NATIONAL HEALTHCARE PROPERTIES INC (NHP)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-11-05
$15.21-3.73%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-11-05
QuarterlyIQ Insights · NHP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
During the quarter, we succeeded in strategically increasing our same-store SHOP occupancy to improve our operating position into the fourth quarter, closed on more than $300 million of SHOP acquisit…
Stated in 3 of 3 supplied quarters. Management reported: “Q2 2026 Earnings Press Release National Healthcare Properties Reports Second Quarter 2026 Results, SHOP Same Store Cash NOI increased 20.1% on a year-over-year basis, $400 million of 2026 SHOP acquisitions completed or under definitive agreement, Secured an additional $650 million of credit facility commitments at improved spreads and terms, Transformed net leverage profile with successful IPO, Appointed Albert M.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“During the quarter, we succeeded in strategically increasing our same-store SHOP occupancy to improve our operating position into the fourth quarter, closed on more than $300 million of SHOP acquisit…”
“Q2 2026 Earnings Press Release National Healthcare Properties Reports Second Quarter 2026 Results — SHOP Same Store Cash NOI increased 20.1% on a year-over-year basis — — $400 million of 2026 SHOP ac…”
“We are highly confident in our ability to create shareholder value by executing on significant OMF dispositions and SHOP acquisitions in 2026, decisively orienting our portfolio toward the generation…”
During the quarter, we succeeded in strategically increasing our same-store SHOP occupancy to improve our operating position into the fourth quarter, closed on more than $300 million of SHOP acquisit…
Stated in 3 of 3 supplied quarters. Management reported: “During the quarter, we succeeded in strategically increasing our same-store SHOP occupancy to improve our operating position into the fourth quarter, closed on more than $300 million of SHOP acquisitions at attractive yields, and utilized proceeds from our new unsecured term loan and the first tranche of our OMF exit to significantly reduce our secured debt.” “We closed 19 acquisitions, delivered solid organic growth across our SHOP portfolio and also made meaningful progress towards building a balance sheet consistent with an investment-grade, unsecured issuer.”
“During the quarter, we succeeded in strategically increasing our same-store SHOP occupancy to improve our operating position into the fourth quarter, closed on more than $300 million of SHOP acquisit…”
“We closed 19 acquisitions, delivered solid organic growth across our SHOP portfolio and also made meaningful progress towards building a balance sheet consistent with an investment-grade, unsecured i…”
“We are highly confident in our ability to create shareholder value by executing on significant OMF dispositions and SHOP acquisitions in 2026, decisively orienting our portfolio toward the generation…”
We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.
Stated in 2 of 3 supplied quarters. Management reported: “We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.” “Financial Performance and Other Highlights • Net loss attributable to common stockholders of $(0.27) per basic and diluted share.”
“We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.”
“Financial Performance and Other Highlights • Net loss attributable to common stockholders of $(0.27) per basic and diluted share.”
We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.
Stated in 2 of 3 supplied quarters. Management reported: “We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.” “Financial Performance and Other Highlights • Net loss attributable to common stockholders of $(0.27) per basic and diluted share.”
“We are pleased to strengthen our Board with the addition of Al Campbell, reinforcing our commitment to strong governance as we scale.”
“Financial Performance and Other Highlights • Net loss attributable to common stockholders of $(0.27) per basic and diluted share.”
Senior Housing Operating Portfolio (“SHOP”) Segment: • Same Store Cash NOI growth was 20.1% on a year-over-year basis.
Over the trailing year it converted 0.10x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
23 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 55% of the time over the next year (vs 55% for the rest of the cohort, n=2851).
Not investment advice. As of 2026-11-05.