Good morning, ladies and gentlemen and welcome to the First Quarter 2014 Health Care REIT Earnings Conference Call. My name is Holly, and I will be your operator today. At this time, all participants are in a listen-only mode. We will be facilitating a question-and-answer session towards the end of ...
Although some quality REITs, such as Realty Income and Health Care REIT , are worth holding on to in the current environment, valuations in the sector are too high to justify committing more money, says Morningstar's Josh Peters.
We recently upgraded a few banks and enterprise software firms to wide moat status, and raised our fair value estimates on health-care REITs.
Ventas’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.
This health - care REIT , MLP, and oil-services firm stand out as relative bargains in today's richly valued market, says Morningstar's Matt Coffina.
We prefer the yield, stability, and growth prospects of the triple-net structure over RIDEA.
Trying to time interest-rate increases is less important than choosing companies with a good margin of safety that you can hold through thick and thin, says Morningstar's Josh Peters.
HCP remains one of the most attractive REITs we cover.
Starting from current valuations, stocks simply aren't capable of delivering double-digit annualized total returns, says Morningstar's Matt Coffina.
Though many long for faster economic growth, the current environment has actually been very good for landlords--but higher rates could still sting.