Healthcare Real Estate Investment Trusts (REIT's)
A huge industry that's only getting bigger
Perhaps the top reason to love Healthcare REIT's is that it's in an industry that is naturally expanding, and fast. And this is especially true for senior housing and LTC properties, which are the company's bread and butter.
According to the U.S. Census Bureau, Statistics Canada, and the Office for National Statistics in the U.K., the 75 and older population is expected to grow by 98% by 2035, and the 85+ age group is expected to grow at nearly the same rate.
Welcher Titel ist für Euch das perfekte Langfrist-Investment um in diesem Segment dabei zu sein?
Sector Stats
Sector: Health Care
Constituents: 17
1-Year Return: 0.49%
3-Year Return: -1.13%
5-Year Return: 8.05%
Dividend Yield: 5.61%
Market Cap ($M): $93,794
Avg. Daily Volume (shares): 1,050.4
(Data as of May 1, 2016)
Source: FTSE NAREIT U.S. Health Care REIT Index
https://www.ariva.de/forum/welltower-561565
die Umstrukturierung verstärkt auf Seniorenheime erfolgte ja erst in den letzten jahren, und so billig is Welltower auch nicht mehr.
Eventuell dadurch die Seitwärtsbewegung.
Omega ergreift die letzte Chance seine Dividenden-Historie von 16 Jahren Steigerung in Folge aufrecht zu erhalten und erhöht seine Zahlung im 4.Quartal und damit im 17. Jahr von 0,66 auf 0,67 Dollar!
Damit erhöht sich die Fwd-Dividenden-Rendite trotz des bereits sehr gut gelaufenen Kurses nochmal auf 6,23 Prozent.
Welltower Reports Fourth Quarter 2019 Results
https://www.ariva.de/news/...orts-fourth-quarter-2019-results-8171479
Fourth Quarter Highlights
- Reported net income attributable to common stockholders of $0.55 per diluted share compared to $0.27 per diluted share in 2018
- Reported normalized FFO attributable to common stockholders of $1.05 per diluted share, compared to $1.01 per diluted share in 2018, representing 4% normalized FFO growth
- Grew total portfolio same store NOI by 2.2%, driven by consistent performance across all property types
- Achieved same store REVPOR growth rate of 3.5% within the Seniors Housing Operating segment, led by the U.K. and U.S. portfolios
- Completed over $1.4 billion of pro rata gross investments comprised of $1.1 billion of high-quality acquisitions at a blended year one yield of 5.3% and expected stabilized yield of 5.6%. Additionally, completed $308 million of development funding with an expected stabilized yield of 7.9%
- Successfully closed our first green bond offering of $500 million of 2.7% senior unsecured notes due 2027, with proceeds to be used to fund renewable energy, water conservation, energy efficiency and green building projects
Full Year 2019 Highlights
- Reported net income attributable to common stockholders of $3.05 per diluted share compared to $2.02 per diluted share in 2018
- Reported normalized FFO attributable to common stockholders of $4.16 per diluted share, compared to $4.03 per diluted share in 2018, representing 3% normalized FFO growth
- Completed $4.8 billion of pro rata gross investments, including $4.1 billion in acquisitions at a blended year one 5.4% yield and expected stabilized yield of 6.0%. Additionally, we completed $682 million in development funding with a 7.8% expected stabilized yield, property dispositions of $2.7 billion at a blended yield of 6.3% and loan payoffs of $192 million at an average yield of 8.7%
-- Completed $2.4 billion in pro rata gross outpatient medical investments at a 5.6% yield and $155 million in development funding with a 6.4% yield
-- Initiated new relationships with Related/Atria, Balfour Senior Living, Clover Management, Frontier Management and LCB Senior Living
- Grew total portfolio average same store NOI by 2.8%, driven by our best-in-class seniors housing portfolio
- Experienced a capstone year for ESG initiatives with the following significant announcements:
-- Named to top quintile of Newsweek's inaugural America's Most Responsible Companies 2020 list
-- Named to 2019 Dow Jones Sustainability World Index for second consecutive year
-- Received GRESB Green Star for sustainability performance for fifth consecutive year
hat jemand eine Erklärung dafür warum REITs so extreme Kursverluste erleiden?
Was wird eingepreist? Zinsen wurden gesenkt, dass sollte zusätzlich doch positiv für Reits sein.
Würde mich freuen, wenn mir jemand auf die Sprünge helfen könnte.
Täusche ich mich bzw übersehe ich etwas oder ist das eine historische Möglichkeit, geile Dividendentitel zu kaufen bzw aufzustocken?
Tja was sind geile divi titel, hab mir heut früh walgreens geholt, ne apotheke schien mir zur zeit nicht verkehrt. Von meinem hotel chatham hat ich mich dafür mit verlust getrennt.
Aufstockn tu ich kein titel, ich schau eher was es sonst noch so gibt.
Und in diesen zeit auf diversifikation achten.
Wenn man nach China schaut, sieht man dort bereits die Welt nach Corona aufblühen.
Dort regiert schon wieder die Hoffnung und der Blick nach vorne.
Und die Menschen die heute die Welltower Leistungen nachfragen sind übermorgen
auch noch da und damit ist das Geschäftsmodell nicht ad acta!
Daher Ruhe bewahren und Durchhalten !
Welltower Issues Business Update
https://www.bloomberg.com/press-releases/...er-issues-business-update
Since our last update on April 1, 2020, occupancy within our Seniors Housing
Operating (SHO) portfolio has declined further as move-in criteria and
screening have intensified in states more heavily impacted by COVID-19
including New York, New Jersey, Massachusetts and Washington. Between March
27, 2020 through April 3, 2020, occupancy within our total SHO portfolio fell
0.6% from 85.4% to 84.8%. Subsequently, the portfolio experienced an
additional 0.6% decline to 84.2% through April 10, 2020. We anticipate
further occupancy losses going forward as the number of communities with
comprehensive move-in restrictions will likely expand to additional markets.
During the first quarter of 2020, SHO portfolio operating expenses had trended
slightly below expectations through February. However, the portfolio incurred
approximately $7 million of unanticipated property level expenses associated
with the COVID-19 pandemic in March 2020, driven by higher labor costs coupled
with expenditures related to procurement of personal protective equipment and
other supplies. While the anticipated decline in future SHO portfolio
occupancy may result in some commensurate variable cost savings, we expect
total SHO portfolio expenses during the pandemic to rise by approximately 5%
relative to our original budget.
...
Welltower maintains a strong balance sheet with approximately $3.5 billion of
near-term available liquidity and no material unsecured debt maturities until
2023.
https://dividende-um-dividende.com/2020/07/11/...ealthcare-investors/
Omega Healthcare Q2 beats; sees COVID-19 effects moderating
Aug. 5, 2020 4:38 PM ET|About: Omega Healthcare Investors,... (OHI)|By: Liz Kiesche, SA News Editor
Omega Healthcare Investors (NYSE:OHI) Q2 adjusted FFO per share of 81 cents beats the consensus estimate of 76 cents and increased from 79 cents in Q1.
"Both occupancy and facility costs have been meaningfully impacted by COVID-19 and, while we have seen a moderating deterioration of operating metrics, it is too soon to conclude that we have reached a floor in operator financial performance," said CEO Taylor Pickett.
Collected over 99% of contractual rent and mortgage payments for July (when excluding Daybreak, which is transitioning its portfolio due to a forbearance agreement).
Collected over 99% of Q2 contractual rent and mortgage payments (when excluding Daybreak).
Q2 revenue of $256.4M vs. consensus of $217.5M and increased from $253.0M in Q1 and $225.3M in Q2 2019.
Q2 total operating expenses of $112.7M vs. $98.5M a year ago.
OHI rises 1.0% in after-hours trading.
Conference call on Aug. 6 at 10:00 AM ET.
Previously: Omega Healthcare Investors FFO beats by $0.04, beats on revenue (Aug. 5)
Omega Healthcare Investors FFO beats by $0.03, misses on revenue
Oct. 29, 2020 4:44 PM ET|About: Omega Healthcare Investo... (OHI)|By: Gaurav Batavia, SA News Editor
Omega Healthcare Investors (NYSE:OHI): Q3 FFO of $0.82 beats by $0.03.
Revenue of $119.1M (-48.9% Y/Y) misses by $95.46M.
In Q3 2020, the Company collected over 99% of third quarter contractual rent and mortgage payments(when excluding Daybreak).