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Bullboard - Stock Discussion Forum 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... see more

TSX:NWH.DB.G - Post Discussion

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Post by SNAKEYBOY on Sep 22, 2023 7:48pm

$5s is the time to load up!!!!!!!!!!!!!!!!!!!!!!!!!!

Lots of investors were on sidelines with NWH due to dividend cut uncertainty. They may be ready to step in the $5's at a 6%+ dividend and potential for some recovery in unit price.  I definitely expect SP to go down but lots of reits are trading for 5.5-6% yield still, and this isnt an office reit.  I will be happy dripping while this reit is "corrected" from PDLs drunked overleveraging.   The bazooka will be getting hundreds of millions crystalized to further repay high debt.  I see a NCIB turned on when this happens, at the very least.  And I wouldnt rule out a privitization after this reit is cleaned up a bit.  BUY NWH ON MONDAY!!!!!!!

The Committee has engaged Canadian banks, Scotiabank and RBC Capital Markets, and international bank Deutsche Bank Securities, each as co-advisors to provide financial advisory services, and DLA Piper (Canada) LLP as legal counsel to the Committee.

The Committee and its advisors have received a broad range of enquiries from third parties, including expressions of interest and non-binding proposals regarding certain potential asset dispositions. The Committee, following consultation with its financial and legal advisors, has determined to explore, among other strategic initiatives, transactions involving the potential sale of all or part of Northwest's U.S. and/or Brazil property portfolios.

Comment by InvestSmarter on Sep 22, 2023 7:52pm
6% isn't enough anymore. 7-8% yield is the demand. Too many options without the drama for sub 7% yields. I dont think people expected over 50% distribution cut.
Comment by SNAKEYBOY on Sep 22, 2023 7:59pm
Riocan, HR, PMZ and FCR has yields around 6%.  NWH cannot be in the same camp as artis or office reits.  Their NOI is as stable as a rock.  Really though it comes down to what AFFO is.  What is the 0.36 payout ratio? Does anyone know? Taking 0.13 last quarter annualized its 0.52.   6/0.52 = 12x multiple.  5/0.52 = 10x.  Between 5-6 should be the floor for ...more  
Comment by InvestSmarter on Sep 22, 2023 8:31pm
NWH is not in the same camp as HR, FCR. PMZ is super low debt. Hardly any REITs trade below 6% yield except a few tiny ones and the big players. NWH will be above 6% yield after this cut.
Comment by SNAKEYBOY on Sep 22, 2023 8:35pm
It could be argued that nwh is in a better camp... recession proof assets. The balance sheet is trash and that's what they're trying to fix.  I'm not happy about this outcome but the time to bail was earlier this year not at the possibly final downleg