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

My thesis for outperformance

[Matteo93]

Is simple, this has both defensive pick (recession proof) elements, as well as tailwinds from rates coming down i believe will end up being an outperformer, at least on YTD basis..

[garyreins]

Sounds reasonable but theyve yet to fix the "capital structure" here, and even if rates go south may not get back to the 2% or whaever it was all of last decade