The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks_老虎社区_美港股上老虎

The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks

CNBC2021-07-02

The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...

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Team2647
·2021-07-02
CR land. Shall watch out for it.
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enasvee
·2021-07-02
Looks good
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EHG
·2021-07-02
Good
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lingnh
·2021-07-02
Good news
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TeenPopZ
·2021-07-02
Ok
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1
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Bossiwei
·2021-07-02
Ok
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1
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不是那么好割的小韭菜
·2021-07-02
Cool
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4
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- SSim:
  Yea
  2021-07-02
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Jasonngui
·2021-07-02
Wow
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5
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- StonkerLL:
  🤙🏼
  2021-07-02
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Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">网页链接</a>\n\n</div>\n","source":"cnbc_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. 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Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01109","symbol_name":"华润置地","start_time":0,"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","article_id":"1146835975","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","pubTimestamp":1625186532,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"translate_title":"瑞银表示，房地产市场已经完全改变。以下是12只精选的股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9},"content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. 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Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[{"id":156141555,"gmtCreate":1625205458577,"gmtModify":1633942543051,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087792880583740","idStr":"4087792880583740"},"htmlText":"CR land. Shall watch out for it.&nbsp;","listText":"CR land. Shall watch out for it.&nbsp;","text":"CR land. Shall watch out for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156141555","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. 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Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156979745,"gmtCreate":1625192760387,"gmtModify":1633942686271,"author":{"id":"4088138236969560","authorId":"4088138236969560","name":"enasvee","avatar":"https://static.tigerbbs.com/67e4d6416bf507b1aaddc6b9e9bdd4bc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088138236969560","idStr":"4088138236969560"},"htmlText":"Looks good","listText":"Looks good","text":"Looks good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156979745","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156919542,"gmtCreate":1625189884186,"gmtModify":1633942728093,"author":{"id":"3586941861951066","authorId":"3586941861951066","name":"EHG","avatar":"https://static.tigerbbs.com/28e4734e50f795c3218330cbb6c3e9a0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586941861951066","idStr":"3586941861951066"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156919542","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156939442,"gmtCreate":1625189562186,"gmtModify":1633942736191,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156939442","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156900988,"gmtCreate":1625188782844,"gmtModify":1633942753572,"author":{"id":"3566966810662099","authorId":"3566966810662099","name":"TeenPopZ","avatar":"https://static.tigerbbs.com/8c1bdc62c66e3417a063fc38a4171048","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3566966810662099","idStr":"3566966810662099"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156900988","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156040939,"gmtCreate":1625187796421,"gmtModify":1633942768407,"author":{"id":"3574922071165793","authorId":"3574922071165793","name":"Bossiwei","avatar":"https://static.tigerbbs.com/dfbc991d17c0826fbf583dc8682e96d3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574922071165793","idStr":"3574922071165793"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156040939","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156059645,"gmtCreate":1625187360587,"gmtModify":1633942775183,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156059645","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097514,"gmtCreate":1625187476336,"gmtModify":1635239276894,"authorId":3573512309350380,"author":{"id":3573512309350380,"idStr":"3573512309350380","authorId":3573512309350380,"name":"SSim","avatar":"https://static.tigerbbs.com/bc347d90f5e5fb868ce6d6c9cf5f4763","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156059645,"type":1,"supId":0,"prevId":0,"content":"Yea","text":"Yea","html":"Yea"}],"langContent":"EN"},{"id":156025535,"gmtCreate":1625187220227,"gmtModify":1633942778915,"author":{"id":"3581937655679729","authorId":"3581937655679729","name":"Jasonngui","avatar":"https://static.tigerbbs.com/4257d49eb28e662a88192e8c09a3ffaf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581937655679729","idStr":"3581937655679729"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156025535","repostId":1146835975,"repostType":4,"repost":{"id":"1146835975","kind":"news","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=full","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","PLD":"安博","00960":"龙湖集团","DRE":"杜克房地产","01972":"太古地产","AMT":"美国电塔","SBAC":"SBA通信"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1,"symbols_score_info":{"00960":0.9,"01109":0.9,"01972":0.9,"AMT":0.9,"DRE":0.9,"PLD":0.9,"SBAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097472,"gmtCreate":1625187245571,"gmtModify":1635239281395,"authorId":3561713422683896,"author":{"id":3561713422683896,"idStr":"3561713422683896","authorId":3561713422683896,"name":"StonkerLL","avatar":"https://static.tigerbbs.com/eaf902e5c3ab78318f8b9d33f5a68e35","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156025535,"type":1,"supId":0,"prevId":0,"content":"🤙🏼","text":"🤙🏼","html":"🤙🏼"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":83,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}