CareTrust REIT (CTRE) Q1 FY26 earnings call

CareTrust REIT delivered a strong Q1 FY26, marked by significant investment activity totaling $1.1 billion year-to-date across U.S. skilled nursing, U.K. care homes, and SHOP. The company received an investment-grade rating upgrade and raised its full-year FFO per share guidance, reflecting confidence in its growth engines and disciplined capital allocation. Management emphasized its operator-centric approach and the strategic importance of its growing SHOP portfolio, despite competitive market conditions.