How Critical Is This Hospital REIT To My Investment Portfolio?
- I adhere to a disciplined approach since I know that it takes only a few large losses to destroy my portfolio's overall performance.
- Assume MPW was trading at the peer P/FFO multiple of 15x, then shares would be worth $17 to $18. Is there justification for the discount?
- While MPW cut its dividend in 2009, most of my other Healthcare REITs managed to maintain and grow their dividend.
- I believe there’s greater opportunity with the REITs that are steadily increasing their dividend payouts.