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Sabra Health Care REIT, Inc. (SBRA) Q3 2024 Earnings Call Transcript Summary

Sabra Health Care REIT, Inc. (SBRA) Q3 2024 Earnings Call Transcript Summary

Sabra醫療保健房地產信託公司(SBRA)2024年第三季度業績會電話交流摘要
富途資訊 ·  11/02 04:14  · 電話會議

The following is a summary of the Sabra Health Care REIT, Inc. (SBRA) Q3 2024 Earnings Call Transcript:

以下是Sabra Health Care REIt, Inc. (SBRA) 2024年第三季度業績會交易摘要:

Financial Performance:

金融業績:

  • Sabra Health Care REIT reported normalized FFO per share of $0.35 and normalized AFFO per share of $0.37, showing a year-over-year growth of 9%.

  • Cash rental income from the triple-net portfolio totaled $91.8 million for the quarter, reflecting a better performance than anticipated.

  • Net debt to adjusted EBITDA ratio was 5.3 times as of September 30, 2024, showing ongoing balance sheet strength and improvement.

  • Sabra醫療保健REIt報告每股標準FFO爲0.35美元,每股標準AFFO爲0.37美元,同比增長9%。

  • 三重網絡組合的現金租金收入在本季度達到9,180萬美元,表現優於預期。

  • 截至2024年9月30日,淨債務與調整後的EBITDA比率爲5.3倍,顯示出持續的資產負債表實力和改善。

Business Progress:

業務進展:

  • Continued improvement across all primary asset classes, with sequential growth in occupancy and skilled mix in the SNF portfolio.

  • Investments for the quarter totaled just under $100 million, with a focus on high-quality investments and good yields.

  • The managed senior housing portfolio showed strong quarter results with significant increases in occupancy and cash NOI.

  • Provided full-year 2024 guidance with an increase at the midpoint of normalized FFO per share and normalized AFFO per share.

  • 各主要資產類別持續改善,在長期護理設施組合的入住率和技術組合中實現序貫增長。

  • 本季度的投資總額略低於10000萬美元,重點放在高質量投資和高收益上。

  • 所管理的高級住房投資組合表現強勁,季度業績顯示出佔用率和現金淨經營收入顯著增加。

  • 提供2024財年指引,預計標準化每股基金運營收益和標準化每股調整後自由現金流量的中點將增加。

Opportunities:

機會:

  • Expected growth in 2025 driven by strong performance and strategic investments in senior housing and skilled nursing facilities.

  • Growth in the investment pipeline with an uptick in skilled nursing opportunities and the pursuit of high-quality assets.

  • 預計2025年的增長將受到在高級住房和技術護理設施中強勁表現和戰略投資的推動。

  • 投資管道增長,技術護理機會增加,追求高質量資產。

Risks:

風險:

  • Variability in occupancy rates and the impact of economic factors on investment and operational performance.

  • Regulatory risks including potential changes which could impact operational metrics and compliance costs negatively.

  • 佔用率的變化以及經濟因素對投資和運營表現的影響。

  • 監管風險包括潛在變化可能對運營指標和合規成本產生負面影響。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

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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