OHI is a leader in SNF facilities with over 900- there is money to be made in the entire Healthcare industry. OHI has their particular niche and is doing fine-new ventures may not be needed at this time.
I have owned VTR for a number of years-like all REITS they have been beaten down ( $20 from their high) They are a strong company with good management and provide a divvy around 5% with recent increases. All of the strong REITS are gobbling up the competition with lending money so cheap-years from now we will look back at this time period and realize that it was the Golden time for strong REITS.
Siemp--before you buy a stock I would suggest that you do your own research-go on the company site and check out the info--you might not understand all the data but you will get a basic understanding of the company ( earnings,profit,loss,dividends etc )
John-looks like you have done your homework. Being long on this stock I'm not going to wish you the best of luck on your short BUT I will say that I respect you and your choice and it's healthy to read and digest other points of view.
When you buy a REIT you must be aware that it is tied to the Fed rate along with rumors that may turn out to be true or not. All REITS are down since it appears that the FED rate may increase in the near future and many investors see an opportunity to secure a higher rate on their investment in what they believe to be a safer purchase .All of my REITS pay a dividend that far outweighs any rate increase by the Fed in the near future--many investors view the drop in price of their REITS as a buying opportunity..Some of my REITS are in DRIP programs that will enable the dividend to purchase additional stock because of the drop in price.