From Yahoo Finance: 2025-03-31 11:19:00

CBRE Investment Management predicts global listed real estate will outperform equities by 2025, citing a new upcycle with range-bound yields, accelerating earnings, and abundant capital access. The firm expects organic earnings growth and potential acquisitions to drive listed real estate returns. Listed real estate historically thrives in periods of stable long-term yields.

Earnings in the real estate sector are set to accelerate in 2025, with a projected 5% global growth rate. Private-pay senior housing and data centers are expected to benefit from demographics and AI, while cell towers recover and retail leases perform well. CBRE Investment Management sees continued growth potential for REITs with a competitive dividend yield and conservative payout levels.

Welltower Inc. stands as a top real estate stock pick among billionaires, boasting 8 billionaire investors and 44 hedge fund holders. Wells Fargo raised its price target to $158, citing a recent large portfolio acquisition with Amica as a sign of continued opportunities in senior housing. Scotiabank analyst Nicholas Yulico sees potential in Welltower’s Amica Senior Lifestyles portfolio acquisition, while Baron Funds initiates a position in the company due to robust growth prospects in the senior housing market.

Overall, Welltower Inc. ranks 10th in the list of best real estate stocks according to billionaires. While the company shows promise, some believe deeply undervalued AI stocks offer greater potential for higher returns in a shorter timeframe. Investors looking for undervalued AI stocks can explore opportunities beyond Welltower.

Read more: Is Welltower Inc. (WELL) the Best Real Estate Stock to Buy According to Billionaires?