Recent 8-K filings for STSR
Highest-materiality recent filing
SSSHT discloses 81% LTV, bridge loan maturity in April 2022, cash shortfall
- 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).
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SSSHT reports 12% revenue growth and 17% NOI gain for first half of 2026
Total revenue up ~$2.1M or 12% YoY; property NOI up ~$0.9M or 17%.
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Stockholders elect three directors, ratify BDO USA as auditor at 2026 Annual Meeting
H. Michael Schwartz elected with 6,093,737 votes for, 861,274 withheld.
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SSSHT Q1 2026 NOI up 23% YoY; occupancy rises to 95%
Revenue increased $1.2M (13% YoY) to an undisclosed total; expenses up $0.6M (9%).
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SSHT sets estimated NAV per share at $6.37 as of Sep 30, 2025, up from $6.35
Board approved estimated NAV of $6.37 for all share classes, up $0.02 from prior year.
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SSSHT reports Q3 2025 revenue up 8%, property NOI up 12%, occupancy rises to 96%
Q3 2025 revenue increased ~$0.7M (8%) vs Q3 2024; expenses up ~$0.4M (6%).
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SSSHT Q2 2025: Revenue up 8%, NOI up 29%, occupancy rises to 95%
Revenue increased ~$0.7M (8% YoY); property NOI up ~$0.6M (29% YoY) in Q2 2025.
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Three directors re-elected: H. Michael Schwartz (6.27M votes for), Brent Chappell (6.29M), Stephen G. Muzzy (6.30M), each with ~93% support.
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SSSHT Q1 senior housing NOI up 28% YoY; occupancy rises to 92%
Q1 2025 senior housing revenue +$0.7M (+8%) vs Q1 2024; expenses -$0.1M (-1%).
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Strategic Student & Senior Housing Trust sets estimated NAV per share at $6.35, nearly unchanged YoY
Board approved estimated NAV of $6.35 per share for all classes as of Sept 30, 2024, versus $6.34 a year ago.
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Distribution of $3.2M ($0.24/share) from net proceeds of Fayetteville student housing sale; payable week of Dec 16, 2024.
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Sells Fayetteville student property for $72.25M; pays off $59.9M in debt
Fayetteville student property sold July 31, 2024 for $72.25M; $25.4M bridge loan and $34.5M first mortgage paid off.
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Sold Fayetteville, AR student housing property for $72.25M cash (purchased 2017 for $57M) to JV of Virtus (95%) and sponsor SAM affiliate (5%).
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Strategic Student & Senior Housing Trust 2024 annual meeting: directors elected, auditor ratified
H. Michael Schwartz elected with 6,553,968 votes for (92% of votes cast).
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Sale price of $72.25M for Fayetteville student housing property; buyer is Virtus Real Estate-led joint venture with sponsor SAM.
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Strategic Student & Senior Housing Trust secures $34.5M refinancing loan from JPMorgan Chase
New $34.5M mortgage loan replaces existing $29.5M loan and provides cash reserves for the company.
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Strategic Student & Senior Housing Trust extends KeyBank bridge loan maturity to June 2025
Maturity extended from April 30, 2024 to June 30, 2025; extension fee of 0.55% of $25.6M balance paid.
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Strategic Student & Senior Housing Trust sets estimated NAV per share at $6.34 as of Sep 30, 2023
Estimated NAV per share of $6.34 for all share classes, up from $6.24 a year earlier.
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Walton Street Capital terminates Fayetteville property sale agreement effective Jan 2, 2024
WSC, as managing member of buyer, provided termination notice to SAM on January 2, 2024.
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Sale price for Fayetteville, AR student housing property is approx. $63M; expected to close Jan 2024.
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Strategic Student & Senior Housing Trust Q2 NOI up $0.2M, senior occupancy 91%
Senior living occupancy rose to 91% (June 30) from 90% (March 31); student housing averaged ~97%.
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SSSHT reports 1Q 2023 occupancy increases; NAV up 3% to $6.24
Senior living occupancy rose to 89.8% from 87.9% at December 31, 2022.
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Strategic Student & Senior Housing Trust announces annual meeting voting results
Directors Schwartz, Chappell, Muzzy re-elected with over 6M votes for each.
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Strategic Student & Senior Housing Trust raises estimated NAV to $6.24, up 3% from prior
Estimated per share NAV of $6.24 as of Sept 30, 2022, vs $6.08 as of Dec 31, 2021 (3% increase).
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Strategic Student & Senior Housing Trust sets estimated NAV at $6.24 per share as of Sept 30, 2022
Estimated NAV per share of $6.24 for all share classes, up from $6.08 as of Dec 31, 2021.
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SSSHT reports Q3 2022 ops: senior occupancy 88.8%, student 99%; declares $0.04 special distribution
Senior living occupancy 88.8% (up 10 bps from Jun 30); student housing occupancy 99% at YOUnion@Fayetteville.
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Extends KeyBank bridge loan maturity to Apr 2024; replaces LIBOR with SOFR
Extended maturity of ~$26.4M KeyBank bridge loans from Apr 2023 to Apr 2024.
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Q2 2022 senior living occupancy up 270 bps to 88.7%; student property 100% pre-leased
Senior living occupancy increased 270 bps to 88.7% as of June 30, 2022.
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Shareholders elect three directors and ratify BDO USA as auditor
H. Michael Schwartz elected director with 7,110,181 votes for, 498,223 withheld.
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Senior community occupancy rose from ~82% to ~86% in Q1 2022 (400 bps increase).
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Q4 2021 senior housing occupancy flat at 82% due to Omicron and staffing shortages; student housing nearly full.
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Strategic Student & Senior Housing sells Tallahassee property for $50M cash
Sold YOUnion@Tallahassee to a Blackstone affiliate for $50M cash, less closing costs.
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Sold Tallahassee student housing to Blackstone affiliate for ~$50M; expected close Q1 2022.
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SSSHT discloses 81% LTV, bridge loan maturity in April 2022, cash shortfall
Senior occupancy rose 330 bps to 80.5% in Q2, but NOI was ~$100k below Q2 2020.
Materiality & sentiment trend
Max materiality 0.85 · Median 0.60 · Most common event other_material