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SBRA
SBRA What Sabra Health Care REIT promised, and what happened
Guidance
What management said, and what became of it
9 of 9 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| RCA mortgage loan resolution/announcement timing | announcement possible before the Q2 FY26 earnings call | Mar 2026 | This is primarily related to the discounted payoff of the RCA mortgage loan discussed in our July 21 business update, and this charge was excluded from our normalized quarterly results. | Achieved |
| Full-year G&A expense guidance (including stock-based compensation) | approximately $52 million, including $12 million of stock-based compensation | Dec 2025 | one of the biggest drivers in the G&A increase, both primarily in our full year guidance numbers is performance-based compensation. | Diluted |
| Avamere/Cascadia annualized fixed cash rent (post-transition) | $53 million annualized fixed cash rent (up from $48 million reset rent) | Jun 2026 | we expect the transition to close sometime later on this year, at which point that $48 million goes to $53 million | New |
The full ledger
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The rest of the ledger
Pro opens all 22 tracked commitments for Sabra Health Care REIT
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.