Financial Review Of The Debt Structure Of The 4 Biggest Healthcare REITs

In the last few years there have been various occasions where speculation about possible interest rate hikes have impacted share prices in the short term, especially for REITs. Two years ago I wrote an article about the sensitivity of Omega Healthcare Investors and three other healthcare REITs to a possible interest rate hike. You can read the article here.

I concluded that OHI seemed less sensitive to interest rate changes because they only have to refinance a much smaller portion of their debt load before 2019. So this begs the question: at this moment, how do different healthcare REITs compare on the sensitivity to interest rate hikes? Which REIT is best equipped, from an operational perspective, to withstand rising rates in the future?

Want to read the rest of the article? Check it out here!

http://seekingalpha.com/article/4007273-financial-review-debt-structure-4-biggest-healthcare-reits

Ventas: Wait For The Valuation To Cool Down

Ventas is a real estate investment trust with a highly diversified portfolio of seniors housing and healthcare properties located throughout the United States, Canada and the United Kingdom. It is part of the "Big 3" in healthcare REITs (including Welltower, HCP and VTR). Lately, I've been following this sector more closely because most companies in this sector are stable income producers, have a solid business model and great demographic trends ahead of them. Let's take a look at Ventas and discuss whether it can be a good addition to your portfolio at current prices.

Read the rest of the article here: http://seekingalpha.com/article/4001126-ventas-wait-valuation-cool