Investment Strategy - The author manages a family portfolio primarily through a Self Managed Super Fund, focusing on generating alpha potential compared to the S&P 500 [1] - The investment approach is generalist, exploring and analyzing any sector with perceived alpha potential [1] - Typical holding periods range from a few quarters to multiple years [1] Performance and Credibility - The author encourages readers to judge performance based on the evidence-based thesis and structured analysis provided in articles [1] - Reviewing the ratings history of the author's articles can serve as an indicator of the success rate of their recommendations, reflecting genuine investing and alpha-generating skills [1] Disclosure and Independence - The author holds a beneficial long position in VOO through stock ownership, options, or other derivatives [2] - The author is not receiving compensation for the article other than from Seeking Alpha and has no business relationship with any company mentioned in the article [2]

Last year was another strong one for the stock market. The S&P 500 was up 23%, while the Nasdaq Composite rallied nearly 29%. Many stocks gained even more. However, not all stocks have participated in the market rally. In particular, the real estate investment trust (REIT) sector has fallen behind largely due to the impact of higher interest rates. I believe that headwind will finally fade this year, which should spark a rally in the REIT sector. My two highest-upside stock picks in the space are Medical Pr ...

The big draw with regard to Medical Properties Trust (MPW 2.25%) today is its lofty 8% dividend yield. But this is a signal of a high level of risk in what amounts to a turnaround story, as the real estate investment trust (REIT) continues to deal with troubled tenants. It is having some success on that front, but is Medical Properties Trust stock worth buying?The case to sell Medical Properties TrustGetting the bad news out of the way first: Medical Properties Trust has been dealing with some really diffic ...

The past few days have been a very interesting time for shareholders of hospital REIT Medical Properties Trust (NYSE: MPW ). On January 12th, news broke that one of its tenants, Prospect Medical, filed for bankruptcy protection under ChapterCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-dep ...

Medical Properties Trust (MPW -3.15%) got off to a challenging start last year. In January, the real estate investment trust (REIT) revealed that its top tenant at the time, Steward Health Care, was experiencing liquidity issues, which impacted its ability to pay rent. Steward filed for bankruptcy a few months later. The year ended more positively as the REIT was able to take control of its real estate from Steward and lease most of those properties to five higher-quality replacement operators. With Steward ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Last year was nothing short of a roller coaster ride for REITs. The commercial real estate sector continued to navigate a generationally difficult market as interest rates continued to rise. Crossing into 2025, rates continue to climb higher and REITsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ADC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Dividend Yield and Investment Comparison - Medical Properties Trust offers a high dividend yield of 8.4%, significantly higher than the S&P 500's average yield of 1.3% [9] - An investment of $11,900 in Medical Properties Trust could yield $1,000 in annual dividends, compared to $77,000 required for the same return in the S&P 500 [1] Dividend Safety and Historical Cuts - Medical Properties Trust has cut its dividend twice in the past two years, reducing the quarterly payout from $0.29 to $0.08 [2] - The high yield is partly due to a significant decline in the stock price, which has lost over 83% of its value in the past three years [5] Tenant Issues and Financial Instability - The company has faced challenges with key tenants, including Steward Health and Prospect Medical, both of which filed for Chapter 11 bankruptcy [3] - The REIT has been selling assets and seeking new tenants to stabilize operations, but financials remain volatile and uncertain [5][7] Investment Risk and Caution - The company's financial instability and tenant issues make it a high-risk investment, with no clear indication of future financial health [6][7] - Investors are advised to avoid the stock due to the high uncertainty surrounding the sustainability of its dividend and overall business stability [4][8]

I analyze oil and gas companies, related companies, and Medical Properties Trust in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sig ...

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real est ...