National Health Investors Reports Its Most Active Year
National Health Investors released its fourth-quarter and full-year 2025 results, and it made significant strides in 2025. The REIT completed $392.4 million in investments, marking its most active year yet. Its SHOP portfolio expanded from 15 communities to 26 during the year, and has kept the momentum going into 2026. So far this year, the company has announced that it purchased nine assisted living communities with 460 units across Kentucky, South Carolina and Tennessee. The portfolio was acquired for $104.5 million, or $227,200 per unit, excluding closing costs. This represents the company’s largest SHOP acquisition to date, and brings its total SHOP investments to $740 million.... Read More »
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 »Schedule a demo
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