Ventas Announces Second Quarter 2015 Earnings Release Date and Conference Call
We prefer REITs with reasonable leverage, moaty assets, demonstrated historical success across economic cycles, identifiable growth drivers, and reasonable margins of safety.
Interest-rate fears bring utility and real estate valuations in line, but the broader market still looks fully valued.
Ventas ’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.
Liberty Global to Hold Annual General Meeting of 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.
The recent wave of M&A continued this week, but some mergers look better than others for shareholders.
Although we think Ventas overpaid for its most recent acquisitions, this doesn't affect our valuation.
We prefer the yield, stability, and growth prospects of the triple-net structure over RIDEA.
Our favorites can do well even with potentially higher interest rates.