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Strategies & Market Trends : REITS - Buying 1 - 2 weeks before going ex-dividend
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To: J Gunn who wrote (1612)11/21/1999 9:44:00 PM
From: Richard Barron  Read Replies (1) of 2561
 
HRP is trading at an absolutely tremendous discount to the other office REITs. The biggest disappointment is a feeling that the external advisor is self-serving. I'm not sure if they have an ownership position in SNH. If not, they dividend appears to be safe in one of the strongest sectors of real estate.
SNH, like most of the medical REITs has been effected by changes in medicare reimbursement rates called PPS (Prospective Payment System). Almost all nursing home operators have seen their stock prices drop 80-99% in the last 2-3 years as a result. Recently there was a lot of talk about restoring some of the reimbursements to nursing homes in this budget, to keep all the nursing homes from going belly up. As such, there should be a great long term entry point in ownership of these nursing homes, and other healthcare vehicles.
Until then, many of the health care REITs have serious financial cash crunches that have become very serious. MT and ETT are examples. OHI, NHP, HCN and others are also off by a huge amount. The sad thing is that these are among the most recession proof industries until the government started to muck around with short thinking, misguided changes.
so... even though REITs are out of favor and may continue for another week, month or year, there is a decent upside potential of 15% + returns for many, many years.
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