iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Market volatility is back, with the S&P 500 ( SPY ) now off by nearly 9% since hitting an all-time high on February 19th. However, seasoned investors know th ...

Healthcare is an industry that’s constantly in demand, making it an investor favorite when choosing corporate shares to hold in the long term. Past data has found that healthcare stocks also tend to weather inflation better than others, beating inflation about 50% of the time during volatile periods. Investors looking to bolster their portfolios while mitigating the effects of inflation may want to consider investing in a healthcare REIT. These stocks are the only type required to pay a dividend to investor ...

Healthpeak Properties, Inc. (DOC) reported fourth-quarter 2024 funds from operations (FFO) as adjusted per share of 46 cents, beating the Zacks Consensus Estimate by a penny. The reported figure remained unchanged from the prior-year quarter.See the Zacks Earnings Calendar to stay ahead of market-making news.Results reflect better-than-anticipated revenues. Growth in total merger-combined same-store cash (adjusted) net operating income (NOI) was witnessed across the portfolio. However, higher interest expen ...

Healthpeak Properties reported mixed earnings and revenue data in Q4 2024, driven by strategic mergers and strong leasing metrics.Healthpeak Properties (DOC -1.35%), a real estate investment trust (REIT) specializing in the management and acquisition of healthcare-related properties, reported mixed fourth-quarter and full-year 2024 earnings on Monday, Feb. 3. Net income per share of $0.01 missed the $0.05 analyst consensus forecast. Revenue for the quarter came in at $698 million, exceeding the estimate of ...

Healthpeak Properties, Inc. (DOC) is well poised for growth given the solid demand for lab assets amid the increasing need for drug innovation and developments. The rise in senior citizens’ healthcare expenditure is expected to support its continuing care retirement community (CCRC) portfolio.Encouraging capital-recycling moves and efforts to bolster near-term liquidity bode well for long-term growth. However, competition from the industry players and substantial debt add to its woes.Last month, DOC’s opera ...

There are many ways to invest in healthcare real estate.This article was coproduced with Wolf Report.Introducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.We recently added an all-new Ratings Tracker called iREIT Buy Zone to help members screen for value. Nothing to lose with our FREE 2-wee ...

Healthpeak Properties (NYSE: DOC ) has been dipping over the last two months in response to a markedly more hawkish outlook for Fed rate cuts, catalyzed by poor consumer inflation progress. The pending economic policies of tariff and tax cuts ofThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, hig ...

Group 1 - Brad Thomas, along with HOYA Capital, leads the investing group iREIT®+HOYA Capital, focusing on REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives [1] - The team of analysts has over 100 years of combined experience, including professionals from diverse backgrounds such as hedge fund management and military service [1] - Brad Thomas has over 30 years of real estate investing experience, having been involved in over $1 billion in commercial real estate transactions [2] Group 2 - Brad Thomas has been featured in major media outlets like Barron's, Bloomberg, and Fox Business, and is the author of four books, including "REITs For Dummies" [2]

Financial Data and Key Metrics Changes - Healthpeak Properties reported adjusted FFO of $0.45 per share and AFFO of $0.41 per share for Q3 2024, with total portfolio same-store growth of 4.1% [9][10] - The company increased its FFO as adjusted guidance by $0.01 to a range of $1.79 to $1.81 and AFFO guidance by $0.01 to a range of $1.56 to $1.58 [13] Business Line Data and Key Metrics Changes - The lab business signed over 700,000 square feet of leases since July 1, with positive 10% cash re-leasing spreads in Q3 [5][9] - Outpatient medical business reported same-store growth of 3.4%, with a strong demand for cost-effective outpatient care [11][45] - Continuing Care Retirement Communities (CCRC) reported same-store growth of 14.2%, driven by occupancy and rate growth [11] Market Data and Key Metrics Changes - Employment in the life science sector increased by 4% over the past 18 months, with venture capital fundraising on pace for an all-time high in 2024 [6] - The company noted that South San Francisco remains its strongest market, with significant leasing activity [5] Company Strategy and Development Direction - The company is focusing on four levers for future earnings growth: merger synergies, leasing momentum in the lab business, outpatient medical business, and capital allocation [4][8] - Healthpeak is looking to allocate capital to life sciences again through structured investments, with a pipeline of new outpatient development projects [8][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capture demand in the life science sector, citing strong tenant relationships and a robust pipeline [5][6] - The company anticipates continued growth in earnings per share, driven by strategic initiatives and favorable market conditions [8][9] Other Important Information - The company ended the quarter with a net debt-to-EBITDA ratio of 5.1 times and $3 billion in liquidity, indicating a strong balance sheet [12] - Healthpeak plans to publish an investor presentation in early November focusing on competitive positioning and growth drivers [13] Q&A Session Summary Question: Can you quantify the leasing at Gateway, Vantage, Portside? - The total square footage for new leases at these locations is around 340,000 square feet, with an increase of approximately 240,000 square feet in net absorption [15] Question: What are the broader trends in the lab market? - There has been good funding in the lab market, with an increase in IPOs and venture capital fundraising, which is expected to drive leasing demand [18] Question: What opportunities are seen in structured investments? - The company is looking at structured investments to provide immediate accretion and time to lease up buildings, with a potential allocation of several hundred million dollars [30][31] Question: How much of the leasing is from existing tenants? - About 71% of the leasing activity in the quarter came from existing tenants, indicating strong demand across the portfolio [32] Question: What are the expectations for the lab portfolio development pipeline? - The company controls nearly 5 million square feet of potential life science development but does not expect to start new projects in the near future due to tight economics [66]

Healthpeak Properties, Inc. (DOC) reported third-quarter 2024 funds from operations (FFO) as adjusted per share of 45 cents, beating the Zacks Consensus Estimate by a penny. The reported figure remained unchanged from the prior-year quarter.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Results reflected better-than-anticipated revenues. Growth in total merger-combined same-store cash (adjusted) net operating income (NOI) was witnessed across the portfolio. However, higher interest ...