$HCP

[Roadmap2Retire]

Kerim,
Ive been following all those companies you mentioned. I own OHI in my portfolio and its at a full position, so looking for a second name to add.

• HCP - I think you have already summarized it well in your post. The HCRManor issue needed some restructuring and they took a hit, but I think they are close to putting this behind them. Last year, they had the whole CEO getting booted issue hounding them and now this year, its this. I am still a bit skeptical, but I need to watch and read more before making judgment call whether its the best investment right now. It sure is trading at a very attractive valuation though.
  
• VTR - starting yield is low, but its also the one with the highest FFO growth rate potential. In addition, VTR is spinning off the skilled nursing unit later this year - which is slated to be about $5B market cap. The skilled nursing is expected to be a riskier asset and they made the decision to spin it off. Shareholders of VTR will get one share of the new SpinCo, while holding the VTR shares.
  
• HCN - The largest healthcare REIT, really well diversified - I like the fact that they also have a huge operation with a lot of sites in UK in addition to US and Canada (to compare: HCP operates only in US and UK; VTR operates in US, Canada and just two sites in UK)
  
• OHI - I own OHI and its been a great performer for me. Quarterly dividend raises make for faster compounding. They recently bought Aviv REIT, which should fortify their portfolio.
  

VTR P/FFO = 14.7
HCN P/FFO = 16.8
HCP P/FFO = 12.8
OHI P/FFO = 12.0

Check out the analysis articles from Brad Thomas on Seeking Alpha - he has some good comparison charts for different metrics in the sector.