
of our outsized holdings back down to "regular" size. We are selling off about half of our O (Realty Income) and VTR ( Ventas ), and significant amounts of PG (Proctor and Gamble), SPH (Suburban Propane), MMM (3M), and VZ (Verizon
By Brad Thomas : Earlier this week, I was reading fellow Seeking Alpha writer Dane Bowler's Two Part articles on Optimizing Triple Net Lease Investments. In Bowler's first article he was recommending a strategy of selling shares in Realty Income ( O ) and in the second article he was suggesting to
By Eyal Zimbelman : Medical Properties Trust ( MPW ) was recently downgraded by the Bank of America from "hold" to "sell" with a 1-year target price of $16. The stock traded at $17 before the downgrade and crashed to $15 subsequently. I wanted to analyze the stock and to provide my own target price
By Brad Thomas : A few days ago I wrote an article ( Waiting Patiently For A Blue Chip REIT Pullback ) in which I argued that "REIT investors should consider staying away from the riskier mortgage REITs and instead focusing on more risk-averse blue chip REITs". My somewhat biased dividend safety ...
value estimate. Through April, Kindred has exited 42 of the planned 54 nursing center leases it will not renew through Ventas VTR . Management also recently announced plans to divest an additional 17 facilities, primarily long-term care hospitals
expect an EBITDA margin of roughly 79%, down 250 basis points from recent levels. Similar to our forecasts for peers Ventas VTR and Health Care REIT HCN, we expect HCP to continue winning its share of acquisitions in the fragmented health-care
Ventas ( VTR ) Q1 2013 Earnings Call April 26, 2013 10:00 am ET Executives Lori Wittman ..... br/><a href='http://seekingalpha.com/article/1377171- ventas -management-discusses-q1-2013-results-earnings-call-transcript
By Arie Goren: The financial sector is a mediocre performer so far in 2013; the total return, year to date (04/25/2013) was 10.7% while the appreciation of the S&P 500 index in the same period was 11.86%. Nevertheless, there are profitable companies that pay rich dividends among the financial ...
Health-care landlord Ventas VTR reported first-quarter results that ..... other income mainly associated with Ventas ' loan book from our revenue figures ..... store cash NOI increased 4.2% and Ventas expanded its property assets by 11
More on Ventas ( VTR ) Q1 earnings : FFO of $1.03/share up 13% Y/Y. Same-store NOI in Seniors Housing Portfolio up 7.3%, occupancy rose 270 bps to 91.1%. FY2013 FFO guidance reaffirmed at $3.99-$4.07. Conference call at 9 ET. ( PR ) Post your comment!