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LPT

Liberty Property

$40.64

-0.2 (-0.49%)

, OHI

Omega Healthcare

$34.53

0.58 (1.71%)

18:36
01/03/19
01/03
18:36
01/03/19
18:36

Camden Property, Omega Healthcare upgraded to Overweight at MUFG

MUFG analyst Karin Ford upgraded Camden Property (CPT) and Omega Healthcare (OHI) to Overweight from Neutral as part of her broader research note on REITS, partially titled "Shelter in a Sea of Uncertainty; REITs Poised to Outperform in 2019". The analyst sees improving interest rate environment as supportive for the sector while the "conservative capital structure" of select names would offer investors "shelter from market and macro uncertainty". Ford expects long-term rates to grow only 15-20bps in 2019, with a particularly bullish outlook on Apartments and Healthcare within the sector. For Camden Property, Ford anticipates the REIT to generate accelerating and above-average FFO growth in 2019, adding that its recent "underperformance has created an attractive entry price for new investors." For Omega Healthcare, the analyst is positive on the REIT's "defensive characteristics, including a premium 7.6% dividend yield" along with favorable fundamental trends in the skilled nursing business. Ford also announced a downgrade of Liberty Property (LPT) to Neutral from Overweight with a lowered price target of $42. The analyst cites the company's valuation following a 600bps outperformance of its peer group last year along with her concern around its core growth amid growing trade risks for industrial demand.

LPT

Liberty Property

$40.64

-0.2 (-0.49%)

OHI

Omega Healthcare

$34.53

0.58 (1.71%)

CPT

Camden Property

$84.73

0.55 (0.65%)

LPT Liberty Property
$40.64

-0.2 (-0.49%)

01/03/19
MUFG
01/03/19
DOWNGRADE
Target $42
MUFG
Neutral
Liberty Property downgraded to Neutral from Overweight at MUFG
MUFG analyst Karin Ford downgraded Liberty Property from Overweight to Neutral and lowered her price target to $42 from $47.
06/15/18
JPMS
06/15/18
UPGRADE
Target $44
JPMS
Neutral
Liberty Property upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Anthony Paolone upgraded Liberty Property Trust to Neutral and raised his price target for the shares to $44 from $41. The stock offers an above average dividend yield relative to peers, which could make it attractive for value-oriented investors, the analyst contends. Further, he likes the shift management has been making by disposing of non-core office assets and reinvesting the proceeds into industrial developments.
07/24/18
MUFG
07/24/18
NO CHANGE
Target $42
MUFG
Overweight
Recent weakness in Liberty Property is a buying opportunity, says MUFG
MUFG analyst Karin Ford keeps her Overweight rating and $42 price target on Liberty Property after its mixed Q2 results, with "noise related to two office developments" overshadowing a beat and raise in the core industrial portfolio. The analyst contends that the management is executing well in its portfolio recycling plan otherwise, as its same-store net operating income of 5.5% exceeded expectations. Ford further suggests that the recent weakness in the stock is "an attractive buying opportunity" given the REIT's runway for above-trend industrial growth and development pipeline, which may also produce a privatization bid if the "non-core noise" continues.
10/23/18
MUFG
10/23/18
NO CHANGE
Target $47
MUFG
Overweight
Liberty Property price target lowered to $47 at MUFG after Q3 results
MUFG analyst Karin Ford lowered her price target on Liberty Property (LPT) to $47 from $49 after its Q3 results, stating the FFO beat was "almost" overshadowed by its announcement of a full exit from its remaining non-industrial portfolio. The analyst also keeps her Overweight rating, adding that there was no news on the Comcast (CMCSA) cost overruns and Camden development while also noting that the REIT still has the industrial fundamental runway to justify expectations of FFO growth in 2020.
OHI Omega Healthcare
$34.53

0.58 (1.71%)

01/02/19
JMPS
01/02/19
DOWNGRADE
JMPS
Market Perform
MedEquities Realty Trust downgraded to Market Perform at JMP Securities
JMP Securities downgraded MedEquities Realty Trust (MRT) to Market Perform from Outperform after Omega Healthcare Investors (OHI) announced an agreement to acquire all of the outstanding shares of MedEquities in a $600M deal.
11/28/18
STFL
11/28/18
UPGRADE
Target $39
STFL
Buy
Omega Healthcare upgraded to Buy from Hold at Stifel
As noted earlier, Stifel analyst Chad Vanacore upgraded Omega Healthcare to Buy and raised his price target to $39 from $34. The analyst cites improved investor sentiment on skilled nursing industry and better coverage by Omega Healthcare on its "attractive dividend yield" while moving further away from the challenges related to its portfolio restructuring efforts.
01/02/19
JPMS
01/02/19
UPGRADE
JPMS
Neutral
MedEquities Realty Trust upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Michael Mueller upgraded MedEquities Realty Trust (MRT) to Neutral from Underweight after Omega Healthcare Investors (OHI) announced an agreement to acquire the company in a cash and stock deal valued at $10.26 per MedEquities share.
01/03/19
MUFG
01/03/19
UPGRADE
Target $40
MUFG
Overweight
Omega Healthcare upgraded to Overweight from Neutral at MUFG
MUFG analyst Karin Ford upgraded Omega Healthcare to Overweight from Neutral and raised her price target to $40 from $34.
CPT Camden Property
$84.73

0.55 (0.65%)

01/03/19
MUFG
01/03/19
UPGRADE
Target $96
MUFG
Overweight
Camden Property upgraded to Overweight from Neutral at MUFG
MUFG analyst Karin Ford upgraded Camden Property to Overweight from Neutral and raised her price target to $96 from $92.
12/19/18
JANY
12/19/18
UPGRADE
JANY
Buy
Camden Property upgraded to Buy from Neutral at Janney Montgomery Scott
12/06/18
BTIG
12/06/18
UPGRADE
Target $216
BTIG
Buy
AvalonBay upgraded to Buy from Neutral at BTIG
BTIG analyst James Sullivan upgraded AvalonBay (AVB) to Buy from Neutral with a price target of $216 as part of his broader research note on Apartment REITS, saying that the performance of the sector was very positive in Q3 with accelerating rent and same store net operating income growth. The analyst anticipates these trends to continue in 2019, modeling a SSNOI growth of 3.3% and FFO growth of 4.4%. As part of his research note, Sullivan also raises his price targets on the Buy-rated Camden Property (CPT) to $102 from $101 and Essex Property Trust (ESS) to $290 from $262.
11/20/18
BARD
11/20/18
UPGRADE
Target $100
BARD
Outperform
Camden Property upgraded to Outperform at Baird
As reported previously, Baird analyst Drew Babin upgraded Camden Property to Outperform from Neutral. The analyst expects the AFFO per share to exceed the group weighted average significantly despite owning the lowest leverage ratio in the group. He believes its AFFO growth could even more substantially outperform the group should it utilize dry powder for acquisitions beyond his forecast. Babin raised his price target to $100 from $95 on Camden Property shares.

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, ERIC

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$42.84

-0.03 (-0.07%)

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AHT

Ashford Hospitality

$2.70

-0.005 (-0.19%)

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ESVIF

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FC

Franklin Covey

$37.20

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