Commercial Real Estate Finance

Posts Tagged ‘Ventas’

Part II. In our latest interview, Llenrock Group’s Andrew Benioff sits down with Joseph Duckworth, Founding Partner of Arcadia Land Company. They discuss differing markets and the conditions affecting residential development in 2013.  See part one here or check out other interviews on our YouTube channel!

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And when I say MOB, I’m talking about Medical Office Buildings. It’s an acronym.

This blog has no affiliation with the mob.

Let me start over. The idea for this post came from a great CoStar Group article published last month. In it, Randyl Drummer points out the uptick in medical office deals that’s resulted from changes in medical care, technology, demographics, and healthcare regulation (i.e., the Affordable Care Act).

Mr. Drummer explains,

Continued health-care employment growth, combined with the expected increase in demand for medical crae [sic] services from the aging population is expected to continue to drive development of medical ambulatory care facilities, including MOBs, surgery centers, urgent care clinics and diagnostic lab facilities.

The healthcare industry is the largest job creator in the country, and one of the largest drivers of economic activity in cities big and small. Healthcare, of course, is also extremely complicated, affected by large private interests, government agencies, and ever-changing rules. The fact that investors and developers are pursuing opportunities in the highly regulated healthcare sector–despite the layers of bureaucracy that often make medical establishments onerous for business interests–shows a great deal of confidence in the sector’s overall growth.

There’s no denying the demand for healthcare real estate. This is a product of both an aging population and increased availability of medical coverage (courtesy of Obamacare). But the additional capital demands this will create (for insurance companies, the government, employers, and individuals) will also result in greater demand for less expensive medical options. This is why the MOB–Goodfellas connotations aside–seems an especially promising niche in the healthcare real estate sector. Read the rest of this entry »

As promised, here is part II of Llenrock Group’s interview with Tim Proctor, Senior Vice President and Real Estate Market Director of TD Bank. Be sure to visit Llenrock’s new YouTube channel for more!

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Merry Christmas!

It’s time to roll up our sleeves, stand too close to the camera, and get really excited for today’s Commercial Real Estate Top 10! In the first of what I hope will be an annual Christmas Day event, here are my Top 10 Jim Cramer REIT Interviews!

10. Jim Cramer talks about REITs’ potential with David Hoster, CEO of industrial REIT EastGroup Properties

9. Jim Cramer sits down with the CEO of Entertainment Properties Trust

8. Jim Cramer talks to Debra Cafaro about the strong performance of healthcare REIT Ventas

7. Jim Cramer talks to CEO Mark Oran about Sunrise Senior Living’s merger with Health Care REIT

6. After a brutal day on the stock market, Jim Cramer “goes on a hunt for bulls” and finds Federal Realty Trust, which saw significant growth in 2011

5. Jim Cramer makes elaborate hand gestures while discussing holiday shopping trends and retail REITs like Simon Property Group Read the rest of this entry »

Thursday’s Executive Interview with Kevin McGowan has gotten me thinking about current  legislation and its impact on our industry. Particularly, I’ve been pondering the effect of the Supreme Court’s controversial ruling in support of Obama’s Affordable Care Act. What are the long-term effects of such political actions, especially when it comes to CRE’s healthcare and senior living sectors?

The initial reactions from healthcare REIT execs, such as Debra Cafaro of Ventas (NYSE: VTR), have been very positive. After all, increasing medical coverage to a greater percentage of the population will naturally create a higher demand for new or expanded hospital and medical office buildings. As the investment community looks forward to this increased opportunity, the healthcare sector is enjoying greater prominence and  activity.  Read the rest of this entry »

Today, we have executives from two different firms discussing how, or if, the president’s controversial healthcare reforms will affect their businesses.

First, Debra Cafaro, CEO of Ventas (NYSE: VTR), discusses her high-performing senior living investments as they relate to the Affordable Care Act, Medicare, and other government actions:

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CNBC’s Brian Sullivan and Amanda Drury share their gloomy and sunny stock picks of the day, including a glowing report on healthcare REIT Ventas (NYSE: VTR).

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Here is a ranking of the Top 10 Exchange-Traded Funds (ETFs) in the Real Estate Sector:

10. PowerShares Active U.S. Real Estate ETF

9. iShares NAREIT Real Estate 50 ETF

8. iShares FTSE NAREIT Residential ETF

7. iShares FTSE NAREIT Mortgage REIT ETF

6. Schwab U.S. REIT ETF

5. First Trust REIT ETF

4. SPDR Dow Jones REIT ETF Read the rest of this entry »

Top 10 Best Diversified REITs for 2012:

• PS Business Parks (PSB)
• One Liberty Properties, Inc. (OLP)
• Vornado Realty Trust (VNO)
• Liberty Property Trust (LRY)
• Gladstone Commercial Corp. (GOOD)
• Washington REIT (WRE)
• Winthrop Realty Trust (FUR)
• Colonial Properties Trust (CLP)
• Whitestone REIT (WSR)
• Cousins Properties, Inc. (CUZ) Read the rest of this entry »

A follow-up to yesterday’s post on healthcare property investment, here’s a list of the 10 Largest Hospitals in the U.S.:

10. Methodist University Hospital, Memphis, TN

9. Orlando Regional Medical Center, Orlando, FL

8. Baptist Medical Center, San Antonio, TX

7. Methodist Hospital, San Antonio, TX

6. Montefiore Medical Center/Moses Division Hospital, Bronx, NY Read the rest of this entry »