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Nationwide Health Properties

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  1. Smead Capital: 4Q 2014 Shareholder Letter

    Nationwide Health Properties' NHP first-half results were consistent with our forecasts, so we are not changing our fair value estimate. Rental revenue surged nearly 40% from the prior-year period, thanks to strong internal (inflation-tied rent bumps) and external (frequent acquisitions) growth. ...

  2. Diversified Funds with Big REIT Exposure

    Some good managers are real estate fans, even after a strong run by the stocks.

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