Healthcare REITs
There are five sub-sectors within the healthcare REIT category, and each of these sub-sectors has distinct risk/return characteristics: Senior Housing, Skilled Nursing, Hospital, Medical Office, and Research/Lab.
Healthcare REITs are expected to benefit from the demographic-driven demand boom from the aging Baby Boomer generation which is finally on the horizon. After years of stagnation in the critical 80+ population cohort, this age segment will nearly double over the next 30 years.
| Ticker Symbol | Company Name | Property Sector | Market Cap ($B) | Dividend Yield | Payout Frequency | Price-to-FFO | Debt Ratio | Short Interest | |
|---|---|---|---|---|---|---|---|---|---|
| WELL | Welltower |  | Senior Housing | 48.61 | 2.79% | Quarter | 24.2 | 31% | 1.5% |
| VTR | Ventas |  | Senior Housing | 18.53 | 3.91% | Quarter | 15.4 | 41% | 1.9% |
| NHI | National Health Investors |  | Senior Housing | 2.40 | 6.51% | Quarter | 12.8 | 34% | 2.5% |
| ARE | Alexandria Real Estate |  | Lab Space | 21.17 | 4.17% | Quarter | 13.6 | 28% | 3.4% |
| PEAK | HealthPeak |  | Lab Space | 10.07 | 6.52% | Quarter | 10.4 | 32% | 2.4% |
| HR | Healthcare Realty |  | Medical Office | 5.93 | 7.96% | Quarter | 9.9 | 44% | 3.3% |
| DOC | Physicians Realty |  | Medical Office | 2.95 | 7.46% | Quarter | 12.4 | 35% | 3.7% |
| CHCT | Community Healthcare |  | Medical Office | 0.76 | 6.55% | Quarter | 14.2 | 28% | 0.9% |
| GMRE | Global Medical REIT |  | Medical Office | 0.68 | 8.07% | Quarter | 12.1 | 50% | 2.1% |
| UHT | Universal Health Realty |  | Medical Office | 0.58 | 6.81% | Quarter | 11.3 | 35% | 0.9% |
| DHC | Diversified Healthcare |  | Medical Office | 0.61 | 1.57% | Quarter | 13.1 | 120% | 2.7% |
| MPW | Medical Properties |  | Hospital | 2.76 | 12.99% | Quarter | 3.1 | 62% | 24.0% |
| OHI | Omega Healthcare |  | Skilled Nursing | 7.45 | 8.82% | Quarter | 11.5 | 45% | 6.2% |
| SBRA | Sabra Healthcare |  | Skilled Nursing | 3.26 | 8.52% | Quarter | 10.7 | 45% | 5.0% |
| CTRE | CareTrust |  | Skilled Nursing | 2.66 | 5.01% | Quarter | 16.1 | 28% | 3.6% |
| LTC | LTC Properties |  | Skilled Nursing | 1.37 | 6.88% | Monthly | 12.6 | 34% | 2.2% |
