NAV Monitor: U.S. REITs Close November At Lower Median Discount To Net Asset Value

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Seeking Alpha • Dec 5, 2025

CareTrust REIT Enters SHOP; Acquires Three Senior Living Communities

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust” or the “Company”) announced today its acquisition of three Texas senior living communities comprising 270 assisted living and memory care units for approximately $40 million. The acquisition was effective December 1, 2025, and marks the first investment of CareTrust's senior housing operating portfolio (“SHOP”) platform. The Company noted that this acquisition represents a meaningful milestone in CareTrust's cont.

Business Wire • Dec 1, 2025

Nursing Facility Stock Rallies Amid Medicaid Spending Woes

Caretrust REIT owns and leases skilled nursing facilities. Shares rallied to their all-time high on Thursday after earnings.

Investors Business Daily • Nov 21, 2025

CareTrust REIT: Strength In Operational Abilities And A Next-Decade Theme

CareTrust REIT showed strong operational and financial performance for Q3 2025, with EBITDARM coverage rising and net debt to annualized EBITDA coming down. Growth factors for the company are accretive acquisitions, international diversification, and the aging demographics of the US and UK, causing a supply mismatch of beds in skilled nursing facilities. Due to these factors, I am issuing a Buy for CTRE, with a target price of $41 for the end of 2026.

Seeking Alpha • Nov 7, 2025

CareTrust REIT, Inc. (CTRE) Q3 2025 Earnings Call Transcript

CareTrust REIT, Inc. ( CTRE ) Q3 2025 Earnings Call November 6, 2025 2:00 PM EST Company Participants Lauren Beale - Senior VP & Chief Accounting Officer David Sedgwick - CEO, President & Director James Callister - Chief Investment Officer & Secretary William Wagner - CFO & Treasurer Derek Bunker - Senior VP of Strategy & Investor Relations Conference Call Participants Jonathan Hughes - Raymond James & Associates, Inc., Research Division Michael Carroll - RBC Capital Markets, Research Division Farrell Granath - BofA Securities, Research Division Juan Sanabria - BMO Capital Markets Equity Research Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division John Pawlowski - Green Street Advisors, LLC, Research Division John Kilichowski Richard Anderson - Cantor Fitzgerald & Co., Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Ladies and gentlemen, thank you for joining us, and welcome to the CareTrust REIT's Third Quarter 2025 Operating Results Webcast and Conference Call.

Seeking Alpha • Nov 7, 2025

CareTrust REIT Announces $437 Million of Acquisitions

SAN CLEMENTE, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust” or the “Company”) announced today the recent closing of a series of transactions totaling approximately $437 million. In two separate transactions closed in late October, the Company acquired 12 skilled nursing facilities and one skilled nursing campus located across the Southeast and Mid-Atlantic. The combined portfolio includes approximately 1,760 licensed skilled nursing beds and assisted living units and ar.

Business Wire • Nov 5, 2025

CareTrust REIT Announces Third Quarter 2025 Operating Results

SAN CLEMENTE, Calif.--(BUSINESS WIRE)--CareTrust REIT Announces Third Quarter 2025 Operating Results.

Business Wire • Nov 5, 2025

CareTrust REIT (CTRE) Q3 FFO Lag Estimates

CareTrust REIT (CTRE) came out with quarterly funds from operations (FFO) of $0.45 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to FFO of $0.38 per share a year ago.

Zacks Investment Research • Nov 6, 2025

CareTrust REIT Appoints Gregory K. Stapley to Board of Directors

SAN CLEMENTE, Calif.--(BUSINESS WIRE)--CareTrust REIT Appoints Gregory K. Stapley to Board of Directors.

Business Wire • Oct 27, 2025

CareTrust REIT Sets Third Quarter Earnings Call for Thursday, November 6, 2025

SAN CLEMENTE, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust”) announced today that it plans to release its third quarter 2025 financial results after the U.S. markets close on Wednesday, November 5, 2025. Representatives of CareTrust's management team will host a conference call to discuss the results and other current matters the following day. Conference Call CareTrust invites current and prospective investors to listen to the call on Thursday, November 6, 2025 at 2:00.

Business Wire • Oct 23, 2025