Ventas, Inc. (NYSE:VTR)

CAPS Rating: 4 out of 5

The Company is a healthcare real estate investment trust with a geographically diverse portfolio of seniors housing and healthcare-related properties in the United States.

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Member Avatar TMFDeej (99.32) Submitted: 4/6/2015 10:40:11 AM : Outperform Start Price: $76.90 VTR Score: -13.91

Interesting special situation news broke this morning when the healthcare REIT Ventas (VTR) announced that it is spinning off its Post-Acute/Skilled Nursing Facility Portfolio into a separate yet to be named company.

Ventas Announces Plan to Spin Off Post-Acute/Skilled Nursing Facility Portfolio

http://finance.yahoo.com/news/ventas-announces-plan-spin-off-103000921.html

I haven't analyzed what this means for Ventas as a company in great detail yet, but Mr. Market likes the news. In an otherwise down day, VTR's stock is currently up over 3%. My initial reaction is that it is a positive for Ventas, which should see its multiples grow both it and the SpinCo as they become more specialized and increase their combined dividend by 10% right off the bat.

More importantly, I view this news as being a major positive for the existing smaller REITs in the senior care sector. I currently own several of them, inclding CareTrust (CTRE), AdCare (ADK) and New Senior Investment Group (SNR).

Besides the fact that they were cheap and special situations in their own right these companies are now in play a potential acquisition targets for Ventas' new SpinCo, which is clearly looing to grow. Per today's press release:

"With a focus on the highly fragmented post-acute/SNF market, SpinCo will have the necessary size, balance sheet strength and access to capital to pursue significant consolidation opportunities."

CareTrust, the recent spinoff from high-quality senior care provider, The Ensign Group (ENSG) is much smaller than the upcoming Ventas spinoff, with 155 facilities, compared to an expected 355 at the SpinCo. New Senior, the recent Newcastle Investment Corp. (NCT) spinoff is smaller still, with only 100 facilities. They both should be easy for the new pure play to swallow, should it choose to. AdCare, is the tiniest of all, with only 30 facilities. ADK seems as though it has been positioning its portfolio to become a takeover target for months now.

Combine the massive tailwind that the senior care industry has considering the fact that the U.S. population of people 85 and older growing rapidly with a new player that's looking to grow and I think that CTRE, SNR and ADK's stocks have tremendous upside.

Jason

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Member Avatar chk999longonly (99.17) Submitted: 8/22/2013 3:09:37 PM : Outperform Start Price: $55.92 VTR Score: -6.90

REITs are getting hammered and this has a tasty divi while we wait for the sector to recover.

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Member Avatar jumpingcholla (94.95) Submitted: 4/26/2007 7:19:28 PM : Outperform Start Price: $28.99 VTR Score: +83.18

Steady earnings, good dividend. Baby boomers are aging and will require more medical care. This REIT owns alot of real estate (which appreciates). Doctors pay their rent.

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Member Avatar ShuntSD (89.32) Submitted: 12/22/2006 12:36:04 PM : Outperform Start Price: $27.84 VTR Score: +83.56

REITs in this sector should fare well as baby boomers enter their senior years.

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Member Avatar NJT07 (85.18) Submitted: 12/4/2013 3:07:37 PM : Outperform Start Price: $52.38 VTR Score: +10.90

Seeking alpha pick 5dec13

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Member Avatar jbolley (80.92) Submitted: 3/4/2015 2:18:50 PM : Outperform Start Price: $73.21 VTR Score: -8.68

Nice div and hopefully room for growth as well as this REIT moves increasingly into the assisted living market.

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Member Avatar cashforever (72.69) Submitted: 12/5/2013 9:54:57 PM : Outperform Start Price: $53.24 VTR Score: +9.67

This stock has really killed it in the past. I will buy it and buy it until it turns around. And I suspect when it turns around it will easily out-perform the market.

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Member Avatar woodruffdavid (64.94) Submitted: 7/30/2007 1:53:06 PM : Outperform Start Price: $22.23 VTR Score: +152.91

This stock is included in the Morningstar "Dividend Portfolio," which I use as my core stock group. I highly suggest anyone interested in dividend income take a look at this grouping of quality income producing stocks.

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Member Avatar iLikePie (57.30) Submitted: 7/6/2007 10:28:40 AM : Outperform Start Price: $26.72 VTR Score: +106.85

BABY BOOMERS! Over the next 10-15 years the population of retired and aging people will drastically increase due to the Baby Boomers. We can already see it starting, but in much smaller proportions than what we'll see in the coming years. Frankly, a co. that manages retirement, assisted living, and nursing home community properties stands to do quite well, as space will be at a premium. Look for solid long-term gains from Vetras.

Factor in the recent sale of several properties to Kindred (for what looks to bring profit for the quarter) and you can look for solid short-term gains as well.

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Member Avatar EBITDA107 (46.31) Submitted: 3/11/2007 9:48:31 AM : Outperform Start Price: $30.45 VTR Score: +62.01

health care - plus div

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Member Avatar neardark (40.55) Submitted: 4/24/2008 2:35:24 PM : Outperform Start Price: $35.74 VTR Score: +31.69

I have this in a real portfolio

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Member Avatar flyingcar (32.22) Submitted: 3/12/2010 7:19:58 PM : Outperform Start Price: $37.22 VTR Score: -2.29

Good human capital

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Member Avatar RonChapmanJr (31.28) Submitted: 10/10/2008 11:42:47 AM : Outperform Start Price: $23.93 VTR Score: +31.65

Cash money!

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Member Avatar kenkip (27.44) Submitted: 6/3/2008 1:48:51 PM : Outperform Start Price: $34.32 VTR Score: +37.63

REIT's are down. This one seems good. Owns property leased by LT health care orgs.

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Member Avatar trendpimp (26.80) Submitted: 2/25/2009 2:52:46 AM : Outperform Start Price: $18.90 VTR Score: +78.38

PA setup. Days outperform.

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Member Avatar MakeMoney2013 (25.85) Submitted: 10/8/2013 7:38:47 AM : Outperform Start Price: $58.00 VTR Score: -10.11

going with a cramer hunch

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Member Avatar Sand105 (23.34) Submitted: 7/30/2007 10:55:04 PM : Outperform Start Price: $22.80 VTR Score: +146.51

Beaten down unduly lately. Excellent long term prospects.

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Member Avatar missbaysdaddy (23.26) Submitted: 5/19/2010 2:16:11 AM : Outperform Start Price: $37.31 VTR Score: -8.52

Outperform.

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Member Avatar afewgoodstocks11 (22.04) Submitted: 6/6/2014 11:39:51 AM : Outperform Start Price: $52.44 VTR Score: +9.99

Div. (Yield) $2.90 (4.4%)
Current Yield . . . . . . 5.3%

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Member Avatar CarlosDK (< 20) Submitted: 9/26/2013 6:33:40 AM : Outperform Start Price: $58.82 VTR Score: -10.30

bullish engulfing

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