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


Primary Symbol: T.NWH.DB.G Alternate Symbol(s):  NWHUF | 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 Oct 09, 2024 10:32am
203 Views
Post# 36259295

Scotia update

Scotia update

Announces CEO's Retirement in Mid-2025

OUR TAKE: Mixed. We expect NWH unit price to underperform the sector tomorrow.

Tonight, NWH announced CEO Craig Mitchell's planned retirement in July 2025. We think the Street had started liking current CEO and the news of his retirement will lead to uncertainty in the near-term. This comes as a surprise to us as he assumed the CEO position only in August 2023. We think Mr. Mitchell has done a tremendous job in the current turnaround, and the company would have been fortunate to have him stay a little longer. NWH has commenced a recruitment search and hired a professional executive recruitment firm, with an intention to ensure a smooth transition.

NWH is currently trading at 17% discount to NAV. See our recent note titled “2025 Debt Maturities Largely Tackled: Valuation Discount Should Narrow on Improved Risk-Reward”. We will be buyers of any weakness tomorrow.

KEY POINTS

We note that Mr. Mitchell lives in Sydney, Australia and has been on the road for most of the time since assuming this role. He has played an important role in the turnaround and is ready to hand over the reins to the new CEO, who he believes should be based in Toronto (less Air Miles for the new CEO). Good to see that Mr. Mitchell will remain on the Board of Vital Healthcare (listed in New Zealand), as a NWH representative until December 2025, to support continuity in the Australasia region.

Mr. Mitchell joined NWH in 2018 as CEO for Australia and New Zealand, was a member of the global management team and assumed a global leadership role when he was named President in 2020. After founder and former CEO Paul Dalla Lana stepped down, and strategic review was initiated in August 2023, Mr. Mitchell was appointed as interim CEO and later became permanent CEO in October 2023.

In his last one year or so, he has largely tackled the wall of 2024 & 2025 debt maturities and was successful in asset dispositions of over $1.5B including recent UK portfolio sale of $0.9B. We note that at the start of the year, 2024-25 debt was 60% of total debt (which included $1.6B expiring in 2025). Pro forma UK sale, only 28% of total debt was due which includes 25% expiring in 2025. After refinancing update, we estimate 2025 debt maturities only make up ~10% of total debt which too is largely property-level debt, and we see renewal in normal course.


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