Size isn’t everything when it comes to investing in the right market, analysts say, as smaller markets can offer viable strategies and advantages to real estate investment trusts (REITs) that may not be found in larger metro areas. Healthcare facilities in large markets offer “above-average” revenues in high income areas, making them appealing to big-cap […]
Stifel Nicolaus
It would be hard to forget the hundreds of negative headlines that erupted across the nation about Brookdale and Emeritus this spring, yet their respective stock prices never took a correlating hit. Not all are so lucky to have the resources or scale to deal with a public relations nightmare, however. Much depends on the […]
The use of RIDEA structures in REIT acquisitions is becoming more commonplace in the senior housing sector as a model that helps drive long-term growth, and analysts say the days of healthcare REITs enjoying healthy margins are far from over. “We see the RIDEA structure as a way for the REITs to remain competitive within […]
While some herald the Affordable Care Act as a much-needed reform bill that will change the face of the healthcare industry, others say it may contribute to forcing up to half of the nation’s hospitals and long-term care facilities into a merger or out of business altogether in upcoming years. A lot of factors play […]
This past week, HCP (NYSE:HCP) was the latest healthcare real estate investment trust to make a mammoth move in the senior housing space with the $1.73 billion acquisition of a 133-property portfolio owned by an Emeritus Corp. (NYSE:ESC) and Blackstone Group joint venture. By all accounts, it seems like it was a good deal for […]
Health Care REIT’s $845 million acquisition of Sunrise Senior Living at a 60% premium may have opened the door to a whole world of senior living industry-changing acquisition activity, reports Bloomberg, and Emeritus and Brookdale might be next. The takeover of Sunrise Senior Living Inc. at the biggest premium ever paid for an operator of […]
When Toledo, Ohio-based Health Care REIT (NYSE:HCN) announced on Wednesday that it was acquiring all of the approximately 58.3 million outstanding shares of national senior living provider Sunrise Senior Living (NYSE:SRZ) for $14.50 a share, it didn’t exactly get a bargain—but it did make a smart long-term investment, analysts agree. Despite the steep price tag, […]
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