Yesterday, I wrote about how Obamacare is bound to hit middle-America the hardest. There is a way, though, that you can make the best of this move to socialized-medicine …
With fewer uninsured patients to treat, the three healthcare sector REITs I’m tracking (highlighted below) could see increased cash flow from the government under Obamacare.
The market apparently agrees … HCN upped almost 1% on the news. So I suggest you keep a close eye on this group.
The REITs in the e-FinancialWriter portfolio are humming right along … up 31.04% since inception.
|
REIT
|
Sector
|
Blog date
|
Price
|
Closing price 06/29/12
|
Return to date %
|
Dividend yield %
|
|
PSA
|
Self
storage
|
90.75
|
144.41
|
59.13
|
2.84
|
|
|
|
|
|
|
|
|
|
|
VTR
|
Health care
|
52.87
|
63.12
|
19.39
|
3.79
|
|
|
HCP
|
Health care
|
|
36.81
|
44.15
|
19.94
|
4.44
|
|
HCN
|
Health care
|
|
47.53
|
58.30
|
22.66
|
4.99
|
|
|
|
|
|
|
|
|
|
IAECREIN:CN
|
|
19.45cn
|
24.43cn
|
25.61
|
0
|
|
|
ZRE:CN
|
|
|
16.29cn
|
20.05cn
|
23.08
|
4.99
|
|
INVRLPRA:CN
|
|
|
5.45cn
|
5.51cn
|
1.08
|
1.74
|
|
NNN
|
Retail
|
27.18
|
28.29
|
4.08
|
5.44
|
|
|
|
|
|
|
|
|
|
|
Index
return
since
inception*
|
|
|
|
|
31.04
|
|
|
Avg 12-mo
return of
REITs in portfolio*
|
|
|
|
|
18.50
|
|
|
Avg
dividend yield of REITs in portfolio
|
|
|
|
|
3.53
|
|
|
12-mo
return
S&P
REIT index as of 5/31/12*
|
|
|
|
|
3.49
|
|
|
12-mo
return S&P 500*
|
|
|
|
|
1.68
|
|
Source: Bloomberg
*Does not include dividends paid
Goes to show you that even in a down market, the right
real estate can add value to your portfolio.
If you have trouble seeing the chart, just in zoom in
with your web browser.
Enjoy the rest of your weekend!
George
P.S.
I’m on Twitter. Follow me at http://twitter.com/efinancialwrite for
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