The Motley Fool posted an article discussing the attractive yields that many Senior Housing Stocks are providing to investors as of November 19: Health Care REIT (NYSE: HCN) – 7.6%, Senior Housing Properties (NYSE: SNH) – 9.7%, Medical Properties Trust (NYSE: MPW) – 18.8%, National Health Investors (NYSE: NHI) – 9.0%. The article ponders whether the fact that these are health-care related are recession proof or not. The author touches on the fact that these stocks are Real Estate Investment Trusts but tries to classify them as health-care related stocks. He is right and wrong at the same time. As we’ve seen, these companies are highly leveraged entities and rely heavily on trends in the housing and capital markets to fuel their earnings. It’s not really a question of if they will cut their dividends but more a question of when.
Occupancy concerns are falling as attention to middle market senior housing rises, and M&A activity continues across the sector. Those are just some of the insights coming from leaders in the world of senior housing on the dawn of this new decade.
This report reveals the depth of senior housing’s interest in active adult, the execution of the product and how these factors are re-writing the care continuum.
After a decade of whispers, trials, pilots and promise, virtual reality now seems on the precipice of a boom in senior housing and senior care settings.