Investment Strategy · October 2026 · 6 min read
DHC Leased 807 Colorado Nursing Home Units To Ensign For $8 Million A Year. The Same Week, Other REITs Paid Up To Own Senior Housing Operations.
Diversified Healthcare Trust moved seven Colorado skilled nursing facilities out of a RIDEA structure and into a 15-year triple-net lease with Ensign at $8.0 million of first-year rent, about $9,913 per unit on our arithmetic. In the same fortnight LTC and CareTrust bought senior housing into operating structures at forward yields of 6.5% and mid- to high-7%. Skilled nursing is being leased to strong operators; private-pay senior housing is being held for operating upside.
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