5 Real Estate Companies Outperforming the Benchmark

– From Tiziano Frateschi

According to the GuruFocus All-in-One Screener, a premium feature, the following real estate companies owned by the Guru have outperformed the S&P 500 index for the past 12 months to April 29th.

Simon Property Group

Simon Property Group Inc. (NYSE: SPG) has a market capitalization of $ 37.96 billion. It outperformed the S&P 500 by 80.28% last year.

On Thursday, the share price was 144.76% above its 52-week low and 5.14% below its 52-week high.

The Real Estate Investment Trust has a GuruFocus Profitability Rating of 7 out of 10. The 48.1% return on equity and 3.35% return on investment surpass 69% of the companies in the industry. Financial strength is rated 3 out of 10 points with a debt ratio of 0.04.

The company’s largest guru shareholder is Pioneer Investments (trades, portfolio) with 0.24% of the outstanding shares, followed by Smead Value Fund (trades, portfolio) with 0.13% and Chris Davis (trades, portfolio) with 0, 04%.

CoStar Group

With a market capitalization of $ 36.01 billion, CoStar Group Inc. (NASDAQ: CSGP) outperformed the S&P 500 by 7.16% over the past 12 months.

As of Thursday, the share price was 70.85% above the 52-week low and 4.17% below the 52-week high.

The company, which provides commercial real estate data and marketplaces listing platforms, has a GuruFocus profitability rating of 9 out of 10. Its 4.98% return on equity and 3.95% return on investment surpass 56% of companies in the industry. Financial strength is rated 7 out of 10 with a debt ratio of 3.23.

The company’s largest guru shareholder is Ron Baron (trades, portfolio) with 4.91% of the outstanding shares, followed by Frank Sands (trades, portfolio) with 4.70%, and Chuck Akre (trades, portfolio) with 2.45 % and Baillie Gifford & Co. with 1.21%.

Welltower

The story goes on

Welltower Inc. (NYSE: WELL) has a market capitalization of $ 31.58 billion. It outperformed the S&P 500 by 26.18% last year.

As of Thursday, the price was 109.62% above the 52-week low and 1.61% below the 52-week high.

The REIT has a profitability rating of 6 out of 10. The 6.13% return on equity and 2.98% return on investment are below the 67% performance of companies in the industry. Financial strength is rated 3 out of 10 points with a debt ratio of 0.11.

The company’s largest guru shareholder is Pioneer Investments with 0.21% of the outstanding shares, followed by the T Rowe Price Equity Income Fund (trades, portfolio) with 0.17% and the Glenview Capital of Larry Robbins (trades, portfolio) with 0.07%.

Weyerhaeuser

With a market cap of $ 28.33 billion, Weyerhaeuser Co. (NYSE: WY) outperformed the S&P 500 by 50.59% over the past 12 months.

As of Thursday, the price was 135.70% above the 52-week low and 4.91% below the 52-week high.

The REIT has a GuruFocus profitability rating of 7 out of 10. The return on equity of 9.55% and return on capital of 4.83% beat 83% of the companies in the industry. The financial strength is rated with 5 out of 10 points with a debt ratio of 0.09.

The company’s largest guru shareholder is First Eagle Investment (trades, portfolio) with 2.92% of the outstanding shares, followed by T Rowe Price Equity Income Fund with 1.25% and Diamond Hill Capital (trades, portfolio) with 0, 88%.

CBRE Group

CBRE Group Inc. (NYSE: CBRE) has a market capitalization of $ 27.45 billion. Over the past 12 months, it has outperformed the S&P 500 by 55.11%.

As of Thursday, the price was 147.08% above the 52-week low and 1.47% below the 52-week high.

The real estate services company has a GuruFocus profitability rating of 8 out of 10. The 11.66% return on equity and 4.59% return on investment surpass 71% of the companies in the industry. Financial strength is rated 6 out of 10 with a debt ratio of 0.46.

The company’s largest guru shareholder is Baillie Gifford with 3.32% of the outstanding shares, followed by ValueAct Holdings LP (trades, portfolio) with 3.05%, Al Gore (trades, portfolio) with 2.95% and Bill Nygren (Trades, portfolio) with 0.60%.

Disclosure: I do not own any of the stocks mentioned.

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This article first appeared on GuruFocus.