Health-care REITs are "squarely in the cross-hairs" of higher rates thanks to their long-term...


Health-care REITs are "squarely in the cross-hairs" of higher rates thanks to their long-term leases and high dividend yields, says Jefferies. Also, acquisitions have been "conspicuously missing" this year. If rising rates further temper deals over the next year, it's another negative as these have been an important source of earnings growth. Some of note: Ventas (VTR -3.5%), HCP (HCP -3%), Healthcare Trust (HTA -1.4%), Senior Housing (SNH -2.3%), Omega Healthcare (OHI -3.4%), Healthcare Realty (HR -0.5%), Medical Properties (MPW -3.4%), National Health (NHI -2.4%), Aviv (AVIV -1.7%), Sabra (SBRA -5.3%), and LTC (LTC -2.5%).

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Comments (5)
  • Stevlg
    , contributor
    Comments (880) | Send Message
     
    Calling Brad.....come in Brad.... ....
    24 Jul 2013, 03:40 PM Reply Like
  • deercreekvols
    , contributor
    Comments (9393) | Send Message
     
    There is no doubt that Brad Thomas will address this soon. He is the voice of Health Care REITs.
    Turn on the Bat Signal.
    24 Jul 2013, 10:11 PM Reply Like
  • raykrv6a
    , contributor
    Comments (3544) | Send Message
     
    Where is Brad?
    25 Jul 2013, 05:50 AM Reply Like
  • PendragonY
    , contributor
    Comments (10946) | Send Message
     
    I think this is a buying signal. But I would really like some analysis from Brad or Dane (both would be even better).
    25 Jul 2013, 07:46 AM Reply Like
  • Thanos Maroglou
    , contributor
    Comments (45) | Send Message
     
    When Barron's writes negative article it is the bottom...buy $HCN $NHI $OHI
    25 Jul 2013, 02:47 PM Reply Like
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