Sabra Health Care REIT Revises FY24 Normalized AFFO From $1.41-$1.44 To $1.43-$1.44; Normalized FFO From $1.36-$1.39 To $1.39-$1.40
Sabra Health Care REIT Revises FY24 Normalized AFFO From $1.41-$1.44 To $1.43-$1.44; Normalized FFO From $1.36-$1.39 To $1.39-$1.40
Previous Guidance2024 GUIDANCE
2024年指导
Sabra is updating its 2024 earnings guidance ranges as follows (attributable to common stockholders, per diluted common share):
Sabra正在更新其2024年度盈利指导范围，如下（归属于普通股股东，每股摊薄普通股）：
Updated Guidance
更新指引
- Net Income: $0.48 - $0.49
- FFO: $1.35 - $1.36
- Normalized FFO: $1.39 - $1.40
- AFFO: $1.41 - $1.42
- Normalized AFFO: $1.43 - $1.44
- 净利润: $0.48 - $0.49
- FFO: $1.35 - $1.36
- Normalized FFO: $1.39 - $1.40
- AFFO: $1.41 - $1.42
- Normalized AFFO: $1.43 - $1.44
Previous Guidance
先前的指引
- Net Income: $0.48 - $0.51
- FFO: $1.33 - $1.36
- Normalized FFO: $1.36 - $1.39
- AFFO: $1.39 - $1.42
- Normalized AFFO: $1.41 - $1.44
Guidance ranges assume year-over-year same store Cash NOI growth in the mid-to-high teens for the managed senior housing portfolio. Guidance also incorporates all announced investment and disposition activity, as well as announced activity under the at-the-market equity offering program. Guidance does not assume additional investment, disposition or capital transactions beyond those already disclosed.
The foregoing guidance ranges reflect management's view of current and future market conditions. There can be no assurance that the Company's actual results will not differ materially from the estimates set forth above. Except as otherwise required by law, the Company assumes no, and hereby disclaims any, obligation to update any of the foregoing guidance ranges as a result of new information or new or future developments.
- 净利润: $0.48 - $0.51
- FFO: $1.33 - $1.36
- 标准化FFO: $1.36 - $1.39
- AFFO: $1.39 - $1.42
- 标准化AFFO: $1.41 - $1.44
指导范围假设托管的高级住房投资组合的年度同店现金净营收增长在中至高十几个百分点。指导还包括所有已宣布的投资和处置活动，以及根据市场价格进行的随时以市场为基础的股权发行计划，指导不包括除已披露的那些之外的额外投资、处置或资本交易。
上述指导范围反映了管理层对当前和未来市场条件的看法。公司不保证实际结果与上述估计不会有重大差异。除非法律另有规定，否则公司不承担任何义务，并在此否认根据新信息或新的或未来发展更新上述任何指导范围的义务。
Commenting on the third quarter's results, Rick Matros, CEO and Chair, said, "It feels good to be providing essentially the same update as the last several quarters. Skilled nursing and managed senior housing continue to see higher occupancy and margins. EBITDARM coverage for our skilled nursing portfolio has surpassed 2019 levels, while our triple net senior housing portfolio is approaching that milestone. Among our key triple-net relationships, the only tenant that saw a sequential coverage decline was Avamere, but that was specifically due to the percentage rent we have been collecting as performance improves. Avamere's coverage remains healthy, and the lease restructure has worked out exactly as anticipated.
针对第三季度的业绩，首席执行官兼董事长Rick Matros表示：“能够提供与过去几个季度基本相同的更新感觉很好。 技术护理和管理的高级住房继续看到更高的占用率和利润率。 我们的技术护理组合的EBITDAR覆盖率已超过2019年的水平，而我们的三重净租赁高级住房组合正在接近这一里程碑。 在我们的关键三网关系中，唯一看到顺序覆盖率下降的租户是Avamere，但这主要是由于我们收回的百分比租金随着绩效的提高而改善。 Avamere的覆盖率仍然健康，而租约重构的效果正如预期的那样。
Leverage continues to tick down. Investments for the quarter and subsequent to quarter end totaled roughly $100 million, including those previously announced. Our investment pipeline has seen increased activity, and we are currently reviewing more potential investments than we have seen all year.
杠杆继续下降。 本季度和季度结束后的投资总额约为10000万美元，包括之前宣布的投资。 我们的投资管道活动增加，目前正在审查的潜在投资比我们整年看到的都多。
Additionally, we have increased the midpoint of our guidance, which implies year-over-year earnings growth of more than 6% for the full year."
此外，我们已经提高了指导范围的中点，这意味着整年的盈利增长将超过6%。