Medical Properties Trust Vs. CareTrust REIT: One On The Rise, The Other In Decline

Summary

  • Nursing home landlord CareTrust REIT has outperformed hospital landlord Medical Properties Trust over the past year and 8.5 years.
  • Hospital operators face challenges such as lower revenue growth and rising expenses, while senior care facilities are on the mend.
  • CareTrust REIT's focus on high-quality operators and financial conservatism has led to its outperformance and makes it a better investment option for most investors.
  • I perform a deep dive into the current issues of both the hospital industry and the skilled nursing / nursing home industry.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

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Tim Robberts

What is the better investment: hospitals or nursing homes?

What if I told you that a nursing home landlord, CareTrust REIT (NYSE:CTRE), has massively outperformed a hospital landlord, Medical Properties Trust (NYSE:MPW), over not only the last

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This article was written by

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Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CTRE either through stock ownership, options, or other derivatives. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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