Medical Properties Trust – Whatcha think?

Hi all

I'm not here to shit on anything. But I use to trade options on MPW. There were a few things that were yellow flags for me. Yellow flags meaning they might be issues or could indicate issues but alone are not enough to disqualify MPW for me.

1. High premium usually indicates high risk. REITS that I have looked at usually have option premium more like a value stock. But MPW has premium rivaling Tesla and Nvidia.
2. High dividends are concerns for several reasons. The biggest concern is fundamentals of the company. Another is a possible dividend cut.
3. MPW recently wrote down a pretty substantial amount of money from one of their tenants going into bankruptcy. This was given in their last earnings report/call. This would explain the drop in share price in the last couple weeks.

Then I came across some things online. The info to me turns those yellow flags into big red flags. So I just wanted to share this and get feedback. Links below.

https://viceroyresearch.org/medical-properties-trust-research/

https://app.hedgeye.com/insights/115746-simone-red-flags-everywhere-for-medical-properties-trust-mpw