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

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TSX:NWH.DB.G - Post Discussion

NorthWest Healthcare Properties Real Estate Invest 10 Convert Sub Debentures 31 March 2025 > June 30, 2023 metrics

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Post by garyreins on Oct 16, 2023 9:24pm

June 30, 2023 metrics

Reported a NAV of $12.55.
231 properties
96% occupancy
WALT: 13.5 years
Debt to Gross book value- incuding debentures- 50.8%

They are going to offer $7-8 bucks? The board and 'strategic committee' would be grossly incompetent to even bring that offer to investors unless they first take a big writedown on their NAV and justify it. It needs to be $9-10 minimum. Trading price should not matter since reits are trading at the lowest valuations in decades (6-10x AFFOs)

GIVE ME A GOOD OFFER PDL! MAKE IT A GOOD XMAS FOR GARY AND FRIENDS

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Comment by garyreins on Oct 16, 2023 9:28pm

If the offer comes after Q3 results, I assume they will write down their NAV to $10-11, and the offer comes immediately after at $9 something. Give or take, you get my points. Offer meets NAV and its fair to everyone...

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