Portfolio ReallocationPlanned dispositions of $9 billion and reduced exposure to medical office buildings free up capital to redeploy into higher-growth senior housing assets, supporting future earnings growth potential.
Strategic FocusStrategic shift to a senior housing pure-play REIT and reorganization around the senior housing platform is expected to boost productivity, create operational leverage and better align management with shareholder interests.
UK Senior Housing GrowthSignificant acquisition activity in U.S. and U.K. senior housing, including a portfolio operated by a quality operator, is positioned to benefit from tight supply in the U.K. and provide upside from occupancy improvement.