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I didn't think there are any. If you are interested in researching the individual companies: REITs: VTR, WELL, CTRE, OHI, NHI, LTC Non- REITs: ENSG, NHC, BKD, PACS OHI, NHI, LTC, CTRE are probably some of the safer ones, but with less upside. They get most of their revenue from fixed rent. VTR, WELL, ENSG, and NHC have more risk, but more upside. Their income is more dependent on the performance of the facilities. Changes in occupancy, for example, can greatly affect income. I wouldn't recommend BKD or PACS unless you really know what you're doing. They have a ton of debt.
CTRE- senior care and nursing home real estate. Cash in on the aging population.
CTRE- senior care real estate has been making me a fortune. I am also expecting another dividend increase soon. ARCC- The biggest, best BDC in the business. Turn on the Drip and enjoy the ride. I also have a unicorn pick. These come around every once in a while and usually you can count the number of unicorns on one hand. The last unicorn pick turned out to be a ten-bagger Rolls Royce (RYCEY.).We got in at the $1-$2 range. Unicorns create life changing money. As of right now I found 1 unicorn out of 23,281 stocks. I won’t bury the lead. APA is an oil and gas play that has cash flow coming in the doors. Just as important nobody is talking about which is exactly where I like to be. I do suggest using a 25% trailing stop to protect your principal.
CTRE - reit leases to skilled nursing facility CCL cruising baby
I like CTRE taking advantage of the aging population. MRVL has been beat up this year and I think this is a great time for entry. I also like LTH before earnings. The market is frothy right now. Add it all up - strong equity outperformance, sky-high valuations, easy money, euphoric sentiment, and FOMO - and you have a strong case that stocks have gotten ahead of themselves. As well we are entering into a seasonal lull that goes up to October typically.
Too many to list. Shout out to CTRE, elderly care real estate might just fund my retirement. Moderna, Tesla, Crowdstrike, MyoCardia, ABBV, BRKB, CAVA, NET.
CTRE is a long term senior care REIT that I like. I got in about 2 years ago when I sold O for a big profit. I'm up 50% on CTRE. Hindsight is 20/20, but I still think it is a good value. I am also into AMT, its not long term care its towers but still a great value if you are looking for alternative REITs.
I did a fair amount of bag holding 2022/2023, but was able to continue to sell CC’s against them, and eventually had shares called away for a good profit. About 2/3’s of what I was wheeling at the time paid dividends, so was collecting those for 18 months or so as well (CTRE, T, PRU, CAG)
I actually invest my HSA into Healthcare via a mutual fund - FSPHX - and it's done EXCEPTIONALLY well for the past 10 years. Very few HSA's allow you to access this mutual fund - but a few out there do let you choose any MUF/ETF/Stock that you like. What you are looking for are Senior Healthcare REITs. You can google theses yourself but the stock tickers to study are WELL,VTR,CTRE (and a few others). If you got into VGSLX, about 8% of that mutual fund is allocated to Healthcare Real Estate - so that is another way to add HSA exposure.
Looking for dips on any of these tomorrow to buy in. ZWS, WMT, NVT, CTRE
I own CTRE, MPW, and DOC all on drip. I keep adding to them and will continue to do so in the Healthcare reit downturn we are currently in. Good bargains in that sector. At least in my humble opinion
These REITs that lease healthcare properties are the real long term play. Stable income not going anywhere. Doesn't matter if their customers suffer a bit as long as they still pay rent. MPW and CTRE
I look for good companies selling at a 50-70% discount off of intrinsic value and that I believe 80-90% they’ll double within 2-3 years. Companies that meet this criteria at the moment would be ATVI, VIAC, PRIM and those are what I’m buying now. Companies I’ve done this with in the past have been AAPL, MSFT, AFL, WFC, NVDA, TSLA, CTRE, and many more. I’ve averaged between 50-100% year over year for the last 15 years
Holding some $BAC and $TTE puts with some $CTRE calls. Thoughts?
Based on when I bought at 5. I’m holding to 20 and think that’s an appropriate pt given their current financials. I don’t see it going much higher tho and don’t think right now is an appropriate time to buy. Out of the ones on my list I think are good buys right now are CTRE, CE (until 170 I have a pt of 200), HMC, STAG, TCNNF (risky), VIAC 100% pt 60-80 and I feel most confident with them and finally vst (pt 24-28 with a very good outlook; they’re initiating a buyback program of 2 billion right now and plan to expand that to 5 billion by 2025 which would be half of their float; imo easy easy money long term with low risk and dividend too)
I think it goes to 100. After that no clue. Will probably tailor it and throw some into CE, ALL, JMIA, CTRE and Curaleaf
CTRE: half of them old bitties in Florida condos need to go to nursing homes.
I like your thought process. Heres a couple things to think on. OPEN. - open door technologies is providing tech to millions of new homes, like when people buy a new home. Not a REIT - but a good play since millions of people will be moving this year. ZG - zillow group is tragically underpriced right now according to analysts. If you search analysts pricing models and charts ZG averages between 150 to 170 and its selling for....$118 - and millions of people will use zillows web products as they buy and sell homes this year. Good REITs i own and love: ANLY SBRA CTRE ACRE Ps. He asked for advice. So i offered it. If any of my REITs are considered below desired wsb market cap please dont delete my post. REITs dont always have $10 billion capital or whatever your rule is because that is not exactly how REITs work. Dividends. All 4 REITs mentioned have big dividend payouts. Averaging around 6 to 8% Positions. I own a few shares in all the mentioned companies above and i buy a few more every week. Total invested in those 6 companies is about $4,600 and it increases each week when one of them has a bad day i buy more. And i never sell.
There are some good REITs with high dividends you should consider. Even if you only do a few hundred n each, you could have alot per month in dividends in 20 years if you turn on drip from now till then. CTRE SABR CEQP MGP NYMT GEO. On sale right now! Bargain bin price 20% div yield! Do your own DD my examples are high yield dividend reits. Not financial advice. Good luck.
I'm not sure if this is what you mean, but my last dividend payment was from CTRE on 4/15 and I'm in dividend reinvestment, so it was immediately reinvested.
Dang, nice entry!! I appreciate you taking the time to respond. I agree that healthcare REITs are a good long play, but I'm trying to judge if your choice in CTRE is the right REIT to invest in with money now. If healthcare REITs were on my radar back when it was $12/share, I might not be as hesitant, but CTRE is almost at an ATH. I have a few questions on your statement though, if you don't mind. "Some of these patients stay sooo long in these facilities that it makes it damn near impossible to pay off their debt." - Since CTRE owns the property (and don't manage it?), why would it matter how long the patient stays? I get if a patient doesn't have insurance then someone has to pay for the cost, but I would think that would be on the business, not CTRE as the property manager. And yeah, if the business can't pay their bills then CTRE starts to lose money (businesses missing rent), but there's a level of safety there because they're just the landloard, untied from the business performance (unless the business is going out of business, of course). Am I wrong in that thinking? "If you look at CTREs numbers, this doesn’t appear to have effected them as much as some of the others " - The CTRE stock price has recovered from their per-COVID levels (and is almost at ATH). Comparing the recovery to some other healthcare REITs, CTRE has recovered better (most other REITs are close to their pre-pandemic levels, but haven't surpassed them yet by 10-15%). So is that what you mean by that COVID didn't hit them nearly as hard as the others? Or are there other factors that you're looking at to say they weren't hit as hard by COVID? The fact that they're above their pre-pandemic highs and near ATHs makes me a little nervous jumping into it. Seems like some of the other REITs certainly have more room to recover compared to CTRE. I get this is a long play, but if I had $1k to drop on a healthcare REIT, why wouldn't I pick one that's not as recovered, knowing that recovery is right around the corner?
You want it to be right in the range of 30-60%. Any higher and they could not be able to pay them off in the future. Especially for a newer company. They’re being conservative because like another user said, this sector of healthcare is challenging. Some of these patients stay sooo long in these facilities that it makes it damn near impossible to pay off their debt. However, CTRE is managed very well and takes this into account with growth and debt. They speak about it in their letters and their 8k/10ks. Now why do they have the lower price/ffo? It could be because their outpacing their ffo. Could be because they just haven’t been discovered as much as the other nursing facility REITs (this is most likely). Or the other REITs seem like the safer option. I believe it to be a mixture of all three. Another thing to consider is this sector was beat down quite a bit by covid. Covid made it incredibly difficult to move patients to these facilities efficiently. You had to have negatives, some people did not want their family members there due to how many were dying in them and wanted home health, and others. This is going to change in the future. We are getting closer to being through the pandemic and thus the hindrances will be lifted. If you look at CTREs numbers, this doesn’t appear to have effected them as much as some of the others. They’ve been able to be relatively filled and collect their rent. This will just be better in the future. This is one of my highest conviction stocks and I got in around 12 and have held and will hold.
Thanks for the DD! I started really digging into healthcare REITs because of this post, so thanks for making me rich in the future! There's a lot of old people getting older out there (source: [https://www.census.gov/newsroom/press-releases/2020/65-older-population-grows.html](https://www.census.gov/newsroom/press-releases/2020/65-older-population-grows.html)). When you compare the number of people in the Baby Boomer generation versus the generation before it (the silent generation), there's 3.4x the number of people (71.6M vs 20.9M), so I think looking for 3.4x the number of facilities in the US in the next couple of decades is a reasonable expectation. This sector should explode. I have 2 questions, on this, though. And I'm new to doing my own DD so I already know I'm an idiot if the below questions have obvious answers: I think you're right that the price/FFO is considerably lower than some of the other healthcare REITs out there (like VTR, WELL, PEAK) which all have price/FFO nearly 10x what CTRE has. Is the case for CTRE compared to VTR/WELL/PEAK just because it's a smaller company with more room to grow faster? Also, you say the debt/asset ratio is safe, but is having the lowest debt/asset ratios in something like a REIT a good thing? Wouldn't you want their debt to asset ratio higher because that means more of your money as a share holder is actually going into physical property? Obviously there's some cutoff that's too risky, but all the competition seems to be in the 50% range for debt/assets.
Yeah I remember looking at $AMT when I first started but it was a bit pricey at the time so I was in $CTRE. Maybe I'll look at getting into LEAPS on one of them
Stwd, o, CTRE and stag Plus mo, T and ibm You’d be set
MPW and CTRE are two I love right now, long both
STWD, CTRE have great growth. O and STAG for the monthly cash flow dividend. Look for senior housing REITs they’ll do great in the next ten years. CTRE is the one I like but there’s quite a few that are really good. Use https://alreits.com