미국 상장리츠에 대한 코로나19 영향 분석

코로나19가 미국 상장 리츠에 미친 영향을 분석했다.

From the beginning of the year 2020, due to the rapid increase in COVID-19 patients and the absence of treatments, economic activity has ceased in almost all areas of Korea. The solution that the government has come up with as a way to prevent the spread of the virus without a cure is to cut off the transmission by disconnecting each individual from social life, and through this, domestic economic activities are being stopped.

In order to prevent the spread of Corona 19, each country prepares and shares an infected person outbreak map, prohibits movement by region or the entire society in order to prevent contact between infected and non-infected persons, or by instructing business and industrial facilities to stop operating at home Working and non-face-to-face orders increased. As the situation in which individuals' movements and activities are controlled across the world is progressing, reverse growth is occurring across all countries and industries, but due to this situation, the untouch business industry, IoT-related industry, and business performance through AI is increasing.

These companies' earnings growth is expected to continue for the time being. And through this, FAANG (Facebook, Amazon, Netflix, Google) companies, the leading IT companies in the United States, are expected to increase their earnings and share prices are rising. Through this phenomenon, there is also a prediction that the economic structure will change rapidly from the tertiary industry centered to the fourth industry. Due to the change in the economic structure, the speed of technological use and commercialization of the fourth and related industries is also accelerating.

And the demand for infrastructure facilities required to change the industrial structure to the fourth industry is also increasing. In the 4th industry, it is essential to exchange data between devices based on fast data speed and fast processing, so it is essential to establish and secure related facilities such as 5G data transmission and reception facilities, data storage devices, and facilities for non-face-to-face Internet processing. Most of them require large-scale funds, and because they entail social costs, it results in the growth of related REITs, which essentially act as conduit for funds in the development process.