NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stockRead More

2 REITs to Buy Instead of Real Estate as Interest Rates Rise

Published 2022-06-12, 09:00 a/m
© Reuters.  2 REITs to Buy Instead of Real Estate as Interest Rates Rise
IMOB
-
REIT
-

High inflation is currently a global phenomenon. Many countries are experiencing an inflation rate higher than they have seen in decades, including Canada, which hasn’t seen such a high rate in three decades. The government is taking steps to arrest the situation, but they have their limitations and, usually, unintended consequences.

For example, the Bank of Canada plans to raise the interest rates again to fight the rampaging inflation. This will severely impact the ROI of real estate investment if you are going through the financing route. However, this cannot be considered an unintended consequence, as it will also help deflate the housing bubble, hopefully by a decent margin.

Investing in real estate when you have enough money for a decent down payment works well when you can land an adequately low interest rate. It was an apt strategy during the pandemic when the interest rates were at an all-time low, but now, you might be better off diverting that capital towards REITs.

An undervalued and discounted REIT Even though many Canadian REITs are heavily discounted right now, few can match the size of the discount tag on Minto Apartment REIT (TSX:MI.UN). This REIT is currently trading at a P/E ratio of 4.6, making it relatively undervalued. It’s also heavily discounted and is trading at a price almost 33% down from its pre-pandemic one.

Due to the REIT’s less-than-generous dividends, the yield is just 2.6%, even with a sharp decline. But it might still be a promising investment thanks to its capital-appreciation potential, especially if you look at the REIT’s track record before the pandemic.

It’s highly likely that once the uncertainty is gone from the real estate market, the stock will start rising at its former pace, and it will be the growth you want to capture, especially at the current discount.

A stable and high-yield REIT If you are not interested in the residential real estate due to the current uncertainty, there is a commercial REIT that might be worth considering: NorthWest Health Properties REIT (TSX:NWH.UN). It has a well-diversified portfolio of healthcare properties.

The diversification is both geographic and asset oriented, as the REIT’s portfolio includes different types of healthcare properties, including hospitals and administration buildings.

The portfolio is spread out over eight countries, which puts another layer of safety over its already safe business orientation. Healthcare businesses tend to be steady and prefer to stay in the exact locations for a long time, which can contribute to longer leases.

The REIT offers a healthy 6.12% yield, and the stock is relatively stable. In the last five years, it has risen roughly 21% and has proven to be quite resilient against market crashes and dips.

Foolish takeaway A combination of the two REITs can offer you both income and capital appreciation, just like a real estate asset would. And if you consider the high cost of financing your real estate asset, especially after the upcoming interest rates, the REITs are a significantly wiser investment.

The post 2 REITs to Buy Instead of Real Estate as Interest Rates Rise appeared first on The Motley Fool Canada.

Fool contributor Adam Othman has no position in any of the stocks mentioned. The Motley Fool recommends NORTHWEST HEALTHCARE PPTYS REIT UNITS.

This Article Was First Published on The Motley Fool

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.