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+--- Thread: Healthcare REITs (/showthread.php?tid=1261)
Healthcare REITs - Roadmap2Retire - 07-20-2015
An overview of the sector - Healthcare REITs
RE: Healthcare REITs - benjamen - 07-20-2015
Why does OHI seem to be to good to be true? High growth, high yield, low P/FFO...
RE: Healthcare REITs - Roadmap2Retire - 07-20-2015
(07-20-2015, 10:26 AM)benjamen Wrote: Why does OHI seem to be to good to be true? High growth, high yield, low P/FFO...
That's a good question, benjamen. At this time I can only guess.
Re: the yield and P/FFO - The company has taken a beating - with the rest of the sector in the past six months - down nearly 19% since Jan...which I think is an overreaction from the interest rate jitters.
The company's financials are good, the balance sheet looks great and as far as I can tell, the debt isnt crippling. OHI also got a credit rating upgrade from Moodys earlier this year.
RE: Healthcare REITs - Kerim - 07-20-2015
(07-20-2015, 10:26 AM)benjamen Wrote: Why does OHI seem to be to good to be true? High growth, high yield, low P/FFO...
I think it is just sitting at a nice sweet spot. It is big enough to be stable and garner good credit ratings and terms, but small enough to have a lot of growth prospects. I'm not second-guessing too much -- I'm buying!
RE: Healthcare REITs - rayray - 07-22-2015
When I get new capital into my ROTH I'll be looking at VTR.