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ALF Units
Counts the assisted living units in the company’s portfolio, showing the size of its exposure to assisted living demand. Higher unit counts can mean more stable rental income if occupancy and operators are strong, while declines or concentrated operators signal risk to cash flow.ALF unit counts reversed a 2024 trough and accelerated strongly from mid‑2025 into Q1‑2026, validating LTC’s SHOP acquisition cadence and supporting management’s thesis that SHOP will materially lift NOI and FFO growth. That momentum helps justify the $600M midpoint acquisition plan and liquidity deployment, but investors should watch per‑unit economics and timing risk: the mix shift has dragged RevPOR lower and rising interest/G&A and 4.4x pro forma leverage could compress near‑term margins if acquisitions slow or occupancy recovery stalls.
Date | ALF Units |
|---|---|
Jun 30, 2026 | 8.52K |
Mar 31, 2026 | 8.36K |
Dec 31, 2025 | 7.96K |
Sep 30, 2025 | 7.87K |
Jun 30, 2025 | 7.19K |
Mar 31, 2025 | 6.94K |
Dec 31, 2024 | 7.33K |
Sep 30, 2024 | 7.42K |
Jun 30, 2024 | 7.49K |
Mar 31, 2024 | 7.49K |