CTRE CareTrust REIT, Inc.

Five senior housing REITs all raised their dividends in 2026, but the cash flow cushions behind those payouts vary wildly, and at least one carries a tenant whose survival is already in question.

Safehold Inc. (NYSE:SAFE) delivered its most productive origination quarter since 2022, yet Wall Street turned more cautious in the days after, with JPMorgan cutting the stock to Underweight. The real question is not whether Safehold is executing, but whether a ground-lease model built on long-duration, low-current-yield assets can generate sufficient economic returns to offset a […]

Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows. The question is which ones can handle the operator risk hiding inside the opportunity.

At the intersection of net-lease real estate repositioning and disciplined balance sheet restructuring lies Global Net Lease (NYSE:GNL), a company historically characterized by legacy retail and office exposure but actively demonstrating improving operational fundamentals, an aggressive portfolio scaling approach, and capital recycling momentum mirrored across healthcare property sectors highlighted in analyses such as CareTrust REIT’s […]

Central banks are rethinking interest rates, economic data is sending mixed messages, and new emissions rules are forcing entire sectors to rethink long term plans. That mix is shaking up what feels “safe” in an equity portfolio. Investors who ignore it risk missing quiet shifts in leadership. This article walks through three stocks from our Global Low-Volatility, High-Quality Equities screener that appear closely exposed to these changes. The three stocks profiled next are just a sample from...

CareTrust’s $400M skilled nursing portfolio adds 2,622 beds and lifts 2026 deployment to about $1.9B, with more deals queued.

On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded $600 million investment pipeline behind it. The deal covers 2,622 licensed beds triple net leased back to the existing operator, sourced off-market and structured through a joint venture […]

Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun. The four names below split into very different risk profiles, and only one of them pairs fortress-level coverage with double-digit growth.

CareTrust REIT, Inc. (NYSE:CTRE) caught market attention after delivering strong fiscal Q2 2026 operating results and raising its full-year 2026 guidance. The healthcare REIT now expects full-year normalized FFO per share of $2.03 to $2.06, placing the midpoint right in line with the $2.03 analyst consensus. For Q2 2026, CareTrust reported total revenues of $161.34 […]

FVR vs. CTRE: Which Stock Is the Better Value Option?

CareTrust REIT, Inc. recently reported its second-quarter 2026 results, with revenue rising to US$161.35 million and net income reaching US$89 million, and it raised full-year 2026 net income guidance to US$356 million–US$364 million, or about US$1.53–US$1.56 per share. Management also highlighted nearly US$900 million of record second-quarter investment activity at an average yield of 8.9%, supporting stronger normalized FFO and FAD guidance and reflecting the impact of its multi-engine...

CareTrust REIT (CTRE) is well placed to deploy capital accretively and see solid earnings growth in

CareTrust REIT has delivered a strong share price run over the past five years, yet the current valuation picture is more nuanced, with recent pullbacks and a mixed set of checks raising questions about how much upside is already in the price. The stock has returned 131.9% over five years, which puts extra focus on whether today's valuation still leaves room for attractive long term returns. Fresh investments totaling US$291 million this year and a US$540 million pipeline can support growth...

CareTrust REIT (CTRE) is back in focus after updating its 2026 earnings guidance and reporting second quarter 2026 results. This gives investors fresh data on net income, revenue and recent investment activity. See our latest analysis for CareTrust REIT. Despite the updated 2026 guidance and record investment activity, CareTrust REIT’s share price has eased in the short term, with a 7 day share price return of 5.59% and a 90 day share price return of 5.62% to $38.83. In contrast, the 1 year...

Record $900M investment quarter drives 19% FFO growth and raises full-year guidance.

CareTrust REIT (NYSE:CTRE) reported record second-quarter investment activity and raised its full-year 2026 guidance, citing continued deal flow across U.S. skilled nursing, U.K. care homes, senior housing operating properties (SHOP), and strategic real estate loans. President and Chief Executive O

CareTrust REIT Inc (CTRE) reports a 44% surge in normalized FFO and raises full-year guidance amid a record $1.5 billion in year-to-date investments.

Moby summary of CareTrust REIT, Inc.'s Q2 2026 earnings call

CareTrust REIT (CTRE) delivered FFO and revenue surprises of 0.00% and +5.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Innovative Industrial Properties (IIPR) delivered FFO and revenue surprises of +2.81% and -4.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?