Real estate
20 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: occupancy, same-store NOI, rent growth, cap rates, FFO.
The value chain
1
Development
- No covered company at this stage
2
Residential
- Vivmark Residential
- Essex Property Trust
- Invitation Homes
- Mid-America Apartment Communities
- UDR
- Camden Property Trust
3
Commercial
- Prologis
- Simon Property
- Realty Income
- Kimco Realty
- Regency Centers
- BXP
4
Specialty
- Public Storage
- Iron Mountain
- Extra Space Storage
- Weyerhaeuser
5
Services
- CBRE
- CoStar
Largest covered companies
| Prologis | PLD | Commercial |
| Simon Property | SPG | Commercial |
| Public Storage | PSA | Specialty |
| Realty Income | O | Commercial |
| Vivmark Residential | VMRK | Residential |
| CBRE | CBRE | Services |
| Iron Mountain | IRM | Specialty |
| Extra Space Storage | EXR | Specialty |
| Essex Property Trust | ESS | Residential |
| Invitation Homes | INVH | Residential |
| Kimco Realty | KIM | Commercial |
| Mid-America Apartment Communities | MAA | Residential |
What rejo does for real estate investors
- A desk, brief and idea engine scoped to real estate and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: occupancy, same-store NOI, rent growth, cap rates.