I fully agree with your sentiment. I’ve been picking up REITs...

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RNClarke

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30/07/24

21:51

Post #: 74990658
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Originally posted by pastperformer ↑

Ive been hoovering the last few days.

Healthcare property has been the cream of the crop for about a decade now. Ageing demographics, recession proof tennants, good yield etc.

Rates have put these things on the nose, but David was very opportunistic with the healthscope acqusition, it will be sorted - Brookfield aren't about to default.

Once the cycle turns, rates drop and everyone starts trying to chase yield again these higher quality REITS will double before your eyes. They just need to survive this cycle, how long will that be? Who knows, i suspect the rate decreases won't be far away, the underlying data I'm seeing isn't that strong.

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I fully agree with your sentiment. I’ve been picking up REITs for my super and personal portfolio particularly HCW, REP and GOZ.

Happy to load up HCW well under NTA
45% upside + 7% Yield while you wait.

Long term price to NTA on REITs is 0.9x - 1x. The market is pricing in revaluations which won’t eventuate if rates stabilise and head down.

The quality of assets that HCW have are not your typical vertical coffin office blocks.

Last edited by RNClarke: 30/07/24

HCW Price at posting: $1.18 Sentiment: Buy Disclosure: Held
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