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Ventas: 3Q18 Earnings Quick Cuts

Worth Watching: 28 Oct 2018, 9:06 AM ET - Ventas (VTR) reported 3Q18 that beat consensus as both FFO and revenue came in ahead of estimates. The main operating trends remain unchanged: new supply continues to pressure results primarily in the senior housing operating (SHOP) book, balanced ..

Retail REITs: Sears Bankruptcy as Opportunity

Worth Watching: 15 Oct 2018, 1:28 PM ET - Retail REITs: With the news that Sears is (finally?) filing for bankruptcy, we size REIT exposures to the long-struggling retailer and see the impacts as broadly manageable. From an operating performance perspective, the vast majority of REITs see ..
Focused

REIT/CRE 3Q18 Preview: What We're Watching

Sector Analysis: 12 Oct 2018, 5:57 AM ET - We lay out what we're watching as we head into 3Q18 earnings, for property types, individual credits, and with a macro component given the breadth and depth of economic touch points for U.S. real estate.

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

Register Now: 2018 Global Financials Seminars

Announcement: 10 Sep 2018, 9:51 PM ET - Register for our upcoming fifth annual Global Financials Seminars.
Focused

REITs/CRE 2Q18: How Are Property Types Performing?

Sector Analysis: 22 Aug 2018, 5:10 AM ET - In Part 2 of our REITs/CRE 2Q18 review, we delve into the recent trends—both operating fundamentals and capital markets—across the five major property types as we take the pulse of the different underlying asset classes.

REITs/CRE 2Q18: Themes, Trends and Takeaways

Sector Analysis: 13 Aug 2018, 5:32 AM ET - In part 1 of our REITs/CRE 2Q18 review, we discuss key themes emerging from earnings, including sector relative value, overall market conditions, the continue run-up in construction costs and more.

Interplay Between US Banks & Fed's Balance Sheet

Sector Analysis: 08 Aug 2018, 5:36 AM ET - In this note, we discuss the impacts of the Fed's balance sheet unwind on banks. We expect that U.S. banks will become the "natural buyers" of U.S. Treasuries not bought by the Fed, offsetting the impact on rates.
Focused

IG Note: Ventas Shopping 10Y Notes

IG Note: 06 Aug 2018, 10:23 AM ET - VTR is in the market with its second 10Y deal of 2028 to fund a tender of its 2021s. The notes look primed to come on top of the secondary assuming 15-20 bp of tightening, and we would buyers up to ~140 bp, reflecting our overall O/P view.
Focused

Ventas: 2Q18 Earnings Quick Cuts

Worth Watching: 29 Jul 2018, 7:38 PM ET - Ventas (VTR) reported a solid 2Q18 as both FFO and revenue came in ahead of consensus estimates. The main operating trends remain unchanged: new supply continue to pressure results primarily in the RIDEA senior housing book, while VTR continues ..

CA Goes to the Polls: A Rent Control Primer

Sector Analysis: 11 Jul 2018, 9:42 PM ET - In November, Californians will vote on a ballot initiative that seeks to repeal Costa-Hawkins, a 1995-era law restricting municipalities' ability to institute rent control policies, with implications for multifamily REITs in particular.

US Banks: Update to 2018 Debt Supply Forecast

Sector Analysis: 09 Jul 2018, 5:49 AM ET - Following a review of 1H18 debt supply, we are increasing our supply forecast for the full year for the banks in our coverage universe. The majority of the increase reflects increased expectations for OpCo debt from the GSIBs.
Focused

REITweek 2018: Cool, Calm, and Collected

Sector Analysis: 08 Jun 2018, 5:22 AM ET - We attended NAREIT's REITweek 2018 convention, providing our top level thoughts on the overall sector tone and analysis on individual company presentations.
Focused

Ventas: Moody's Affirms, Outlook Still Stable

Worth Watching: 24 May 2018, 9:32 PM ET - Ventas (Baa1/BBB+/BBB+) was affirmed  at Baa1 by Moody's, and the outlook remains stable. The agency noted that the rating "reflects [Ventas'] large size and property type diversification, with a focus on private pay segments of the the healthcare ..

REITs/CRE 1Q18: How Are Property Types Performing?

Sector Analysis: 17 May 2018, 4:27 AM ET - In Part 2 of our REITs/CRE 1Q18 review, we delve into the recent trends--both operating fundamentals and capital markets--across the five major property types as we take the pulse of the different underlying asset classes.

REITs/CRE 1Q18: Themes, Trends and Takeaways

Sector Analysis: 14 May 2018, 4:40 AM ET - In part 1 of our REITs/CRE 1Q18 review, we discuss key themes emerging from earnings, including construction cost overruns, public/private market valuation disconnect, sector relative value, and more.
Focused

Ventas: 1Q18 Earnings Quick Cuts

Worth Watching: 29 Apr 2018, 10:04 PM ET - Ventas (VTR) reported a solid 1Q18 as both FFO and revenue came in ahead of consensus estimates. The main operating trends remain unchanged, with continued new supply pressures in senior housing anticipated to persist in 2018; management generally ..

March 2018 US Company Recommendation Changes

US Company Recommendation Changes: 01 Apr 2018, 9:44 PM ET - Our monthly report provides executive summaries for the twenty-two company recommendation changes made on North American companies during the month of March.

Retail REITs: TOYS Exposure aka Market Rents 'R Us

Worth Watching: 15 Mar 2018, 7:08 PM ET - Retail REITs: With Toys 'R Us (TOYS) looking like a straight liquidation rather than a restructuring, we take a quick look at exposures across the retail REIT universe (including names beyond our core coverage). Similar to past exercises with stru ..
Focused

Ventas: 4Q17 Earnings

Worth Watching: 04 Mar 2018, 9:49 PM ET - Ventas (VTR) turned in a solid 4Q17 as both FFO and revenue beat consensus estimates. The main operating themes remain unchanged: continued new supply pressures in senior housing are expected to persist in 2018 (although there are signs of a sl ..

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