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Properties by Type
Breaks the portfolio into categories (e.g., assisted living, skilled nursing, medical office) so you can see how diversified the company is. A balanced mix reduces reliance on one market or reimbursement stream, while heavy concentration can amplify regulatory, demographic, or operator-specific risks.The mix shift is clear: LTC is shrinking skilled nursing exposure while rebuilding assisted‑living/SHOP inventory—consistent with management’s pivot to SHOP acquisitions to lift growth and FFO. That strategy explains recent RevPOR dilution and occupancy seasonality (short‑term volatility) but positions the portfolio for higher pro‑forma NOI if acquisitions close at stated cap rates. Investors should expect near‑term cashflow and leverage swings from dispositions, transaction timing, and integration risk even as SHOP drives the company’s longer‑term growth profile.
Date | Assisted Living | Skilled Nursing | Other |
|---|---|---|---|
Jun 30, 2026 | 122.00 | 62.00 | 1.00 |
Mar 31, 2026 | 120.00 | 65.00 | 1.00 |
Dec 31, 2025 | 117.00 | 68.00 | 1.00 |
Sep 30, 2025 | 117.00 | 75.00 | 1.00 |
Jun 30, 2025 | 111.00 | 76.00 | 1.00 |
Mar 31, 2025 | 110.00 | 76.00 | 1.00 |
Dec 31, 2024 | 113.00 | 76.00 | 1.00 |
Sep 30, 2024 | 114.00 | 76.00 | 1.00 |
Jun 30, 2024 | 115.00 | 78.00 | 1.00 |
Mar 31, 2024 | 117.00 | 77.00 | 1.00 |