Re: REIT Ideas
Following up on our conversation on Tuesday, I've=attached a basket of North American REITs that are rated "buy4>=81140 by our colleagues in Global Markets. We've highlighted sever=l REITs where they are favorable on the sector and have a buy rating, and have attached the most recent reports on each. Please let us k=ow if you'd like us to send reports on any of the other names list=d in the basket.
Data Centers (page 4 of “US REIT 3Q16 Earnings Preview”)
• Digital Realty Trust (DLR)
- CyrusOne (CONE)
Health Care (page 5 of "US REI= 3Q16 Earnings Preview")
- Medical Properties Trust (MPW)
Additionally, I've attached information on two REI= managers we recommend for diversified exposure to
US REITs:=/p>
SMA:
- Adelante Capital Management
Mutual Fund:
- Deutsche Real Estate Securities Fund
Please let me know if you'd like to discuss =he basket or funds in greater detail.
Best regards,
Andrew King
Andrew=King, CFA
Vice Pr=sidentInvestm=nt Solutions Group
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel. tel:%2B1%28212%29454-0043
yes
shall i ask Paul B if he likes any of attac=ed names?
Richard Kahn
HBRK Associates Inc.
New York, NY 10022
tel 212-971-1306=/a>
fax
cell