CareTrust REIT Inc（CTRE）资讯与事件CTRECareTrust REIT Inc

CareTrust REIT Acquires 45 Care Homes for Approximately £1.1B

CareTrust REIT announced that it has entered into a definitive agreement with LNT Care Developments Holdings, a United Kingdom-based care home developer and operator, to acquire 45 new care homes for approximately GBP1.1B in a strategic transaction for the company that secures a pathway to building a significant senior housing operating portfolio platform across the U.K. The transaction is structured with staggered closings, the first of which occurred on October 1, 2026, and comprised 24 homes, all constructed within the past two years, for approximately GBP576M exclusive of transaction costs.2 The investment was funded using a combination of proceeds from the settlement of outstanding forward equity agreements and a draw on the company's revolving credit facility. The remaining 21 homes are currently under development, which CareTrust will acquire for approximately GBP504M upon completion and receipt of regulatory approvals anticipated to occur on a rolling basis throughout 2027.

CareTrust REIT Acquires Skilled Nursing Facilities for $400M

CareTrust REIT acquired a large portfolio of skilled nursing facilities located in the southwest for a purchase price of $400M, effective September 1. The portfolio comprises 2,622 licensed skilled nursing beds and is triple-net leased to the existing operator under a long-term lease with annual inflation-based rent escalators and multiple renewal options. The opportunity was sourced off-market and was completed through a joint venture arrangement in which CareTrust invested approximately $380M. The acquisition was funded using cash on hand and proceeds from the settlement of equity forward contracts. As of today, the company has $439M of expected net proceeds from unsettled forward equity contracts, $612M of remaining capacity under its at-the-market program, and $725M of availability under its revolver. With this transaction, the company has closed approximately $710M of investments in Q3-to-date, which also includes a small care home acquisition in the U.K. in mid-August. The company's 2026 year-to-date investment total now stands at $1.9B across two dozen transactions. Following this transaction, the company's investment pipeline stands at approximately $600M of near-term, actionable opportunities.

CareTrust CFO Comments FFO and FAD Guidance Increases of 16.2% and 15.1% for 2025

Derek Bunker, CareTrust's Chief Financial Officer commented, "The midpoints of our new Normalized FFO and Normalized FAD guidance represent increases of 16.2% and 15.1%, respectively, over 2025 results. Our liquidity and capital access remain in great shape, giving us the flexibility to keep funding investments at our current pace. Between a balance sheet built for optionality and deep relationships across capital markets, we have real competitive advantages that provide runway to keep pursuing external growth aggressively."