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


To: Ditchdigger who wrote (58905)1/10/2017 9:17:06 AM
From: E_K_S  Read Replies (1) | Respond to of 78740
 
You can look at the owners of the medical buildings, specifically urgent care facilities. For those search out REITs. Or you could look at the operators. I do not follow these much anymore as they can add more risk based on types of patient insurance coverage and the amount of each of the facility uncollectables.

I like owning the real property assets through REITs. This link provides a list of most of the REITs by sector.

Look under Health Care Facilities for specific names then drill down to see their exposure to urgent care facilities. I recall the smaller well operated facilities, actually were profitable but they key to growth was the insurance reimbursement plans at the time. Maybe w/o and/or a modified version of Obamacare these facilities may/could see growth again (at least experience fewer uncollectibles).

If you discover any special situation plays please post.

I wonder if some of those 'closed' retail mall stores may/could be converted into a local urgent care facility. The cost is in the retrofit as it is a specific use investment and typically requires a high initial investment to set up.

EKS