I constantly allocate additional funds to several portfolios. One of the bigger groups is income based and is composed of individual bonds, select international banking stocks, Real Estate Investment Trusts ("REITs"), Business Development Companies ("BDCs"), and Master Limited Partnerships ("MLPs"). Currently, the income components are approximately evenly weighted outside of BDCs which I am looking to add to. In the near future, however, I'll need to allocate more toward REITs despite my skepticism of the risk versus reward of most firm's current valuations. My current holdings are composed of Ventas Inc. (NYSE:VTR), HCP, Inc. (NYSE:HCP), Healthcare Trust of America (NYSE:HTA), Omega Healthcare Investors (NYSE:OHI), and Physicians Realty Trust (NYSE:DOC). In terms of growth potential, I prefer DOC but the stock has had a tremendous run and would need to pull back substantially before I could add to it.
Why is Omega Unique?
Omega is in the middle of its two-year trading range. Let's compare its performance to some peers.
