Target Healthcare Reit Share Discussion Threads

[neilyb675] 26/2/2024 14:02

78.30 - 78.70 (GBX) at 13:25:36
on Market (LSE)

[jpleight] 22/2/2024 14:18

very attractive yield atm. the sector is unloved at the moment but this particular reit with occupancy so high and high demand for years to come seems to be in a much better place than other players. I hold some atm, very happy with this yield :)

[spoole5] 20/2/2024 16:27

Surprised this hasn't attracted a bid at these levels.

[neilyb675] 19/2/2024 15:11

78.20 - 78.50 (GBX) at 15:08:44
on Market (LSE)

[alter ego] 23/11/2023 09:54

I hold these in an ISA and pay no additional charges than apply to every other share in the iSA.

[igoe104] 22/11/2023 14:49

I've not heard of any product cost ?

[basem1] 22/11/2023 13:39

I was thinking of buying some of these for the yield and potential growth but interactive investor are warning me that over and above stamp duty there is an additional 4.4% to pay for product costs per annum Is this correct please ?

[igoe104] 17/11/2023 14:55

Can only see these Reits Navs to discount gradually srink to around 10% instead of 30% discount. As reducing interest rates talk over the next couple of months...

[saltaire111] 17/11/2023 08:55

Inverse correlation with interest rates playing out in the share price action. As forecasts for lower rates come through, the share price appreciates.

[nerja] 12/11/2023 08:59

Midas share tip this week in the mail !

[jong] 09/11/2023 09:27

XD today. 1.428p per share payable on Fri 24 November

[gonsan] 02/11/2023 09:58

I waiting to receive my moneys from EPIC to increase my position here!

[cwa1] 01/11/2023 07:55

Indeed, steady as she goes with no "nasties"(that I have spotted yet!).

That should knock the share price back a bit...

[saltaire111] 01/11/2023 07:51

Nice solid update this morning. Doing exactly as it is designed to do.

Salty

[wskill] 30/10/2023 14:44

Most of my friends have ample provision for care later in life and final salary pensions to help fund it.

[apollocreed1] 30/10/2023 14:27

There may be plenty of demand but if there's no money to pay for them then the sector can't grow.

[wskill] 30/10/2023 13:46

Another company on about care home bed shortfall we are invested in a growth industry now by the looks of it.

Stark shortfall’ in care home beds for an
ageing population: Tens of thousands
more care home beds need to be provided
within the next decade to accommodate
Britain’s ageing population. With the number
of people aged over 80 in the U.K. forecast
to rise by a million to 4.5 million by 2032,
research from Savills has found that
because of the significant undersupply, an
additional 144,000 care home beds will be
required to meet demand

[apollocreed1] 25/10/2023 14:38

Over 5% fall today. On what news? Can't see anything to warrant that

[saltaire111] 25/10/2023 11:01

Someone’s gonna bid for this before too long.

[gonsan] 11/10/2023 14:26

hxxps://tools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=4389151&;lang=en-GB&companycode=je-thrl&v=

Link to full year results.
A reduciton of 2 p by jefferies to 105p is ok (i hope we reach that). I think i will recycle some of my EPIC holder to invest more here.
The REIT reason to exist makes a lot of sense to me.

[cwa1] 11/10/2023 07:38

* Target Healthcare REIT Plc THRLT.L : Jefferies cuts target price to 105p from 107p

[parsons4] 18/9/2023 15:48

Brad44 not really !!!!

[brad44] 31/8/2023 15:55

supressed share price and decent divi, is there a good reason to not buy these?

[lloydypool] 17/8/2023 10:47

I think the reality is REITS, Infrastructure funds & other fixed income proxies are all suffering as inflation is more persistent than expected and interest rates are going higher than expected.

8% yield isn't that attractive, when inflation is 7% and "risk free" long dated gilts are circa 5%.

That said, that's looking at a situation where everything stays as it is when we know that historically increasing interest rates only last until we hit a recession and with the debt pile around (the government in particular)then it would seem that a) inflation will eventually crash & b) those interest rates will not stick around at 5% or so. A recession bringing interest rates to 2% and the yield here to 5% would bring the price to over a quid a share again. Unlike other REITS recession shouldn't impact income too much so I'd be surprised if the discount to NAV doesn't narrow significantly over the next 12 months.