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.
343 watching
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Northwest Health Prop Real Est Inv Trust (NWH.UN-T) has been undergoing significant transformation under new management, particularly a CEO with experience from Brookfield. The company is in a restructuring phase, focusing on its North American assets while divesting from international operations, which many analysts view as a necessary step due to previous over-leverage. Despite challenges, including increased debt servicing costs and a forced asset sale, the company appears to have stabilized operations. Analysts note a stable yield over 6%, with some optimism surrounding its long-term potential, although many express caution regarding immediate price appreciation. Overall, the company's diverse portfolio of medical assets presents opportunity, but future growth may hinge on its execution of strategic initiatives.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
CNA, CEC
WEAK BUY
Health area is definitely a good field. Some of their numbers lately have been a bit disappointing. Wouldn’t expect spectacular performance.
HOLD
Focused in medical office buildings exclusively. Strong management, yield of 6 ½ % Somewhat defensive. Likes the space and the sector.
PAST TOP PICK
(A Top Pick Apr 1/10. Up 20.73%.)
BUY
Medical offices around hospitals. In a category that should do well. Good management team. Relatively new so will take a while to see if all their expectations are going to work.
HOLD
Focused on medical office buildings. It is a unique asset class amongst Canadian REITS. He likes the space. It has had a nice run. A solid long-term hold but he calls it a hold right now since an acquisition of a building that many have some problems.
PAST TOP PICK
(Northern Property (NPR.UN-T) was his Top Pick March 19/09 but he talked about this one instead. My records show this was NEVER a Top Pick of his. Not an easy guy to follow. Bill.) Has flattened out recently. Sold his holdings as he was a little skeptical on medical hospital holdings.
TOP PICK
REIT. A play on Canada’s aging population. Focusing on fragmented health care facilities. Nice payout yield and can go higher in the next couple of years. 7% dividend. They take over groups of health care offices and convert to pay-for parking, change leases, etc.
BUY ON WEAKNESS
Medical office buildings in GTA. Didn't get in on IPO because of concerns of underwriting, cash flow and occupancy. In 2 quarters following IPO the concerns occurred but not to any great extent and were ignored by the market. Currently re-evaluating. Too rich so try to buy in the $10 area.
COMMENT
Focused on medical buildings, which are boring, defensive properties but are rented out to about 75% of government services. Recently did an IPO and the risk is management might have underestimated their “General and administrative” costs. 7.1% yield. Just recently sold his holdings in order to move money to another story.
WAIT
New REIT, playing on the aging population. Doctor’s offices, etc. Been well accepted. Market is off its peak.
COMMENT
Medical offices and are taking advantage of the need for good offices besides hospitals. New issue that was very broadly accepted. 7.3% distribution should be fine.
COMMENT
Medical office buildings. Generally suburban and lowrise that have either been retrofitted or built specifically to house doctors’ offices that require more power for lighting, etc. He had concerns on valuations and what was included in cash flow. Has potential to be an out performer over 5-10 years but he couldn't gauge the risk of the cash flow.
TOP PICK
New issue. Focuses on medical buildings. About 70% of revenue comes from government sources. Buying mom-and-pop buildings at about 9% cap rate and funding at around 6%. Should do well over the next year or two.
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