Sabra Healthcare REIT

SBRA

Market cap $5.07B

Welltower grew revenue and normalized funds from operations by double-digit percentages. Sabra has a dividend that yields above 6%.

Sabra Health Care REIT remains a Buy, driven by its aggressive pivot into the Seniors Housing Operating Portfolio model. SBRA's SHOP transition offers direct exposure to demographic tailwinds from the 'Silver Tsunami,' positioning for significant potential occupancy and AFFO growth. Q1 results were strong, with AFFO at $0.39/share, nearly reaching the annual investment target, and a 77% dividend payout ratio supporting a ~6% yield.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

Community Healthcare Trust focuses on high-yield outpatient medical facilities in diverse geographical markets. Sabra Health Care REIT operates a massive portfolio centered on skilled nursing and senior housing across North America.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Sabra Healthcare (SBRA) or CubeSmart (CUBE). But which of these two stocks offers value investors a better bang for their buck right now?

On CNBC's “Halftime Report Final Trades,” Capital Wealth's Kevin Simpson named The Coca-Cola Company (NYSE:KO) as his final trade.

TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #NAREIT--In conjunction with upcoming investor meetings, Sabra Health Care REIT, Inc. (Nasdaq: SBRA) has issued a business update, which is available on the company's website. In addition, Rick Matros, the company's Chair and Chief Executive Officer, Michael Costa, the company's Chief Financial Officer, Darrin Smith, the company's Chief Investment Officer, and Lukas Hartwich, the company's Executive Vice President of Finance, will participate in Nareit's REITweek 2026 In.

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both FrontView REIT, Inc. (FVR) and Sabra Healthcare (SBRA). But which of these two stocks is more attractive to value investors?

REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD. This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries. The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.