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    Joseph Dickstein • Jefferies

    Joseph Dickstein's questions to American Healthcare REIT Inc (AHR) leadership

    Joseph Dickstein's questions to American Healthcare REIT Inc (AHR) leadership • Q1 2025

    Question

    Joseph Dickstein of Jefferies sought clarity on the drivers of the recent uptick in move-ins, asking if they were new residents or conversions from skilled nursing, and requested anecdotes from the Operator Summit on Trilogy's role in improving SHOP efficiency.

    Answer

    President and CEO Danny Prosky clarified the sharp move-in trend was most pronounced in the broader SHOP portfolio. CFO Brian Peay provided data that 10% of Trilogy's skilled nursing discharges move to its senior housing, accounting for 40% of new residents. COO Gabe Willhite detailed how Trilogy supports SHOP operators via a new stock incentive plan, sharing its GPO, revenue management platform, and talent acquisition systems.

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    Joseph Dickstein's questions to Omega Healthcare Investors Inc (OHI) leadership

    Joseph Dickstein's questions to Omega Healthcare Investors Inc (OHI) leadership • Q3 2024

    Question

    Joseph Dickstein of Jefferies requested details about the new skilled nursing facility operator that was added to the sub-1x EBITDAR coverage list, which represents 3.2% of rent.

    Answer

    SVP of Operations Megan Krull explained that the operator is primarily located in Florida and often hovers around the 1.0x coverage mark. She expressed confidence that an upcoming large rate increase in Florida will help this operator's coverage improve and move out of that bucket in coming quarters.

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