M&A
confidence high
sentiment positive
materiality 1.00
Sila Realty Q1 EPS $0.22; to be acquired by Blue Owl affiliate for $2.4B ($30.38/sh)
Sila Realty Trust, Inc.
- Blue Owl affiliate to acquire Sila for $30.38/sh all-cash (~$2.4B); expected close Q2/Q3 2026.
- Q1 net income $12.4M ($0.22 diluted EPS); AFFO $33.5M ($0.61/sh); Cash NOI $46.3M.
- Acquired one inpatient rehab facility for $43.3M; sold four healthcare facilities for $25.1M.
- Board authorized $0.40/sh dividend payable June 4, 2026 to holders of record May 20, 2026.
- Sila must pay ~$55.7M termination fee if merger agreement ends under specified circumstances.