{"filings":[{"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}],"next_cursor":null}