SB SBRA Sabra Healthcare REIT, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Management highlights that new senior housing development projects generally do not pencil out because current rents need to be 25-40% higher and trended yields need to reach ~8%, which is well above current acquisition yields of ~6.5%. — This confirms a sustained supply shortage for the sector, which should support pricing power and occupancy gains for existing senior housing operators for years to come.