M&A
confidence high
sentiment neutral
materiality 0.78
NHP to sell 40 outpatient medical facilities for $531.4M and add 32 senior housing properties for $628.4M
National Healthcare Properties, Inc.
- 24 SHOP communities acquired Jan 1–Sep 30, 2026 plus 8 probable deals; total purchase price $628.4M, of which $224.4M is pending
- 40-facility OMF portfolio sale at ~$531.4M produces estimated gain on sale of $151.5M; closing targeted for Q4 2026
- Pro forma FY2025 revenue from tenants rises to $447.9M from $342.3M, and EPS swings to $1.38 from $(2.51)
- Nine-month 2026 pro forma revenue $341.8M vs $276.9M historical; net income to common $0.9M vs $2.0M, EPS $0.02 vs $0.04
- Net disposition cash of $507.9M after $20.0M seller capex credits and $3.5M closing costs lifts pro forma cash to $408.6M