20integral%20ou%20por%20meio%20de%20empreendimentos%20de%20co-investimento%2C%20em%20propriedades%20e%20projetos%20que%20devem%20totalizar%20aproximadamente%20113%20milh%C3%B5es%20de%20metros%20quadrados%20em%2019%20pa%C3%ADses%20ao%20redor%20do%20mundo.%20&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=https%3A%2F%2Fvimeo.com%2F801946563%2F2d27570176&prefill_Data%20da%20An%C3%A1lise=2023-02-24T01%3A11%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=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4.1&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=5&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4.6&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=3.3&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.7&prefill_Ponto%20Positivo%201=Portf%C3%B3lio%20robusto%20e%20%C3%B3timas%20aquisi%C3%A7%C3%B5es%20estrat%C3%A9gicas&prefill_Ponto%20Positivo%202=Sa%C3%BAde%20financeira%20equilibrada&prefill_Ponto%20Positivo%203=Margens%20excelentes%20de%20FFO&prefill_Ponto%20Negativo%201=Parcela%20relevante%20do%20NOI%20concentrado%20nos%20EUA&prefill_Ponto%20Negativo%202=Setor%20competitivo%20e%20sens%C3%ADvel%20a%20desacelera%C3%A7%C3%A3o%20econ%C3%B4mica&prefill_Ponto%20Negativo%203=Investimentos%20relativamente%20altos%20em%20CAPEX&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=4&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=A%20Prologis%20tem%20conquistado%20sucesso%20devido%20a%20uma%20vis%C3%A3o%20estrat%C3%A9gica%20de%20longo%20prazo%2C%20vantagens%20competitivas%20duradouras%2C%20pr%C3%A1ticas%20ESG%20e%20r%C3%A1pida%20adapta%C3%A7%C3%A3o%20%C3%A0s%20mudan%C3%A7as%20no%20setor%20de%20log%C3%ADstica.%20A%20empresa%20tem%20feito%20aquisi%C3%A7%C3%B5es%20estrat%C3%A9gicas%20e%20est%C3%A1%20capitalizando%20com%20o%20aumento%20do%20com%C3%A9rcio%20eletr%C3%B4nico%20e%20a%20demanda%20por%20estoques%20ap%C3%B3s%20interrup%C3%A7%C3%B5es%20na%20cadeia%20de%20suprimentos.%20Por%C3%A9m%2C%20uma%20poss%C3%ADvel%20desacelera%C3%A7%C3%A3o%20econ%C3%B4mica%20pode%20afetar%20seus%20resultados%20significativamente.%20Ainda%20assim%2C%20enxergamos%20uma%20assimetria%20favor%C3%A1vel%20entre%20risco%20e%20retorno%2C%20portanto%2C%20recomenda-se%20a%20compra%20do%20PLD%2C%20principalmente%2C%20devido%20aos%20seus%20fundamentos%20s%C3%B3lidos.
Simon Property
SIMN34 | SPG
Última atualização:
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Retail
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Ranking
5
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Public Storage
P1SA34 | PSA
Última atualização:
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Self-Storage
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Ranking
6
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
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Realty Income
R1IN34 | O
Última atualização:
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Retail
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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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AvalonBay Communities
A1VB34 | AVB
Última atualização:
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Residential
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Ranking
9
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
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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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American Homes
AMH
Última atualização:
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Residential
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Ranking
12
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
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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Equity Lifestyle
E2LS34 | ELS
Última atualização:
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Residential
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Ranking
15
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
Editar
Iconly/Bulk/Edit Square
https://airtable.com/embed/shrqLbE7VwYCgOR7Z?prefill_Publish=TRUE&prefill_Ativo%20Record%20ID=recE0zS4J43YdJ9yJ&prefill_Status=Active&prefill_Nome=Equity%20Lifestyle&prefill_Ticker=E2LS34%20%7C%20ELS&prefill_Setor%20de%20Atua%C3%A7%C3%A3o=Residential&prefill_Descri%C3%A7%C3%A3o=O%20Equity%20LifeStyle%20Properties%2C%20Inc.%20%C3%A9%20uma%20empresa%20imobili%C3%A1ria%20que%20possui%20propriedades%20e%20terrenos%20com%20foco%20em%20casas%20pr%C3%A9-fabricadas%20%28MH%29%20e%20ve%C3%ADculos%20recreativos%20%28RV%29%2C%20bem%20como%20marinas.%20O%20REIT%20se%20destaca%20como%20uma%20das%20maiores%20redes%20imobili%C3%A1rias%20dos%20Estados%20Unidos%2C%20com%20um%20portf%C3%B3lio%20que%20inclui%20449%20propriedades%20e%20um%20total%20de%20171.248%20lotes%20localizados%20em%2035%20estados%20dos%20EUA%20e%20na%20Col%C3%BAmbia%20Brit%C3%A2nica%2C%20no%20Canad%C3%A1.%20&prefill_URL%20Relat%C3%B3rio%20em%20PDF=&prefill_URL%20V%C3%ADdeo%20da%20An%C3%A1lise=&prefill_Data%20da%20An%C3%A1lise=2023-11-06T16%3A30%3A00.000Z&prefill_Qualidade=TRUE&prefill_Pre%C3%A7o=&prefill_Recomenda%C3%A7%C3%A3o=&prefill_Avalia%C3%A7%C3%A3o%3A%20Setor=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Hist%C3%B3rico=3.8&prefill_Avalia%C3%A7%C3%A3o%3A%20Seguran%C3%A7a=4.2&prefill_Avalia%C3%A7%C3%A3o%3A%20Crescimento=4.4&prefill_Avalia%C3%A7%C3%A3o%3A%20Qualidade%20do%20Portf%C3%B3lio=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Lucratividade=4.5&prefill_Avalia%C3%A7%C3%A3o%3A%20Rentabilidade=4.7&prefill_Avalia%C3%A7%C3%A3o%3A%20Sa%C3%BAde%20Financeira=4.1&prefill_Avalia%C3%A7%C3%A3o%3A%20Dividendos=2.8&prefill_Avalia%C3%A7%C3%A3o%3A%20Pre%C3%A7o=3.1&prefill_Ponto%20Positivo%201=Portf%C3%B3lio%20com%20diversifica%C3%A7%C3%A3o%20geogr%C3%A1fica&prefill_Ponto%20Positivo%202=Sa%C3%BAde%20financeira%20equilibrada&prefill_Ponto%20Positivo%203=Os%20custos%20das%20casas%20m%C3%B3veis%20s%C3%A3o%20mais%20atrativos%20para%20os%20inquilinos%20em%20rela%C3%A7%C3%A3o%20ao%20mercado%20de%20casas%20comuns&prefill_Ponto%20Negativo%201=Segmento%20sens%C3%ADvel%20%C3%A0s%20oscila%C3%A7%C3%B5es%20das%20taxas%20de%20juros&prefill_Ponto%20Negativo%202=Sens%C3%ADvel%20aos%20ciclos%20econ%C3%B4micos&prefill_Ponto%20Negativo%203=Mercado%20residencial%20competitivo&prefill_Posi%C3%A7%C3%A3o%20no%20Ranking=15&prefill_Site%20RI=&prefill_Conclus%C3%A3o%20do%20Analista=Levando%20em%20considera%C3%A7%C3%A3o%20os%20pontos%20apresentados%20no%20relat%C3%B3rio%20e%20os%20riscos%20associados%2C%20acreditamos%20que%20o%20ELS%20seria%20uma%20op%C3%A7%C3%A3o%20de%20investimento%20vi%C3%A1vel%20em%20rela%C3%A7%C3%A3o%20aos%20seus%20fundamentos%2C%20entretanto%2C%20suas%20a%C3%A7%C3%B5es%20est%C3%A3o%20sendo%20negociadas%20a%20patamares%20acima%20dos%20seus%20pares%20e%20sem%20uma%20margem%20de%20seguran%C3%A7a%20adequada.%20Portanto%2C%20nossa%20recomenda%C3%A7%C3%A3o%20%C3%A9%20ficar%20de%20fora%20das%20a%C3%A7%C3%B5es%20do%20Equity%20Lifestyle%20%28ELS%29%20por%20enquanto%2C%20mas%20manteremos%20o%20REIT%20em%20nosso%20radar.
Equinix
EQIX34 | EQIX
Última atualização:
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Data Center
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Ranking
16
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
17
Q
P
RECOMENDAÇÃO
COMPRA
AGUARDE
VENDA
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Iconly/Bulk/Edit Square
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