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I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do... More
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  • Health Care REIT Stats 3-19-14 0 comments
    Mar 19, 2014 5:08 PM

    I had intended to post my historical data on sector average yields - but I posted historical data on sector average Price/FFO ratios. Here is the data I intended to post:

    Historical yields for the sector:

    Mar 2005: 6.99%June: 6.09%Sept: 6.22%Dec: 6.73%
    Mar 2006: 6.18%June: 6.79%Sept: 5.85%Dec: 5.28%
    Mar 2007: 5.33%June: 6.24%Sept: 5.90%Dec: 5.77%
    Mar 2008: 5.84%June: 6.33%Sept: 5.25%Dec: 6.89%
    Mar 2009: 9.11%June: 7.88%Sept: 6.67%Dec: 6.31%
    Mar 2010: 6.67%June: 6.09%Sept: 5.62%Dec: 5.75%
    Mar 2011: 5.48%June: 5.64%Sept: 6.02%Dec: 5.34%
    Mar 2012: 5.16%June: 4.84%Sept: 4.89%Dec: 4.69%
    Mar 2013: 4.66%June: 5.09%Sept: 5.49%Dec: 6.02%

    And here is the current year to date data. Given today's market fall - the yields on all the stocks in the sector has improved.

    Health Care Update for Q1-14

    Yields are calculated on Q1-14 dividends. HCN has announced a February increase in the dividend to $0.795/share - OHI an increase to $0.49/share - SBRA an increase to $0.36 - MPW increased to $0.21/share. The Dividend/FFO ratio uses the 2014 FFO projection. AVIV started trading on 3-21-13 and DOC on 7-19-13. The sector average LTM (last twelve month) dividend change omits AVIV and DOC from that calculation. VTR has atypically had two dividend increases in the LTM. NHI has already announced an increase to $0.77 in its Q2-14 dividend.


     Share Price2014 FFO Estimate Div/Percent ChangeLTM
    Company_name_and_ticker1-0103-191-0103-19YieldFFOPricePr+Div14 FFOTargetDiv

    Aviv REIT(NYSE:AVIV)23.7024.641.851.825.8479.123.975.49-1.620.380.00
    Physicians Realty(NYSE:DOC)12.2413.270.980.956.7894.748.4210.25-3.062.190.00
    Health Care REIT(NYSE:HCN)53.5757.184.004.025.5679.106.748.220.50-4.173.92
    Health Care Prop(NYSE:HCP)36.3236.313.063.026.0072.19-0.031.47-1.31-5.903.81
    Health Care Realty(NYSE:HR)21.3123.411.411.455.1382.769.8511.262.84-3.810.00
    Health Care Trust(NYSE:HTA)9.8411.220.690.725.1279.8614.0215.494.350.000.00
    LTC Property(NYSE:LTC)35.3937.322.652.635.4777.575.456.41-0.750.009.68
    Med Prop Trust(NYSE:MPW)12.2212.591.121.126.6775.003.034.750.00-0.685.00
    Nat'l Health Inv(NYSE:NHI)56.1059.844.134.084.9172.066.677.98-1.210.799.70
    Omega Health(NYSE:OHI)29.8032.462.732.746.0471.538.9310.570.37-4.628.89
    Sabra Health Care(NASDAQ:SBRA)26.1426.932.202.275.3563.443.024.403.183.305.88
    Senior Housing(NYSE:SNH)22.2321.881.741.767.1388.64-1.570.181.15-2.950.00
    Universal Health(NYSE:UHT)40.0641.442.802.836.0388.343.443.441.070.000.81
    Ventas(NYSE:VTR)57.2858.924.364.364.9266.512.862.860.00-5.878.21

    Average     5.7877.925.346.630.39-1.524.66

    Dividend dates are:

    AVIV: 04-11-14DOC: 02-06-14HCN: 02-19-14HCP: 02-24-14HR : 02-27-14HTA: 04-02-14LTC: monthly
    MPW: 04-10-14NHI: 05-08-14OHI: 02-17-14SBRA: 02-27-14SNH: 02-20-14UHT: 12-30-13VTR: 03-27-14
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