Ventas report:
Analysis, Creativity, Strong Investment Idea, Original, supported by Quantitative and
Qualitative elements.
o 1) Property Sector Overview: subsections may include: Current Conditions;
COVID Impact; Longer term Outlook; Supply/Demand, Technology-Help or
Hindrance? Sector Investment Recommendation: (Should Investors Overweight
or Underweight this Sector (Hotels, Office etc) and WHY?
o 2) Individual Stock Analysis and Recommendation: History and Description;
Management Team (experience and track record) Portfolio and Business Model
Description; Investment Positives and Risks; Comparative Valuation (Valuation
compared to peers, on FFO and NAV basis; Why you Selected this Property?;
Demographic Trends; Current Market Rental Rates and Forecasts;
Construction/Renovation Budget; Investment Recommendation (Buy or Sell) and
WHY? Also, What could go wrong? (Risks)