美國房托股系列 -- Macerich Co (MAC)
https://www.macerich.com/#overview
根據WIKI百科, MAC 係房地產投資, 主力係商場, 係美國三大擁有, 營運商場既公司,
由美國東岸至西岸都有, 而且MAC 是S&P 500 成份股之一
Macerich is a real estate investment trust that invests in shopping centers. It is the third-largest owner and operator of shopping centers in the United States. As of December 31, 2017, the company owned interests in 55 properties comprising 53 million square feet of leasable area.
Number of employees: 718 (2018)
Founder: Mace Siegel; Richard Cohen
Net income: $0.060 billion (2018)
Total assets: $9.026 billion (2018)
作為房托股, 最著重物業質數, 出租率, 派息
根據官網係10月既季度表現, 不過不失, 18年的業積麻麻地, 19年有回升
出租率KEEP住90%以上, 租金升少少,
詳細REPORT 可以睇返官網
Results and Highlights:
- Mall tenant annual sales per square foot for the portfolio increased by 13.2% to $800 for the twelve months ended September 30, 2019 compared to $707 for the twelve months ended September 30, 2018.
- Re-leasing spreads for the twelve months ended September 30, 2019 were up 8.3%.
- Mall portfolio occupancy was 93.8% at September 30, 2019 compared to 95.1% at September 30, 2018.
- Average rent per square foot increased to $61.16 at September 30, 2019, up 3.5% from $59.09 at September 30, 2018.
- Year to date, the Company has completed or arranged nearly $2.1 billion of financings at an average interest rate of 3.9% and an average maturity of over 9.2 years, netting $576 million of excess loan proceeds at the Company's share.
根住到最關鍵的派息, 每年都有加少少
睇佢既財報, 表現麻麻地, 所以, 股價己反映, 現在股價回到10年前
以現時股價, 以及現時派息計,
息率好好
還可以博股價升值
而且股價己回到十年前
會大跌機會應該不大, 始終還有物業在手
所以先買入少少試下
之後再看看管理上有沒有改善
