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| Healthcare REITS Master List |
| Healthcare REIT's, as with most other sectors of REIT's come in many different sizes and shapes. Some invest strictly in LONG TERM CARE facilities, ASSISTED LIVING and other senior resident facilities. Others concentrate on outpatient treatment facilities---others in specialty clinics or in laboratories. Others invest in inpatient hospitals although this is a very minor segment Please note that they do not operate these businesses, but just hold the mortgages on the buildings these businesses are operating in. The Healthcare REIT may actually originate a loan for the purposes of building a facility or they may purchase a mortgage in the secondary mortgage market. While healthcare REITS do not actually operate medical businesses it does NOT mean that one should ignore the financials of the health care industry. The healthcare industry is driven substantially by the reimbursement rate that each organization is able to negotiate with each insurance company as well as with Medicare and Medicaid. There should be no doubt that the long term health of the HealthCare REIT sector is driven by these rates and a large share of 'self pay' and co-pay charges end up being written off by the HealthCare provider. The bottom line is that the less profitable the HealthCare organization---the less they are will to pay in terms of leases and rents to the HealthCare REITS Always remember that diversification is a key to safety in investing as such a basket of REIT's is best. Please do your due diligence as nothing is guaranteed. |
| Biomed Realty Trust Financials for Period End 6/30/2008 BioMed Realty Trust, Inc. operates as a real estate investment trust (REIT) in the United States. The company engages in the acquisition, development, ownership, leasing, and management of laboratory and office space for the life science industry. As of December 31, 2007, it owned or had interests in 67 properties, including 103 buildings with approximately 6.6 million rentable square feet of laboratory and office space. BioMed Realty Trust also owned undeveloped land that could support approximately 1.3 million rentable square feet of laboratory and office space. The company's properties are located as centers for scientific research in Boston, San Diego, San Francisco, Seattle, Maryland, Pennsylvania, and New York/New Jersey. It serves biotechnology and pharmaceutical companies, scientific research institutions, government agencies, and other entities involved in the life science industry. The company qualifies as a REIT for federal income tax purposes. It would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. BioMed Realty Trust was founded in 2004 and is based in San Diego, California. Yield as of 9/26/2008 5.1% |
| Cogdell Spencer Financials for Quarter End 06/30/2008 Cogdell Spencer, Inc. owns specialty office properties for the medical profession in the southeastern United States. It primarily engages in the ownership, development, redevelopment, acquisition, and management of medical office buildings and other healthcare-related facilities. Cogdell Spencer owns and/or manages 73 medical office buildings and healthcare-related facilities, which include 45 wholly owned properties; 8 joint venture properties; 16 properties owned by third parties; and 4 properties held for sale. The company intends to qualify as a real estate investment trust for federal income tax purposes. Cogdell Spencer was founded in 1972 and is headquartered in Charlotte, North Carolina. Yield as of 5/2/2008 8.2% |
| Healthcare Properties Investors Latest 10Q for Quarter End 06/30/2007 Health Care Property Investors, Inc. operates as a real estate investment trust in the United States. The company, through its subsidiaries and joint ventures, invests in health care-related properties and provides mortgage financing on health care facilities. It acquires health care facilities and leases them to health care providers. As of December 31, 2005, the company's real estate portfolio, including properties held through joint ventures and mortgage loans, consisted of interests in 527 facilities located in 42 states. Its properties include senior housing facilities, medical office buildings, hospitals, skilled nursing facilities, and other healthcare facilities, including laboratory and office buildings. Health Care Property Investors has elected to be treated as a REIT for federal income tax purposes and would not be subject to income tax, if it distributes approximately 90% of its taxable income to its share holders. The company was founded in 1985 and is headquartered in Long Beach, California. Yield as of 5/2/2008 5.1% |
| Healthcare Realty Trust Financials for Period End 6/30/2008 Healthcare Realty Trust Incorporated, a real estate investment trust, engages in the ownership, acquisition, management, and development of real estate properties associated with the delivery of healthcare services in the United States. It also provides mortgage financing on healthcare facilities. As of December 31, 2005, the company had invested in real estate properties, including medical office/outpatient facilities, assisted living facilities, skilled nursing facilities, inpatient rehab facilities, independent living facilities, and other inpatient facilities. As of the above date, it owned 237 properties. As of the same date, the company provided property management services for 138 healthcare-related properties. Healthcare Realty Trust qualifies as a real estate investment trust for federal income tax purposes. The trust would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded by David R. Emery in 1992. The company is headquartered in Nashville, Tennessee. Yield as of 5/2/2008 5.3% |
| Finanicals for Period Ending 6/30/2008 Health Care REIT, Inc., a real estate investment trust (REIT), invests primarily in healthcare and senior housing facilities in the United States. The company's investments include assisted living facilities, skilled nursing facilities, independent living care retirement communities, and specialty care facilities. As of December 31, 2005, it invested in 195 assisted living facilities, 203 skilled nursing facilities, 31 independent living care retirement communities, and 13 specialty care facilities. The company has elected to be taxed as REIT under the Internal Revenue Code. As a REIT, it would not be subject to federal income tax purposes, provided that it distributes at least 90% of its REIT taxable income to its shareholders. Health Care REIT was founded in 1970 and is headquartered in Toledo, Ohio. Yield as of 5/2/2008 5.5% |
| LTC Properties Latest Financials for Period End 6/30/2008 LTC Properties, Inc. operates as a health care real estate investment trust (REIT) in the United States. The company primarily invests in long-term care and other health care related properties through mortgage loans, property lease transactions, and other investments. As of December 31, 2007, it owned 61 skilled nursing properties with 7,179 beds; 84 assisted living properties with 3,744 units; and 1 school. As a REIT, the company is not subject to federal income tax to the extent it distributes 90% of taxable income to its shareholders. LTC Properties was founded in 1992 and is based in Westlake Village, California. Yield as of 5/2/2008 5.7% |
| National Health Investor Latest 10Q for Quarter End 09/30/2007 National Health Investors, Inc., a real estate investment trust (REIT), invests in health care properties, primarily in the long-term care industry in the United States. As of December 31, 2007, it had investments in real estate, and mortgage and notes receivable investments in 124 health care facilities consisting of 83 long-term care facilities, 1 acute care hospital, 4 medical office buildings, 15 assisted living facilities, 4 retirement centers, and 17 residential projects for the developmentally disabled. The company has elected to be treated as a REIT for federal income tax purposes and would not be subject to federal income tax, if it distributes at least 90% of its REIT taxable income to its shareholders. National Health Investors was founded in 1991 and is based in Murfreesboro, Tennessee. Yield as of 5/2/2008 7.2% |
| Nationwide Health Properties Financials for Period End 6/30/2008 Nationwide Health Properties, Inc. operates as a real estate investment trust (REIT) that invests primarily in healthcare-related senior housing and long-term care facilities in the United States. As of February 8, 2006, the company had investments in 447 facilities in 39 states in the United States. It also provides financing to healthcare providers. As a REIT under the Internal Revenue Code, the company would not be subject to federal income tax, provided it distributes at least 90% of its REIT taxable income to its shareholders. Nationwide Health Properties was founded in 1985 and is based in Newport Beach Yield as of 5/2/2008 4.8% |
| Senior Housing Financials for Period End 6/30/2008 Senior Housing Properties Trust, a real estate investment trust (REIT), primarily invests in senior housing properties in the United States. The trust invests in hospitals, nursing homes, senior apartments, independent living properties, and assisted living properties. As of September 30, 2005, it owned 184 properties, including 85 assisted living facilities, 61 skilled nursing facilities, 36 independent living communities, and 2 hospitals. The trust elected to be taxed as a REIT under Sections 856 through 860 of the Internal Revenue Code. As a REIT, it would not be subject to federal income tax, if it distributes at least 90% of its REIT taxable income to its shareholders. Senior Housing Properties Trust was organized in 1998 and is based in Newton, Massachusetts. Yield as of 9/3/2008 6.5% |
| Omega Healthcare Investors Financials for Period End 9/30/2008 Omega Healthcare Investors, Inc. operates as a real estate investment trust (REIT) in the United States and was formed in 1992. It invests primarily in healthcare facilities, which include long-term care nursing homes. The company also provides lease or mortgage financing to qualified operators of skilled nursing facilities; and to assisted living facilities, rehabilitation, and acute care facilities. As of December 31, 2007, its portfolio of investments includes 236 healthcare facilities located in 27 states and operated by 28 third-party operators. The company qualifies as a real estate investment trust for federal income tax purposes. It would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Yield as of 1/2/2009 8% |
| Universal Health Realty Income Financials for Period End 6/30/2008 Universal Health Realty Income Trust operates as a real estate investment trust (REIT). It invests in health care and human service related facilities, including acute care hospitals, behavioral healthcare facilities, rehabilitation hospitals, sub-acute facilities, surgery centers, childcare centers, and medical office buildings. As of December 31, 2006, the company had 45 real estate investments or commitments located in 15 states in the United States consisting of 6 hospital facilities, including 3 acute care, 1 behavioral healthcare, 1 rehabilitation, and 1 sub-acute; 35 medical office buildings; and 4 preschool and childcare centers. Universal Health Realty Income Trust qualifies as a REIT for federal income tax purposes. As a REIT, the company would not be subject to federal income tax to the extent that it distributes at least 90% of its taxable income to its shareholders. Universal Health Realty Income Trust was founded in 1986 and is headquartered in King of Prussia, Pennsylvania. Yield as of 9/2/2008 6.4% |
| Ventas Financials for Period End 6/30/2008 Ventas, Inc., through its subsidiaries, operates as a healthcare real estate investment trust in the United States. It finances, owns, and leases healthcare related and senior housing facilities. As of December 31, 2005, Ventas owned 200 nursing facilities, 41 hospitals, and 139 seniors housing and other facilities in 42 states. It also leased 225 facilities, as of the above date. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. Ventas was founded in 1983 and is based in Louisville, Kentucky. Yield as of 5/2/2008 4.1% |
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