07-20-2015, 09:16 AM
An overview of the sector - Healthcare REITs
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Healthcare REITs
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07-20-2015, 10:26 AM
Why does OHI seem to be to good to be true? High growth, high yield, low P/FFO...
07-20-2015, 12:27 PM
(This post was last modified: 07-20-2015, 03:09 PM by Roadmap2Retire.)
(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. 
07-20-2015, 01:34 PM
(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! |
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