Cost Of Equity ImpactThe cost of equity can significantly impact CHCT’s earnings growth, so there could be high upside if/when the Assurance Health assets are fully resolved.
Earnings GrowthThe estimates imply a 16.9% year-over-year normalized FFO per share decline in 2024, which is the company’s first year-over-year decrease since 2017.
Lease Collection UncertaintyThe company did not give any update regarding the uncertainty around collecting lease and interest payments from a tenant operating a geriatric inpatient behavioral hospital announced in 2Q.