CareTrust REIT

CTRE

Market cap $8.32B

CareTrust REIT (CTRE) is downgraded slightly to a hold after strong price appreciation, with fundamentals and technicals both supporting a neutral stance. CTRE benefits from robust macro tailwinds in senior housing demand, investment-grade credit rating, low leverage risk, and proven FFO and dividend growth. Key risks include payor and operator concentration, elevated valuation, and competitive positioning; portfolio growth and UK expansion remain positives.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust” or the “Company”) announced today the acquisition of six skilled nursing facilities located in the Mid-Atlantic for a purchase price of approximately $142 million including transaction costs, effective January 1, 2026. The portfolio contains 532 licensed beds and is operated by a tenant new to CareTrust under a long-term triple net lease with annual inflation-based rent escalators and multiple renewal options. “W.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust Announces Promotions and Key Hires.

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT Announces Quarterly Dividend of $0.335 per Share.

WELL, VTR, CTRE and OHI are tapping the longevity economy as aging populations drive rising demand for senior housing, skilled nursing and long-term care real estate.

U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets, posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in discretionary services categories, offsetting modest upward pressures on goods prices, resulting in the first monthly deceleration in core inflation since April.

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust” or the “Company”) announced today its acquisition of three Texas senior living communities comprising 270 assisted living and memory care units for approximately $40 million. The acquisition was effective December 1, 2025, and marks the first investment of CareTrust's senior housing operating portfolio (“SHOP”) platform. The Company noted that this acquisition represents a meaningful milestone in CareTrust's cont.

Caretrust REIT owns and leases skilled nursing facilities. Shares rallied to their all-time high on Thursday after earnings.