Ventas Reports 2016 Fourth Quarter and Full-Year Results
Ventas In Talks to Buy Part or All of Brookdale Senior Living
Ventas ’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.
Liberty Global Schedules Investor Call for 2016 Results
Long in the tooth, the current real estate cycle keeps going.
Although we think Ventas overpaid for its most recent acquisitions, this doesn't affect our valuation.
We prefer REITs with reasonable leverage, moaty assets, demonstrated historical success across economic cycles, identifiable growth drivers, and reasonable margins of safety.