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Earnings Call Summary | Diversified Healthcare Trust(DHC.US) Q1 2024 Earnings Conference

Earnings Call Summary | Diversified Healthcare Trust(DHC.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 多元化醫療信託基金 (DHC.US) 2024 年第一季度業績會議
富途資訊 ·  05/08 22:05  · 電話會議

The following is a summary of the Diversified Healthcare Trust (DHC) Q1 2024 Earnings Call Transcript:

以下是多元化醫療信託基金(DHC)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Diversified Healthcare Trust posted a first quarter Net Operating Income increase of 9.5% due to robust performance within their Senior Housing Portfolio.

  • The quarter's normalized Funds from Operations was $3.5 million, amounting to $0.01 per share, inclusive of a non-cash amortization of $20.7 million or $0.09 per share.

  • The total cash at the end of the quarter amounted to $207 million.

  • The Senior Housing Portfolio segment saw a year-on-year revenue increase of 10%, backed by a 200 basis point increase in occupancy and a 6.8% hike in total RevPOR.

  • 多元化醫療信託基金公佈第一季度淨營業收入增長9.5%,這要歸因於其高級住房投資組合的強勁表現。

  • 該季度的正常運營資金爲350萬美元,相當於每股0.01美元,其中包括2,070萬美元或每股0.09美元的非現金攤銷。

  • 本季度末的總現金爲2.07億美元。

  • 老年住房投資組合板塊的收入同比增長了10%,這得益於入住率增長了200個點子和RevPor總額增長6.8%。

Business Progress:

業務進展:

  • The SHOP segment and favorable conditions in the healthcare industry were highlighted as major drivers of DHC's positive performance.

  • The company is placing emphasis on operator transitions, strategic financing, capital deployment, and the refresh projects in 23 SHOP communities.

  • The firm ended Q1 with 102 assets in the Medical Office and Life Science portfolio and plans to focus on investing in senior living communities to further fuel the NOI recovery.

  • The company intends to issue CMBS debt ranging between $175 to $200 million in Q2 to fund capital investments and manage note repayments.

  • The company foresees occupancy growth and potential property sell-offs in the year's second half to maximize proceeds.

  • SHOP細分市場和醫療保健行業的有利條件被認爲是DHC積極表現的主要驅動力。

  • 該公司將重點放在23個SHOP社區的運營商過渡、戰略融資、資本部署和更新項目上。

  • 截至第一季度,該公司在醫療辦公室和生命科學投資組合中擁有102項資產,並計劃重點投資老年人生活社區,以進一步推動NOI的復甦。

  • 該公司打算在第二季度發行1.75億至2億美元不等的CMBS債券,爲資本投資提供資金和管理票據還款。

  • 該公司預計,下半年的入住率將增長,並可能出現房產拋售,以最大限度地提高收益。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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