WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $LTC #LTC--LTC Properties, Inc. (NYSE: LTC) ("LTC†or the "Company†), a real estate investment trust that invests in seniors housing and health care properties, today announced the closing of a $40 million Senior Housing Operating Portfolio ("SHOP†) acquisition of two assisted living and memory care communities operated by Charter Senior Living. Investment Highlights Investment: $40 million off-market acquisition of two recently built assisted living and memo ...

LTC Properties, Inc. (NYSE:LTC) is included among the 10 Safest Monthly Dividend Stocks to Buy. Safest Monthly Dividend Stocks: What Sets LTC Properties (LTC) Apart in the REIT Sector Photo by Annie Spratt on Unsplash LTC Properties, Inc. (NYSE:LTC) is a healthcare-focused REIT that invests mainly in senior housing and skilled nursing facilities through triple-net leases, mortgage loans, and other income-producing structures. This approach provides a relatively stable cash flow to fund its monthly divid ...

BMO Capital Markets upgraded LTC Properties (NYSE:LTC) to Market Perform from Underperform as growth at its senior housing operating portfolio ("SHOP") is expected to pick up. "At its current cost of capital, we believe SHOP acquisition accretion is limited, but earnings growth ...

I practiced in a medical field for 12 years before achieving financial independence a few years ago. I am currently interested in researching elderly care companies. I believe these companies present some of the best opportunities in the market today. Demographic changes will drive earnings growth for many years to come and it is still common to find stocks in this area trading significantly below fair value.Analyst’s Disclosure:I/we have a beneficial long position in the shares of LTC either through stock ...

行业前景 - 老年护理行业因人口结构变化将驱动长期盈利增长 [1] - 该行业当前存在显著被低估的股票投资机会 [1] 公司持仓 - 分析师通过股票、期权或其他衍生品持有LTC公司多头头寸 [2]

LTC Properties (NYSE:LTC) again raised its guidance for full-year investments to $460M from $400M, driven by strong growth in its senior housing operating portfolio, the REIT said on Monday. The new guidance features $135M of investments closed to date, including $35M in SHOP ...

WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $LTC #LTC--LTC Properties, Inc. (NYSE: LTC) ("LTC†or the "Company†), a real estate investment trust that primarily invests in seniors housing and health care properties, today announced it now expects 2025 investments to reach $460 million, up from $400 million, driven primarily by significant SHOP growth. Updated Investment Guidance LTC's investment guidance of $460 million includes approximately: $135 million of investments closed to date, including $35 mill ...

行业表现与市场背景 - 自4月7日以来 标普500指数上涨27% 而医疗保健行业股价未变动[2] - 医疗保健股被市场忽视 但高股息收益率达7.1% 吸引逆向投资者关注[2] - 行业面临政策不确定性 包括药品关税调整 医疗补助削减 药品降价倡议等政治因素[6] 医疗REITs投资机会 - Omega Healthcare Investors拥有93961张床位 覆盖1000多处物业 股息收益率6.4%[3] - 公司最新季度AFFO超预期 上调全年指引 并收购57处物业[4] - LTC Properties将部分三重净租赁转为RIDEA结构 使REIT能参与净营业收入分成[8] - Healthpeak Properties拥有700处物业 门诊医疗设施占收入50% 实验室占35% 老年住房占15%[10] - Sila Realty Trust拥有140处医疗物业 上市后总回报近20% 股息收益率6.4%[11][12] 制药公司分析 - Bristol-Myers Squibb市值近1000亿美元 拥有30多种产品 但过去五年股价下跌25%[14][15] - 公司第二季度业绩超预期并上调指引 与BioNTech和Bain Capital建立合作 估值仅7倍预期收益[16] - Pfizer股息收益率达6.9% 但面临COVID药物销售下降 多款核心产品专利悬崖等挑战[17][18] - 公司计划到2027年底实现70亿美元成本节约 当前股息支付率为55% 估值仅8倍预期收益[19] 特殊案例公司 - Siga Technologies专注单一产品TPOXX 治疗天花和mpox 股息收益率7.1%[13][21] - 公司连续四年支付特殊年度股息 2024-2025年为每股0.6美元[21]

作者背景 - Albert Anthony为克罗地亚裔美国商业作家 在Seeking Alpha平台拥有超过+1K粉丝 并为Investing dot com等平台撰稿 [1] - 作者自称金融市场新一代分析师 拥有非传统金融背景 曾在美国多家财富500强企业IT部门担任技术支持团队分析师 [1] - 2021年创立个人股权研究公司Albert Anthony & Company 采用100%远程管理模式 [1] 专业活动 - 参与克罗地亚数十场商业创新会议、贸易展览和小组讨论 涉及南欧快速增长经济体 [1] - 2025年将在YouTube推出新节目《Financial Markets with Albert Anthony》进行市场评论 [1] - 2025年通过亚马逊出版著作《Financial Markets: The Next Generation》 [1] 专业资质 - 完成Drew University学位及Corporate Finance Institute等机构的持续培训认证 [1] - 公司注册于德克萨斯州奥斯汀 采用独资企业模式运营 [1] 业务范围 - 仅分析上市公司 不涉及非上市公司、小盘股或初创公司CEO [1] - 不提供个性化财务咨询或客户资金管理 仅基于公开数据提供通用市场评论与研究 [1]

公司治理与高管激励 - 公司董事会批准向新任财务副总裁兼首席财务官Mitchell Harris授予224,000份股票期权 以配合其职务任命[1] - 股票期权行权价格为每股1.34加元 有效期至归属日后30个工作日[1] - 期权归属安排为2026年9月至2029年6月期间按季度分12次等额归属[1] 公司信息披露 - 公告原文可通过Newsfile Corp平台获取 发布编号为262142[2]