Target Healthcare REIT — Robust and sustainable
23/03/2026
Target Healthcare REIT’s H126 results show strong operational, financial and strategic progress, driven by the company’s active management of its assets and borrowings and highly supportive sector fundamentals. Increased earnings, dividend cover and asset values reflected visible inflation-linked rental growth, strong rent collection and arrears recovery. Once sale proceeds are fully deployed, capital recycling will enhance both earnings and portfolio quality. Around half of recent sales proceeds have been deployed, but significant available capital remains, which is more than matched by a strong pipeline of similarly attractive opportunities.
Target Healthcare REIT – executive interview
16/02/2026
In this video, we interview Kenneth MacKenzie who founded Target Healthcare REIT (THRL) in 2013 and who is CEO of THRL’s manager. THRL had another strong quarter, extending its consistent record of financial returns since it launched. Kenneth discusses how THRL’s focus on modern, purpose-built and future-proof homes, active asset management and a diversified income base all contribute to its performance, its strong sector fundamentals and THRL’s ability to profitably deploy available capital and help meet the essential need for good-quality homes over many years to come.
Bull, Bear & Beyond – Target Healthcare REIT: executive interview
16/02/2026
In this video, we interview Kenneth MacKenzie who founded Target Healthcare REIT (THRL) in 2013 and who is CEO of THRL’s manager. THRL had another strong quarter, extending its consistent record of financial returns since it launched. Kenneth discusses how THRL’s focus on modern, purpose-built and future-proof homes, active asset management and a diversified income base all contribute to its performance, its strong sector fundamentals and THRL’s ability to profitably deploy available capital and help meet the essential need for good-quality homes over many years to come.
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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.