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HCP remains one of the most attractive REITs we cover.
Health Care Property HCP turned in an excellent second-quarter report in which revenue jumped 19%. Rising occupancies, inflation-based rent bumps, and additional rents from recent acquisitions boosted revenue growth significantly. Costs remain well-contained thanks to the company's triple-net lease ...
Ventas’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.
We recently upgraded a few banks and enterprise software firms to wide moat status, and raised our fair value estimates on health-care REITs.
Interest-rate fears bring utility and real estate valuations in line, but the broader market still looks fully valued.
Rising interest rates could be a major valuation headwind for REITs, so investors should focus on moaty landlords with good growth prospects and attractive relative valuations.
We prefer the yield, stability, and growth prospects of the triple-net structure over RIDEA.