A Look At Healthpeak Properties (DOC) Valuation After Recent US$925 Million Portfolio Transactions

Simply Wall St.01-14

Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603632611?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9621071-choice2-main-header/1585186711356","is_english":true,"pubTime":"2026-01-14 00:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603632611","market":"us","top_or_hot":-1,"title":"A Look At Healthpeak Properties (DOC) Valuation After Recent US$925 Million Portfolio Transactions","media":"Simply Wall St.","content":"<div>\n<p>Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-doc/healthpeak-properties/news/a-look-at-healthpeak-properties-doc-valuation-after-recent-u\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Healthpeak Properties (DOC) Valuation After Recent US$925 Million Portfolio Transactions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Healthpeak Properties (DOC) Valuation After Recent US$925 Million Portfolio Transactions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 00:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-doc/healthpeak-properties/news/a-look-at-healthpeak-properties-doc-valuation-after-recent-u><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-doc/healthpeak-properties/news/a-look-at-healthpeak-properties-doc-valuation-after-recent-u\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DOC","symbol_name":"Healthpeak Properties, Inc","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-doc/healthpeak-properties/news/a-look-at-healthpeak-properties-doc-valuation-after-recent-u","article_id":"2603632611","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9621071-choice2-main-header/1585186711356"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-doc/healthpeak-properties/news/a-look-at-healthpeak-properties-doc-valuation-after-recent-u","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603632611","pubTimestamp":1768320836,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with roughly US$325 million of outpatient medical property sales.\nSee our latest analysis for Healthpeak Properties.\nThe recent acquisition and disposals have come alongside a 7 day share price return of 2.56% and a 90 day share price return decline of 7.33%, while the 1 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DOC":"Healthpeak Properties, Inc","BK4225":"医疗保健房地产信托","BK7094":"医疗保健技术","BK4588":"碎股","BK4585":"ETF&股票定投概念","DOC.AU":"DOCTOR CARE ANYWHERE GRO-CDI","BK4203":"医疗保健房地产投资信托"},"translate_title":"最近9.25亿美元投资组合交易后的Healthpeak Properties(DOC)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DOC":1.5,"DOC.AU":1.5},"content_text":"Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with roughly US$325 million of outpatient medical property sales. See our latest analysis for Healthpeak Properties. The recent acquisition and disposals have come alongside a 7 day share price return of 2.56% and a 90 day share price return decline of 7.33%, while the 1 year total shareholder return decline of 10.13% shows that longer term performance has been weaker and momentum is still rebuilding. If this kind of portfolio reshaping has your attention, it could be a good moment to scan other US$ healthcare focused landlords through healthcare stocks and see how they compare on returns and risk. With the shares down on a 1 year and 3 year basis, and trading below analyst targets and some intrinsic value estimates, is Healthpeak Properties quietly offering value, or is the market already baking in a better growth story? AdvertisementMost Popular Narrative: 18.7% Undervalued With Healthpeak Properties last closing at US$16.81 and the narrative fair value at roughly US$20.68, the valuation gap hinges on some punchy long range assumptions.  Supply constraints in key outpatient and life sciences markets (notably lower new construction over the past two decades and removal of uncompetitive inventory) are tightening available space, positioning Healthpeak's concentrated, high-quality portfolio to benefit from robust re-leasing spreads, supporting stronger net operating income and rent growth.  Read the complete narrative. Curious what kind of steady revenue climb and margin lift need to play out to reach that higher fair value? The narrative leans on measured top line growth, a clear profitability shift, and a future earnings multiple more often associated with faster growing sectors. Want to see how those pieces fit together and what that implies for long term returns? Result: Fair Value of $20.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh up concentration in a handful of key markets and ongoing capital market uncertainty, both of which could weaken rental income and refinancing flexibility. Find out about the key risks to this Healthpeak Properties narrative.  Build Your Own Healthpeak Properties Narrative If you look at the numbers and come to a different conclusion, or simply prefer to test your own assumptions, you can build a custom thesis in just a few minutes, starting with Do it your way A great starting point for your Healthpeak Properties research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Ready For More Investment Ideas? Do not stop your research with one company. Broaden your watchlist and give yourself more options by scanning high quality ideas across sectors and styles.  Target higher income potential by checking out these 12 dividend stocks with yields > 3%, which may offer more reliable cash returns than many growth focused names. Ride powerful technology shifts by scanning these 26 AI penny stocks, which are tying artificial intelligence to real business models and measurable fundamentals. Hunt for possible mispriced opportunities using these 880 undervalued stocks based on cash flows and see which companies look inexpensive based on their underlying cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Healthpeak Properties might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603632611","isCrawlerRequest":true}