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 年指南
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年的收益指導區間如下（歸屬於普通股股東，攤薄後的每股普通股）：
Updated Guidance
更新的指南
- 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
- 淨收入：0.48-0.49 美元
- FFO：1.35 美元-1.36 美元
- 標準化 FFO：1.39 美元-1.40 美元
- AFFO：1.41 美元-1.42 美元
- 標準化 AFFO：1.43 美元-1.44 美元
Previous Guidance
先前的指導方針
- 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.
- 淨收入：0.48-0.51 美元
- FFO：1.33 美元-1.36 美元
- 標準化 FFO：1.36 美元-1.39 美元
- AFFO：1.39 美元-1.42 美元
- 標準化 AFFO：1.41 美元-1.44 美元
指導區間假設管理的高級住房投資組合的同店現金淨投資同比增長處於中高水平。指南還包括所有已宣佈的投資和處置活動，以及在市場股票發行計劃下宣佈的活動。除了已經披露的以外，該指南並未假設額外的投資、處置或資本交易。
上述指導區間反映了管理層對當前和未來市場狀況的看法。無法保證公司的實際業績不會與上述估計有重大差異。除非法律另有要求，否則公司不承擔因新信息或新的或未來的發展而更新任何上述指導範圍的義務，特此免除任何義務。
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.
首席執行官兼董事長裏克·馬特羅斯在評論第三季度的業績時表示：“提供與過去幾個季度基本相同的最新消息感覺很好。熟練護理和管理型老年人住房的入住率和利潤率繼續提高。我們的專業護理投資組合的eBitdArm承保範圍已超過2019年的水平，而我們的三重淨高級住房投資組合正接近這一里程碑。在我們重要的三網關係中，唯一承保範圍連續下降的租戶是Avamere，但這主要是由於隨着業績的改善，我們一直在收取租金百分比。Avamere的承保範圍仍然良好，租賃重組也完全符合預期。
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.
槓桿率繼續下降。本季度及季末之後的投資總額約爲1億美元，包括先前宣佈的投資。我們的投資渠道活動有所增加，我們目前正在審查的潛在投資比全年都要多。
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，我們提高了預期的中點，這意味着全年收益同比增長超過6％。”
