Great News for Medical Properties Trust (MPW Stock)

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long MPW. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

#reits #dividend #passiveincome

[askjussi]

Thank you for all your support!
Jussi

[mikecarey]

Looking at MPW competitors, average multiples are from 5x to 22x. At around 0.90x multiple for MPW, its reasonable to expect some sort of multiple expansion with even a hint of a rate cut. Is it unreasonable to expect a 5.0 multiple given MPW's remaining portfolio? 10-12 is an average of competitors with much less impressive holdings. My opinion (worth every penny you paid for it) is the damage is done. Very little risk at this point, plus a 6% incentive (dividend). Thanks for your DD Jussi.

[conocabron]

Excellent analysis. Very factual, objective and well presented. Keep up the good work!

[reitsforlife]

I’m very optimistic on at these current prices. It’s unfortunate for bag holders who got in at higher prices. Anything in the $4 range is an absolute bargain.

I had to reframe my view on those from a dividend play to a value play. The share is too cheap.

[thebunnyfoofoo]

With the issues of more hospitals claiming bankruptcy, what is a good reit that may be benefiting from this trend? I know Orlando Health is attempting to buy a bunch of bankrupt hospitals for example

[kjay]

Thank you Jussi! Very good news for MPW. Could you please give an update on DEA?

[LS-hb]

I woudl rather buy ARE and HR if I want Heathcare exposure... Which are your opinions on these two at current price? I am doubling down on ARE (5% over my cost base) and thinking about a first enter in HR.

[MIA_DaDe]

Thanks for the update Jussi. Lot's of moving parts with MPT for sure. That said Steward Health Care CEO/org (you're probably aware) is now under investigation as they pocketed millions $ while their facilities/patients were suffering. How much due diligence should MPT and its JV have done? Could they have done anything about it? Questions and lessons for all of us we dive deeper (invest more?) in the REIT sector. Continued best wishes to your and yours!

[Bobisdeadrun]

short squeeze after ratecut is coming !!!

[rbonette]

Risky yes, but “ buy when there is blood in the streets”

I enjoy your videos and bought some WPC, recently I have looking at another industrial REIT. Gladstone ( Good ) I would love to hear your opinion of this small cap, yet monthly payer. Currently north of 8% yield

[rnegoro]

Honestly the value that is attached to mpw is likely lower than liquidation value, but management is kinda shady, so everyone sane i know, they avoid it.

[jamesm]

I bought SLG at 25.00 and now 64.00. Please update us SLG thanks for content!

[AnotherGringo]

The problem I have is you just can’t trust this management, even from their earnings call. They made it clear that they were fine for at least this year on there dividend and soon after the call they announce another cut. Do you think they will cut again?

[thebunnyfoofoo]

Do you think Unite Group is on the dip now? It is still way lower than it was in 2020 right before my pandemic.

[BelleDividends]

Some good news within the ocean of bad news.

[BelleDividends]

Is this $100 discount a lifelong discount?

[vyacheslavshvartsman]

You claim that the short sellers have closed their positions. The short float is almost 50% at over 200 million shares held short with average volume of 15 million shares per day. When a lot of the current issues resolve over the next several months the shorts will have to get out and at current positions there will be incredible price pressure up

[AbdulRahim-cuy]

Hi Jussi! Do you edit videos yourself, or have you hired someone? I'm an editor and would love to discuss it if you’re interested.

[Sylvan_dB]

I'm done, and sold at almost 20% gain. With a yield over 10% I thought the risk was worth it, but with the div cut to 8cents and questions about the viability of even that (no profits? paying in shares?) I have better places for that capital.

[tradeswithjohnnie]

It is crazy so many influencers promote this stock.
It shows the mentality of people.
People want to buy when it is low and grouns floor VS people buying when the stock is strong.