Healthcare REITs from Hoya Capital

This was a pretty good post on Healthcare REITs, though my perspective is similar to Hoya’s (preference on lower risk segments) creates a bit of echo chamber here.

https://seekingalpha.com/article/4296372-healthcare-reits-rehab

DOC and WELL are each ~2% of my actively traded portfolio within the income growth segment. LTC is a much, much smaller allocation mostly because their management team is excellent, but the SNF is a tough business and to be mostly avoided. I am not expecting continued stock price appreciation and have recently trimmed my DOC position, but all 3 will remain in portfolio unless business changes materially.

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