PILAR SECTORIAL
Acciones de Inmobiliario 2026
El sector inmobiliario, comerciado principalmente vía REITs, ofrece ingresos por rentas contractuales, vínculo con la inflación y rentabilidades significativas — pero la sensibilidad a tipos domina el movimiento de precios a corto plazo. Los subsegmentos divergen notablemente: data centers e industriales surfean demanda estructural, mientras oficinas y retail tradicional enfrentan vientos en contra estructurales. FFO por acción, ocupación y plazo medio ponderado de arrendamiento son las métricas operativas, no los beneficios reportados.
Acciones rastreadas
105
P/E medio
36.5
Yield medio
5.36%
Mayor por capitalización
Welltower Inc.
WELL
Top 10 por capitalización
Qué mueve este sector
REITs, data centers, industrial, oficinas
Las 105 acciones de Inmobiliario
Haz clic en cualquier nombre para la página completa con valoración, posiciones smart money y nuestra tesis.
A
- Agree Realty Corporation (ADC)
- Alexander and Baldwin (ALEX)
- Alexandria Real Estate Equities (ARE)
- American Healthcare REIT, Inc. (AHR)
- American Homes 4 Rent (AMH)
- American Tower Corporation (REI (AMT)
- Annaly Capital Management Inc. (NLY)
- Apollo Commercial Real Estate F (ARI)
- Apple Hospitality REIT, Inc. (APLE)
- ARMOUR Residential REIT, Inc. (ARR)
- AvalonBay Communities, Inc. (AVB)
B
- BrightSpire Capital (BRSP)
- Brixmor Property Group Inc. (BRX)
- Broadstone Net Lease, Inc. (BNL)
- BXP, Inc. (BXP)
C
- CA Immobilien (CAI.VI)
- CareTrust REIT, Inc. (CTRE)
- CBRE Group Inc (CBRE)
- Century Communities, Inc. (CCS)
- Citycon (CTY1S.HE)
- COPT Defense Properties (CDP)
- CoStar Group, Inc. (CSGP)
- Cousins Properties Incorporated (CUZ)
- Crown Castle Inc. (CCI)
- CubeSmart (CUBE)
- Curbline Properties Corp. (CURB)
- Cushman & Wakefield Ltd. (CWK)
D
- D/B/A Centerspace (CSR)
- Diamondrock Hospitality Company (DRH)
- Douglas Emmett, Inc. (DEI)
E
- Easterly Government Properties, (DEA)
- EastGroup Properties, Inc. (EGP)
- Ellington Financial Inc. (EFC)
- EPR Properties (EPR)
- Equinix, Inc. (EQIX)
- Equity Lifestyle Properties, In (ELS)
- Equity Residential (EQR)
- Essential Properties Realty (EPRT)
- eXp World Holdings, Inc. (AGNT)
- Extra Space Storage Inc (EXR)
G
- Gaming and Leisure Properties, (GLPI)
- Getty Realty Corporation (GTY)
- Gladstone Land (LAND)
- Global Net Lease (GNL)
H
- Healthpeak Properties, Inc. (DOC)
- Highwoods Properties, Inc. (HIW)
- Host Hotels & Resorts, Inc. (HST)
I
- Industrial Logistics Properties (ILPT)
- Innovative Industrial Propertie (IIPR)
- Invitation Homes Inc. (INVH)
- Iron Mountain Incorporated (Del (IRM)
J
- JBG SMITH Properties (JBGS)
- Jones Lang LaSalle Incorporated (JLL)
K
- Kennedy-Wilson Holdings Inc. (KW)
- Kilroy Realty Corporation (KRC)
- Kimco Realty Corporation (HC) (KIM)
L
- Ladder Capital (LADR)
- Lamar Advertising Company (LAMR)
- LTC Properties, Inc. (LTC)
M
- Macerich Company (The) (MAC)
- Marcus & Millichap, Inc. (MMI)
- Merlin Properties (MRL.MC)
- Mid-America Apartment Communiti (MAA)
- Millrose Properties, Inc. (MRP)
N
- National Storage Affiliates Tru (NSA)
- NNN REIT, Inc. (NNN)
O
- Omega Healthcare Investors, Inc (OHI)
- Opendoor Technologies (OPEN)
- OUTFRONT Media Inc. (OUT)
P
- Park Hotels & Resorts Inc. (PK)
- PennyMac Mortgage Investment Tr (PMT)
- Phillips Edison & Company, Inc. (PECO)
- Prologis, Inc. (PLD)
- Public Storage (PSA)
R
- Rayonier Inc. REIT (RYN)
- Realty Income (O)
- Regency Centers Corporation (REG)
- Rexford Industrial Realty, Inc. (REXR)
- Rithm Capital Corp. (RITM)
- Ryman Hospitality Properties, I (RHP)
S
- Sabra Health Care REIT, Inc. (SBRA)
- Safehold (SAFE)
- Saul Centers, Inc. (BFS)
- SBA Communications Corporation (SBAC)
- Simon Property Group, Inc. (SPG)
- SL Green Realty Corp (SLG)
- St. Joe Company (The) (JOE)
- STAG Industrial (STAG)
- Sunstone Hotel Investors, Inc. (SHO)
T
- Tanger Inc. (SKT)
- Terreno Realty Corporation (TRNO)
- Two Harbors Investment Corp (TWO)
U
- UDR, Inc. (UDR)
- Uniti Group Inc. (UNIT)
- Universal Health Realty Income (UHT)
- Urban Edge Properties (UE)
V
- Ventas, Inc. (VTR)
- Veris Residential (VRE)
- VICI Properties Inc. (VICI)
W
- W. P. Carey Inc. REIT (WPC)
- Warehouses De Pauw (WDP.BR)
- Welltower Inc. (WELL)
- Weyerhaeuser Company (WY)
- Whitestone REIT (WSR)
X
- Xenia Hotels & Resorts, Inc. (XHR)