Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Diversified Healthcare Trust (DHCNL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: DHCNL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 55.43% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.36 | 52 Weeks Range 13.31 - 17.00 | Updated Date 05/14/2025 |
52 Weeks Range 13.31 - 17.00 | Updated Date 05/14/2025 | ||
Dividends yield (FY) 7.32% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -11.64% | Operating Margin (TTM) 8.91% |
Management Effectiveness
Return on Assets (TTM) 1.24% | Return on Equity (TTM) -6.06% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 237739522 |
Shares Outstanding - | Shares Floating 237739522 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Diversified Healthcare Trust
Company Overview
History and Background
Diversified Healthcare Trust (DHC), formerly Senior Housing Properties Trust, was founded in 1986. It is a real estate investment trust (REIT) that primarily invests in healthcare properties, including senior living communities, medical office buildings, and life science properties. Over the years, DHC has grown through acquisitions and developments, adapting to changes in the healthcare and real estate sectors.
Core Business Areas
- Senior Housing Operating Portfolio (SHOP): Consists of senior living communities operated by third-party managers. DHC owns the real estate and receives revenue based on the performance of the properties.
- Senior Housing Managed Portfolio: Includes senior living communities managed under long-term agreements with third-party operators. DHC receives rent from the operators.
- Medical Office Buildings (MOBs): Properties leased to healthcare providers and related businesses, providing stable rental income.
- Life Science Properties: Facilities leased to research institutions and life science companies.
Leadership and Structure
DHC is led by its Board of Trustees and a management team. Jennifer Francis is the President and Chief Executive Officer. The organizational structure includes departments for investment, asset management, finance, and operations.
Top Products and Market Share
Key Offerings
- Senior Living Communities: DHC's largest segment, consisting of independent living, assisted living, and memory care communities. Competitors include Welltower (WELL) and Ventas (VTR). Market share is difficult to pinpoint precisely due to the fragmented nature of the senior housing market, but DHC is a significant player.
- Medical Office Buildings (MOBs): Properties leased to healthcare providers. Competitors include Healthcare Trust of America (HTA) and Physicians Realty Trust (DOC). DHC's MOB portfolio contributes to a diversified revenue stream.
Market Dynamics
Industry Overview
The healthcare real estate market is driven by demographic trends, particularly the aging population. Demand for senior housing and medical services is expected to grow. Interest rates and economic conditions significantly impact the performance of REITs.
Positioning
DHC is positioned as a diversified healthcare REIT with a focus on senior housing and medical office properties. Its competitive advantages include its scale, established relationships with operators, and diversified portfolio. However, operational challenges within the SHOP portfolio have been a point of concern.
Total Addressable Market (TAM)
The TAM for healthcare real estate is substantial, estimated in the hundreds of billions of dollars. DHC, with its diversified portfolio, is well-positioned to capture a portion of this market, but success depends on effectively managing its SHOP portfolio and navigating interest rate fluctuations.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across senior housing, medical office, and life science properties
- Established relationships with senior housing operators
- Large asset base
- Access to capital markets
Weaknesses
- High leverage
- Underperforming Senior Housing Operating Portfolio (SHOP)
- Dependence on third-party operators
- Interest rate sensitivity
Opportunities
- Growing demand for senior housing due to aging population
- Potential for improved performance in the SHOP portfolio through operational improvements
- Acquisition opportunities to expand the portfolio
- Development of new senior living communities
Threats
- Rising interest rates increasing borrowing costs
- Economic downturn impacting occupancy rates
- Increased competition in the senior housing market
- Regulatory changes affecting healthcare providers
Competitors and Market Share
Key Competitors
- Welltower (WELL)
- Ventas (VTR)
- National Health Investors (NHI)
Competitive Landscape
DHC faces stiff competition from larger and more financially stable REITs like Welltower and Ventas. DHC's main disadvantage is its high leverage and underperforming SHOP portfolio. Advantages include its diversified asset base and established presence in the senior housing market.
Growth Trajectory and Initiatives
Historical Growth: DHC's growth has been driven by acquisitions and developments. However, performance has been impacted by challenges in the SHOP portfolio and broader economic conditions.
Future Projections: Future projections require analyst estimates. These are subject to change. Factors influencing growth include interest rate trends, the performance of the SHOP portfolio, and demographic trends.
Recent Initiatives: Recent initiatives include efforts to improve the performance of the SHOP portfolio through operator changes and operational enhancements. DHC has also been focused on managing its debt levels.
Summary
Diversified Healthcare Trust is a diversified healthcare REIT with a focus on senior housing and medical office properties. It is facing challenges related to high leverage and the performance of its SHOP portfolio. However, the aging population provides a long-term growth opportunity. DHC needs to improve its operational efficiency and manage its debt effectively to compete successfully against larger REITs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Diversified Healthcare Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2016-02-22 | CEO - | ||
Sector Healthcare | Industry Health Care Plans | Full time employees - | Website http://www.dhcreit.com |
Full time employees - | Website http://www.dhcreit.com | ||
DHC is a real estate investment trust, or REIT, that owns medical office and life science properties, senior living communities and wellness centers throughout the United States. DHC is managed by the operating subsidiary of The RMR Group Inc., an alternative asset management company that is headquartered in Newton, MA.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.