American Healthcare REIT Continues Its Momentum
American Healthcare REIT expanded both its Integrated Senior Health Campus and SHOP segments in 2025, completing $950 million of new investments across the two. The ISHC portfolio grew from 126 properties at year-end 2024 to 147 by the end of 2025, while the SHOP segment increased from 70 to 83 properties. Same-community ISHC properties delivered 18.4% year-over-year NOI growth. Average occupancy reached 89.6% for full-year 2025, up 250 basis points from the prior year, with steady quarterly gains culminating in 90.6% in the fourth quarter, a 275-basis point year-over-year increase. Same-community SHOP performed well, with NOI rising 25.2% year-over-year. Average occupancy was 88.3%... Read More »
Lument Rolls Out Seniors Housing Investment Sales Platform
Alex Florea and Kevin Lukehart have joined the Lument team as managing director and director, respectively. This expands Lument’s real estate investment sales platform into seniors housing. Florea will lead the team, working closely with John Sebree, head of real estate investment sales, and Aaron Becker, head of seniors housing and healthcare debt production. Florea comes over from Blueprint, most recently as a managing director leading the national institutional coverage team. In that role, he closed more than $2 billion in transactions as a broker. As principal in prior roles, he closed more than $7 billion at Ventas, Enlivant, and Care Capital Properties (now part of Sabra Health Care... Read More »
Sabra’s Q4 Deals Push 2025 New Investments to $450 Million
Sabra Health Care REIT released its fourth quarter results. On a year-over-year basis, same-store cash NOI increased 12.6% for the fourth quarter of 2025, while the 2025 quarterly year-over-year average increase was 15.0%, inclusive of the stabilized facilities formerly operated by Holiday Retirement. Its Q4 acquisitions brought the company’s total investment closed in 2025 to roughly $450 million, with an estimated average initial cash yield of 7.5% on property acquisitions. During the quarter, Sabra acquired four managed seniors housing properties for $150.5 million with an estimated initial cash yield of 7%. Sabra was also active on the divestment side, completing the disposition... Read More »The Ensign Group Inc’s Strategic Move in Skilled Nursing Facility Sector in LevinPro Database
The Ensign Group Inc has been linked to a skilled nursing facility merger or acquisition in the LevinPro M&A deal database. The organization is affiliated with Youngtown Health, Inc., a private skilled nursing facility situated at 12207 N 113th Ave in Youngtown, Arizona. It was incorporated on October 28, 2009. LevinPro, which tracks M&A activity across more than a dozen healthcare sectors from hospitals and home health to medical real estate and biopharma, profiled the transaction involving Youngtown Health, Inc. in its deal database, which is available to subscribers <a href=”www.levinassociates.com/levinpro”>here</a>. LevinPro has tracked thousands of... Read More »The Ensign Group Inc’s Expansion in Skilled Nursing Facilities in LevinPro Database
The Ensign Group Inc has been linked to a skilled nursing facility merger or acquisition in the LevinPro M&A deal database. The organization is affiliated with Ensign Panorama Llc, a private skilled nursing facility situated at 9541 Van Nuys Blvd in Panorama City, California. It was incorporated on June 19, 2000. LevinPro, which tracks M&A activity across more than a dozen healthcare sectors from hospitals and home health to medical real estate and biopharma, profiled the transaction involving Ensign Panorama Llc in its deal database, which is available to subscribers www.levinassociates.com/levinpro here. LevinPro has tracked thousands of deals in the skilled nursing facility... Read More »Schedule a demo
Gain access to the best healthcare and long-term care investment intelligence, data, and analysis.
