By Larry Smith : I occasionally review my portfolio to make sure the companies I own are performing well and ensure I am sticking to my plan. Although I review my portfolio several times a year, my most complete review occurs at the end of the year. I review every stock I own to make sure the ...
inflation is reined in, rent growth at Ventas ' facilities will slow.If market rents ..... escalation rates generally embedded in Ventas ' leases, tenants will push for lower rents upon lease expiration. Ventas paid high prices to roughly triple its
By Brad Thomas : Milwaukee-based Health Care REIT Physicians Realty Trust ( DOC ) completed its IPO of 9.5 million common shares around 150 days ago. During that period (IPO was on July 19, 2013) DOC has initiated several strategic initiatives including (1) $175 million of acquisitions (including
We base our upgrade primarily on our reassessment of Ventas ' ( VTR ) financial risk profile, which we now view as 'modest ..... next one to two years, we could raise our rating on Ventas if the company pursues growth prudently and profitably
By Bob Johnson : A Core and Satellite Strategy In a recent article with the title, " Blue Chip Stocks Yielding Over 4% Today ," I discussed my 20 Core holdings, and specifically the seven stocks within that Core which were yielding over 4%. This article is Part II of a series and describes the ...
we expect an EBITDA margin of roughly 79%, down 300 basis points from recent levels. Similar to our forecasts for peers Ventas and Health Care REIT, we expect HCP to continue winning its share of acquisitions in the fragmented health-care real estate
By Brad Thomas : A few weeks ago I wrote an article titled 3 Healthcare REITs To Buy When Others Are Despondently Selling . In that article I explained that several of the Health Care REITs "appear to be trading at a more desirable entry point that could produce more favorable results." As all ...
By Brad Thomas : Today REIT investors are seeing some attractive buying opportunities, especially in the Triple Net sector. One unique REIT that is more of a hybrid between the Triple Net REITs and Health Care REITs is Medical Properties Trust ( MPW ). This Birmingham-based REIT focuses exclusively
office REITs. I mentioned I thought Ventas ( VTR ) looked like a nice choice, combining ..... the topic. Ultimately, I decided Ventas , which was selling around $70 ..... That decision proved correct as VTR has fallen down into the mid
By Brad Thomas : A few days ago I wrote an article ( REITs And Rising Rates, What A Fool Believes ) explaining that "I truly don't know why the market has punished REITs-but not non-REIT stocks-since May 21." I added that "if it's the increase in interest rates, then why has the market reacted so