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NorthWest Healthcare Properties Real Estate Invest 10 Convert Sub Debentures 31 March 2025 T.NWH.DB.G

Alternate Symbol(s):  NWHUF | T.NWH.UN | T.NWH.DB.H | T.NWH.DB.I

Northwest Healthcare Properties Real Estate Investment Trust is an open-ended real estate investment trust. The Company is the owner and operator of healthcare real estate infrastructure in North America, Brazil, Europe and Australasia. The principal business of the Company is to invest in healthcare real estate globally. It focuses on the cure segment of healthcare real estate, such as hospitals, medical office buildings, and clinics. Its asset class segmentation includes hospitals and healthcare facilities; medical office buildings; and life sciences, research, and education. It provides investors with access to a portfolio of international healthcare real estate infrastructure of interests in a diversified portfolio of about 196 income-producing properties located throughout major markets in North America, Brazil, Europe and Australasia. Its portfolio of medical office buildings, clinics, and hospitals is characterized by long-term indexed leases and stable occupancies.


TSX:NWH.DB.G - Post by User

Post by incomedreamer11on Nov 15, 2023 8:32am
269 Views
Post# 35736338

Scotia comments

Scotia comments

Rate Cut(s) Should Jump-Start the Price Action Here

OUR TAKE: Mixed. We maintain our SP rating but highlight that risk/reward profile has improved. In our last note titled “Laying Out Cards on the Table”, we mentioned that floor price could be in the $4.50-range. With no new bad news in Q3, we maintain that NWH should see fundamental support around mid-$4 level. At the same time, we think NWH could be one of the top beneficiaries within our coverage universe in case of potential interest rate cuts next year: (1) NWH has 34% variable-rate debt (second-highest within our coverage) – Exhibit 3. (2) NWH has higher leverage at 59% (Debt to GBV) – Exhibit 7, and (3) NWH has 42% of total debt maturing in 2025 at expiring interest rate of 7.4% – Exhibit 9. As mentioned in our recent initiation report (link), we continue to believe that operating portfolio is performing well while balance sheet is the main problem. We expect y/y % decline in FFOPU to bottom-out in Q2/24 and we should see a sharp positive recovery in Q2/25. Interest rate cuts and earnings recovery should be key catalysts for the stock – maintain $6.50 target.

KEY POINTS

Model update post Q3 – Last round of negative revisions (hopefully): Our 2024 FFOPU estimate is revised down by 12%, and now implies -33% y/y growth. We have assumed no dispositions, no JV formations, no expansion in AUM and have fully penalized them on higher interest rates including 10% Converts, and burn-off of low interest rate swaps. Our 2024 FFOPU estimate of $0.40 is 14% below consensus. We expect Street expectations will come closer to us in the near-term. Our NAVPU is also reduced to $7.25 (-$1.25) as we used higher cap rate of 6.7% (+11bp) and also further lower our NOI expectations – Exhibit 6 for details.

Progress made on Balance sheet – Still lot of work to be done: Leverage remains elevated throughout 2024 as we model no dispositions (other than the ones already announced) – Exhibit 5. 18% of total debt maturity in 2024 and 42% in 2025 – Exhibit 9. We think 2024 is more manageable now and expected rate cuts in 2024 and 2025 should ease-off some interest rate burden in 2025 especially. We expect 16% y/y FFOPU growth in 2025 mainly from interest rate savings.

Valuation and Scenario analysis – Post Q3 model update, NWH is now trading at 11.8x 2024 AFFO multiple, 39% discount to our revised NAV, and 7.8% implied cap rate. NWH valuation looks reasonable in the context of higher leverage and higher payout ratio – Exhibit 2. NWH distribution yield is 8.2% and our revised 2024 AFFO payout ratio is 96% and should normalize to 82% in 2025. See our previous note (link) for scenario analysis – we don’t want to duplicate the same work in this report. Exhibit 1 for key events and timelines.


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