Balance Sheet And Capital DeploymentRepayment of secured mortgage debt together with planned capital deployment across acquisitions, dispositions, redevelopment, and share buybacks is positioned to modestly reduce leverage and optimize the portfolio.
Corporate Reorganization And Value CrystallizationSpinning off the senior housing platform into a separate REIT while retaining a majority stake and an external management role can crystallize asset value, raise funds for acquisitions, and help reduce corporate debt.
Medical Office And Senior Housing DemandRecord leasing in medical office buildings and stronger entrance-fee results in continuing care retirement communities point to sustained demand from an aging population that can support rental growth and recurring cash flow.