Sam (for Omotayo Okusanya)'s questions to Sabra Health Care REIT Inc (SBRA) leadership • Q1 2025
Question
Sam, on behalf of Omotayo Okusanya from Deutsche Bank, asked for updated thoughts on how a new federal budget could impact Medicare reimbursement for skilled nursing.
Answer
CEO Rick Matros stated that based on discussions on Capitol Hill and comments from the President, they do not expect Medicare to be touched in budget negotiations. He noted that the normal rulemaking process for Medicare rates is proceeding as usual, which gives him comfort. While acknowledging the dynamic political environment, he expressed more concern about potential changes to Medicaid provider taxes than to Medicare rates.