Bit of a fall last few days. The heavy discount to NTA (and yield) can only really be explained by the market taking a view that a hair cut to rental yields is going to come at some point.
Given the hospitals are likely to continue operating in some form it seems to imply that HCW will be willing to offer some form of concession, possibly to a new operator, possibly with some form of HCM involvement.
This seems at odds with earlier statements.
HCW Price at posting:
96.3¢ Sentiment: Hold Disclosure: Held
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