Members Mailbag: Medical Properties Trust (MPW) is a big-dividend healthcare REIT (the current yield is 10.4%) that has increased its dividend for 10 years in a row. This makes it tempting to a lot of investors. However, MPW short interest (i.e. investors betting against the shares) has also increased to a very high level (and the shares are down significantly). We previously wrote up MPW in detail here. In this quick note, we provide an update on MPW highlighting a few important things for investors to consider.
Compelling Healthcare REIT: 9.1% Yield, Improving Fundamentals
To some investors, this healthcare REIT has been an obvious short this year, and the shares have sold off dramatically while the dividend yield has climbed to an impressive 9.1%. However, there are reasons to believe the short thesis is now falling apart (for example, fundamentals are improving and macroeconomic headwinds are moderating). In this report, we share comparative data on over 25 healthcare REITs, then review this healthcare REIT’s business in particular, including a discussion of how its four big risk factors are abating, dividend safety and valuation, and then conclude with our strong opinion on investing.
Medical Properties Trust: 50 Big-Dividend REITs, Down Big
With interest rates higher this year, big-dividend REITs have been hit hard, particularly those with higher levels of debt. And one name that just sold off even harder (following its earnings announcement on Wednesday) is Medical Properties Trust (MPW). MPW provides capital to hospitals, has a 7.2% dividend yield and has increased its dividend every year for the last nine years in a row. In this report, we compare MPW to 50 other big-dividend REITs (in terms of a variety of financial metrics) and then dig into its business model, current valuation, dividend safety, the four big risk factors it currently faces and finally conclude with our strong opinion on investing.
Healthcare REIT: 5.5% Yield, Healthy Growth
The 5.5% dividend yield healthcare REIT we review in this report is attractive. Its dividend is well covered (82% payout ratio) and is likely to grow (considering this year’s double-digit FFO per share growth expectation). We also like the company’s track record of delivering normalized FFO per share growth of nearly 9% over the last 10 years. In this report, we review the health of the business, valuation, risks, dividend safety, and then conclude with our opinion on investing.
Market Too Hot? Top 5 Big-Dividend REITs Worth Considering
This article is the private, members-only continuation of our free public report titled: Market Too Hot? Top 10 Big -Dividend REITs Worth Considering. Except this members-only version counts down the REITs we have ranked #5 to #1. Without further ado, here is the list…
Sector Sell-Off Wave Creates Attractive High Income
We’re sharing a new high-income-generating options trade. Last’s week’s volatility created a significant dispersion in sector performance, and the name behind this trade was one of the more extreme movers. If shares of this big-dividend REIT fall further, we’d be happy to buy at an even lower price. And we get to keep the attractive premium income this trade generates, no matter what.
Medical Properties: Interesting 5.8% Yield Following Sell-Off in REITS, Healthcare
This week’s Blue Harbinger Weekly highlights the performance of various market sectors and styles, including the sharp sell-off in REITs and healthcare. We also share the weekly performance of the individual holdings within our Income Equity and Disciplined Growth strategies, including a brief review of a couple big movers. Finally, we share our opinion on the attractiveness of big dividend REIT Medical Properties Trust (5.8% yield), which unexpectedly sold-off more than 8% just last week.