Medical Properties Trust (MPW) deep dive — Steward Health bankruptcy May 2024, distribution cuts, $5.13 stock price (May 2026), Q1 2026 FFO $0.22 beat, tenant diversification progress, asset sales. Recovery narrative vs structural risks analyzed.
Enterprise Products Partners (EPD) deep dive — 25+ years of distribution growth, Mont Belvieu NGL dominance, 1.7× DCF coverage. The honest case for why international investors should buy KMI or WMB instead.
IBK Industrial Bank of Korea (024110) 2026 analysis for foreign investors. Government 60% stake policy bank structure, SME-focused loan portfolio, NIM sensitivity to Bank of Korea rate cuts, dividend yield analysis, government stake sale scenario, withholding tax 15.4%, KRX access without ADR.
Iron Mountain (IRM) stock analysis for 2026: the physical records management moat that generates predictable cash flow, Project Matterhorn's hyperscale data center expansion, AI demand driving colocation growth, AFFO sustainability analysis, and how this unusual REIT straddles two very different businesses. A practitioner's breakdown for income-growth investors.
Kangwon Land (035250) 2026 analysis for foreign investors. Korea's sole casino legal for Korean nationals, Special Act on Coal Mine Area Development, NGCC regulation, COVID recovery trajectory, dividend yield, withholding tax 15.4%, KRX access without ADR, and entry limit policy impact on revenue ceiling.
Welltower (WELL) stock analysis for 2026: the Baby Boomer demand supercycle hitting senior housing, RIDEA operating leverage mechanics, Sunrise and Atria operator economics, FFO/AFFO framework for REIT valuation, occupancy recovery trajectory, and how rising interest rates affect the thesis. A practitioner's REIT analysis for US equity investors.