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Why Ventas Belongs In My 'Fab-Five' DAVOS Portfolio

The U.S. healthcare real estate market is large - around $1 trillion - and care delivery is increasingly interconnected. By consolidating healthcare assets into a securities (REIT) structure, VTR is well positioned to dominate.

Summary

  • This leading healthcare REIT is still a powerful player in my Fab-Five REIT portfolio.
  • As most sports enthusiasts know, defense wins games, and Ventas can certainly prove that it knows how to defend against risk.
  • I believe 2018 will be a year in which the healthcare REIT begins to flex muscle and score points, possibly a slam dunk acquisition.
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