Hoya Capital posted a summary view of a short list of healthcare REITs. https://seekingalpha.com/article/4079347-obamacare-uncertainty-remains-drag-healthcare-reits
i appreciated their differentiation of the REITs (and segments) vis-a-vis interest rates and current risk profiles. This article has me starting to evaluate my HCN position (i.e., in non-taxed account, a decent gain so far, consider selling to lock profit and take position in DOC). In healthcare REITs, i am long OHI, HCN and LTC. I consider LTC rock solid, OHI is the yield machine, and HCN was opportunity.