◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Healthcare Trust of America, Inc.
Spruce Point Capital vs. Healthcare Trust of America, Inc.

Healthcare Trust of America, Inc. · HTA

1 deck published between 2018-06-07 and 2018-06-07 — 39 pages, 39 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-06-07 initial thesis

    2018 06 64e7a7dd5fbbf6de7bded2ad_hta_research_thesis_6 7 2018

    39pp · full_deck

    HTA's suspiciously flat Same-Property NOI growth mirrors Brixmor's pre-restatement pattern; Spruce Point sees 20-40% downside to $15-$20 once the accounting unravels.