National Healthcare Properties Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$356.3Mnext fiscal year
FY EPS (est.)
$0.39next fiscal year
Monitoring Framework
Key Performance Indicators
SHOP Segment Same Store Cash NOI Growth Quarterly2,400.0%Target: 13.0% to 16.0% (Full Year 2026 Guidance)
SHOP Same Store Average Occupancy Quarterly8,380.0%Target: Continued recovery driven by aging demographics
OMF Segment Same Store Cash NOI Growth Quarterly550.0%Target: 2.5% to 3.5% (Full Year 2026 Guidance)
OMF Same Store Ending Occupancy Quarterly9,400.0%Target: Stable high-retention occupancy
Watch Items
- Execution of the $528 million OMF portfolio dispositionTrigger: Closing expected in Q3 2026Action: Monitor closing announcements and verify the transfer/defeasance of $278 million in debt to confirm deleveraging progress.
- Deployment of capital into SHOP acquisitionsTrigger: Full Year 2026 target of $375 million to $425 millionAction: Track quarterly acquisition volume and initial cash NOI yields (targeting 8% to 9%) to ensure accretive growth.
- Post-IPO lock-up expiration for pre-offering stockholdersTrigger: October 19, 2026 (180 days post-IPO)Action: Assess potential market selling pressure as pre-IPO shares convert and become freely tradable on Nasdaq.
Research as of 20 Jun 2026