Value investors should consider Toll Brothers (TOL) as an attractive new way to gain exposure to higher education, in addition to exposure to the wider market for luxury apartments.
College REITs
Prominent bubbles in recent history include the tech bubble, the commodity bubble, and the residential real estate bubble. Today an inflow of funds from hedge fund investors into rental properties may be the harbinger of another set of investor disappointment. The record increase in student loan debt, in addition to student loan delinquency, has also prompted many to wonder if education itself is in a bubble.
One group of investments that may be getting frothy is college rental properties:
|
Ticker |
Company |
P/E |
P/S |
P/B |
D/E |
Div Yield |
|
Campus Crest Communities |
44.93 |
3.64 |
1.36 |
0.8 |
5.3% |
|
|
American Campus Communities |
71 |
11.19 |
2.03 |
NA |
5.9% |
|
|
Education Realty Trust |
NA |
8.72 |
1.6 |
0.42 |
2.9% |
Data from FinViz.com
None of
Complete Story »