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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bocor who wrote (47573)	4/22/2012 6:39:46 PM
From: Sergio H	1 Recommendation Read Replies (1) \| Respond to of 78516

ROIC I have been following and have a postion in. ROIC has an advantage in the REIT field as it was formed after the collapse in real estate prices. It was therefore able to accumulate valuable property at distressed prices. They had extra everage by being well funded, so they were able to buy property without a need for financing...a better price and no financing costs. They have a formula for what they look for in their investments; shopping centers anchored by a drug store or supermarket all in high population middle class or upper class locations, and have done very well in their short history. They get high grades when comparing their growth to other REITs, but they have a short history with a good start. Don't know if you knew that I posted to you about ROIC a few months ago. Message 27764922 I spent the last few days visiting my dad in a rehab center. There are no beds available in his area. He had to wait in the hospital until there was space in a rehab center, and each time he has returned to the hospital for overnight care his room was given to the whomever was first on the waiting list. He was not guaranteed his room or even that the same rehab center would have an opening when he was released from the hospital. I don't know how crowded senior facilities are throughout the country, but I am sure there are lots of senior citizens needing services. I don't know what happened during the Clinton presidency when healthcare cuts forced many health care related operators into bankruptcy. I plan on looking into that, but from what I see, these operators are now trading at or below book and have healthy profit margins and there is public demand. SBRA, as you cited pays out an excellent div., much higher than any other REIT in the same field. There's not enough data since the spin off to get a good read other than to look at SUNH since 75% of SBRA's income comes from SUNH. SUNH reported in January that they were able to mitigate cuts in govt. payouts by paying down debt, IT solutions and other improvements. While SUNH survives to pay SBRA rent, SBRA is safe. Thanks for your thoughts on SBRA. I do need to do some more reading. I could not find a website for SBRA.