对于寻求跑赢大盘的投资者而言，CTRE是一项买入标的，因其在人口结构趋势下整合养老住房资产中扮演的角色。
逐段跳播
我喜欢寻找那些有望从巨大的长期逆风中获利的股票，CareTrust REIT，交易代码CTRE，就是其中之一。美国人口老龄化正处于一个十字路口，我们必须确保能够支持和照护这些老年人。
CareTrust在12年前作为一家分拆公司上市。那次分拆的投资者如今持有的股票价值已增长了十倍。未来，事情在这里变得有趣。它在美国拥有略多于400处物业。这还不到可用养老住房物业总数的3%，而该公司作为这些资产的聚合者表现出色。
该行业约三分之一、大约15000家机构，由只拥有一两家机构的小型运营商持有。另一半则由拥有三到二十家机构的人持有。这恰好落在CareTrust收购的理想范围内。这些天使中的大多数，Dan，都是婴儿潮一代。
他们正在为这些业务寻找退出策略。因此，这些都是极好的趋势。这家公司是一个经过验证的资本提供者和收购者。因此，希望继续实现跑赢市场回报的投资者，今后应考虑CareTrust。
I like to find stocks poised to profit from massive secular headwinds, and CareTrust REIT, trading symbol CTRE, is one of those stocks. America's aging population stands at a crossroads, and we must ensure that we can support and care for these elderly people.
CareTrust went public as a spin-off company 12 years ago. Investors in that split now own a stock whose value has increased tenfold. This is where things get interesting for the future.
It owns just over 400 properties in the United States. This represents less than 3% of the total available senior housing properties, and the company excels as an aggregator of these assets.
About a third of the establishments in this sector, and there are about 15,000 establishments, are owned by small operators who own only one or two establishments. The other half is owned by people who own between three and 20 establishments.
This falls squarely within the ideal scope for CareTrust's acquisitions. Most of these angels, Dan, are baby boomers. They are looking for exit strategies from those businesses.
Therefore, these are excellent trends. This company is a proven capital provider and acquirer. Therefore, investors who wish to continue to achieve returns that outperform the market should consider CareTrust going forward.
这个频道对 $CTRE 的历次判断
The Motley Fool 在这只股票上只有这一条判断。