Recent 8-K filings for STSR
Highest-materiality recent filing
Strategic Student & Senior sells sole student housing asset for $72.25M; exits student housing segment
- 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.
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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.
Materiality & sentiment trend
Max materiality 0.80 · Median 0.60 · Most common event other_material