Portfolio

Superior Returns Start with a Strong Portfolio

Our operational background gives us strong asset management capabilities that drive value for our shareholders and our tenants. Our portfolio consists of relationships with nimble, local and regional operators. We regularly evaluate our portfolio and recycle our capital from mature and obsolete assets into higher-value properties. This strategy supports a healthy balance sheet and enhances the potential returns we can generate for shareholders.

395
Investments
60
Relationships
38.7%
Skilled Mix
8.4%
Max Relationship Concentration

Updated: 09.30.2026

High-Quality Portfolio, Positioned to Perform

Relationship Concentration

¹ Cascadia Healthcare operates the properties under a long-term sublease agreement.

Property Type

Relationship and property type concentrations include Annualized Cash NOI from real estate investments and investments in loans receivable and other investments. Property type concentrations use Annualized Cash NOI, as adjusted to reflect Annualized Cash NOI from our mortgage and construction loans receivable and preferred equity investments in the related property type of the underlying real estate. The definition and reconciliation of Annualized  Cash NOI, a non-GAAP measure, to the GAAP financial measure we consider most comparable is included in “Non-GAAP Reconciliations for September 30, 2026” in the Investors section of our website.

Updated: 09.30.2026

364 Properties

  • Senior Housing – Leased (32)
  • Skilled Nursing/Transitional Care (207)
  • Specialty Hospitals and Other (24)
  • SHOP – Consolidated (101)
Updated: 09.30.2026
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