みずほ証券のアナリスト、大畠陽介氏に聞くコロナ禍におけるREIT投資の魅力 | Jリート・インフラファンドview 東京証券取引所

This page features an interview with Yosuke Ohata, an analyst at Mizuho Securities, discussing REIT investment opportunities during the COVID-19 pandemic. REITs fell sharply in 2020 due to the coronavirus spread and market turmoil, declining more than stocks. The sell-off was driven by reduced risk appetite and forced selling by domestic financial institutions. Value investing based on NAV ratio proves effective for long-term REIT investment. Unlike the 2008-2009 financial crisis, current REITs have stronger fundamentals with long-term fixed-rate loans and appropriate leverage levels, enabling stable operations. Additionally, share buyback mechanisms provide defense strategies against market downturns.