。其实对于披露了AFFO的REITS来说,从AFFO反推出Adjusted EBITDA非常简单:Adjusted EBITDA = AFFO + 维护性资本支出 + 优先股息支出 + 利息支出(I) + 所得税支出(T)。
2)拿$Global Medical R...查看全文
哥哥哥哥们都2021-06-01 16:10
谢谢//@肖恩她爹:回复@JLJLAA:以前好像提过一次$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2021-06-01 04:42
回复@JLJLAA: 1)$Global Medical Reit(GMRE)$ 是我在MOB领域唯一持有正股且打算长持的标的,在3月中下旬因增发引起暴跌时捡了不少。GMRE规模较小,且主要聚焦于二线市场,投资级租户占比较少,且目前前十大租户过于集中(占43%左右),其中前三大租户占比分别为7.8%、7%和6%,任何一个出现问题对...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
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-08-08 AccNo: 0001144204-18-042537 Size: 4 MBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Global Medical REIT Inc.(GMRE)$ 美东时间 2018-08-07 盘后 披露财报,预期EPS 0.2 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-07-02 AccNo: 0001144204-18-036791 Size: 4 MBItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-06-26 AccNo: 0001144204-18-035815 Size: 14 KBItem 7.01: Regulation FD Disclosure 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K/A [Amend] - Current report Filed: 2018-06-22 AccNo: 0001144204-18-035369 Size: 260 KBItem 9.01: Financial Statements and Exhibits 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K/A [Amend] - Current report Filed: 2018-06-15 AccNo: 0001144204-18-034418 Size: 17 KBItem 5.07: Submission of Matters to a Vote of Security Holders 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-06-15 AccNo: 0001144204-18-034326 Size: 42 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 7.01...
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-06-04 AccNo: 0001144204-18-032693 Size: 3 MBItem 5.07: Submission of Matters to a Vote of Security HoldersItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$Global Medical REIT Inc.(GMRE)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-05-09 AccNo: 0001144204-18-026623 Size: 5 MB 网页链接
$Global Medical REIT Inc.(GMRE)$ 8-K - Current report Filed: 2018-05-08 AccNo: 0001144204-18-026141 Size: 219 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接