tresspass

Commercial Real Estate and REITs: Ticking Time Bomb?

Two of the REIT's specifically mentioned were in the health care sector. This is a sector that differentiates. Retail and office, admittedly, are sub-sectors I'm not terribly familiar with so I cannot comment with any authority, only anecdotally.

Driving down 2 routes I travel by every day, all I see is " for lease "
or " for sale " signs---some of which seemed to be thriving businesses merely a few months ago. So there's my " analysis."

Also anecdotally, I am in the health care business as well as several friends and acquaintances. The skinny is that skilled nursing homes, medical facilities of all kinds, nursing homes, stop in clinics are all busy and will be so in the foreseeable future.

We are living longer and the demographics are much too compelling not to view this sub-sector, i.e. HCP, HR, MPW, CRE going forward while consolidating while paying substantial dividends, not one which has been cut or modified in the last half year.

A distinction with a difference, here.

tresspass.