Ventas Inc

VTR-N

NYSE:VTR

58.83
0.35 (0.60%)
Ventas, Inc., a real estate investment trust, invests primarily in real estate serving the United States healthcare industry. The company acquires, develops, leases, disposes and manages healthcare real estate.
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Analysis and Opinions about VTR-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 27, 2018
It is a healthcare REIT, so there is little reason for it to do well until the FED pauses. They have a short history.
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Ventas Inc (VTR-N)
December 27, 2018
It is a healthcare REIT, so there is little reason for it to do well until the FED pauses. They have a short history.
DON'T BUY
DON'T BUY
October 29, 2018

One of the largest healthcare REITs. They are a very well managed company. He does not recommend it simply because it is real estate. When interest rates are rising it is bad for REITs.

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Ventas Inc (VTR-N)
October 29, 2018

One of the largest healthcare REITs. They are a very well managed company. He does not recommend it simply because it is real estate. When interest rates are rising it is bad for REITs.

TOP PICK
TOP PICK
April 24, 2017

It is a REIT, the opposite of a bank. But it is in the health care medical niche. It recently spun off the nursing home business. It is an attractive entry point. She prefers exposure more to office than retail in REITs. She is out of retail, generally. (Analysts’ target: $64.00).

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Ventas Inc (VTR-N)
April 24, 2017

It is a REIT, the opposite of a bank. But it is in the health care medical niche. It recently spun off the nursing home business. It is an attractive entry point. She prefers exposure more to office than retail in REITs. She is out of retail, generally. (Analysts’ target: $64.00).

COMMENT
COMMENT
October 25, 2016

He likes the healthcare space, and this company owns medical office buildings, seniors’ homes, etc. This is generally a good business. However, being structured as a REIT, it has had a huge, huge run in share price and trades at a fairly steep valuation. It is vulnerable to interest rates coming down. He prefers Capital Senior Living (CSU-N) which trades at a much more modest valuation. Dividend yield of 4.2%.

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Ventas Inc (VTR-N)
October 25, 2016

He likes the healthcare space, and this company owns medical office buildings, seniors’ homes, etc. This is generally a good business. However, being structured as a REIT, it has had a huge, huge run in share price and trades at a fairly steep valuation. It is vulnerable to interest rates coming down. He prefers Capital Senior Living (CSU-N) which trades at a much more modest valuation. Dividend yield of 4.2%.

WEAK BUY
WEAK BUY
June 23, 2015

A healthcare REIT. He owns a similar one. They are growth vehicles and trade significantly above NAV because they are constantly acquiring. The prices come off when there is a sign their acquisitions will drop off. They are looking at Canada. He thinks you are better buying companies they may want to acquire, however.

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Ventas Inc (VTR-N)
June 23, 2015

A healthcare REIT. He owns a similar one. They are growth vehicles and trade significantly above NAV because they are constantly acquiring. The prices come off when there is a sign their acquisitions will drop off. They are looking at Canada. He thinks you are better buying companies they may want to acquire, however.

BUY
BUY
October 2, 2014

Seniors housing REIT in the US. He likes it. It has been clobbered. The decline is based on the broader US REIT index. People are getting older and you should see an increase in demand for seniors housing. You should see good rent increases. It is a little bit growth by acquisition based which is harder when you are trading at a discount.

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Ventas Inc (VTR-N)
October 2, 2014

Seniors housing REIT in the US. He likes it. It has been clobbered. The decline is based on the broader US REIT index. People are getting older and you should see an increase in demand for seniors housing. You should see good rent increases. It is a little bit growth by acquisition based which is harder when you are trading at a discount.

COMMENT
COMMENT
June 13, 2014

American senior housing REIT. Nothing is broken with this company, but what they have done is announce a large transaction in Canada. If you are buying for the demographic story, you stick with it.

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Ventas Inc (VTR-N)
June 13, 2014

American senior housing REIT. Nothing is broken with this company, but what they have done is announce a large transaction in Canada. If you are buying for the demographic story, you stick with it.

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