US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

US IPOs and Secondary Offerings

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

IPOs and Secondary Offerings

Equity Capital Markets

<ul>
<li>Janus Living Inc is a unique, pure-play senior housing REIT with 100% RIDEA exposure, launching a $4.5B–$5.0B IPO with strong institutional demand.</li>
<li>Cornerstone investors, including CenterSquare Investment Management and PGIM, anchor over 40% of the deal.</li>
<li>Portfolio includes 34 communities (10,422 units), with significant exposure to life plan communities offering stable occupancy and predictable long-term cash flows.</li>
</ul>


Janus Living Inc is a unique, pure-play senior housing REIT with 100% RIDEA exposure, launching a $4.5B–$5.0B IPO with strong institutional demand.
Cornerstone investors, including CenterSquare Investment Management and PGIM, anchor over 40% of the deal.
Portfolio includes 34 communities (10,422 units), with significant exposure to life plan communities offering stable occupancy and predictable long-term cash flows.


Janus Living Inc (JAN): A Pure-Play IPO on Senior Housing Draws Strong Demand, Attractive Valuation

AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/healthcare-realty-trust-inc" target="_blank" data-smartkarma-citation="entities:7003:1" rel="noopener">Healthcare Realty Trust (HR US)</a> / <a href="https://www.smartkarma.com/entities/healthcare-trust-of-america-inc" target="_blank" data-smartkarma-citation="entities:8302:1" rel="noopener">Healthcare Trust Of America (HTA US)</a> transaction is heading towards climax with the critical HR and HTA shareholder votes set for July 15 </li>
<li>The odds are that activist investor and HR shareholder will not succeed in derailing the deal which it opposes from closing on July 20 </li>
<li>Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs  </li>
</ul>


The Healthcare Realty Trust (HR US) / Healthcare Trust Of America (HTA US) transaction is heading towards climax with the critical HR and HTA shareholder votes set for July 15 
The odds are that activist investor and HR shareholder will not succeed in derailing the deal which it opposes from closing on July 20 
Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs  


MergerTalk: Healthcare Realty/ HealthCare Trust - Short-Term Risk-Arb Opportunity

United States

Welltower Inc. is a real estate investment trust. The Company invests in seniors housing operators, post-acute providers, and health systems, and delivers the health care infrastructure necessary to facilitate better treatment. Welltower serves customers in the United States, Canada, and the United Kingdom.

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Welltower (WELL US)

Janus Living Inc (JAN): A Pure-Play IPO on Senior Housing Draws Strong Demand, Attractive Valuation

Janus Living Inc, a senior housing REIT, anchored by cornerstone investors CenterSquare Investment Management and PGIM, offering stable occupancy...

IPO Boutique

MergerTalk: Healthcare Realty/ HealthCare Trust - Short-Term Risk-Arb Opportunity

Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs as the...

Robert Sassoon

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Janus Living Inc (JAN): A Pure-Play IPO on Senior Housing Draws Strong Demand, Attractive Valuation

​Janus Living Inc, a senior housing REIT, anchored by cornerstone investors CenterSquare Investment Management and PGIM, offering stable occupancy...

IPO Boutique

MergerTalk: Healthcare Realty/ HealthCare Trust - Short-Term Risk-Arb Opportunity

Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs as the...

Robert Sassoon

Janus Living Inc, a senior housing REIT, anchored by cornerstone investors CenterSquare Investment Management and PGIM, offering stable occupancy...