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
稳妥的回报将军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
$Physicians Realty Trust of Beneficial Interest(DOC)$ DEF 14A - Other definitive proxy statements Filed: 2018-03-22 AccNo: 0001574540-18-000057 Size: 1 MB 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2018-03-22 AccNo: 0001574540-18-000059 Size: 905 KB 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ DEF 14A - Other definitive proxy statements Filed: 2018-03-22 AccNo: 0001574540-18-000057 Size: 1 MB 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ 内部交易: 2018-03-06,Director,Thompson Tommy G ,买入,13650普通股, $14.71
$Physicians Realty Trust of Beneficial Interest(DOC)$ 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] Filed: 2018-03-01 AccNo: 0001574540-18-000016 Size: 33 MB 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ 8-K - Current report Filed: 2018-02-28 AccNo: 0001574540-18-000013 Size: 2 MBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certa...
$Physicians Realty Trust of Beneficial Interest(DOC)$ 8-K - Current report Filed: 2018-02-28 AccNo: 0001574540-18-000011 Size: 5 MBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ 美东时间 2018-02-28 盘前 披露财报,预期EPS 0.27 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2018-02-15 AccNo: 0001126328-18-000097 Size: 7 KB 网页链接
$Physicians Realty Trust of Beneficial Interest(DOC)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2018-02-14 AccNo: 0001284812-18-000034 Size: 17 KB 网页链接