Previous Thesis Panned Out, But Broadstone Net Lease Has More To Offer

Richard Drury The market has undoubtedly overestimated Broadstone Net Lease's (NYSE:BNL) risk factors associated with its reorganization processes. For context, the company presented its portfolio reorganization plan called 'healthcare portfolio simplification strategy' upon releasing its annual 2023 results. The strategy aims to reduce the share of healthcare properties, specifically clinical, surgical, and medical office assets, in its portfolio. At the same time, the Company's investment activity is orie ...