Company Overview - Community Healthcare Trust (CHCT) has a market capitalization of $471.8 million and an enterprise value of $967.0 million as of June 30, 2025[3] - CHCT has achieved a total shareholder return of 46% since its inception[4] - The company owns 200 properties with 314 tenants across 36 states[4] Financial Performance & Growth - CHCT has experienced consistent dividend growth for 40 consecutive quarters[4] - Total asset growth has reached 576% since 2015[15] - The company surpassed $1 billion in total gross real estate properties by July 2023[10] Investment Strategy & Portfolio - CHCT focuses on acquiring smaller, off-market or lightly marketed transactions[8] - The company's investment policy requires portfolio diversification by geography, industry segment, and tenant[7] - As of June 30, 2025, the portfolio was leased to approximately 314 separate tenants, with the top 2 tenants accounting for 16.3% of annualized rent[26] Healthcare Industry & Market - Healthcare spending accounted for 18.3% of the US GDP in 2021 and is projected to reach $7.2 trillion by 2031, representing 19.7% of GDP[45] - The U.S 65+ age group is growing rapidly, representing approximately 21% of the entire population by 2030[45] Balance Sheet & Governance - CHCT maintains a conservative balance sheet with a financing policy that limits debt to total capitalization to 40% except for short-term, transitory periods[7] - The company has strong corporate governance with independent members of the Board of Directors[38]
Community Healthcare Trust(CHCT) - 2025 Q2 - Earnings Call Presentation