The webcast URL is https://events.q4inc.com/attendee/141249230. A digital replay of the call will be available on our website at www.sabrahealth.com. Also, on February 2, 2026, Sabra's board of directors declared a quarterly cash dividend of $0.30 per share of common stock. The dividend will be paid on February 27, 2026, to common stockholders of record as of the close of business on February 13, 2026. TUSTIN, Calif.--(BUSINESS WIRE)--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will ...

Core Insights - Sabra Health Care REIT (SBRA) has shown significant recovery post-pandemic, indicating potential for further growth while providing dividends [1] Group 1: Company Performance - The company has been recovering well in recent years after being significantly impacted during the pandemic [1] - There is still considerable potential for growth in Sabra Health Care REIT, suggesting it may be an attractive investment opportunity [1] Group 2: Analyst Background - The analyst has over a decade of experience in researching various industries, including commodities and technology, which enhances the credibility of the insights provided [1] - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, indicating a commitment to thorough research and analysis [1]

Group 1 - The company has announced a series of ordinary dividends totaling $1.2000000 per share for the year 2025, with a consistent distribution of $0.3000000 per share across four payment dates [1][2] - The breakdown of the dividends includes qualified dividends of $0.9755384 per share and non-qualified dividends of $0.2244616 per share, indicating a clear distinction in the types of dividends being distributed [2] - The payment dates for the dividends are set for February 28, May 30, August 29, and November 28 in 2025, ensuring regular cash flow for shareholders throughout the year [1][2] Group 2 - The total ordinary dividends for the year represent a distribution rate of 100.00%, with qualified dividends making up 81.29% and non-qualified dividends accounting for 18.71% of the total [2] - The company has maintained a consistent dividend policy, reflecting its commitment to returning value to shareholders while managing its earnings effectively [1][2]

Share TUSTIN, Calif.--(BUSINESS WIRE)--Sabra Health Care REIT, Inc. ("Sabra†) (Nasdaq: SBRA) today announced that Darrin Smith has been appointed Sabra's Chief Investment Officer, Secretary and Executive Vice President, effective January 1, 2026. Mr. Smith succeeds Talya Nevo-Hacohen, Sabra's former Chief Investment Officer, Treasurer and Executive Vice President in connection with her retirement on December 31, 2025. Darrin Smith has been appointed Sabra's Chief Investment Officer, Secretary and Executiv ...

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has over 1,000 followers on Seeking Alpha and has authored a book on REITs, indicating a strong presence in the investment community [1] - Anthony has a background in business information systems and has worked at Charles Schwab, enhancing his analytical skills in finance [1] Company Overview - Albert Anthony & Company is a boutique equities research firm managed remotely by Anthony, showcasing a modern approach to financial analysis [1] - The firm is registered in Texas and focuses on delivering actionable insights based on publicly available data [1] Professional Background - Anthony has participated in numerous business and innovation conferences, indicating active engagement in the financial and business sectors [1] - He holds a B.A. in Political Science and is pursuing certifications in Capital Markets & Securities Analysis and business intelligence, reflecting a commitment to professional development [1] Media Presence - Anthony is expanding his reach through a YouTube channel where he discusses REITs, further establishing his expertise in the field [1] - He does not engage with non-publicly traded companies or small-cap stocks, focusing solely on publicly available investment opportunities [1]

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has a background in business information systems and experience at Charles Schwab, which supports his analytical capabilities in equities research [1] - Anthony operates his own boutique equities research firm, Albert Anthony & Company, remotely from Texas, and is actively involved in the REIT investment space [1] Company Overview - Albert Anthony & Company is a Texas-registered business that provides general market commentary and research based on publicly available data [1] - The firm does not manage client funds or provide personalized financial advisory services, focusing instead on delivering actionable insights [1] Industry Engagement - Anthony has participated in numerous business and innovation conferences in both the US and Croatia, enhancing his industry knowledge and network [1] - He is also expanding his presence on YouTube, discussing REITs and sharing insights from his investment experiences [1]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment strategy emphasizes dividend value stocks, which are characterized by strong recurring cash flows that can support dividends even in challenging market conditions [2] Investment Strategy - The investment group targets high-yield, dividend growth opportunities across various asset classes, including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions [2] - Portfolios are designed to achieve dividend yields of up to 10%, catering to investors seeking dependable monthly income [2]

分组1 - Sabra Health Care REIT, Inc. has a dividend yield of 6.3% and is supported by favorable demographics, with no threat from AI [1] - Wells Fargo analyst John Kilichowski maintained an Overweight rating on Sabra Health Care and raised the price target from $20 to $21 [1] - Apollo Global Management, Inc. was upgraded from Equal-Weight to Overweight by Morgan Stanley analyst Michael Cyprys, with a price target increase from $151 to $180 [2] 分组2 - Spotify Technology S.A. reported third-quarter 2025 earnings of $3.83 per share, exceeding the analyst consensus estimate of $1.87 [3] - Spotify's revenue reached $4.99 billion, a 7% year-over-year increase, surpassing projections of $4.92 billion [3] 分组3 - Sabra Health Care shares fell 1.6% to close at $19.00 [5] - Apollo Global Management gained 3.6% to settle at $149.08 [5] - iShares Russell 1000 Value ETF gained 1.4% [5] - Spotify jumped 3.4% to settle at $609.41 [5]

Financial Data and Key Metrics Changes - For Q3 2025, normalized FFO per share was $0.36 and normalized AFFO per share was $0.38, representing a year-to-date increase of 5% and 4% respectively over the same period in 2024 [13][17] - Cash rental income from the triple-net portfolio decreased by $3.5 million from the previous quarter, while cash NOI from the managed senior housing portfolio increased by $4.7 million, resulting in a net sequential increase of $1.3 million [14][15] - The net debt-to-adjusted EBITDA ratio was 4.96 times as of September 30, 2025, a decrease of 0.04 times from June 30, 2025 [19][20] Business Line Data and Key Metrics Changes - The managed senior housing portfolio contributed nearly 26% of total annualized cash NOI, with cash NOI growth of 15.9% excluding 16 ex-Holiday properties [6][8] - The same store managed senior housing portfolio saw revenue grow by 5.4% year over year, with occupancy increasing by 110 basis points to 86% [11][12] - Cash and NOI for the same-store managed senior housing portfolio increased by 13.3% year over year, with Canadian communities showing a 20.2% increase [12][18] Market Data and Key Metrics Changes - Occupancy in the Canadian portfolio was up 150 basis points to 93.1%, marking the sixth consecutive quarter where occupancy has been above 90% [11] - The overall managed portfolio's occupancy increased by 60 basis points to 86.8%, with RevPAR rising 4.3% sequentially [10][11] - The regulatory environment for skilled nursing remains stable, with skilled exposure dropping below 50% for the first time [7][8] Company Strategy and Development Direction - The company aims to increase its SHOP exposure from 26% to 40%, reflecting a strategic shift towards senior housing as a stronger driver of earnings growth [6][7] - The investment target was originally set at $400 million-$500 million but is now expected to exceed $500 million, indicating a robust acquisition pipeline [7][9] - The company is focused on maintaining a balanced portfolio between skilled nursing and senior housing, with a preference for newer assets that are geared towards future demand [8][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability and contribution of the SHOP portfolio, with expectations for continued positive momentum in the coming quarters [9][28] - The company anticipates that the current supply-demand equation in senior housing will remain favorable for some time due to a lull in new development [10][73] - Management noted that the dynamics of the market are different from previous years, with strong demographic trends supporting growth in senior housing [65][68] Other Important Information - The company declared a quarterly cash dividend of $0.30 per share, representing a payout of 79% of the third-quarter normalized AFFO per share [21][22] - The company has ample liquidity of approximately $1.1 billion, consisting of unrestricted cash and available borrowings [21][20] Q&A Session Summary Question: Guidance maintenance despite strong core performance - Management indicated that most investments closing this year will have a muted impact on 2025 performance, with expectations for their contribution to 2026 [24][25] Question: Core SHOP portfolio metrics excluding Holiday - Management noted that same store NOI was impacted by Holiday, but other metrics remained positive, with occupancy for non-Holiday assets performing better [26][29] Question: Total portfolio occupancy and recent SHOP acquisitions - Management did not disclose total portfolio occupancy but indicated that non-same store assets are largely in line with the same store pool [32][33] Question: Pricing power in targeted markets - Management highlighted that Canadian assets above 90% occupancy have seen rate growth over 5%, suggesting potential for similar trends in the domestic portfolio [34][35] Question: Holiday portfolio improvement and future growth - Management confirmed that operators have stabilized labor in the Holiday portfolio, which is expected to contribute positively to overall growth [39][41] Question: Underwriting and cap rates - Management stated that current investments are yielding between 7% and 8%, with expected mid-single digit annual earnings growth [42][43] Question: SHOP pipeline skew between IL and AL - Management noted a heavier weighting towards AL memory care than IL in the current pipeline [76] Question: Appetite for single idea or opco investments - Management expressed no appetite for pursuing single idea or opco investments, focusing instead on senior housing and skilled nursing [55][56] Question: U.S. versus Canada split for SHOP - The current split is 70 total same-store assets, with 25 in Canada, and management sees growth potential in Canada despite pricing challenges [61][58]

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