Raymond James upgrades Healthpeak, downgrades Healthcare Realty to Underperform

Published 15/09/2025, 14:00
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Investing.com -- Raymond James analysts shifted their outlooks on two major healthcare real estate investment trusts (REITs) in a note on Monday, upgrading Healthpeak Properties to Outperform while downgrading Healthcare Realty Trust to Underperform.

The firm set a $20 price target for Healthpeak, citing a mix of recent stock underperformance, attractive valuation, and a well-supported dividend. 

“Our DOC upgrade is driven by 1) recent underperformance (15% vs. the average of peers HR and ARE, and >700 bp vs. the healthcare REIT average the past three months) … 2) our expectation for limited downside to life science fundamentals going forward … 3) its attractive valuation (absolute and relative) and well-covered 6.7% dividend yield; and 4) DOC’s status as one of the largest underweight positions among REIT-dedicated investors,” Raymond James wrote.

The analysts cautioned that the “largest risk to our constructive view on DOC is further deterioration in life science fundamentals,” but argued this is already priced into shares.

Conversely, the downgrade on Healthcare Realty followed a strong run-up. “Our HR downgrade is driven by 1) recent outperformance (18% vs. main peer DOC, and 10% vs. the healthcare REIT average the past three months) … 2) full valuation now trading in line with NAV; and 3) HR’s status as one of the largest overweight positions among REIT-dedicated investors,” the note said.

Raymond James described HR’s new strategic plan as “a welcome and needed road map,” but added that “the stock has gotten a little ahead of itself.”

Looking broadly, the analysts said, “seniors housing remains our preferred healthcare real estate asset class, followed by skilled nursing facilities, outpatient medical, life science, and lastly hospitals.”

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