{"filings":[{"id":2467277,"accession_number":"0001193125-26-365238","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2026-08-25T20:39:50+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT reports 12% revenue growth and 17% NOI gain for first half of 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue up ~$2.1M or 12% YoY; property NOI up ~$0.9M or 17%.","Occupancy improved from ~95% to ~96% as of June 30, 2026.","Entire SHOP portfolio now 100% private pay; Cottonwood Creek renovations finalized.","Base rent and care fee increases driving mid-teens annual NOI growth.","Green Street projects mid-teens industry NOI growth over next three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":20536926.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1285451,"accession_number":"0001193125-26-283097","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2026-06-25T21:34:18+00:00","items":["5.07"],"status":"ready","headline":"Stockholders elect three directors, ratify BDO USA as auditor at 2026 Annual Meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["H. Michael Schwartz elected with 6,093,737 votes for, 861,274 withheld.","Brent Chappell elected with 6,328,146 votes for, 626,865 withheld.","Stephen G. Muzzy elected with 6,306,978 votes for, 648,034 withheld.","Ratification of BDO USA as auditor for 2026: 6,408,350 for, 166,120 against, 380,540 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":664717,"accession_number":"0001193125-26-238790","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2026-05-26T18:56:46+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT Q1 2026 NOI up 23% YoY; occupancy rises to 95%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue increased $1.2M (13% YoY) to an undisclosed total; expenses up $0.6M (9%).","Property NOI grew $0.6M (23%) vs Q1 2025; occupancy improved from 92% to 95%.","Company cites senior housing demand surge, near 90% national occupancy, and >4% annual rent growth.","Management expects cap rate reductions later in 2026; focusing on rate/care fee margins and shareholder returns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107408,"accession_number":"0001193125-26-015525","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SSHT sets estimated NAV per share at $6.37 as of Sep 30, 2025, up from $6.35","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved estimated NAV of $6.37 for all share classes, up $0.02 from prior year.","Total appraised value of four senior housing properties: $209.6M, up 16.1% from aggregate purchase price of $180.5M.","Kroll used discounted cash flow method with discount rates 8.50%-8.75% and terminal cap rates 7.00%-7.25%.","NAV calculation based on 13,116,478 fully diluted shares outstanding as of Sep 30, 2025.","Company expects to publish updated NAV annually; current value is for FINRA and ERISA reporting purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123756,"accession_number":"0001193125-25-291283","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT reports Q3 2025 revenue up 8%, property NOI up 12%, occupancy rises to 96%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2025 revenue increased ~$0.7M (8%) vs Q3 2024; expenses up ~$0.4M (6%).","Property net operating income grew ~$0.3M (12%) year-over-year.","Portfolio occupancy improved from ~91% (Sep 2024) to ~96% (Sep 2025).","Three Utah senior property common-area upgrades nearing completion by year-end.","Management notes operating risks: high employee turnover, rising payroll, and seniors aging in place."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":27939708.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140441,"accession_number":"0000950170-25-108704","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT Q2 2025: Revenue up 8%, NOI up 29%, occupancy rises to 95%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue increased ~$0.7M (8% YoY); property NOI up ~$0.6M (29% YoY) in Q2 2025.","Occupancy rose to ~95% at June 30, 2025 versus ~91% a year earlier; senior housing occupancy improved sequentially to ~95%.","Utah senior housing community upgrades underway; completion expected by Q4 2025.","Company evaluating strategic options including sale, recapitalization, or repositioning of senior housing properties (debt matures 2028).","Expenses managed well, up only ~$0.1M (1% YoY); entry-level labor remains a challenge."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158117,"accession_number":"0000950170-25-090425","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Strategic Student & Senior Housing Trust re-elects directors and ratifies auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Three directors re-elected: H. Michael Schwartz (6.27M votes for), Brent Chappell (6.29M), Stephen G. Muzzy (6.30M), each with ~93% support.","BDO USA ratified as independent auditor for fiscal 2025 with 6.31M votes for, 301K against, and 476K abstentions.","No other business was submitted to a vote at the June 26, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158116,"accession_number":"0000950170-25-073547","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT Q1 senior housing NOI up 28% YoY; occupancy rises to 92%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2025 senior housing revenue +$0.7M (+8%) vs Q1 2024; expenses -$0.1M (-1%).","Property net operating income increased $0.6M (+28%) year-over-year.","Occupancy improved from 90% (Dec 2024) to 92% (Mar 2025).","Portfolio now 4 senior housing communities (~600 units) after selling last student property in July 2024.","Modest capex underway at three Utah communities; completion expected Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":9040180.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176489,"accession_number":"0000950170-25-005243","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust sets estimated NAV per share at $6.35, nearly unchanged YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved estimated NAV of $6.35 per share for all classes as of Sept 30, 2024, versus $6.34 a year ago.","Senior housing portfolio value rose to $203.1M (from $199.9M); student housing was sold (zero vs $63M prior).","Total NAV $83.3M vs $83.1M prior; debt reduced to $103.2M from $155.0M.","Kroll appraised four senior housing properties using discounted cash flow (terminal cap 7.00–7.25%, discount 8.50–8.75%).","Estimated per share range was $5.66 to $7.10, midpoint $6.35."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193340,"accession_number":"0000950170-24-136633","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust announces $3.2M distribution from property sale, Q3 NOI up $0.3M","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Distribution of $3.2M ($0.24/share) from net proceeds of Fayetteville student housing sale; payable week of Dec 16, 2024.","Q3 2024 property revenues up ~$0.6M YoY; property NOI up ~$0.3M; operating expenses up ~$0.3M.","Senior housing occupancy ~91% as of Sep 30, 2024 (vs ~92% as of Jun 30, 2024).","2025 plan: improve operational efficiencies, invest in Utah capital projects, hold operators accountable.","Achieved 2024 goals: extended KeyBank bridge loan, refinanced and sold Fayetteville property, paying distribution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209691,"accession_number":"0000950170-24-104678","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Sells Fayetteville student property for $72.25M; pays off $59.9M in debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fayetteville student property sold July 31, 2024 for $72.25M; $25.4M bridge loan and $34.5M first mortgage paid off.","Q2 2024 vs Q2 2023: property revenues +$0.6M, expenses +$0.7M, net operating income -$0.1M.","Senior housing occupancy improved to ~92% as of June 30, 2024, from ~89% as of March 31, 2024.","Company now holds four senior housing properties; plans to improve NOI and wait for market recovery.","Net capital gain distribution to stockholders anticipated in Q4 2024 from sale proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209690,"accession_number":"0000950170-24-089857","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Strategic Student & Senior sells sole student housing asset for $72.25M; exits student housing segment","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sold Fayetteville, AR student housing property for $72.25M cash (purchased 2017 for $57M) to JV of Virtus (95%) and sponsor SAM affiliate (5%).","Net proceeds repay ~$34.5M mortgage on property and ~$25.4M KeyBank Bridge Loan; remainder for fees, expenses, and stockholder distributions.","Sale represents complete exit from student housing; company now only operates senior housing properties.","Pro forma Q1 2024 net loss from continuing ops improves to ~$1.875M from ~$2.565M historical; total debt reduced to ~$105.3M.","Buyer is a related party: SAM affiliate owns 5% of JV and manages the property."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227821,"accession_number":"0000950170-24-078535","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-06-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Strategic Student & Senior Housing Trust 2024 annual meeting: directors elected, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["H. Michael Schwartz elected with 6,553,968 votes for (92% of votes cast).","Stephen G. Muzzy elected with 6,374,069 votes for (89.5% of votes cast).","Brent Chappell elected with 6,486,082 votes for (91% of votes cast).","BDO USA, P.C. ratified as auditor for FY2024 with 6,458,505 votes for (90.6% of votes cast).","All proposals passed at annual meeting held June 27, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227820,"accession_number":"0001193125-24-160470","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust sells Fayetteville property for $72.25M, plans debt paydown and distribution","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale price of $72.25M for Fayetteville student housing property; buyer is Virtus Real Estate-led joint venture with sponsor SAM.","Net proceeds to repay $34.5M mortgage and $25.5M KeyBank bridge loan; remainder for fees and stockholder distribution.","Sale expected to close Q3 2024; prior sale agreement with different buyer terminated Jan 2024.","Q1 2024 NOI up $0.2M YoY; student housing occupancy rose to 98% from 96%; seniors occupancy flat at ~89%.","Company anticipates making a distribution of a portion of net sale proceeds to stockholders in late 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227819,"accession_number":"0000950170-24-043747","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-04-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust secures $34.5M refinancing loan from JPMorgan Chase","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $34.5M mortgage loan replaces existing $29.5M loan and provides cash reserves for the company.","Interest rate is one-month SOFR plus 2.25%; all-in effective rate capped at 6.5% via interest rate cap.","Initial term is one year, maturing April 9, 2025, with two six-month extension options.","Loan is non-recourse; guaranteed by the company and Chairman H. Michael Schwartz.","Collateral is a 199-unit, 593-bed student housing property in Fayetteville, AR (YOUnion at Fayetteville)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246624,"accession_number":"0000950170-24-032914","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust extends KeyBank bridge loan maturity to June 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended from April 30, 2024 to June 30, 2025; extension fee of 0.55% of $25.6M balance paid.","Outstanding balance as of March 13, 2024 is approx $25.6 million.","Company pledged certain future financing proceeds as collateral via Pledge and Security Agreement.","KeyBank released $0.9 million in interest reserves previously held as collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246623,"accession_number":"0000950170-24-006088","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-01-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust sets estimated NAV per share at $6.34 as of Sep 30, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated NAV per share of $6.34 for all share classes, up from $6.24 a year earlier.","Total market value of real estate assets $262.9M (senior housing $199.9M, student housing $63.0M).","Net asset value of $83.1M on 13.09M shares outstanding.","Valuation by Kroll using discounted cash flow; terminal cap rates 7.00-7.25% for senior, 5.50% for student housing.","Board unanimously approved the estimate based on independent committee recommendation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246622,"accession_number":"0000950170-24-002891","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"Walton Street Capital terminates Fayetteville property sale agreement effective Jan 2, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["WSC, as managing member of buyer, provided termination notice to SAM on January 2, 2024.","Terminated agreement was for sale of student housing property in Fayetteville, Arkansas.","Buyer is subsidiary of joint venture between Walton Street Capital and Strategic Asset Management.","Sale will not proceed; property remains with Strategic Student & Senior Housing Trust."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264048,"accession_number":"0000950170-23-067213","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-12-01T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust enters $63M sale of last student housing property; Q3 NOI +$0.3M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sale price for Fayetteville, AR student housing property is approx. $63M; expected to close Jan 2024.","Net proceeds will repay $29.5M mortgage and $25.8M KeyBank Bridge Loan (total ~$55.3M) and add working capital.","Buyer is a joint venture (95% Walton Street Capital affiliate, 5% sponsor affiliate); sponsor affiliate to manage property.","Senior living occupancy rose to ~93% at Sep 30, 2023 from ~91% at Jun 30; student housing occupancy ~99%.","Q3 2023 vs Q3 2022: property revenues +$0.8M, expenses +$0.5M, NOI +$0.3M; distribution of gain expected late 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281278,"accession_number":"0000950170-23-042202","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-08-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust Q2 NOI up $0.2M, senior occupancy 91%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Senior living occupancy rose to 91% (June 30) from 90% (March 31); student housing averaged ~97%.","Property revenues +$0.7M, expenses +$0.5M, NOI +$0.2M vs Q2 2022.","YOUnion@Fayetteville 100% pre-leased for AY 23-24 with rents up ~14% YoY.","Two loans mature in 2024: bridge loan April 2024, first mortgage July 2024; evaluating sales, JV, refinance.","Combined senior occupancy at 94% as of Aug 2, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":18342151.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281277,"accession_number":"0000950170-23-032226","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-07-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT reports 1Q 2023 occupancy increases; NAV up 3% to $6.24","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Senior living occupancy rose to 89.8% from 87.9% at December 31, 2022.","Student property YOUnion@Fayetteville averaged ~98% occupancy during 1Q.","Property revenues (excl. sold asset) up ~$1.1M; expenses up ~$0.6M YoY.","NAV per share as of September 30, 2022 increased 3% to $6.24 from $6.08.","Changed senior living operator at Courtyard during 2Q 2023 to improve performance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300051,"accession_number":"0000950170-23-029892","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Strategic Student & Senior Housing Trust announces annual meeting voting results","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Schwartz, Chappell, Muzzy re-elected with over 6M votes for each.","Ratification of BDO USA, LLP as auditor for FY 2023 approved, 6,123,736 votes for.","Annual meeting held June 23, 2023; all proposals passed.","Votes against directors ranged from 1,044,857 to 1,253,480."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320132,"accession_number":"0000950170-23-001370","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust raises estimated NAV to $6.24, up 3% from prior","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated per share NAV of $6.24 as of Sept 30, 2022, vs $6.08 as of Dec 31, 2021 (3% increase).","Board approved NAV based on independent valuation by Kroll Real Estate Advisory Group.","CEO cites year-over-year NOI improvement despite senior housing staffing challenges.","NAV applies to Class A, T, W, Y, Z common shares; no change in share count disclosed.","Kroll's valuation used IPA guidelines; excludes portfolio premium or enterprise value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320131,"accession_number":"0000950170-23-000868","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2023-01-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust sets estimated NAV at $6.24 per share as of Sept 30, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated NAV per share of $6.24 for all share classes, up from $6.08 as of Dec 31, 2021.","Total appraised property value of $251.7M (senior housing $195.9M, student housing $55.8M).","Fair value of debt estimated at $155.6M, representing below-market debt valuation of ~$8.8M.","Net asset value of $81.68M based on 13,089,669 shares outstanding.","Valuation performed by Kroll Real Estate Advisory Group using discounted cash flow method."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338278,"accession_number":"0000950170-22-026840","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-12-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT reports Q3 2022 ops: senior occupancy 88.8%, student 99%; declares $0.04 special distribution","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Senior living occupancy 88.8% (up 10 bps from Jun 30); student housing occupancy 99% at YOUnion@Fayetteville.","Property revenues up ~$970k YoY; property operating expenses up ~$620k (excl. sold Tallahassee property).","Board declared special cash distribution of $0.04 per share, payable Dec 2022, from Tallahassee sale proceeds.","Sale proceeds also used to repay $17M Bridge Loan debt and provide operating capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338277,"accession_number":"0000950170-22-021788","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Extends KeyBank bridge loan maturity to Apr 2024; replaces LIBOR with SOFR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended maturity of ~$26.4M KeyBank bridge loans from Apr 2023 to Apr 2024.","Paid extension fee of 0.35% of outstanding balance (~$92,400).","Replaced LIBOR with SOFR as interest rate benchmark; SOFR margin set at 4.00%.","Added quarterly Total Collateral Ratio >=1.20x and EXR Collateral Ratio >=1.00x covenants.","Partial release of certain equity interests from collateral; cure period of 10 business days if ratios breached."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355647,"accession_number":"0000950170-22-018908","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-09-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Q2 2022 senior living occupancy up 270 bps to 88.7%; student property 100% pre-leased","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Senior living occupancy increased 270 bps to 88.7% as of June 30, 2022.","YOUnion@Fayetteville averaged 95% occupancy in Q2; 100% pre-leased for academic year 22-23.","Excluding sold Tallahassee property, property revenues +$1.1M, operating expenses +$0.6M vs Q2 2021.","Company evaluating strategies and capital markets solutions to enhance stockholder value.","Anticipates distribution from Tallahassee sale gain paid in stock and cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373884,"accession_number":"0000950170-22-011686","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-06-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect three directors and ratify BDO USA as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["H. Michael Schwartz elected director with 7,110,181 votes for, 498,223 withheld.","Brent Chappell elected director with 7,206,455 votes for, 401,949 withheld.","Stephen G. Muzzy elected director with 7,103,290 votes for, 505,114 withheld.","Ratification of BDO USA as independent auditor for FY 2022 approved: 7,239,179 for, 75,565 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373883,"accession_number":"0000950170-22-011065","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust reports senior occupancy up to 86%, sells Tallahassee property, reduces debt","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Senior community occupancy rose from ~82% to ~86% in Q1 2022 (400 bps increase).","Sold Tallahassee student property; proceeds repaid mortgage, cut bridge loan from $44M to $27M, added ~$8M cash.","Revenue up ~$800k, expenses up ~$700k excluding sold property; only student property at Univ. of Arkansas (95% occupied, ~100% pre-leased).","Management cautious on COVID-19 variants, labor shortages, and inflation impacting margins.","Goals for 2022: grow senior census, raise rents/care fees, manage expenses, deploy capex strategically."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392535,"accession_number":"0000950170-22-005025","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-03-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust holds NAV at $6.08; senior housing occupancy rises to 86% in Feb 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 2021 senior housing occupancy flat at 82% due to Omicron and staffing shortages; student housing nearly full.","Board approved estimated NAV of $6.08 per share as of Dec 31, 2021, unchanged from June 2020.","Sale of Florida State student community repaid $17M of bridge loan; gross proceeds of $2.3M from DST liquidations.","Received ~$800k in HHS grants and extension of reduced $1.8M cash reserve requirement through Dec 2022.","Senior housing occupancy increased to 86% in February 2022; management sees green shoots but staffing and inflation persist."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392534,"accession_number":"0000950170-22-000240","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2022-01-11T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing sells Tallahassee property for $50M cash","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold YOUnion@Tallahassee to a Blackstone affiliate for $50M cash, less closing costs.","Net proceeds will primarily repay KeyBank Bridge Loans.","Property purchased in Q3 2017 for $47.5M; gain of ~$2.5M before costs.","Average occupancy of 98% over hold period; 98% pre-leased for 2022-2023.","Sale marketed by Raymond James and facilitated by SmartStop Asset Management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410885,"accession_number":"0001564590-21-058971","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2021-12-01T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Strategic Student & Senior Housing Trust agrees to sell Tallahassee property for ~$50M; senior occupancy dips to 82%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold Tallahassee student housing to Blackstone affiliate for ~$50M; expected close Q1 2022.","Proceeds will pay down KeyBank Bridge Loan; buyer paid $1.5M earnest deposit.","Senior occupancy fell from 83% in Aug to 82% in Sept due to Delta variant; student communities 100% and 97% leased.","KeyBank Bridge Loans extended to Apr 2023; applied for Phase IV HHS grants and restricted cash reserve reduction through Dec 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429661,"accession_number":"0001564590-21-046636","cik":1698538,"company_name":"Strategic Student & Senior Housing Trust, Inc.","ticker":"STSR","form_type":"8-K","filed_at":"2021-09-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SSSHT discloses 81% LTV, bridge loan maturity in April 2022, cash shortfall","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Senior occupancy rose 330 bps to 80.5% in Q2, but NOI was ~$100k below Q2 2020.","PPP loans of $1.95M forgiven; student pre-leasing at 96.3% (Fayetteville) and 100% (Tallahassee).","Loan-to-value ratio of 81% as of June 30; $44M bridge loans mature April 2022.","Lender requires $1.8M increase in restricted cash reserves by Jan 1, 2022; company lacks cash.","Delta variant causing breakthrough infections; all options including asset sales or recapitalization considered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":30450000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}