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CareTrust REIT (CTRE) investor relations material

CareTrust REIT BofA Securities 2025 Global Real Estate Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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BofA Securities 2025 Global Real Estate Conference summary9 Sep, 2025

Company history and growth trajectory

  • Originated from a nursing home company in 1999, spun off real estate to form a REIT in 2014.

  • Reduced tenant concentration and averaged $225 million in annual investments over nine years.

  • Achieved $1.5 billion in acquisitions last year, with a significant international expansion into the UK.

  • Market capitalization grew from $2.5 billion to $7.5 billion in 18 months.

  • CEO emphasizes a unique operator-focused approach due to skilled nursing’s sensitivity to operator quality.

UK acquisition and integration

  • Entered the UK market to diversify and add a new growth engine, closing the deal in May and internalizing the team in July.

  • UK market offers similar supply-demand dynamics and funding mix as the US, with a fragmented landscape ripe for roll-up.

  • Internalization expected to yield $5 million in G&A savings by next year, with cultural integration underway.

  • UK pipeline is growing rapidly, now contributing about 16% of revenue, with several deals expected to close this year.

  • Maintaining the local team is seen as key to leveraging relationships and accelerating deal flow.

Growth strategy and future plans

  • Announced a $600 million pipeline, with 60% US skilled nursing, 20% US shop, and the remainder in the UK.

  • Actively building a third growth engine by investing in the shop (senior housing operating properties) segment.

  • Hired new leadership and technical staff to prepare for shop expansion, focusing on scalable infrastructure.

  • Sees a massive opportunity in shop, with 40,000 properties in the US, and is ready to scale if a large portfolio becomes available.

  • Growth is managed with a long-term perspective, aiming to add new growth curves to sustain momentum.

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Frequently asked questions

CareTrust REIT, Inc. is a U.S.-based real estate investment trust focused on owning and managing healthcare-related properties. The company’s portfolio includes skilled nursing facilities, senior housing, and other healthcare properties, which it leases to healthcare operators under long-term agreements. CareTrust provides capital for property acquisitions and developments, supporting healthcare operators in delivering services to aging populations and other patients. The company is headquartered in San Clemente, California, and its shares are listed on the NASDAQ.

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