Data by YCharts Editor's Note: This article was submitted as part of Seeking Alpha's Best Growth Idea investment competition, which runs through August 9. With cash prizes, this competition -- open to all analysts -- is one you don't want to miss. If you are interested in becoming an analyst and taking part in the competition, click here to find out more and submit your article today! PM Images The current high interest rate environment has placed a lot of downward pressure on several higher-quality busines ...

That's right. And if you also think about it these were triple net assets before that we transitioned. They weren't performing a triple net assets. They weren't contributing anything to our NOI in 2023. Yes. It was just a timing issue really. It was just a timing issue in the first quarter. Since we're on a cash basis we recorded revenues when the cash comes in the door. And part of the March payment came in shortly after March 31 that simply as. Yes, got it. Thank you. Rick just wanted to kind of get your ...

May 8, 2024 Investor Presentation 2 "We know what happens inside our buildings matters most. That's why we align ourselves with operators who skillfully and compassionately care for the residents and patients in the buildings we own." Creatively Financed Development - Pursue strategic development opportunities and long-term partnerships with leading developers. May 8, 2024 Investor Presentation We understand that good governance underpins sustainability, strengthens the accountability of our Board and manag ...

Great. That's it for me. Thanks for the time. Rick Matros Thank you. Operator [Operator Instructions]. Your next question comes from the line of Vikram Malhotra with Mizuho. Your line is open. Vikram Malhotra Afternoon. Thanks for taking the question. Maybe just first on the guidance. I understand this is obviously the first time post-COVID. So I'm just wondering -- can you give us some specifics on what's baked into the low and the high end? You talked about low teens same-store growth. But what else is sp ...

Sabra Health Care REIT, Inc. (NASDAQ:SBRA) Q3 2023 Earnings Conference Call November 7, 2023 1:00 PM ET Conference Call Participants Good day, everyone. My name is Briana and I will be your conference operator today. At this time, I would like to welcome everyone to the SabraÂ's Third Quarter 2023 Earnings Call. [Operator Instructions] I would now like to turn the call over to Lukas Hartwich, SVP, Finance. Please go ahead, Mr. Hartwich. In addition, references will be made during this call to non-GAAP finan ...

We have no material near-term debt maturities. Our next material debt maturity is in the second half of 2026 and our weighted average debt maturity is currently at six years. Excluding our revolving credit facility, which makes up just 4.1% of our total debt, we have no floating rate debt exposure and our cost of permanent debt is 3.94% as at June 30, 2023. Talya Nevo-Hacohen Yeah. I mean the $0.33 to $0.34 run rate is still a good run rate to use, I would say for the next quarter and then we'll have to rea ...

Thank you. Yeah. Just one quick follow-up for me. Can you guys remind us what percent of your operators are on a cash basis and what the plan is for those tenants overtime, whether you're maybe looking to sell some of those assets or enter into long-term contractual leases with either the current operator or potentially a new operator? before, the activities we're doing on the portfolio, whether it would be sales or transition, that's going to address a large component of that. And there are no further ques ...

And then just to clarify, so the AFFO run rate, given the $0.03 to $0.04 that you mentioned, I think you reported, if I'm not wrong, $0.34 and -- or $0.37 and adjusted $0.34. Without you redeploying the proceeds you have for new acquisitions is the right runway somewhere in the low-30s, is it like 31 in that range? Michael Costa Well, our normalized number is $0.37. So I think you would take that and make those adjustments as you didÂ… Vikram Malhotra And then just last one, any broader comments you can you ...

Sabra Health Care REIT, Inc. (NASDAQ:SBRA) Q3 2022 Results Conference Call November 8, 2022 1:00 PM ET Company Participants Lukas Hartwich - SVP, IR Rick Matros - Chair, President and CEO Talya Nevo-Hacohen - CIO, Treasurer and EVP Michael Costa - CFO Conference Call Participants Austin Wurschmidt - KeyBanc Capital Markets Juan Sanabria - BMO Capital Markets Steven Valiquette - Barclays Joshua Dennerlein - Bank of America Merrill Lynch Michael Griffin - Citi Research Vikram Malhotra - Mizuho Securities Tayo ...

Sabra Health Care REIT, Inc. (NASDAQ:SBRA) Q2 2022 Earnings Conference Call August 4, 2022 1:00 PM ET Company Participants Lukas Hartwich - Executive Vice President, Finance Rick Matros - Chief Executive Officer, President & Chair Talya Nevo-Hacohen - Executive Vice President, Chief Investment Officer & Treasurer Michael Costa - Chief Financial Officer Conference Call Participants Juan Sanabria - BMO Michael Griffin - Citi Vikram Malhotra - Mizuho Group Rich Anderson - SMBC Connor Siversky - Berenberg Steve ...