Healthcare REIT summary – Hoya Capital

Hoya Capital posted a summary view of a short list of 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.

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