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Hey all! I once heard someone saying that with the baby boomers getting older, there will be a large demand for senior housing, but I have been analyzing reits like SNR and SNH and they don't seem to be doing so well currently. I am interested to know if anyone thinks it's worth investing some money in them now since they might go up in the future?- deadtom - 2019-04-16 19:34:52 PDT

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Senior Housing Properties has declining FFO, Adjusted FFO, Occupancy, and dividends, so don’t think this theory holds. I royally lost with my investment on #SNH stocks already so not doing it again. - Mrinvesta - 2019-08-25 15:14:52 PDT

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One of the notes on Senior Housing Properties Trust’s earnings report is "Incentive fees under SNH’s business management agreement with The RMR Group LLC are payable after the end of each calendar year, are calculated based on common share total return, as defined, compared to returns for the SNL U.S. REIT Healthcare Index over the applicable measurement period and are included in general and administrative expense in SNH’s condensed consolidated statements of income (loss)." So based on the performance of #SNH stock, how does that leave incentive fees for management, and how will that reflect in Q4’s Normalized FFO. - Kev B - 2019-11-09 09:11:07 PDT

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What is keeping #LTC from raising dividends? Last time they bumped the quarterly payments for common shares was in Oct 2016, that’s almost 3 years ago. Meanwhile, the company is paying healthy payout ratios and consistent AFFOs. Is there no room for an increase? - AI_AI - 2019-06-01 18:00:53 PDT

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If you are interested in healthcare REITs, look into #HTA, according to them they are "the largest dedicated owner of medical offices." - LLNN - 2019-05-27 15:09:25 PDT

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Overall, #HTA is looking attractive; the company has a diversified and extensive portfolio, as you pointed out and is always raising its dividends with a stable div-payout ratio. - JohnforkO - 2019-11-17 15:19:12 PDT

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Hi Deadtom, I bought #SNH in 2017 and 2018 before I realized what a bad deal this REIT was, I paid between $16 to $18 per share and now they are worth $7-8. I should have done proper research on Senior Housing Properties Trust at the time and known to avoid them, but I didn't. I don't expect to recover my investment either in stock prices or dividend payments with them. SNH now cut their dividends from $0.39 to $0.15 per quarter, which was obvious it would happen since the FFO YoY had dropped from $0.50 to $0.35 and the dividends were not coverable for the last two quarters. So all this to say, that research any REIT carefully before getting excited about a sector, including the healthcare and senior housing care segment. - Kyuie - 2019-05-21 20:44:23 PDT

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I sold my shares in #SNH today. I don’t plan to buy them again unless I see some serious changes in this company. - Omick99 - 2019-07-11 16:29:32 PDT

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Tomorrow may present some good buying opportunities, doing my research tonight to ready myself for tomorrow. - Rken - 2019-05-29 20:05:16 PDT

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There are senior housing / healthcare reits that have done better take a look at #WELL, #VTR both of which I am long. - RoTtom - 2019-04-17 20:49:28 PDT

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