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TSE:NWH.UN

Northwest Health Prop Real Est Inv Trust (NWH.UN.TO)

5.66
-0.01 (0.18%)
as of Mar 10, 2026, 8:00:00 pm Market Open.
340 watching
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Investor Insights
star iconAug 23, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Northwest Health Prop Real Est Inv Trust (NWH.UN-T) is undergoing a significant transformation under new management, particularly after the replacement of its former CEO who had expanded into international markets. Analysts highlight the company's focus on streamlining operations, selling off non-core assets, and enhancing its presence in North America, particularly in the growing healthcare sector. The firm is viewed as a turnaround story, with potential for increased value realization as they pay down existing debt and concentrate on long-term leases. While the yields remain attractive at around 6-7%, some experts suggest caution, recommending waiting for potential price dips before making investments. There are hints of takeover rumors, potentially adding to future upside.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
OHI
HOLD
Right area of healthcare. Global footprint. Trades at a premium. As they continue to acquire assets, they should be in a good spot. If you own it, continue to hold.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A very decent REIT. They have a stable base of business with good income. Not cheap on valuation but the last quarter results were good and it has weathered the pandemic well. Unlock Premium - Try 5i Free

COMMENT
Owns hospitals, medical office buildings. Global. Likes the industry. Fair valuation. High leverage. Dividend's flat and barely covered. Earnings volatile. See top picks for her preferred name.
COMMENT

He would look for industrial warehouse or grocery anchored REITs that are doing quite well. He doesn't know NWH too well. People are paying their apartment rent too, so he hold some such as Boardwalk.

BUY
It has done a good job of growing business internationally. It is really positive for the stock.
HOLD
Debt? The did a secondary issue, which was to go towards debt reduction. This has reduced debt to 55%. They focus on medical facilities and parking and it is very stable. They have expanded into Germany. The structure is clean and easy to understand. He does not own it at this valuation. He wants to see exposure limited to Canada so it is very easy to understand.
BUY
What he likes the most is that their managers expands from investing in pure real estate to asset management. This increases returns. NWH has moved into asset management in a big way. Also has good free cash flow.
BUY ON WEAKNESS
The dividend is pretty safe he feels. They operate globally, owing hospitals globally included in Australia, Brazil and New Zealand as well as Canada. A complex structure of joint ventures with long term contracts. There is some exchange rate risk. It has a $1.6 billion market cap. He would buy on a pullback. Yield 6.5%
BUY
A global medical office REIT. Competent management and a good niche sector that they operate in. They recently issued equity and so that caps upside. The risk here is they are investing globally and so taking on a lot of currency risk. They don’t hedge currencies.
COMMENT
It's defensive. They own medical facilities. They've grown in Brazil and Australia. It's a fine stock. He once owned it. Problems: debt, so they're selling some properties; and will they perform in Brazil and Australia? He's neutral on this. The share price hasn't moved much beyond the IPO a decade ago.
DON'T BUY
Rising interest rates? We have had a good rally on REITs in general as interest rates have recently been declining. Rising rates will hurt these assets. This REIT has good diversification in Canada and Australia and are in medical spaces. He has never owned this and finds it a bit pricey. He would avoid it at this time.
DON'T BUY
It pays 82% of free cash flow. Sales are down 7% on the year and it trades at 13 times earnings. It holds a lot of debt at 16 times earnings. He would look elsewhere. Yield 6.9%.
PAST TOP PICK
(A Top Pick Sep 06/18, Down 13%) He thinks it has gotten better with a recent announcement on a project in Australia. They run medical office buildings in Canada, Germany, Brazil and other locations. He likes the global exposure and sees lots of growth going forward.
PAST TOP PICK

(A Top Pick Jul 19/18, Up 0.3%) They are doing a lot of very smart things in the health care area around the world and he is sticking with it.

TOP PICK

It is a Canadian firm, owning medical buildings. That was their original business and they are redeploying some of their capital internationally. They have had some fantastic capital deployment. They are now going to run one of the biggest Australian healthcare real estate funds. You get about a 7% yield. (Analysts’ target: $11.85).

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