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Sabra Health Care REIT, Inc. (“Sabra” or the “Company”) (Nasdaq: SBRA) today released its sixth annual Sustainability Report for fiscal year 2025.The re

Sabra (SBRA) was a big mover last session on higher-than-average trading volume. The latest trend in FFO estimate revisions might not help the stock continue moving higher in the near term.

TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #GUIDANCE--Sabra Health Care REIT, Inc. (“Sabra,” the “Company” or “we”) (Nasdaq: SBRA) today announced a business update detailed below. Portfolio Update Sabra has entered into letters of intent to re-tenant all of its 26 properties leased to Avamere (“Avamere”). Under the proposed transition, 22 properties would be transitioned to subsidiaries of Cascadia Healthcare (“Cascadia”), a leading diversified healthcare operator concentrated in the Pacific Northwest with approxi.

Welltower grew revenue and normalized funds from operations by double-digit percentages. Sabra has a dividend that yields above 6%.

Investors seeking reliable income often look to healthcare properties for stability, which makes the choice between Community Healthcare Trust (CHCT 0.22%) and Sabra Health Care REIT (SBRA 0.40%) a compelling comparison for 2026.

Community Healthcare Trust carves out a niche by focusing on smaller outpatient facilities, whereas Sabra Health Care REIT operates as an industry giant with a wide reaching portfolio of long-term care beds. Both companies offer unique advantages depending on your preference for specialized niche properties or broad scale within the medical facility landscape.

Community Healthcare Trust targets a specific niche within the healthcare sector by acquiring outpatient facilities in non-urban and suburban markets. The portfolio consists of nearly 198 properties across 35 states, serving a variety of medical providers such as behavioral health and specialty clinics. While the company maintains a broad tenant base, its largest rent contributors include US HealthVest at roughly 7.3% and Lifepoint Health at approximately 6.4% of annualized rent.

In FY 2025, revenue reached approximately $121.2 million, which represents a growth rate of nearly 4.7% compared to the prior year. The company reported a net income of roughly $5.1 million during this period, yielding a net margin of about 4.2%. This return to profitability is notable after the business experienced a net loss in the previous fiscal year, indicating a stabilization in the company's operating results for its investors.

As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 1.2x. This metric measures the company's total debt relative to shareholder equity, indicating how much the company relies on borrowed funds to finance its property acquisitions. The current ratio, which tracks the ability to pay short-term obligations with liquid assets, is roughly 0.2x, while free cash flow reached close to $56.4 million in FY 2025.

The case for Sabra Health Care REITSabra Health Care REIT operates as a large-scale landlord with a primary focus on senior housing, skilled nursing, and behavioral health facilities. Its massive portfolio includes close to 361 properties and more than 36,412 beds across the United States and Canada. This broad diversification across different types of care facilities is a central pillar for those interested in real estate investing within the medical sector.

During FY 2025, revenue reached nearly $774.6 million, marking a growth rate of approximately 10.2% over the prior year. The company achieved a net income of roughly $155.6 million, resulting in a net margin of close to 20.1% for the year. This level of profitability highlights the company's ability to generate significant earnings from its long term lease agreements and managed senior housing communities during a period of rising demand.

The balance sheet from December 2025 shows a debt-to-equity ratio of about 0.9x. This ratio shows that the company uses roughly $0.90 in debt for every dollar of equity, which helps investors understand the company's financial leverage and capital structure. The current ratio is roughly 0.6x, and free cash flow, which represents cash from operations minus capital expenditures, was approximately $348.6 million for the fiscal year.

Risk profile comparisonCommunity Healthcare Trust faces risks related to its concentration in the healthcare industry, which makes it sensitive to changes in medical reimbursement and regulation. Approximately 26.7% of its annualized rent comes from properties in Texas and Florida, creating significant exposure to regional economic shifts or natural disasters. The company also deals with tenant financial stability risks, where the bankruptcy of a major provider could lead to lease non-renewals or a sudden loss of rental income.

Sabra Health Care REIT is sensitive to rising interest rates, which can increase the cost of its debt and impact the overall stock price. The company faces operational risks in its senior housing managed communities, including labor shortages and rising wages that can eat into profits. It also competes for property acquisitions and tenants with much larger peers like Welltower and Ventas, which may have greater financial resources to outbid it for prime real estate.

Valuation comparisonSabra Health Care REIT appears more attractively priced based on future earnings estimates, while Community Healthcare Trust trades at a lower multiple relative to its current sales levels.

MetricCommunity Healthcare TrustSabra Health Care REITSector BenchmarkForward P/E37.2x27.4x32.2xP/S ratio4.1x6.0xn/aSector benchmark uses the SPDR XLRE sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?Choosing between Sabra Health Care and Community Healthcare Trust may ultimately come down to what you believe the future looks like for senior care. America is greying, as the massive baby boomer generation ages. Projections indicate that by 2035, adults 65 and older will number 77 million, surpassing the number of children under age 18 (76.5 million) for the first time in U.S. history. By 2060, nearly 25% of the population is expected to be over age 65. This narrative alone is a strong case for investing in senior care facilities and adjacent companies like Sabra.

Sabra hit a losing streak in June, dropping 15% and losing almost $800 million in market cap on investor fears about persistently high interest rates and share dilution from an at-the-market equity program, but analysts following the stock maintain their hold or buy ratings, with none recommending selling at this time. Indeed, with concerns already priced in, now may be the time to dig into Sabra stock, which has already begun to rebound. Its 6.41% dividend yield may also be a nice incentive to wait out the volatility.

Cinctive Capital Management LP lifted its holdings in Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 31.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 184,001 shares of the real estate investment trust's stock after purchasing an additional 43,669

Reit's concept is shown by businessman.

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Oil is up, and everything else is down. Stocks. Bonds. Even gold, the traditional safe haven!

Real estate stocks are on sale as well. Which means we contrarians need to go shopping. Today we’ll look at four real estate investment trusts (REITs) yielding between 6% and 15%.

Right before the conflict started, I mentioned that we were looking at an attractive setup for price appreciation in REITworld.

As the Fed cuts rates, the dividends that REITs pay become increasingly attractive to income investors. Money markets don’t pay 5% any longer. Neither do many bond funds. But REITs pay … And rates are likely to continue lower due to the rollout of AI across the economy. Automation is capping wage growth. Customer support, for example, is well on its way to being automated. Next up we’ll see bookkeeping, compliance and even legal work increasingly handled by machines. Softer inflation gives the Fed room to cut more than Wall Street expects.The longer-term outlook has not changed. (A big hint for anyone with a mature, big picture mindset!) But in the short term, the Federal Reserve has pushed “pause” on its rate-cutting trend.

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Earlier this year, we could chalk it up to economic data. Now? The central bank is clearly in wait-and-see mode because of the Middle East.

“The thing I really want to emphasize is that nobody knows,” Fed Chair Jerome Powell recently said. “The economic effect [of the Iran war and oil disruptions] could be bigger, they could be smaller, they could be much smaller or much bigger. We just don’t know.”

As a result, the market has all but given up on any additional near-term relief in interest rates. FedWatch, which uses 30-day Federal funds futures prices to determine the probability of changes to the Fed’s target rate, shows an 88% likelihood that the Fed will stay put at its late-April meeting.

Rate Cut Odds

CME FedWatch

That’s misery for REITs, which thrive when borrowing costs fall and their dividends look good in comparison to shrinking bond yields—but struggle when rising rates produce the opposite effect.

REITs Fall

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Again: The longer-term drivers of lower interest rates are still intact for now, which means this could be an ideal time to look for REIT deals. On my radar for a closer examination are these four landlords, which currently dole out between 6.1% and 14.6%.

Watch List REITs: Sabra Health Care REIT (SBRA)Sabra Health Care REIT is a senior-focused healthcare play with roughly 360 property investments across the U.S. and Canada.

A little less than half of the portfolio, as measured by annualized cash net operating income (NOI), comes from skilled nursing and transitional care real estate. Another quarter or so is managed senior housing, with the remainder split among behavioral health properties, leased senior housing and specialty hospitals, among others.

The COVID crisis delivered a major shock to this type of real estate, but the long-term trends have remained in its favor—and that continues today. Supply is low. Pricing power is high. And Sabra is looking at expanding its senior housing operating portfolio (SHOP) via acquisitions.

As a result, shares have simultaneously been less volatile than the market but also plenty productive. In fact, the stock has steadily been making its way toward pre-COVID highs.

SBRA Total Returns

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Sabra’s distribution hasn’t budged since slashing it by a third during the depths of the COVID doldrums.

It’s not for lack of room. SBRA pays 30 cents per share quarterly, so $1.20 across the year. Estimates for this year’s adjusted funds from operations (AFFO) are $1.60 per share. That’s a 75% AFFO payout ratio, which leaves room for at least some growth. But even though many other REITs have returned to dividend growth post-COVID, it’s not exactly surprising that Sabra has been hesitant.

The latest dip gives us a decent yield of around 6%, and SBRA trades at a decent 12 times AFFO estimates. It’s OK, but it’s hardly bargain territory yet.

Watch List REITs: Millrose Properties (MRP)I highlighted several new dividend payers last July, including Millrose Properties (MRP), one of the more unusual REITs to ever hit the market.

Millrose was spun off by homebuilder Lennar (LEN) in 2025. The company exists to buy and develop residential land, then sell finished homesites back to Lennar and other homebuilders through option contracts with predetermined costs. Lennar, for instance, will pay Millrose an 8.5% annual option fee.

It’s truly a unique structure, so I wanted to revisit it after we had more data to look at.

So far, no complaint on the bottom line—Millrose delivered higher AFFO across every quarter of 2025, and estimates are for MRP to maintain or modestly grow AFFO every quarter across the next couple of years. And the REIT has been happy to push almost all of that back to investors, raising the distribution every quarter of its existence so far.

MRP Dividend Coverage

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Rate uncertainty has clearly been weighing on shares of late. But what’s more interesting to me is that the administration’s executive orders to spark increased homebuilding haven’t done more to liven up shares.

I’ll also point out that MRP, at a 26% debt-to-capitalization ratio, is still plenty below its 33% max leverage target. Getting closer could spur more growth.

Meanwhile, shares trade at roughly 9 times AFFO estimates for this year. That’s definitely nice in a bubble, though MRP doesn’t have nearly enough trading history for us to know whether that valuation will be more norm or exception.

Watch List REITs: Innovative Industrial Properties (IIPR)Innovative Industrial Properties (IIPR) acts as the first landlord and primary lender of choice for cannabis operators. In fact, this REIT is a capital lifeline for the industry.

IIPR buys dispensary facilities from the operators who are often short on cash and can’t finance their buildings because of the many roadblocks set up between cannabis businesses and banks. In the transaction, IIPR hands them a chunk of cash they badly need. Then it leases the facility back to the operator for 15 to 20 years.

Because traditional banks won’t touch the space, Innovative Industrial Properties negotiates incredibly favorable leases. They have long durations, built-in rent escalators and guarantees from the large corporate multi-state operator-lessees.

IIPR is essentially a “Godfather landlord” in a restricted industry. Cannabis peddlers need cash and have nobody else to turn to. So, they take the deal.

The REIT industry might have taken a hit in 2026, but we wouldn’t know it by looking at IIPR, which is one of the best-behaving stocks in the space this year.

IIPR Total Returns

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It’s a promising sign of relative strength from a stock that lost its luster years ago. IIPR’s price has cratered by 80% over the past five years—a bubble that simply popped.

Still, the slow but persistent march of cannabis legalization remains a long-term tailwind. IIPR is paying investors a high 14% dividend, though coverage has tightened up of late (2025 dividends of $7.60 actually outstripped AFFO of $7.24 per share). And we’re not paying much—after commanding crazy valuations of 30 to 40 times AFFO years ago, IIPR trades at less than 8 times AFFO estimates.

Watch List REITs: MFA Financial (MFA)We can’t talk about high-yield REITs without discussing mortgage REITs (mREITs) like MFA Financial (MFA), which are the crème de la crème when it comes to eye-popping real estate payouts.

A reminder: Mortgage REITs borrow money at short-term rates to purchase mortgages (and other assets) that pay income tied to long-term rates, then profit off the difference. Their hope, then, is that short-term rates will be lower than long-term rates (which they usually are), and that short-term rates decline while long-term rates hold steady or move lower. The mREITs’ existing mortgages, which were issued when rates were higher, will yield more than newly issued ones, and thus be worth more.

Understandably, worries that the Fed might put off (or simply avoid altogether) any rate cuts in 2026, based on how the war with Iran resolves, has spooked mREITs right alongside traditional equity REITs.

MFA Total Returns

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The company delivered an encouraging fourth-quarter report that provided some much-needed relief in a critical area: “distributable earnings per share” (DE), a non-GAAP measure of profitability that MFA favors.

I wrote in September that MFA was staring down the barrel of a significant dividend coverage problem—a potentially painful situation, but one that was expected to improve in 2026. And in fact, MFA finished 2025 with just $1.00 in DE versus $1.44 in dividends paid.

But its fourth quarter was much better than expected. Distributable EPS was better than expected. Economic book value per share inched higher in Q4, but management said it was up 3% so far in the current quarter. The investment portfolio improved by nearly 10%.

There’s still risk—MFA still needs to execute to get out of the woods, and a stalled Fed could hamper that—but this mREIT likely is still in a better position than it was half a year ago.

Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: How to Live off Huge Monthly Dividends (up to 8.2%) — Practically Forever.

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TUSTIN, Calif.--(BUSINESS WIRE)--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will issue its 2026 first quarter earnings release on April 29, 2026, after the close of trading.

A conference call with a simultaneous webcast to discuss the 2026 first quarter results will be held on Thursday, April 30th at 10:00 a.m. Pacific Time.

Share A conference call with a simultaneous webcast to discuss the 2026 first quarter results will be held on Thursday, April 30th at 10:00 a.m. Pacific Time. The dial-in number for U.S. participants is 888-880-4448. For participants outside the U.S., the dial-in number is 646-960-0572. The conference ID number is 1382596.

The webcast URL is https://events.q4inc.com/attendee/961345479. A digital replay of the call will be available on our website at www.sabrahealth.com.

About Sabra

Sabra Health Care REIT, Inc., a Maryland corporation, operates as a self-administered, self-managed real estate investment trust (a "REIT") that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada.

More News From Sabra Health Care REIT, Inc.

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Posted by Defense World Staff on Apr 26th, 2026

Advisors Capital Management LLC raised its holdings in shares of Sabra Healthcare REIT, Inc. (NASDAQ:SBRA – Free Report) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,382,935 shares of the real estate investment trust’s stock after purchasing an additional 73,281 shares during the period. Advisors Capital Management LLC owned 0.96% of Sabra Healthcare REIT worth $45,133,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SBRA. Founders Capital Management bought a new position in shares of Sabra Healthcare REIT during the third quarter valued at approximately $28,000. Danske Bank A S bought a new position in shares of Sabra Healthcare REIT during the third quarter valued at approximately $30,000. Larson Financial Group LLC increased its position in shares of Sabra Healthcare REIT by 42.3% during the third quarter. Larson Financial Group LLC now owns 1,860 shares of the real estate investment trust’s stock valued at $35,000 after acquiring an additional 553 shares in the last quarter. First Horizon Corp bought a new stake in shares of Sabra Healthcare REIT during the fourth quarter valued at approximately $44,000. Finally, Covestor Ltd increased its position in shares of Sabra Healthcare REIT by 23,720.0% during the third quarter. Covestor Ltd now owns 2,382 shares of the real estate investment trust’s stock valued at $45,000 after acquiring an additional 2,372 shares in the last quarter. Institutional investors own 99.40% of the company’s stock.

Sabra Healthcare REIT Price Performance Shares of SBRA opened at $20.09 on Friday. Sabra Healthcare REIT, Inc. has a twelve month low of $17.04 and a twelve month high of $21.07. The company has a quick ratio of 4.29, a current ratio of 4.29 and a debt-to-equity ratio of 0.90. The firm has a 50 day moving average of $20.21 and a 200 day moving average of $19.27. The company has a market capitalization of $5.07 billion, a P/E ratio of 31.39, a price-to-earnings-growth ratio of 1.59 and a beta of 0.67.

Sabra Healthcare REIT (NASDAQ:SBRA – Get Free Report) last issued its earnings results on Thursday, February 12th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.37 by ($0.26). Sabra Healthcare REIT had a return on equity of 5.63% and a net margin of 20.09%.The company had revenue of $201.35 million during the quarter, compared to analysts’ expectations of $201.97 million. During the same quarter in the prior year, the business posted $0.36 EPS. The company’s revenue for the quarter was up 16.2% compared to the same quarter last year. Sabra Healthcare REIT has set its FY 2026 guidance at 1.550-1.590 EPS. As a group, equities research analysts anticipate that Sabra Healthcare REIT, Inc. will post 1.51 earnings per share for the current fiscal year.

Sabra Healthcare REIT Announces Dividend The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.30 dividend. The ex-dividend date was Friday, February 13th. This represents a $1.20 annualized dividend and a yield of 6.0%. Sabra Healthcare REIT’s dividend payout ratio (DPR) is currently 187.50%.

Analysts Set New Price Targets Several brokerages recently weighed in on SBRA. Truist Financial raised their price target on shares of Sabra Healthcare REIT from $21.00 to $22.00 and gave the company a “hold” rating in a research report on Friday, March 13th. UBS Group raised their price target on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Wall Street Zen downgraded shares of Sabra Healthcare REIT from a “hold” rating to a “sell” rating in a research report on Friday, January 23rd. Cantor Fitzgerald raised their price target on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the company a “neutral” rating in a research report on Tuesday, February 17th. Finally, Citizens Jmp raised their price target on shares of Sabra Healthcare REIT from $22.00 to $23.00 and gave the company a “market outperform” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Sabra Healthcare REIT has an average rating of “Moderate Buy” and an average price target of $22.00.

View Our Latest Report on SBRA

About Sabra Healthcare REIT (Free Report)

Sabra Healthcare REIT, Inc (NASDAQ: SBRA) is a real estate investment trust that acquires, owns and operates net‐lease healthcare properties. Its diversified portfolio spans senior housing communities, skilled nursing and rehabilitation centers, outpatient medical facilities, medical office buildings, hospitals and life science properties. Sabra structures long‐term, triple‐net lease agreements with healthcare operators, providing stable rental income streams while allowing tenants to focus on patient care and operational excellence.

Serving a broad spectrum of care segments, Sabra’s tenants include both regional and national providers of assisted living, independent living, memory care, post‐acute rehabilitation and research and development laboratories.

Featured Stories Five stocks we like better than Sabra Healthcare REIT Want to see what other hedge funds are holding SBRA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sabra Healthcare REIT, Inc. (NASDAQ:SBRA – Free Report).

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Sabra Healthcare (SBRA - Free Report) came out with quarterly funds from operations (FFO) of $0.39 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to FFO of $0.37 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +2.63%. A quarter ago, it was expected that this health care real estate investment trust would post FFO of $0.38 per share when it actually produced FFO of $0.38, delivering no surprise.

Over the last four quarters, the company has surpassed consensus FFO estimates two times.

Sabra, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $221.75 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.02%. This compares to year-ago revenues of $183.54 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Sabra shares have added about 8.3% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Sabra?While Sabra has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sabra was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.39 on $208.26 million in revenues for the coming quarter and $1.54 on $838.65 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Host Hotels (HST - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.

This lodging real estate investment trust is expected to post quarterly earnings of $0.62 per share in its upcoming report, which represents a year-over-year change of -3.1%. The consensus EPS estimate for the quarter has been revised 5.9% lower over the last 30 days to the current level.

Host Hotels' revenues are expected to be $1.63 billion, up 2% from the year-ago quarter.

© Golden Dayz / Shutterstock.com

Global X SuperDividend REIT ETF (NYSEARCA:SRET) holds roughly 30 of the highest-yielding REITs worldwide, equally weighted, with monthly distributions. SRET investors own this fund primarily for the income stream, which raises a fair question: Can SRET keep paying as global real estate shifts under higher-for-longer rates, weakening consumer sentiment, and operator stress in healthcare and mortgage REITs? Looking through the actual cash flows of its holdings, the answer is more reassuring than the fund’s reputation for NAV erosion suggests.

How SRET Generates Its Income SRET tracks the Solactive Global SuperDividend REIT Index, screening worldwide for the fattest payers and rebalancing to keep weights roughly equal. That methodology pushes the fund toward mortgage REITs, healthcare REITs, and specialty net-lease names, since plain-vanilla equity REITs rarely yield enough to qualify. The trade-off is clear: higher headline yield, but more sensitivity to interest rates, operator credit, and global exposure. With the 10-year Treasury near 4.4% and the Fed funds upper bound near 3.75% after cuts over the past year, the macro backdrop for these names is finally easing rather than tightening.

Reading The Top US Holdings Four US REITs commonly found in this kind of high-yield basket give a useful read on portfolio safety. Omega Healthcare Investors (NYSE:OHI | OHI Price Prediction) is the strongest. Q1 AFFO came in at $0.82 per share against a $0.48 consensus, the fourth straight beat, and management raised 2026 AFFO guidance to a $3.22 midpoint. Operator EBITDAR coverage sits at 1.58x, providing real cushion behind the $0.67 quarterly payout has held since 2019.

Sabra Health Care REIT (NASDAQ:SBRA) tells a similar story. The $0.30 quarterly dividend has not budged since 2020, and 2026 normalized AFFO guidance of $1.55 to $1.59 covers the annual dividend at roughly 1.3x. Skilled-nursing EBITDARM coverage of 2.38x and managed senior housing occupancy of 84.8% mean tenants can comfortably make rent. LTC Properties (NYSE:LTC) has held its dividend for a decade, with 2026 core FFO guidance sitting well above the run rate even as roughly half the portfolio shifts toward operated senior housing.

The retail leg is solid. Getty Realty (NYSE:GTY) raised its quarterly dividend to $0.485 and reaffirmed 2026 AFFO guidance, supported by 7.9% initial cash yields on new convenience and auto-retail acquisitions. The weak link among high-yield mortgage REITs in this kind of basket is names that already cut its quarterly dividend from $0.35 to $0.25 in mid-2024 and just sold its entire commercial real estate loan portfolio in April 2026. Tempting yields look attractive, but coverage is genuinely uncertain until management redeploys the cash. This is the type of holding that drags SRET’s reputation.

Total Return, Not Just Yield NAV erosion is the usual knock on SRET, and it is fair over very long windows. Five-year price appreciation is only about 11%, which is weak for an equity fund. The recent picture is better: SRET is up roughly 19% over the past year and 6% year-to-date, and that comes on top of the monthly distribution. Falling rates and improving healthcare-operator coverage are doing real work.

The Verdict SRET’s distribution looks durable in 2026. Three of the four holdings examined have AFFO comfortably covering payouts, one has a decade of unbroken dividends, and only the mortgage REIT sleeve carries genuine cut risk. Investors who want lower yield with cleaner total return can use broader REIT funds, but on its own terms SRET is delivering the income it promises, and the underlying cash flows back it up.

Sabra Health Care REIT is rated a buy, reflecting portfolio growth, reasonable valuation, and robust geographic diversification. SBRA demonstrates strong revenue and NOI growth but faces declining EBITDA margins and flat long-term dividend growth, tempering its income appeal. The REIT maintains an investment-grade balance sheet, modest debt-to-equity, low operator concentration, and adequate AFFO dividend coverage with a 5.6% yield.

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

Lending support to his choice, Barclays analyst Lauren Lieberman, on May 21, maintained Coca-Cola with an Overweight rating and raised the price target from $85 to $89.

Don't forget to check out our premarket coverage here

Bill Baruch, founder and CIO of both Blue Line Capital, an investment advisor, and Blue Creek Capital Management, picked AbbVie Inc. (NYSE:ABBV).

As per the recent news, AbbVie, on May 29, announced European Commission authorization of expanded label for VENCLYXTO® (venetoclax) to include additional combinations in previously untreated chronic lymphocytic leukemia.

Jenny Van Leeuwen Harrington, chief executive officer of Gilman Hill Asset Management, LLC, recommended Sabra Health Care REIT, Inc. (NASDAQ:SBRA).

On the earnings front, Sabra Health Care, on April 29, posted better-than-expected results for the first quarter.

Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, named UnitedHealth Group Incorporated (NYSE:UNH) as his final trade.

Supporting his view, B of A Securities analyst Kevin Fischbeck, on June 4, upgraded UnitedHealth Group from Neutral to Buy and raised the price target from $420 to $450.

Price Action:

Coca-Cola shares gained 3.5% to close at $79.48 on Friday. AbbVie shares rose 1% to settle at $227.23 during the session. Sabra Health Care shares gained 4.5% to close at $18.46 on Friday. UnitedHealth shares rose 0.8% to settle at $399.47 on Friday. Photo via Shutterstock

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