Core Insights - CareTrust REIT, Inc. (NYSE:CTRE) has demonstrated significant revenue and dividend growth, positioning itself as one of the 20 best stocks to buy and hold for a lifetime [1] Acquisition Details - On September 24, 2025, CareTrust REIT, Inc. acquired two care facilities in the UK for approximately $27 million, enhancing its global presence [2] - The acquired properties are leased under triple-net long-term agreements, featuring options for extensions and annual rent escalators, and provide 265 beds for higher-acuity tenants [2][3] Financial Strategy - The acquisition was financed using cash on hand, aligning with CareTrust REIT's strategy of making prudent investments in healthcare real estate, which is expected to generate steady and contractually predictable revenue [3] - Following a previous acquisition of Care REIT in May 2025, this marks CareTrust REIT's first follow-on investment in the UK, indicating potential for further pipeline opportunities [4] Performance Metrics - The acquisition bolsters investor confidence in CareTrust REIT's growth trajectory in both U.S. and U.K. healthcare properties, supported by strong financial performance, including a gross profit margin close to 95% and a year-to-date return exceeding 30% [4] - The company's primary goals include ownership, acquisition, development, and leasing of skilled nursing, senior housing, and other healthcare-related assets in the U.S. and the U.K. [5]

Core Insights - American Healthcare REIT, Inc. reported strong performance in Q1 2025, with a Same-Store NOI growth of 15.1% compared to Q1 2024, driven by demand for long-term care and effective expense management [4][8][14] - The company has increased its full-year 2025 guidance for Same-Store NOI growth from a range of 7.0% to 10.0% to a revised range of 9.0% to 13.0% [8][14] - The company has a pipeline of over $300 million in potential acquisitions, indicating a proactive approach to external growth opportunities [6][8] Financial Performance - The company reported a GAAP net loss of $(6.8) million for Q1 2025, with a net loss per diluted share of $(0.04) [8][29] - Normalized Funds from Operations (NFFO) for Q1 2025 were reported at $0.38 per diluted share, reflecting a strong operational performance [8][32] - Total revenues for Q1 2025 increased to $540.6 million from $499.5 million in Q1 2024, primarily due to higher resident fees and services [29][40] Segment Performance - The ISHC segment achieved a Same-Store NOI growth of 19.8%, while the SHOP segment saw a growth of 30.7% in Q1 2025 compared to the same period in 2024 [5][8] - The outpatient medical segment reported a modest Same-Store NOI growth of 2.0%, while the triple-net leased properties experienced a decline of (1.4)% [5][8] Capital Markets and Balance Sheet - As of March 31, 2025, the company's total consolidated indebtedness was $1.67 billion, with a Net Debt-to-Annualized Adjusted EBITDA ratio of 4.5x [11][8] - The company raised approximately $47.7 million through the issuance of 1,577,113 shares of common stock during Q1 2025 [12][8] - The company has approximately $634.5 million in total liquidity, which includes cash, restricted cash, and undrawn capacity on its line of credit [11][8] Development and Transactional Activity - The company initiated two new development projects during Q1 2025, with a total expected cost of approximately $60.0 million [10][8] - A lease buyout in the ISHC segment was completed for approximately $16.1 million, and several non-core properties were sold for a total of approximately $39.0 million [9][8]