Northwest Healthcare Property REIT

NWH.UN-T

Analysis and Opinions about NWH.UN-T

Signal
Opinion
Expert
HOLD
HOLD
May 13, 2013

Niche company. Build medical office buildings. Grown through accuisition. Need to move non-medical tenants out so they can charge more for medical tenants. Longer term things they will get a dividend bump, but need to be a bit patient and wait twelve months.

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Niche company. Build medical office buildings. Grown through accuisition. Need to move non-medical tenants out so they can charge more for medical tenants. Longer term things they will get a dividend bump, but need to be a bit patient and wait twelve months.

DON'T BUY
DON'T BUY
March 11, 2013

Has all the qualities that he likes in a REIT. They don’t have to compete to acquire the types of properties they are getting. He didn’t like the valuations on the IPO and has never had a chance to get into the name. Not cheap. Occupancy still hasn’t come back to where they said it would be during the IPO.

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Has all the qualities that he likes in a REIT. They don’t have to compete to acquire the types of properties they are getting. He didn’t like the valuations on the IPO and has never had a chance to get into the name. Not cheap. Occupancy still hasn’t come back to where they said it would be during the IPO.

BUY
BUY
October 19, 2012

(Market Call Minute.) Medical office buildings. Sees good potential and you get a very attractive dividend yield.

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(Market Call Minute.) Medical office buildings. Sees good potential and you get a very attractive dividend yield.

TOP PICK
TOP PICK
September 12, 2012

They are looking to consolidate the medical office buildings in Canada. Growing quite quickly. One of the cheaper REITs in the market. Hoping for a distribution increase.

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They are looking to consolidate the medical office buildings in Canada. Growing quite quickly. One of the cheaper REITs in the market. Hoping for a distribution increase.

BUY WEAKNESS
BUY WEAKNESS
July 20, 2012
The only pure play that owns medical office buildings in Canada. Good management. He would like to buy it at around $12 to get his 15% all-in return.
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The only pure play that owns medical office buildings in Canada. Good management. He would like to buy it at around $12 to get his 15% all-in return.
PAST TOP PICK
PAST TOP PICK
January 16, 2012
(A Top Pick Dec 7/10. Up 9.65%.) Great company and focuses on medical facilities. Still thinks there is upside. REITs are trading at all-time highs. What is keeping them up is the spread between 10 year Canada bonds and the cap rates.
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(A Top Pick Dec 7/10. Up 9.65%.) Great company and focuses on medical facilities. Still thinks there is upside. REITs are trading at all-time highs. What is keeping them up is the spread between 10 year Canada bonds and the cap rates.
BUY WEAKNESS
BUY WEAKNESS
January 6, 2012
Has had a wonderful correction and is in an interesting area, one that he has never trusted totally because they've had some vacancy problems. Wouldn't buy at this level but would watch for another opportunity.
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Has had a wonderful correction and is in an interesting area, one that he has never trusted totally because they've had some vacancy problems. Wouldn't buy at this level but would watch for another opportunity.
COMMENT
COMMENT
December 21, 2011
Medical office buildings. Outstanding management and quite acquisitive. Has been some pressure on their unit price recently because of some overhang from expectation that they are going to do an equity issue but management has stated there is nothing imminent in this regard. They were overpaying but will cover the distribution next year.
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Medical office buildings. Outstanding management and quite acquisitive. Has been some pressure on their unit price recently because of some overhang from expectation that they are going to do an equity issue but management has stated there is nothing imminent in this regard. They were overpaying but will cover the distribution next year.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Dec 7/10. Up 4.7%.)
BUY
BUY
December 5, 2011
Probably worth $12-$12.50. 12% total return. Management has done a better job than he expected and will consider owning this one.
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Probably worth $12-$12.50. 12% total return. Management has done a better job than he expected and will consider owning this one.
COMMENT
COMMENT
October 21, 2011
Hasn’t owned this one but is looking to meet with management. Has done pretty well since its IPO. Would like to own it in the low $11’s or high $10’s at the most.
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Hasn’t owned this one but is looking to meet with management. Has done pretty well since its IPO. Would like to own it in the low $11’s or high $10’s at the most.
WEAK BUY
WEAK BUY
September 19, 2011
Health area is definitely a good field. Some of their numbers lately have been a bit disappointing. Wouldn’t expect spectacular performance.
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Health area is definitely a good field. Some of their numbers lately have been a bit disappointing. Wouldn’t expect spectacular performance.
HOLD
HOLD
June 21, 2011
Focused in medical office buildings exclusively. Strong management, yield of 6 ½ % Somewhat defensive. Likes the space and the sector.
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Focused in medical office buildings exclusively. Strong management, yield of 6 ½ % Somewhat defensive. Likes the space and the sector.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Apr 1/10. Up 20.73%.)
BUY
BUY
February 4, 2011
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.
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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.
Showing 61 to 75 of 84 entries