TSX:NWH.DB.G - Post by User
Post by
garyreinson Jul 28, 2024 3:25pm
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Post# 36151823
REALLY SHOCKING ACTUALLY
REALLY SHOCKING ACTUALLYYoud think by now they would have sold UK / US or Brazil portfolio has thats what they alluded to on the first strategic review update only 1 month after it commenced last September (with the dividend cut)
10 months and nadda
Big transactions have happened at least in the industrial space, and a 6% cap rate for healthcare seems reasonable now in the cycle, if not 5-5.5%.
That 8-9% debt needs to be paid off with a much stronger balance sheet, seems like a no brainer