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Strategies & Market Trends : Value Investing

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To: Elroy who wrote (71566)11/14/2022 9:27:28 AM
From: E_K_S1 Recommendation

Recommended By
Lance Bredvold

  Read Replies (2) of 78748
 
Below is a good article (from 2019) that explains all the different types of Medical REITs. For me, the common theme is (1) long term growth based on aging population and (2) most/all revenues are derived from insurance and/or Medicare in some form (via 3rd parties).

Added: 30th June 2019
SummaryHealthcare REITs own a variety of healthcare facilities including medical office buildings, senior’s housing, skilled nursing facilities and hospitals.Healthcare REITs outperformed all other REIT subsectors the last 3 years with an average total return of 44.14%. ( NAREIT, 2019)18 healthcare REITs are publicly traded on US markets with an average dividend yield of 6.13% and a total market cap of $110.6B. ( NAREIT, 2019)Healthcare makes up 20% of GDP and is growing at a pace that exceeds GDP growth by 1.4% annually.1 million baby boomers will turn 75 each year for the next five years.
Topics Covered

I What is a Healthcare REIT?
II Performance of Healthcare REITs
III Pros and Cons of Healthcare REITs
IV 2019 Outlook for Healthcare REITs
V Looking for Healthcare REIT Recommendations?
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I own MPW, DOC & OHI w/ DOC the most recent addition. My largest position is OHI.
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