Medical Real Estate

August 06, 2012

Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Hospitals, Fragmented Real Estate Market Consolidation, Affordable Care Act and Reimbursements

Companies covered: Ventas, Inc. (NYSE:VTR), Sun Healthcare Group Inc., Senior Housing Properties Trust (NYSE:SNH), Skilled Healthcare Group, Inc., Omega Healthcare Investors, Inc. (NYSE:OHI), Kindred Healthcare, Inc. (NYSE:KND), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), Universal Health Services, Inc. (NYSE:UHS), HealthSouth Corporation (NYSE:HLS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), LCA-Vision Inc., Amsurg Corp. (NASDAQ:AMSG), UnitedHealth Group Incorporated (NYSE:UNH), NxStage Medical, Inc. (NASDAQ:NXTM), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX)

Buy ($175)