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  1. Ventas Adds Value

    Ventas ’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.

  2. Healthy Outlook for Undervalued Landlord

    Although we think Ventas overpaid for its most recent acquisitions, this doesn't affect our valuation.

  3. Real Estate: Rising Interest Rates Wreak Havoc on REITs

    We prefer REITs with reasonable leverage, moaty assets, demonstrated historical success across economic cycles, identifiable growth drivers, and reasonable margins of safety.

  4. Stock Market Outlook: Pick Your Spots Carefully

    Interest-rate fears bring utility and real estate valuations in line, but the broader market still looks fully valued.

  5. Friday Five: Big Deal Week a Mixed Bag for Investors

    The recent wave of M&A continued this week, but some mergers look better than others for shareholders.

  6. New Wide Moats in Banks and Software

    We recently upgraded a few banks and enterprise software firms to wide moat status, and raised our fair value estimates on health-care REITs.

  7. A Matter of Time for Health-Care REITs

    We prefer the yield, stability, and growth prospects of the triple-net structure over RIDEA.

  8. Reasonable Leverage, Growth Prospects, Moats, and Valuation Guide Our REIT Picks

    Our favorites can do well even with potentially higher interest rates.

  9. 4 Dividend Payers for a Higher-Rate World

    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.

  10. 4 REITs That Can Weather Through Rising Rates

    Rising interest rates can be a valuation headwind for the REIT sector, but some REITs are better positioned than others, says Morningstar's Todd Lukasik.

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