Investing in Seniors Housing Public Equities: Taking Stock of Today’s Market

Reference Companies: 

Recorded June 17, 2008

Order the CD or Transcript for this SeniorCare Investor webcast featuring expert analysis of publicly traded seniors housing and care stocks and health care REITS, where the market is headed, and where opportunities exist.

This educational offering has been approved for 1 clock hour by the National Association of Boards of Examiners of Long Term Care Administrators (NAB).

While 2006 was a great year for the publicly traded seniors housing and care stocks, as well as for health care REITs, in 2007 the market turned downward. That trend has continued into 2008 for most of the provider companies. The near-term industry fundamentals, however, are still relatively strong and the long-term prospects extremely positive, so values for everyone should be moving up, not down. Is now the time to buy? Hold? Sell?

To answer that question, we’ve enlisted some of the nation’s top equity analysts in the seniors housing and care sector to discuss where they see market opportunities and why, and explain why health care REITs are performing well in a difficult capital market environment. You won’t want to miss their insightful commentary in the new webcast, “Investing in Seniors Housing Public Equities: Taking Stock of Today’s Market.”

This is an ideal opportunity for anyone active in seniors housing and care to fully understand the public equity market, what moves share prices and determines value, and whether the stock market will be a predictor of the industry’s future.

Here’s just some of what you’ll learn during this in-depth, 90-minute webcast:
 

What can investors look for in the second half of 2008 for publicly traded seniors housing and REIT stocks?
Have their values been unfairly punished in the past 18 months?
What are the best buys and why?
When will an M&A premium get back in the market, and what might trigger it?
Why are health care REITs performing so well in a dismal market, and will that continue?
How should companies that own their real estate be valued compared with those that don’t?
With the real estate downturn, are investors looking at the sector as real estate or health care?
Are REITs with just seniors housing and care assets a thing of the past, because they need more diversification?
Plus, a chance to ask the experts your burning questions on senior care.

 

...and much more!

 

Reference Companies: 

Panel of Experts:

Adam Feinstein, a Managing Director in Equity Research at Lehman Brothers, covers as well as coordinates the firm's Health Care Facilities research team. Mr. Feinstein was ranked No. 1 in the 2007 Institutional Investor All America Research Survey in the Health Care Facilities category, for the third consecutive year. In addition, he was No. 1 in the Health Care Facilities category in the 2008 Greenwich Survey for both Research Franchise, as Read More
Managing Director in Equity Research at Lehman Brothers
James Kumpel, Managing Director, Healthcare Services, at FBR Capital Markets, Inc., has covered healthcare services stocks since 1997, when he joined Raymond James & Associates. His primary areas of focus have been healthcare information technology, pharmaceutical informatics, and senior care, although he has written on managed care, hospitals, drug stores, and drug distributors as well. Mr. Kumpel has been featured in articles in The Wall Read More
Managing Director, Healthcare Services, at FBR Capital Markets, Inc.
Robert Manins, Senior Equity Research Analyst at Raymond James
Robert Mains joined Morgan Keegan & Company, Inc. as a senior equity research analyst covering the Healthcare Services and Healthcare REITs sectors in February 2007 and is based in Saratoga Springs, New York. Prior to joining Morgan Keegan, Mains was a senior research analyst with Ryan Beck. Before that, he was a senior analyst and Director of Research for The Advest Group and a research analyst with First Albany. Mains is a Chartered Read More
Senior Equity Research Analyst at Raymond James | Morgan Keegan
Frank Morgan, Managing Director of Equity Research at Jefferies & Company, Inc.
Frank G. Morgan, Managing Director of Equity Research at Jefferies & Company, Inc., joined the firm in 2000 as part of a newly opened healthcare services research and investment banking office in Nashville, Tennessee. Mr. Morgan’s current research universe is dedicated to facility-based healthcare services, including: acute-care hospitals; senior living services, including skilled nursing and assisted living; and a range of specialty Read More
Managing Director of Equity Research at Jefferies & Company, Inc.
Stephen Monroe
Stephen M. Monroe is a respected and often quoted industry leader. He is the managing editor and partner at Irving Levin Associates, Inc., a research and publishing firm founded in 1948. The firm specializes in the seniors housing and health care investment markets and delivers timely market intelligence to subscribers through financial newsletters, acquisition reports and databases. Mr. Monroe is the editor of The SeniorCare Investor, the Read More
Editor, The SeniorCare Investor