01-09-2018, 03:18 PM
I just bought Ventas today. Solid yield, close to 52 week's low, P/FFO is around 15 which is also quite OK. Exceptional management (Cafaro is quite well known), they seem to know their market pretty good as they timed the skilled nursing exit very well (and a good price BTW), they are well diversified otherwise. I hope that no more tiny dividend raises will happen, such as this year.