CareTrust REIT(US:CTRE)2025-11-06 19:00Company Overview - As of September 30, 2025, CareTrust REIT's real estate portfolio has grown to 390 net-leased healthcare properties across 31 states and the United Kingdom, consisting of 35,687 operating beds/units[15] - CareTrust REIT also had 23 other real estate related investments related to 143 healthcare properties across 17 states and the United Kingdom, consisting of 14,082 operating beds/units and one financing receivable related to 46 properties in one state consisting of 3,820 operating beds/units[15] - The company's total investments reached $4,812.044 million, with a current yield of 9.7%[29] Portfolio Composition - Skilled Nursing Facilities (SNF) constitute 46.9% of the total investment, amounting to $2,255.078 million with a current yield of 10.6%[29] - UK Care Homes represent 19.3% of the total investment, totaling $930.768 million with a current yield of 7.4%[29] - Multi-Service Campuses account for 10.5% of the total investment, with a value of $503.626 million and a current yield of 9.7%[29] Financial Performance - For the three months ended September 30, 2025, the company reported rental income of $104.265 million[51] - Net income attributable to CareTrust REIT, Inc for the three months ended September 30, 2025, was $74.901 million, or $0.35 per share on a diluted basis[51] - Normalized FFO attributable to CareTrust REIT, Inc for the quarter ended September 30, 2025, was $94.677 million[53] Tenant Diversification - The Ensign Group is the largest tenant, contributing 24.8% of total rent with $92.102 million[32] - The top 5 tenants account for 55.7% of total rent, amounting to $207.260 million[32]