今年以来,Medical Properties Tr...查看全文
Healthpeak(DOC)03-12 04:25
$Healthpeak(DOC)$ 424B2 Prospectus [Rule 424(b)(2)] Accession Number: 0001104659-24-032987 Act: 33 Size: 883 KB 网页链接查看全文
Healthpeak(DOC)03-12 04:55
$Healthpeak(DOC)$ 15-12G Securities registration termination [Section 12(g)] Accession Number: 0001104659-24-033038 Act: 34 Size: 14 KB 网页链接查看全文
Healthpeak(DOC)03-14 18:15
$Healthpeak(DOC)$ 424B7 Prospectus [Rule 424(b)(7)] Accession Number: 0001104659-24-034149 Act: 33 Size: 998 KB 网页链接查看全文
Healthpeak(DOC)03-12 04:25
$Healthpeak(DOC)$ 8-K Current report, items 1.01 and 9.01 Accession Number: 0001104659-24-032999 Act: 34 Size: 438 KB 网页链接查看全文
Healthpeak(DOC)03-14 04:15
$Healthpeak(DOC)$ DEF 14A Other definitive proxy statements Accession Number: 0001308179-24-000116 Act: 34 Size: 26 MB 网页链接查看全文
Healthpeak(DOC)03-14 04:15
$Healthpeak(DOC)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001308179-24-000117 Act: 34 Size: 169 KB 网页链接查看全文
Healthpeak(DOC)03-09 05:25
$Healthpeak(DOC)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001487118-24-000002 Act: 34 Size: 95 KB 网页链接查看全文
Healthpeak(DOC)03-08 01:35
$Healthpeak(DOC)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001086364-24-007241 Act: 34 Size: 13 KB 网页链接查看全文
Healthpeak(DOC)03-14 18:15
$Healthpeak(DOC)$ 8-K Current report, items 8.01 and 9.01 Accession Number: 0001104659-24-034173 Act: 34 Size: 243 KB 网页链接查看全文
逍遥投资派2023-09-17 23:21
$Physicians Realty(DOC)$ 5年来营收除2019年萎缩1.7%以外增长了4年,平均增速为8.9%,营业利润近5年变化不大,基本都在1.2亿左右,净利润受资产出售收益影响5年来总体增长。
目前市盈率28.6,市盈率TTM为30.6,市净率1.1,股息率7%,和增速比吸引力不大。查看全文
北美资讯网2023-05-06 09:22
受利率不断上升的冲击,房地产投资信托基金(REITs)这个板块很“受伤”,医疗REITs也不例外。美国全国REITs协会的数据显示,医疗REITs 2022年大跌22.2%,2023年3月继续下跌5.2%。不过,在医疗支出长期持续增长的大背景下,很多医疗REITs也出现了买跌的机会。
今年以来,Medical Properties Tr...查看全文
肖恩她爹2021-06-27 05:13
熟悉净租赁REITS的朋友都知道,绝大部分公司都会在年报中披露occupancy,这是净租赁REITS非常重要的一项指标。同时,在提供业绩指引时,除了提供FFO/Share外还会提供AFFO/Share的指引。如下图 $Realty Income(O)$ 提供的2021年度业绩指引,既有FFO/Share,也有AFFO/Share,同时还提供了资产组合的...查看全文
哥哥哥哥们都2021-06-01 16:10
谢谢//@肖恩她爹:回复@JLJLAA:以前好像提过一次$美国医疗保健信托(HTA)$ 和$Physicians Realty(DOC)$ ,都是聚焦于MOB这一块。DOC这几年收购的资产主要来源于投资级的客户,因此现在的资产质量比较高,主要体现在:
1)如你所产的,DOC的投资给客户占比61%,较HTA的45%高不少;
2)出租率...查看全文
肖恩她爹2021-05-31 21:13
以前好像提过一次$美国医疗保健信托(HTA)$ 和$Physicians Realty(DOC)$ ,都是聚焦于MOB这一块。DOC这几年收购的资产主要来源于投资级的客户,因此现在的资产质量比较高,主要体现在:
1)如你所产的,DOC的投资给客户占比61%,较HTA的45%高不少;
2)出租率:DOC约96%,而HTA约为90%(主...查看全文
肖恩她爹2021-03-25 16:11
回复@业余选手Amay: $医疗不动产信托(MPW)$ 的租约可能是我关注的REITS中对抗通胀最好的,97%的涨价机制都是跟随CPI的(请看附图),另外,MPW去年已经将杠杆降下来了(前年杠杆高主要是为了收购),现在大概是5.5X左右,不算太高,不过仍然不是投资级了(BB+)。$Physicians Realty(DOC)$ 虽然是M...查看全文
$Physicians Realty(DOC)$ 4/A [Amend] Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000061 Size: 5 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000055 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000057 Size: 14 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000051 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000053 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000047 Size: 9 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000049 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000043 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000045 Size: 8 KB 网页链接
$Physicians Realty(DOC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001574540-23-000039 Size: 8 KB 网页链接