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Assets by Segment
Breakdown of the company’s real estate holdings across property types (e.g., skilled nursing, senior housing, medical office, other), revealing concentration by asset class and geography. Highlights exposure to reimbursement-sensitive assets, diversification (or lack of it), and where acquisitions or dispositions will most affect portfolio risk and long-term cash flow.DHC is deliberately shrinking and reshaping its asset base—selling down MO/LS and other non‑core holdings while keeping SHOP as the operational focus—reflecting active capital recycling into higher‑return SHOP projects. That shift explains improving NOI, margin expansion and the credit upgrade, and helps liquidity and deleveraging, but concentrates earnings risk in SHOP; monitor MO/LS lease rollover exposure, the cadence of SHOP occupancy gains, and sizable recurring CapEx needs versus management’s leverage targets.
Date | Other | Medical Office & Life Science Portfolio | SHOP |
|---|---|---|---|
Jun 30, 2026 | $284.75M | $1.18B | $2.78B |
Mar 31, 2026 | $307.23M | $1.19B | $2.77B |
Dec 31, 2025 | $301.49M | $1.19B | $2.87B |
Sep 30, 2025 | $389.19M | $1.34B | $2.95B |
Jun 30, 2025 | $310.02M | $1.44B | $3.00B |
Mar 31, 2025 | $474.93M | $1.47B | $3.05B |
Dec 31, 2024 | $364.87M | $1.69B | $3.08B |
Sep 30, 2024 | $447.34M | $1.73B | $3.11B |
Jun 30, 2024 | $451.58M | $1.78B | $3.10B |
Mar 31, 2024 | $409.89M | $1.83B | $3.10B |