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Ventas VTR

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    1. Tepid 1Q for HCP

      Commentary

      Tue, 5 May 2015

      shares trade meaningfully below that, but relative to peers Ventas and Health Care REIT, we think an investment in HCP carries ..... concentrations, including largest tenant HCR ManorCare. In addition, Ventas and Health Care REIT have been shedding skilled nursing and

    2. What we own

      Commentary

      Mon, 4 May 2015

      Compass Minerals Intl CMP 2.72 McDonalds MCD 2.72 Telefonica TEF 2.69 Chevron CVX 2.67 BHP Billiton BBL 2.51 Ventas VTR 2.41 Realty Income O 2.40 IBM IBM 2.37 Proctor & Gamble PG 2.36 Southern SO 2.34 Exxon Mobil XOM 2.33 Retail

    3. Ventas Off to Solid Start in 2015; Shares Relatively Attractive

      Commentary

      Fri, 24 Apr 2015

      Our favorable view of narrow-moat Ventas was reinforced by the release of solid ..... discount to our estimate of value, Ventas looks like a relative bargain in an overall ..... predicated on occupancy and rental rate gains, Ventas ' senior housing operating portfolio

    4. Income Portfolio Review

      Commentary

      Sun, 19 Apr 2015

      Securities Income 4.48% Stocks: COP Conoco Phiilps 1.75% SO Southern Company 1.67% SE Spectra Energy 1.37% VTR Ventas Inc. 1.20% EMR Emmerson Electric. 0.81% Cash & Cash Equiv. GCDC Stable value fund 12.55% FDRXX Money Market

    5. FYI - Ventas to Spin Off SNF

      Commentary

      Fri, 10 Apr 2015

      Here is the SEC Filing from Ventas website Ventas ( VTR ) has unanimously approved a plan ..... of SpinCo for every 4 shares of VTR . The split is is intended to qualify as a tax-free distribution to Ventas shareholders though there is no

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

      Video Reports

      Thu, 9 Apr 2015

      Over in real estate, [TICKER: VTR ] Ventas made a couple of moves this week ..... pretty good deal on both fronts for Ventas . On the first front was the $1 ..... predominantly, and that really adds to Ventas ' core business of having triple

      Ventas found at 4:36

      that weren't able to pass that regulatory burden. Stipp: Over in real estate, [TICKER: VTR ] Ventas made a couple of moves this week, including an acquisition. What's your take on those moves? Glaser: We think this was a pretty good deal on both fronts for Ventas . On the first front was the $1.75 billion acquisition of Ardent Health, which is a hospital operator predominantly, and that really adds to Ventas' core business of having triple-net leases on health-care facilities. Health care is an industry that really needs that physical space, and that's been a big boon for Ventas over time. The other thing is that they are going to spin off their skilled nursing facilities business. It's a little bit different than what they're doing in hospitals and elsewhere, and they think that having the transparency of that in a separate company might help with valuation and help investors understand that business a little bit better. Todd Lukasik thinks that both of these make sense. He doesn't see a big valuation upside on the spin-off, but thinks that the Ardent earnings will be accretive, will allow Ventas to grow their dividend in a safe way, and that they'll be able to increase the payout without really stretching those rent dollars, that net operating income, that's coming in. That would be a good sign for current Ventas shareholders. REITs are a sector that is pretty overvalued right now, but Ventas is one of the few REITs that is trading for less than our fair value estimate. It's not at a huge discount,
    7. Ventas Adds Value

      Headlines

      Wed, 8 Apr 2015

      care real estate investment trust Ventas VTR recently announced two value-enhancing actions. First, Ventas plans to spin off the majority of ..... operations at both the remaining Ventas and the spin-off company, which

    8. Ventas ’ Spin-Off of Skilled Nursing Facilities and Ardent Acquisition Add Value for Shareholders

      Commentary

      Mon, 6 Apr 2015

      Ventas announced two value-enhancing actions. First, Ventas plans to spin off the majority of its skilled nursing ..... greater transparency to operations at both the remaining Ventas and the spin-off company, which could benefit Ventas

    9. HCP Gives HCR ManorCare a Rent Reduction; Dividend Appears Sustainable and Our Opinion Is Unchanged

      Commentary

      Mon, 30 Mar 2015

      potentially attractive total return to shareholders. Beyond this, we think HCP (along with its peers Health Care REIT and Ventas ) has further external growth opportunities, due mainly to the potential increase in the need for health-care services

    10. Ventas Closes Strong 2014, Set for Solid 2015 Growth

      Commentary

      Fri, 13 Feb 2015

      increase our $76 fair value estimate for Ventas following its release of good fourth ..... increased 9% and 8%, respectively. With Ventas ’ lower-margin senior housing operating ..... among the health-care REITs we follow, Ventas is able to retain relatively more cash

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