Group 1 - The company High Yield Landlord is positioning itself for a shift in the market and offers access to its Top Picks for 2026, highlighting its strong reputation with over 500 five-star reviews and a 30-day money-back guarantee [1] - The investment focus is on Real Estate Investment Trusts (REITs), with a bullish outlook and a significant portion of the portfolio allocated to this sector [1] Group 2 - Jussi Askola, the President of Leonberg Capital, is noted for his expertise in REIT investing, having authored award-winning academic papers and built relationships with top REIT executives [2] - The investment group High Yield Landlord provides features such as three distinct portfolios (core, retirement, international), buy/sell alerts, and a chat room for real-time interaction with analysts [2]

Core Viewpoint - The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ: KBWY) aims to provide above-average income yield by investing in smaller real estate investment trusts (REITs) and weighting them by yield to generate significant dividend income for investors [1][6]. Group 1: ETF Overview - The Invesco KBW Premium Yield Equity REIT ETF currently holds more than 30 REITs, with its five largest holdings being Innovative Industrial Properties (5.77% allocation, $1.3 billion market cap, 16.4% dividend yield), Community Healthcare Trust (5.59% allocation, $486.6 million market cap, 11.2% dividend yield), Global Net Lease (4.40% allocation, $2.1 billion market cap, 7.9% dividend yield), Gladstone Commercial (4.40% allocation, $665.7 million market cap, 9.8% dividend yield), and Alexandria Real Estate Equities (4.01% allocation, $9.2 billion market cap, 8.8% dividend yield) [5]. - The REITs in this ETF have yields more than double the sector's average of around 4%, and the fund has provided a lucrative income stream with distributions yielding over 9% in the last 12 months [6]. Group 2: Performance Analysis - Despite the high income yield, the total return of the fund has been disappointing, with a total return of -0.4% over the past year and an average annual total return of 4% since inception in December 2010, underperforming both the S&P 500 and the overall REIT sector [7]. Group 3: Market Sensitivity - REITs, particularly higher-yielding ones, are highly sensitive to interest rates. Higher interest rates increase borrowing costs, making it more expensive for REITs to refinance debt and fund expansion initiatives [8]. - Smaller REITs face even higher borrowing costs due to typically lower credit ratings, and higher rates make lower-risk fixed-income investments more attractive, leading to a decrease in the value of higher-risk income investments like commercial real estate [9].

Financial Data and Key Metrics Changes - Total revenue increased from $29.3 million in Q4 2024 to $30.9 million in Q4 2025, representing a 5.6% annual growth [11] - FFO in Q4 2025 was $13.3 million, a 4.6% increase year-over-year compared to $12.7 million in Q4 2024 [13] - AFFO totaled $14.9 million in Q4 2025, a 2.1% increase year-over-year compared to $14.6 million in Q4 2024 [14] - Interest expense decreased slightly to $7 million in Q4 2025, primarily due to recent FOMC interest rate cuts [12] Business Line Data and Key Metrics Changes - Occupancy increased from 90.1% to 90.6% during the quarter [6] - Weighted average lease term increased from 6.7 to 7 years [6] - The company sold an inpatient rehab facility at a 7.9% cap rate, resulting in a gain of approximately $11.5 million [7] Market Data and Key Metrics Changes - The company acquired three properties totaling 113,000 sq ft for an aggregate purchase price of $64.5 million, which were 100% leased [8] - The company signed definitive purchase and sale agreements for five properties with an expected investment of $122.5 million [9] Company Strategy and Development Direction - The company aims to maintain modest leverage levels while evaluating the best uses of capital [9] - The company is focused on capital recycling and selective acquisitions, with plans to use 1031 like-kind exchanges for reinvestment [9][23] - The company anticipates significant growth from redevelopment projects expected to come online in mid-2026 and late 2026 [27] Management's Comments on Operating Environment and Future Outlook - Management noted that the transaction with the geriatric behavioral hospital operator is expected to occur all at once, with no plans for a staged closing [20] - Management expressed confidence in the leasing activity and expects leased occupancy to remain stable in the low nineties for the next couple of quarters, with potential growth in the second half of the year [32] - Management indicated that there are still great opportunities in the market, with a focus on maintaining relationships with brokers to identify potential acquisitions [34] Other Important Information - The company declared a dividend of $0.4775 per common share for Q4 2025, raising it to an annualized dividend of $1.91 per share [10] - The company did not issue any shares under its ATM last quarter, anticipating sufficient capital from asset sales to fund near-term acquisitions [9] Q&A Session Summary Question: Update on the Geriatric Behavioral Hospital operator transaction - Management indicated that the transaction is expected to happen all at once, with significant progress in the first quarter [20] Question: Balancing transactions and potential leverage increase - Management aims to sequence dispositions and acquisitions to avoid adding leverage, confident in capital recycling efforts [23] Question: Changes in cap rates for acquisitions or dispositions - Management noted a high level of demand for assets and expects similar pricing on other dispositions, with opportunities in the 9%-10% cap rate range [26] Question: Future occupancy expectations - Management expects occupancy to remain stable in the low nineties for the next couple of quarters, with potential growth in the second half of the year [32] Question: Investment pipeline and opportunities - Management confirmed that opportunities still exist, with a focus on supporting clients and potential acquisitions when stock prices allow [34] Question: Status of the dialysis term sheet pipeline - Management stated that the relationship is on the back burner, with no current focus on executing transactions under that deal [36]

Financial Data and Key Metrics Changes - Total revenue increased from $29.3 million in Q4 2024 to $30.9 million in Q4 2025, representing a 5.6% annual growth [11] - FFO in Q4 2025 was $13.3 million, a 4.6% increase year-over-year compared to $12.7 million in Q4 2024 [13] - AFFO totaled $14.9 million in Q4 2025, a 2.1% increase year-over-year from $14.6 million in Q4 2024 [14] - The company declared a dividend of $0.4775 per common share for Q4 2025, raising the annualized dividend to $1.91 per share [10] Business Line Data and Key Metrics Changes - Occupancy increased from 90.1% to 90.6% during the quarter [6] - The weighted average lease term increased from 6.7 years to 7 years [6] - The company sold an inpatient rehab facility at a 7.9% cap rate, resulting in a gain of approximately $11.5 million [7] Market Data and Key Metrics Changes - The company acquired three properties totaling 113,000 sq ft for $64.5 million, which were 100% leased [8] - The expected return on new investments ranges from 9.1% to 9.75% [9] - The indicative cap rate for the sale of the inpatient rehab facility was 7.9%, with expectations for similar pricing on other dispositions [26] Company Strategy and Development Direction - The company is focused on capital recycling and selective acquisitions, maintaining modest leverage levels [9][23] - There are ongoing redevelopment projects expected to come online in mid-2026 and late 2026, which are anticipated to provide growth [27] - The company aims to execute transactions without adding meaningful leverage to the balance sheet [24] Management's Comments on Operating Environment and Future Outlook - Management noted that the transaction with the behavioral hospital operator is progressing, with expectations for a simultaneous closing of all six hospitals [20] - Leasing activity is strong, and management expects occupancy to remain stable in the low nineties for the next couple of quarters, with potential growth in the second half of the year [32] - The company sees a high level of demand for its assets and is optimistic about future acquisition opportunities [26][34] Other Important Information - The company has signed definitive purchase and sale agreements for five properties expected to be acquired after completion and occupancy [9] - The company did not issue any shares under its ATM last quarter, indicating a focus on using capital from asset sales for acquisitions [9] Q&A Session Summary Question: Update on the JRF Behavioral Hospital operator transaction - Management indicated that the transaction is expected to occur all at once, with no plans for a staged closing [20] Question: Balancing transactions and potential leverage increases - Management emphasized the goal of sequencing dispositions and acquisitions to maintain leverage levels [23] Question: Changes in cap rates for acquisitions or dispositions - Management noted a high demand for assets and expected similar pricing on other dispositions [26] Question: Future occupancy expectations - Management anticipates occupancy to remain stable in the low nineties for the next couple of quarters, with potential increases in the second half of the year [32] Question: Investment pipeline and opportunities - Management confirmed that opportunities still exist, and they are in touch with brokers to identify potential acquisitions [34] Question: Status of the dialysis term sheet pipeline - Management stated that the relationship is on the back burner, with no immediate focus on executing transactions [36]

Financial Data and Key Metrics Changes - Total revenue increased from $29.3 million in Q4 2024 to $30.9 million in Q4 2025, representing a 5.6% annual growth [11] - FFO in Q4 2025 was $13.3 million, a 4.6% increase year-over-year compared to $12.7 million in Q4 2024 [13] - AFFO totaled $14.9 million in Q4 2025, a 2.1% increase year-over-year from $14.6 million in Q4 2024 [14] - Interest expense decreased slightly to $7 million in Q4 2025, primarily due to recent FOMC interest rate cuts [12] Business Line Data and Key Metrics Changes - Occupancy increased from 90.1% to 90.6% during the quarter, with a weighted average lease term rising from 6.7 to 7 years [6] - The company sold an inpatient rehab facility at a 7.9% cap rate, resulting in a gain of approximately $11.5 million [7] - Acquired three properties totaling 113,000 sq ft for $64.5 million, all 100% leased with anticipated annual returns of 9.3%-9.5% [8] Market Data and Key Metrics Changes - The company received a 7.9% cap rate on the sale of the inpatient rehab facility and expects similar pricing on other dispositions [27] - Opportunities on the buy side are seen in the 9%-10% cap rate range [27] Company Strategy and Development Direction - The company is focused on capital recycling and selective acquisitions, with plans to maintain modest leverage levels [9] - Future acquisitions are expected to be funded through selected asset sales and revolver capacity [9] - The company anticipates significant growth from redevelopment projects expected to come online in mid-2026 and late 2026 [28] Management's Comments on Operating Environment and Future Outlook - Management noted that the transaction with the behavioral hospital operator is expected to occur all at once, with no plans for a staged closing [20] - The company expects leased occupancy to remain stable in the low nineties for the next couple of quarters, with potential growth in the second half of the year [33] - Management remains optimistic about the investment pipeline, indicating that opportunities still exist despite recent challenges [36] Other Important Information - The company declared a dividend of $0.4775 per common share for Q4 2025, marking a continuous increase since the IPO [10] - The company has signed definitive purchase and sale agreements for five properties expected to close between 2026 and 2027 [9] Q&A Session Summary Question: Update on the JRF Behavioral Hospital operator transaction - Management indicated that the transaction is expected to happen all at once, with significant progress anticipated in the first quarter [20] Question: Balancing transactions and potential increase in debt levels - Management aims to sequence dispositions and acquisitions effectively, maintaining current leverage levels without adding more [22][24] Question: Changes in cap rates for acquisitions or dispositions - Management noted a high demand for assets and expects similar cap rates for future dispositions, with opportunities in the 9%-10% range for acquisitions [27] Question: Expectations for occupancy rates - Management expects occupancy to remain stable in the low nineties for the next couple of quarters, with potential increases in the second half of the year [33] Question: Investment pipeline and opportunities - Management confirmed that opportunities still exist in the market, with a focus on both client business and brokered deals [36]

LISTED NYSE CHCT Investor Presentation February 2026 [TBU] Investor Presentation November 2020 At a Glance Community Healthcare Trust, Inc. NYSE: CHCT Market Data (as of December 31, 2025) Closing Price: $16.42 52 Week Range: $20.87 / $13.23 Market Cap: $467.5 million Enterprise Value: $996.4 million less % of Annualized Rent more 42nd Consecutive Quarter of Dividend Growth 198 Properties 323 Tenants 36 States Investor Presentation – February 2026 2 R: 0 G: 51 B: 160 R: 100 G: 100 B: 100 R: 0 G: 93 B: 170 R ...

Core Insights - Community Healthcare Trust (CHCT) reported revenue of $30.95 million for the quarter ended December 2025, reflecting a 5.6% increase year-over-year, but fell short of the Zacks Consensus Estimate of $31.58 million by 1.99% [1] - The earnings per share (EPS) for the quarter was $0.55, significantly higher than $0.04 in the same quarter last year, but below the consensus estimate of $0.57, resulting in an EPS surprise of -2.66% [1] Revenue Breakdown - Rental income was reported at $30.68 million, which is a 5.9% increase compared to the year-ago quarter, but below the average estimate of $31.2 million from two analysts [4] - Other operating interest, net, was reported at $0.27 million, which is a decrease of 15.2% year-over-year and also below the average estimate of $0.29 million from two analysts [4] Stock Performance - Over the past month, shares of Community Healthcare Trust have returned +3.5%, outperforming the Zacks S&P 500 composite, which saw a -1.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

分组1 - Community Healthcare Trust (CHCT) reported quarterly funds from operations (FFO) of $0.55 per share, missing the Zacks Consensus Estimate of $0.57 per share, representing an FFO surprise of -2.66% [1] - The company posted revenues of $30.95 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.99%, compared to year-ago revenues of $29.3 million [2] - The current consensus FFO estimate for the coming quarter is $0.57 on $31.98 million in revenues, and for the current fiscal year, it is $2.31 on $129.28 million in revenues [7] 分组2 - Community Healthcare Trust shares have increased by approximately 7.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The estimate revisions trend for Community Healthcare Trust was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The REIT and Equity Trust - Other industry is currently in the bottom 30% of the Zacks industries, which may impact stock performance [8]

Exhibit 99.2 CHCT LISTED NYSE SUPPLEMENTAL INFORMATION Q4 2025 Community Healthcare Trust 4Q 2025 | Supplemental Information ABOUT US CHCT is a self-managed healthcare real estate investment trust ("REIT") that owns a diverse portfolio of properties including medical office buildings, acute inpatient behavioral facilities, inpatient rehabilitation facilities, physician clinics, specialty centers, behavioral specialty facilities, and surgical centers and hospitals across the United States, primarily outside ...

Core Viewpoint - Community Healthcare Trust Incorporated reported a net income of approximately $14.4 million for the three months ended December 31, 2025, translating to $0.51 per diluted common share, alongside FFO and AFFO of $0.49 and $0.55 per diluted common share respectively [1][2] Financial Performance - The Company’s rental income for the fourth quarter of 2025 was $30.7 million, an increase from $29.0 million in the same period of 2024 [2] - Total revenues for the twelve months ended December 31, 2025, were $121.4 million, compared to $114.6 million in 2024 [2] - The Company reported a net income of $14.4 million for Q4 2025, a significant increase from $1.8 million in Q4 2024 [2] Dividends and Shareholder Returns - The Board of Directors declared a quarterly common stock dividend of $0.4775 per share, payable on March 4, 2026 [1] - The Company has not issued any shares under its ATM program during the fourth quarter of 2025 [1] Property Transactions and Investments - The Company has five properties under definitive purchase agreements with an expected aggregate purchase price of approximately $122.5 million, anticipating returns of 9.1% to 9.75% [1] - During Q4 2025, the Company disposed of three buildings, generating net proceeds of approximately $31.6 million and recognizing a net gain of about $12.3 million [1] - An inpatient rehabilitation facility in Florida was acquired for approximately $28.5 million, fully leased to a tenant with a lease expiration in 2040 and an expected return of approximately 9.3% [1] Balance Sheet Highlights - As of December 31, 2025, total assets were approximately $990.8 million, with total liabilities of $561.4 million [2] - The Company’s stockholders' equity decreased to $429.4 million from $476.0 million year-over-year [2] Operational Metrics - FFO for Q4 2025 was reported at $13.3 million, compared to $12.7 million in Q4 2024, with FFO per common share diluted at $0.49 [2][3] - AFFO for Q4 2025 was $14.9 million, with AFFO per common share diluted at $0.55, consistent with the previous year [2][3]