Replies to post #54 on JP Energy Partners LP (JPEP)

[catdaddyrt]

I am out and it was a fight to get out close to even - I lost some here but better too get out before the herd exits .Could have been worse had I waited I did sell 500 for 7.61 100 7.64 100 7.51 300 7.61 600 at 7.44

My first buy was at 7.77 1k total position was 2500

I am looking at HCN pretty strongly as a long position, its had some serious long term growth and its sector will not slow with all the baby boomers looking to retire soon - some already have

Healthcare real estate's long-term potential

There are three main reasons I like healthcare real estate and the REITs that invest in it over the long run.

First, there will be an increase in demand over the coming decades, which implies that there will be tons of opportunity for development. The senior citizen population is projected to nearly double by 2050, which obviously means a greater need for senior housing properties, but will also result in an across-the-board need for all kinds of healthcare facilities -- hospitals, physicians' offices, long-term care, etc.

Source: HCP company presentation.

Second, healthcare costs have been rising at a faster rate than inflation, and there's no reason to believe this will change anytime soon. Since the value of commercial real estate is mainly derived from its ability to generate revenue, this implies that healthcare property values could grow more rapidly than other types.

Overall inflation rate vs. healthcare inflation rate in the U.S. Data by Ycharts.

Finally, the healthcare real estate industry is extremely fragmented. It is currently a $1 trillion industry, and no REIT has a market share of more than 3%. In addition to the growth opportunities I discussed, this means there will be lots of opportunities for consolidation in the years ahead.
Four great ways to play it

There are many REITs that invest in healthcare properties, but here are four of my favorite ways to invest in this high-potential market:

1. Welltower : A massive healthcare REIT with about 1,490 properties, Welltower is mainly focused on senior housing properties, with significant investments in post-acute and long-term care as well. Despite its size, Welltower is still growing at a rapid pace, with an average of $1.1 billion of investments per quarter over the past four years, including a particularly aggressive expansion into the U.K. and Canada.

Welltower was founded in 1970, and has one of the longest and most impressive growth records of any stock in any industry. Over its 45-year history, Welltower has produced an average 15.6% annualized total return and has increased its dividend by an average of 5.7% per year. To put this kind of sustained long-term performance into perspective, consider that a $10,000 investment in Welltower in 1970 would have ballooned to more than $6.8 million today. For this reason, Welltower is an excellent example of the long-term potential of a well-managed healthcare REIT.

Source: Welltower company presentation.

http://www.dividend.com/dividend-stocks/financial/reit-healthcare-facilities/hcn-welltower-inc/


not a huge yield but some serious growth and appreciation

[impalaman1]

What is your source of information?