Investment ExpansionCTRE has more than doubled its investment total addressable market after acquiring Care REIT in the U.K. and entering into the senior housing operating portfolio.
Market DemandSenior care demand is expected to remain elevated as the population aged 80+ is projected to grow significantly, supporting occupancy gains and operating leverage.
Rent CollectionHigh rent collection is expected as CTRE's skilled nursing facilities EBITDARM coverage exceeds pre-COVID levels, outperforming other similar portfolios.