Earnings Call Summary | Sabra Health Care REIT Inc(SBRA.US) Q4 2023 Earnings Conference
Earnings Call Summary | Sabra Health Care REIT Inc(SBRA.US) Q4 2023 Earnings Conference
The following is a summary of the Sabra Health Care REIT, Inc. (SBRA) Q4 2023 Earnings Call Transcript:
以下是萨布拉医疗保健房地产投资信托基金公司（SBRA）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Sabra Health Care REIT reported normalized FFO per share of $0.32 and normalized AFFO per share of $0.33 for Q4 2023.
There was an $800,000 decrease in cash rents due to the sale of a portfolio of assets.
The projected ranges for the full-year 2024 per share performance are: net income, $0.53 to $0.57, FFO $1.33 to $1.37, normalized FFO, $1.34 to $1.38, normalized FFO $1.38 to $1.42, and normalized adjusted FFO of $1.39 to $1.43.
The company foresees year-over-year growth of approximately 5% and 6% for normalized FFO and normalized AFFO, respectively.
Sabra also declared a quarterly cash dividend of $0.30 per share.
萨布拉医疗保健房地产投资信托基金报告称，2023年第四季度每股正常FFO为0.32美元，标准化每股AFFO为0.33美元。
由于出售资产组合，现金租金减少了80万美元。
2024年全年每股业绩的预计区间为：净收益0.53美元至0.57美元，FFO1.33美元至1.37美元，正常化FFO为1.34美元至1.38美元，正常化FFO为1.38美元至1.42美元，正常化调整后FFO为1.39美元至1.43美元。
该公司预计，正常化FFO和正常化AFFO的同比增长分别约5％和6％。
萨布拉还宣布每股0.30美元的季度现金分红。
Business Progress:
业务进展：
The company observed a year-over-year increase in occupancy by 290 basis points in their skilled portfolio, and their EBITDARM rent coverage also grew sequentially.
Continued improvements were reported in the Senior Housing lease portfolio, with a sequential increase in occupancy by 130 basis points.
For skilled and Senior Housing portfolios, they expect occupancy to exceed pre-pandemic levels due to demographic shifts and a limited supply.
They have started to identify more investment opportunities in the skilled nursing and Senior Housing and behavioral asset classes for diversifying their portfolio.
The company aspires to be a net acquirer in all their asset classes in the coming year and aims to diversify their portfolio by actively seeking skilled deals, focusing on earning growth.
Even though the operating landscape remains uncertain due to the pandemic, the company enters 2024 with a clearer expectancy of its portfolio's performance.
该公司观察到，其熟练投资组合的入住率同比增长了290个基点，其EBITDARM租金覆盖范围也环比增长。
据报道，老年住房租赁组合持续改善，入住率连续增加130个基点。
对于熟练住房和高级住房投资组合，他们预计由于人口变化和供应有限，入住率将超过疫情前的水平。
他们已开始在熟练护理、老年住房和行为资产类别中寻找更多的投资机会，以实现投资组合的多元化。
该公司希望在来年成为所有资产类别的净收购者，并旨在通过积极寻求熟练的交易来分散投资组合，专注于收益增长。
尽管由于疫情，运营格局仍不确定，但进入2024年，该公司对其投资组合的表现有了更明确的预期。
More details: Sabra Health Care REIT Inc IR
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