The YouTuber is adding Sabra Health Care REIT to his portfolio, noting its focus on skilled nursing, senior housing, and specialty hospitals, aligning with long-term demographic trends. Despite pandemic-related occupancy dips, Sabra collected 99.6% of forecasted rent. He emphasizes its valuation at 8.4 times expected funds from operations and an 8.9% dividend yield.
“Sabra leases properties to skilled nursing senior housing and specialty hospital companies so a strong play on that long-term demographic trend on an aging population.”