LTC Properties (LTC) owns a portfolio of 200 senior housing and skilled nursing real estate properties in 28 states, leased to 30 different operator tenants. Most of LTC’s investments (85.2%) are directly owned real estate, while the reminder (14.8%) are higher-yielding loans receivable in the form of mortgages, mezzanine loans,Read More →

Originally published on August 19, 2019 The housing starts and permits report this morning for July adds to the positive data looking forward to H2 2020 (or, possibly, less bad – but that’s another discussion). First, here are overall permits (red) and starts (blue): While the very volatile starts declined,Read More →