HR, DOC Kickoff 1Q18 Healthcare Earnings: We Believe MOBs Are Well Positioned

Report written by: Joseph D. France, CFA and Dennis Pak, Cantor Fitzgerald, April 25, 2018

Investment Summary: DOC and HR, both rated Overweight and focused on medical office buildings (MOBs), kick off the 1Q18 earnings season for our covered healthcare REITs next week. HR reports after the close on Thursday, 5/3/18 and DOC follows on Friday, 5/4/18 before the open. DOC is working through a couple of operator issues that we expect to be resolved shortly and we expect HR to continue re-positioning its portfolio, although there was not a lot of M&A in 1Q18. Although HR has been around much longer, both HR and DOC are focused on properties that are on, or near-campus and affiliated with rated healthcare systems... Read the full report here.


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