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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (53381)2/11/2014 2:07:41 PM
From: E_K_S  Read Replies (1) of 78702
 
Campus Crest Communities, Inc. (NYSE: CCG)
Campus Crest Communities, Inc. (NYSE: CCG-PA)
Physicians Realty Trust (NYSE: DOC)
goo.gl

Hi Grommit - I own both CCG and CCG-PA but missed the most recent buy (at/near their 52/wk low -:)). I heard an interview w/ the CEO that manages this new medial office REIT (DOC) and found it a compelling argument for owning this specific REIT sector. I have had a lot of success with MPW and DOC seems to be a similar offering.

Have you reviewed this REIT sector (ie medical office properties) and if so have you looked at DOC? The offering is pretty new so it is a bit difficult to evaluate their historical performance but their premise is that medical treatment in these urgent care facilities is cheaper than going to an emergency room facility located in/at a hospital.

I have no position in DOC but have been looking at this sector and DOC appears to be in a "growth" market especially w/ a business model that works well with Obama Care.

Do you have any opinion and based on your valuation method(s), does DOC meet any of your REIT investment criteria and/or are there red flags I might have missed? Link to DOC Web Site.

I was thinking of investing some of the proceeds from my PFE sale into this name. Yield for DOC is 7.2% w/ some good future growth prospects too.

EKS
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