PM Portfolio Manager Reports

From Portfolio Manager reports

Senior Housing And Post-Acute Capacity

Senior housing is real estate plus daily services for older adults, usually paid by residents or families. Post-acute capacity is the skilled-nursing, rehabilitation, and follow-on care used after a hospital stay. This node sits where aging demand needs beds, staff, operators, rent-paying tenants, medical office buildings, and reimbursement. Demand becomes company economics only when occupancy, resident rates, reimbursement, rent coverage, patient revenue, and FFO/AFFO per share rise faster than labor, insurance, capex, financing cost, and tenant stress. WELL and VTR have the strongest source-backed senior-housing operating evidence; OHI, SBRA, and CTRE are more direct skilled-nursing landlords; ENSG gives operator read-through; DOC is an outpatient medical real estate comparator from the parent theme.

Report boundary: this node is a tactical report layer. It ranks the value-chain basket, confirmation triggers, invalidation conditions, and chart provenance. Durable company research, sector research, raw source registries, and claim maintenance stay in the linked knowledge pages. Price and volume context comes from read-only discovery daily_ohlc through 2026-06-12.

Current Setup

Capacity conversion gate Occupied rooms and reimbursed care matter only when costs and funding leave per-share cash flow.

Senior housing and post-acute care are useful theme exposures when resident rates, payer rates, and operator cash flow cover labor, insurance, rent, interest, capex, and equity dilution.

Positive proof WELL and VTR have the cleanest filed operating evidence. Both show senior-housing occupancy, RevPOR, NOI, and raised 2026 FFO guidance in local source routes.
Conversion gate Rent coverage and reimbursement decide the SNF landlords. OHI, SBRA, and CTRE need tenant coverage, cash rent collection, Medicaid, and Medicare Advantage checks.
Primary constraint Labor, insurance, rates, and source gaps still cap conviction. ENSG adds operator signal, DOC adds adjacent outpatient real estate, and source gaps stay explicit.
  1. Demand sourceOlder residents + discharges
  2. Operating unitRooms, beds, care sites
  3. Collection routeResident fees, rent, payers
  4. Proof pointNOI, coverage, AFFO

Selected-security right-rail charts call the report API with as_of=latest and use weekly bars aggregated from discovery daily_ohlc. This page does not publish static setup thresholds; refresh the API chart before using price levels as current trading evidence.

Basket

The basket is ranked by direct cash-flow exposure and source-backed operating evidence first, then by technical timing. WELL and VTR lead because local knowledge lanes tie senior-housing demand to current occupancy, RevPOR, same-store NOI, and FFO guidance. OHI, SBRA, CTRE, and ENSG add skilled-nursing and post-acute exposure, but local security-lane gaps keep company-specific claims narrower. DOC remains in the ranked set because the parent theme includes it and its lane is current, though its exposure is outpatient medical real estate rather than senior housing or SNF rent coverage.

WELL Welltower

Largest and cleanest senior-housing operating read, with filed SHO occupancy, RevPOR, NOI, and FFO evidence.

Market cap$151.5B
Next earningsNot confirmed
Latest qtr revenue$3.352B

Role in stack

WELL owns senior-housing, outpatient medical, and other health-care real estate. The node exposure is the senior-housing operating portfolio, where resident demand becomes revenue when rooms fill, RevPOR rises, and operating expense per occupied room stays controlled.

Revenue mix

Q1 2026 SHO revenue was $2.790B consolidated and $2.824B pro rata, while senior-housing operating NOI generated 63.9% of consolidated NOI. Triple-net and outpatient medical remain smaller contributors.

Latest qtr revenue

Q1 2026 total revenues were $3.351926B in the Welltower Q1 2026 results release. The key caveat is that high valuation and acquisition funding require per-share FFO and dilution checks, not just higher property revenue.

VTR Ventas

Senior-housing operating portfolio with strong current occupancy, RevPOR, SHOP NOI, and raised guidance evidence.

Market cap$42.4B
Next earningsNot confirmed
Latest qtr revenue$1.657B

Role in stack

VTR owns senior housing, outpatient medical and research real estate, and triple-net health-care properties. SHOP is the main node route because occupancy and RevPOR flow directly into property NOI before corporate financing costs.

Revenue mix

Q1 2026 total revenues were $1.657B, led by SHOP at $1.293B, OM&R at $230.9M, NNN at $123.1M, and non-segment revenue at $10.2M.

Latest qtr revenue

Q1 2026 total revenues were $1.656944B in VTR's Q1 2026 10-Q. The investment test is whether SHOP growth and the senior-housing investment plan add per-share value after debt and equity cost.

OHI Omega Healthcare Investors

Direct skilled-nursing landlord exposure, with rent and financing income tied to operator cash flow and reimbursement.

Market cap$14.1B
Next earningsNot confirmed
Latest qtr revenue$323.0M

Role in stack

OHI owns and finances skilled-nursing and long-term health-care facilities. Its conversion route is rent, mortgage interest, and other financing income paid by operators whose census, payer mix, wages, and rent coverage decide cash collection quality.

Revenue mix

Local security-lane coverage is absent. SEC/XBRL confirms consolidated revenue, but this page avoids deeper segment, tenant, and payer-mix claims until a durable OHI lane or official supplement filing is filed into knowledge.

Latest qtr revenue

Q1 2026 revenues were $322.955M from SEC XBRL concept us-gaap:Revenues for accession 0000888491-26-000018. Treat rent coverage and tenant concentration as the next source-refresh need.

SBRA Sabra Health Care REIT

Diversified senior-care landlord with skilled-nursing and senior-housing exposure but thinner local source routing.

Market cap$5.2B
Next earningsNot confirmed
Latest qtr revenue$221.8M

Role in stack

SBRA owns health-care properties leased to senior-care and skilled-nursing operators and has senior-housing operating exposure. The economics depend on rent collection, operator EBITDAR coverage, facility-level demand, and financing cost.

Revenue mix

Local security-lane coverage is absent. SEC filings confirm current revenue and property-lease exposure, but this report does not make unsupported tenant concentration, segment percentage, or rent-coverage claims.

Latest qtr revenue

Q1 2026 revenues were $221.753M from SEC XBRL concept us-gaap:Revenues for accession 0001492298-26-000012. The next proof is official rent coverage and operator concentration detail.

CTRE CareTrust REIT

Skilled-nursing and senior-care landlord where acquisition spread, tenant quality, and lease coverage drive conversion.

Market cap$9.8B
Next earningsNot confirmed
Latest qtr revenue$142.8M

Role in stack

CTRE owns skilled-nursing and senior-housing properties and leases them to operators. The node mechanism is rent and investment spread: acquisition yields and lease escalators must clear debt and equity cost while tenants maintain coverage.

Revenue mix

Local security-lane coverage is absent. SEC filing metadata is fresh and daily OHLC is current, but this page keeps revenue mix broad until tenant quality and lease-coverage evidence is filed into knowledge.

Latest qtr revenue

Q1 2026 revenues were $142.783M from SEC XBRL concept us-gaap:Revenues for accession 0001628280-26-032118. Acquisition spread and rent coverage remain the source-refresh gates.

ENSG The Ensign Group

Post-acute operator read-through for patient volume, skilled mix, reimbursement, labor, and acquisition execution.

Market cap$10.0B
Next earningsNot confirmed
Latest qtr revenue$1.389B

Role in stack

ENSG operates skilled-nursing and senior-care assets rather than collecting REIT rent. It converts census, skilled mix, payer rates, labor control, and acquisitions into patient-service revenue and operating margin.

Revenue mix

Local security-lane coverage is absent. ENSG is useful as an operator signal, but it should not be compared with REIT rent coverage without separating operating revenue, labor cost, payer mix, and Standard Bearer real estate economics.

Latest qtr revenue

Q1 2026 revenues were $1.389196B from SEC XBRL concept us-gaap:Revenues for accession 0001125376-26-000021. The next proof is census, skilled mix, wage pressure, and reimbursement quality.

DOC Healthpeak Properties

Current outpatient medical and lab real estate comparator, useful but less direct to senior housing and SNF capacity.

Market cap$13.5B
Next earningsNot confirmed
Latest qtr revenue$724.0M

Role in stack

DOC owns outpatient medical and lab real estate. It converts care-site demand into occupancy, leasing spreads, same-store NOI, AFFO, and leverage progress, but it does not directly measure senior-housing occupancy or SNF rent coverage.

Revenue mix

Outpatient medical and lab real estate drive the recurring read. Janus and CCRC exposure matters mainly through capital allocation, leverage, and transaction-quality checks rather than the core node capacity mechanism.

Latest qtr revenue

Q1 2026 revenue was about $724.0M in the DOC security lane and linked Q1 2026 sources. Use DOC as an adjacent care-site REIT comparator, not as direct senior-housing or post-acute rent evidence.

Market caps use read-only discovery instruments.market_cap queried on 2026-06-13. Next earnings dates are shown as Not confirmed because bounded Nasdaq earnings checks for all seven tickers returned no available date on 2026-06-13. The Latest qtr revenue metric is reported total revenue, not NOI, FFO, AFFO, or rent coverage. Underwriting evidence uses Welltower's Q1 2026 results release, VTR's Q1 2026 10-Q/local research, DOC's filed lane, and SEC XBRL us-gaap:Revenues for OHI, SBRA, CTRE, and ENSG.

What Confirms Or Weakens

Area What confirms What weakens or invalidates Watch next
01Node thesisDemand becomes paid capacity
What confirms

NIC occupancy moves above 90%, occupied units keep rising, new inventory stays low, and WELL/VTR show occupancy, RevPOR, and same-store NOI above guide.

What weakens or invalidates

Occupancy stalls, RevPOR less ExpPOR narrows, labor or insurance absorbs rent growth, or new supply accelerates before demand fills current capacity.

Watch next
  • NIC MAP Q2 occupancy
  • WELL SHO metrics
  • VTR SHOP metrics
02Economics mechanismNOI, FFO, rent coverage
What confirms

Same-store NOI, FFO/AFFO per share, cash rent collection, and EBITDAR rent coverage improve after labor, insurance, maintenance, interest, and equity issuance.

What weakens or invalidates

Headline revenue rises but margins, rent coverage, AFFO quality, or per-share growth fail because costs or financing consume the improvement.

Watch next
  • FFO/AFFO per share
  • Tenant EBITDAR coverage
  • Cash rent collection
03Customer and payerResident and reimbursement route
What confirms

Private-pay senior-housing rate increases hold without occupancy loss, SNF census improves, and Medicare, Medicaid, and managed-care payment behavior supports operators.

What weakens or invalidates

Resident affordability pressure, Medicare Advantage authorization friction, Medicaid budget limits, or higher denials push operators into weaker cash flow.

Watch next
  • RevPOR and occupancy
  • SNF census
  • MA denial/payment commentary
04FundingCapital cost and spread
What confirms

Acquisition yields clear debt and equity cost, leverage stays within targets, and FFO/AFFO per share grows after issuance and asset recycling.

What weakens or invalidates

Long rates, CRE spreads, and cap rates rise faster than property yields, or new shares fund deals that do not raise per-share value.

Watch next
  • Net debt/EBITDAre
  • Acquisition cap rates
  • Equity issuance
  • Refinancing cost
05PolicySNF and staffing rules
What confirms

SNF PPS updates remain positive, VBP/QRP penalties are manageable, state Medicaid rates support operators, and staffing rules phase in without sudden cost shock.

What weakens or invalidates

Rate updates lag wages, payment accuracy adjustments pull back revenue, penalties rise, Medicaid budgets tighten, or staffing mandates raise agency labor demand.

Watch next
  • CMS SNF PPS
  • State Medicaid budgets
  • Staffing-rule implementation
06Operating constraintLabor, insurance, quality
What confirms

Agency labor falls, permanent staffing stabilizes, insurance cost is absorbed, facility quality indicators stay manageable, and operator liquidity improves.

What weakens or invalidates

Wage inflation, agency staffing, liability insurance, quality citations, repairs, or tenant bankruptcy reduce site-level cash conversion.

Watch next
  • Agency labor
  • Insurance cost
  • Quality citations
  • Tenant restructurings
07Stale conditionSource and data freshness
What confirms

Local security lanes or filed source pages are added for OHI, SBRA, CTRE, ENSG, PACS, ADUS, and EHAB, and EHAB OHLC refreshes beyond 2026-05-14.

What weakens or invalidates

Source gaps persist while prices or fundamentals move materially, or stale OHLC and missing official supplements leave the basket hard to underwrite.

Watch next
  • Knowledge lane backlog
  • SEC filing metadata
  • Discovery status
  • EHAB OHLC refresh

Source Trail

Knowledge Routes Inspected

Raw And Article Evidence

External And Official Sources

Basket Metric Provenance

  • Market cap: read-only discovery instruments.market_cap queried 2026-06-13. Rounded values used in cards: WELL $151.5B, VTR $42.4B, OHI $14.1B, SBRA $5.2B, CTRE $9.8B, ENSG $10.0B, DOC $13.5B.
  • Latest qtr revenue: the card metric is reported total revenue for comparability, not NOI, FFO, AFFO, tenant rent coverage, or operator EBITDAR. WELL Q1 2026 total revenues were $3.351926B; VTR Q1 2026 total revenues were $1.656944B; OHI Q1 2026 revenues were $322.955M; SBRA Q1 2026 revenues were $221.753M; CTRE Q1 2026 revenues were $142.783M; ENSG Q1 2026 revenues were $1.389196B; DOC Q1 2026 revenue was about $724.0M.
  • Revenue limitations: WELL, VTR, and DOC have durable local lanes or article captures for both revenue and operating evidence. OHI, SBRA, CTRE, and ENSG revenue metrics are sourced from SEC XBRL, but their segment, tenant, payer, operator EBITDAR, and rent-coverage interpretation still needs durable knowledge lanes.

Discovery And Chart Provenance

  • The chart API reads daily_ohlc from the local discovery store and returns weekly packages using first open, maximum high, minimum low, final close, and summed volume.
  • Read-only DuckDB coverage check on 2026-06-13 showed fresh local OHLC through 2026-06-12 for WELL, VTR, OHI, SBRA, CTRE, ENSG, and DOC.
  • EHAB local OHLC ended on 2026-05-14, so EHAB remains a stale watch item and is excluded from the ranked chart basket.
  • Representative discovery commands used: discovery status OHI --json, discovery status CTRE --json, discovery lineage-status --ticker WELL --dataset daily_ohlc --limit 3 --json, plus read-only DuckDB queries against daily_ohlc, instruments, and filing_metadata.
  • Chart endpoint required by this static page: report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest.
  • Chart assumptions: report API uses daily_ohlc, weekly aggregation by first open, maximum high, minimum low, final close, and summed volume; visible horizon is three years; indicators are 20-week EMA, 100-week EMA, and volume subgraph; chart order follows the Basket ranking.
  • This page does not carry embedded OHLC arrays or static chart payloads. The selected-security right rail should be treated as fresher than any static text when the local report API is running.

Known Gaps

  • OHI, SBRA, CTRE, ENSG, PACS, ADUS, and EHAB do not yet have durable local security lanes in the knowledge workspace.
  • OHI, SBRA, CTRE, and ENSG revenue was verified with SEC XBRL, but detailed rent-coverage, operator concentration, segment, payer-mix, and transcript claims remain intentionally narrow until local lanes or filed source pages exist.
  • Next earnings dates are unavailable from the bounded Nasdaq checks performed 2026-06-13, so the page uses Not confirmed rather than estimates.
  • PACS has direct post-acute exposure and fresh OHLC, but short public history and governance/source-risk checks keep it in watch status.
  • ADUS is an aging-services substitute and home-care read-through; it belongs in home-care coverage, while this page is focused on facility capacity. NHI and LTC are smaller health-care REIT comparables that need separate source filing before promotion.

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