Diversified Healthcare Trust（DHC）资讯与事件DHCDiversified Healthcare Trust

DHC Reports Q3 Revenue of $367.7M, Down Year-over-Year

Reports Q3 revenue $367.7M vs. $388.7M last year. "Our third quarter results reflect the continued momentum DHC is experiencing from the strategic initiatives we have implemented over the past two years. This has translated into stronger operating and financial performance, as our same property cash basis NOI increased 25.6% year over year to $77.9 million and Adjusted EBITDAre increased 28.4% to $73.4 million. Normalized FFO increased to $0.13 per share, from $0.02 last year, keeping us on track to achieve our updated full year 2026 guidance. Within our SHOP segment, same property occupancy increased 200 basis points year over year to 84.4%, while average monthly rates grew 5.2%, driving a 50.4% increase in same property NOI and a 470 basis point expansion in NOI margins to 15.8%. These results demonstrate the continued success of our operator transition strategy and strong execution by our operating partners. We also completed the transition of seven skilled nursing facilities to a new 15-year triple net lease with operating subsidiaries of The Ensign Group, Inc., which we expect to generate first year annual rent of $8.0 million while significantly reducing our future capital expenditure requirements. Across our Medical Office and Life Science portfolio, we leased approximately 130,000 square feet at rents that were 25.2% higher than prior levels with a weighted average lease term of 9.7 years. We believe that these results reflect healthy tenant demand and the continued strength of the portfolio. Supported by these positive operating trends, as we look to 2027, we remain focused on building upon this momentum, further improving performance across our portfolio and driving sustainable earnings growth to create long-term value for our shareholders," said Christopher Bilotto, CEO.

RMR Group Facilitates $272.1M Loan Financing

The RMR Group (RMR) has facilitated a $272.1M interest-only mortgage financing secured by 8631 and 8635 West Third Street in Los Angeles, California. The loan has a two-year initial term with three one-year extension options and bears interest at one-month Term SOFR plus 180 basis points. Proceeds from the financing were used to repay approximately $267M of existing mortgage debt scheduled to mature in February 2027 and to fund closing costs. The collateral consists of two 11-story medical office buildings totaling approximately 330,000 square feet, together with two structured parking garages, located on the campus of Cedars-Sinai Medical Center and connected to the hospital by skybridge. Cedars-Sinai and its affiliates are the portfolio's anchor tenants, occupying approximately 60% of the portfolio's total rentable square feet. The portfolio is owned by a joint venture for which RMR provides asset and property management services. The primary owners of the venture are private institutional investors, and Diversified Healthcare Trust (DHC), an RMR client, owns a 20% equity interest. Morgan Stanley and BNP Paribas provided the financing. Hogan Lovells Cadwalader US LLP acted as counsel to the lenders and Sullivan & Worcester LLP acted as counsel to the borrower.

Diversified Healthcare Trust Signs 15-Year Lease with Ensign Group

Diversified Healthcare Trust (DHC) announced that it has entered into a new 15-year triple net lease with independent operating subsidiaries of The Ensign Group (ENSG) for a portfolio of seven skilled nursing facilities totaling 807 licensed units located in Colorado, effective October 1, 2026. The Ensign Group has guaranteed the lease. Under the new lease, first year annual rent is $8M, substantially greater than the prior year's rent. The net lease structure is expected to significantly reduce DHC's future capital expenditure requirements and operational volatility by shifting property level costs to the tenant, with ongoing cash flows supported by annual rent escalators tied to the Consumer Price Index.