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

RED

[garyreins]

I notice this reit is grossly underperforming despite analysts recommending it, insider buying, and reits in general ripping a lot past few weeks.  

Money is going into retail reits, artis, HR

But not this trd

pathetic

[EstevanOutsider]

once they see the payout ratio come down into the 80s I suspect it will catch a bid like nexus did. many clownish investors only look at payout. the impact of their recent asset sale not yet reflected. neither is the refinancing which looks like it can now be done at even lower rates. big loser still so could see some tax loss pressure. or it could see rotational buying. regardless im pretty

[garyreins]

artis has a 115% payout ratio and the dividend may in fact be in jeopardy but is rallying on  lower  rate sentinment. not this trd

[EstevanOutsider]

you obviously not paying attention, artis payout  has fell two quarters in a row. anyways, nwh is a dividend bro stock, artis never was.

[garyreins]

artis affo keeps going down currently at 0.13 in q1.  was 0.16 in q2 due to a one time revenue generation on something

[EstevanOutsider]

between buybacks on commons, prefs, 300 main ($10 million noi) and huge drop in floating rate debt i would expect artis to continue to improve. hence they are outperforming other reits because smart investors know this. nwh is a dividend bro stock. still bloated payout and people are angry they cut. into tax loss selling it could see some further pressure. i like my odds here though.