Ventas (VTR) is a big-dividend healthcare REIT, and the shares are down 27% in the last 2 months. Near-term headwinds seem to have caused the price to detach from the long-term value, but is there still more pain to come? In this report, we analyze the company’s income profile, current portfolio trends, market dynamics, dividend prospects and finally conclude whether the REIT’s units offer an attractive balance between risks and rewards.
Options Trade: Ventas Bumpy Road, High Upfront Income
Healthcare REIT Ventas (VTR) continues to search for its footing and has declined ~22% in the last month. Investors didn’t like the October 25th earnings call as the company lowered its senior housing (“SHOP”) guidance. We warned of this danger facing Ventas back in late June, and have avoided investing in the stock. However, we’re now sharing an attractive, new, income-generating, Ventas options trade. We believe this is an attractive trade to place today, and potentially over the next few days, as long as the price of Ventas doesn’t move too dramatically before then.
4 Big Dividends That Have Gotten Less Expensive: Energy Transfer (ET), New Residential (NRZ), Ventas (VTR), Oxford Square (OXSQ)
The market continues to reach new all-time highs, and our investment portfolios do too. However, a handful of popular big dividend paying equities have gotten particularly less expensive in recent weeks. This week’s Weekly provides a brief update on all four of them, and whether we believe they are worth investing or avoiding altogether.
Market Too Hot? Top 10 Big Dividend REITs Worth Considering
With the S&P 500 recently hitting new all time highs, some investors fear we are overheating. One way to take a little risk off the table is by investing in attractive big-dividend REITs, which tend to rise and fall less with the overall market, but keep paying those big dividends throughout if you select them right. Despite, some analysts arguments that even REITs are overheating, many of them remain a much safer bet (with much higher income) compared to the overall market. This article addresses REIT valuation concerns, as well as overall market concerns in light of the Fed’s changing interest rate posture and where we seem to be (very late) in the current economic cycle. We conclude with our Top 10 Big-Dividend REITs worth considering.
Ventas’ 5.1% Yield: Too Much Risk for This Popular REIT?
Ventas Inc. (VTR) has significantly restructured its portfolio in the last two years to address a downturn in operational performance. The adverse impacts of these changes are expected to continue through 2019. This article analyzes the various challenges that have brought Ventas to its current position, and then considers the health of the business, valuation, risks, dividend safety, and concludes with our opinion about whether Ventas is an attractive choice for investors seeking stable long-term returns.
Simon Property: 5 Popular High Yield REITs, Due For A Pullback
As the market has climbed dramatically this year, so too have many popular high yield REITs, such as SPG, O, WELL, VTR, OHI, STAG and WPC. And despite the Fed’s recently decreased interest rate hawkishness, it is still concerning to see these popular “safe haven” REITs did NOT fall nearly as hard as the rest of the market during Q4 and their share prices & valuations are now unusually high. When sentiment changes, these popular REITS are due for a pullback, perhaps a big one. This article reviews valuations and concludes with our opinions.
Top 10 Big-Dividend REITs: The Mass Exodus Continues
High-yield REITs continue to sell-off as investors exit in droves. This article highlights performance (and more data) on over 100 high-yield REITs that have sold off significantly. We then explain why REITs have sold off, and provide our views on why some REITs are starting to look increasingly attractive. We conclude with details on 10 specific high-yield REITs that are increasingly attractive and worth considering.
Despite New Market Highs, This Attractive High-Yielder Is On Sale
As tax reform sets in, and expensive over-regulation is rolled-back, the market continues to set new record highs. However, not all stocks are particpating in the latest round of gains. This week's Weekly highlights a big-dividend REIT, that is very healthy, but the share price has pulled back, and the valuation is attractive. If you are an income-focused investor, this one is worth considering.
10 Big Dividend REITs: 5 Attractive Value-Plays, 5 Dangerous Value-Traps!
If you’re an income-focused contrarian investor, big-dividend REITs may have caught your attention this year considering they’re underperformed the market (SPY) significantly. This week’s Blue Harbinger Weekly shares our brief views on ten big-dividend REITs, and without sharing which ones are attractive “value plays” and which ones are dangerous “value traps,” here are the ten: CBL & Associates (CBL), Taubman Centers (TCO), Realty Income (O), Uniti Group (UNIT), Washington Prime (WPG), Tanger Factory Outlet (SKT), Sabra Health (SBRA), Pennsylvania REIT (PEI), and Ventas Healthcare (VTR), and General Growth Properties (GGP).
...More Safe Big-Dividend Ideas
Ventas: Big Safe Dividend or Dangerous Value Trap?
Ventas (VTR) is a healthcare REIT that pays a big 5.1% dividend yield. But its share price has declined dramatically since last summer (and particularly since the election). And considering the huge demographic healthcare tailwinds at its back, it might seem like now is a great time to “buy low.” This article reviews VTR's future prospects, and provides our strong views on whether it’s an attractive income opportunity or a dangerous value trap.
Ventas: Adding this Big Dividend REIT to our Watch List
Ventas (VTR) is a healthcare REIT with a diversified investment portfolio, an attractive dividend yield (4.1%), and the winds of an enormous demographic trend at its back. The dividend is very safe, and despite the recent strong price performance we believe this REIT has many years of continued growth ahead.