This is how I structure my own portfolio since I like to sleep well. Perhaps I am subscribed to the wrong Substack 😂, perhaps Value Generate is what I need.
I'd still far away from MPW. That mgt team is super shady. And there's a reason there's only one REIT/Co out there buying hospital real estate to lease back: It's a crappy deal for the hospital, ie margins are already too thin to support a rent payment; and it's a crappy deal for the lender if the hospital defaults, as evidence by Steward and Prospect.
This is how I structure my own portfolio since I like to sleep well. Perhaps I am subscribed to the wrong Substack 😂, perhaps Value Generate is what I need.
I might undegen myself as my assets under management grow. For now I am swinging for the fences, perhaps too much sometimes.
I'd still far away from MPW. That mgt team is super shady. And there's a reason there's only one REIT/Co out there buying hospital real estate to lease back: It's a crappy deal for the hospital, ie margins are already too thin to support a rent payment; and it's a crappy deal for the lender if the hospital defaults, as evidence by Steward and Prospect.