Mizuho destaca dos REIT con dividendos superiores al 4% que podrían beneficiarse pese al repunte de los bonos del Tesoro.
- Mizuho identifies two single-family rental REITs, American Homes 4 Rent (AMH) and Invitation Homes (INVH), as having potential despite rising Treasury yields.
- These REITs offer attractive dividend yields (above 4%) and are supported by favorable demographics, rising mortgage costs, and potential regulatory tailwinds.
- Despite macroeconomic headwinds, their strong occupancy rates and share buybacks position them favorably for investors seeking income.
Topics: Asset types, Market cycles macro sensitivity, Yield performance, Real assets, Interest rate sensitivity, Treasury bond yields, Private credit high yield
Tags: #mizuho #reits #treasurybonds #dividends #americanhomes4rent #invitationhomes #realestate #interestrates #inflation
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