HCW healthco healthcare and wellness reit

Ann: Healthscope Update, page-70

  1. 443 Posts.
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    Hospitals cannot be built today and be profitable ... so don't expect any meaningful capacity to be built in the near term.

    There is zero reason for any rent relief to be given. If anything rents needs to rise to motivate more capacity to be built.

    The release valve here is Healthscope being sold to a new owner after equity written off and debt severely written down.

    NewOwner is then on a sustainable footing - paying full rent, better wages to nurses and profitable.
 
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