CareTrust REIT: Great Company For Income Investors

Daniel P. Varga
978 Followers

Summary

  • The management has been patiently and steadily acquiring new properties and has taken a proactive approach to shifting the portfolio away from senior housing.
  • The company will likely grow at 3-5% AFFO per year in the next 5 years allowing it to outperform its peers once again.
  • The management’s dividend policy focuses on stable, reliable, and growing dividends.
  • CTRE is trading at a 5.7% dividend yield.
Group of cheerful seniors enjoying breakfast in nursing home care center.

Halfpoint

Investment thesis

CareTrust REIT, Inc. (NYSE:CTRE) is the 11th largest among the 17 publicly traded healthcare REITs. The management has been actively changing the portfolio and moving away from senior housing to skilled nursing and multi-service campus segments. The company

This article was written by

978 Followers
Started investing more than 10 years ago. Mainly focusing on Large-Caps and occasional story stock. In addition, I am a regular buyer and analyzer of REITs, mREITS, and asset managers. I also have a dividend-focused portfolio with an investment horizon of 15 to 25 years. Follow me for comparison articles such as AAL vs. LUV or USB vs. C.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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