Australian REITs Expected to Outperform Broader Equities, Says Jefferies

MT Newswires Live12-04

Australia's real estate investment trust sector is well placed to outperform the broader share market, helped by a better outlook for earnings growth and asset values, according to a Wednesday Jefferies note.

Among the large companies, Jefferies' preferred names are Charter Hall (ASX:CHC), Goodman Group (ASX:GMG), and GPT (ASX:GPT), while Dexus (ASX:DXS) is rated underperform.

Among mid-sized and smaller companies, the preferred names are Centuria (ASX:CNI) and HomeCo Daily Needs (ASX:HDN).

Jefferies has a buy rating on GMG, CHC, and GPT with price targets of AU$36.11, AU$31.76, and AU$6.68, respectively.

Jefferies kept a hold rating on Scentre (ASX:SCG) and Vicinity Centres (ASX:VCX) with price targets of AU$4.21 and AU$2.47, respectively.

Most REIT shares saw losses in recent Thursday trade, with DXS leading the decline by falling almost 4%.

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