Dane Bowler
Value, hedge fund analyst, REITs, long/short equity

Aviv REIT: A New Contender In The Promising Healthcare Sector

On October 22nd, I wrote an article declaring Omega Healthcare (NYSE:OHI) as the healthcare REIT sector's value champion. At the $23 market price tag it had around that period of time I believe it was true. However, due to having appreciated to over $29/share it has lost its title as the value champion. Fortunately, a new company, Aviv REIT (NYSE:AVIV), had its IPO today (3/21/13) and is priced sufficiently low to claim the title. This article will perform fundamental analysis on AVIV and demonstrate it to be a strong buy opportunity.

We could begin by listing its statistics and earnings, but these numbers would mean nothing without framework. We must first form a context from which...

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