James Callister

“As Dave mentioned, in the third quarter, we closed on investments totaling approximately $740 million at a blended stabilized yield of over 8.3%. The largest of these was the 20-facility skilled nursing portfolio in the Southwest that we announced in September.”

“During the second quarter, we closed on investments totaling approximately $900 million at a blended, stabilized yield of 8.9%.”

“During the first quarter, we completed approximately $245 million of investments at a blended, stabilized yield of 8.8%. Q1 activity was anchored by a sale leaseback of a six property skilled nursing portfolio in the mid-Atlantic leased to one of our quality operators at a yield of approximately 9%.”

“During the fourth quarter, we completed approximately $562 million of investments, including our first shop deal, which involved three communities in Texas, totaling 270 assisted living and memory care units.”

“I think across the three spectrums, I mean, I don't think there's going to be too big of a surprise. I think across SNFs, you're going to see typically, you know, with a nine handle on it for the yield.”