Welltower’s dividend yield is attractive; however, I favor Ventas because of the better-than-forecasted growth.
Given the more recent pullback in LTC, I have decided to upgrade the company from a Buy to a Strong Buy.
I am upgrading Monmouth to a Strong Buy.
Secondary market rent growth has performed in line with primary market rent growth over the past ten years.
"The speculator is he who buys today with the hope of selling tomorrow or next month at a higher price”
It will take a “Hail Mary” pass for WPG to get through the next few quarters without cutting the dividend.
Ventas has evolved into a leading healthcare REIT, with a deliberately constructed portfolio of more than 1,200 assets.
My BUY recommendation is stronger than ever, and I am taking advantage of the noise to accumulate more shares.
Whenever I see a ridiculous yield combined with an inherently vulnerable business model, I become suspicious.