Over the next several months, two federal headwinds are likely to come to the fore and pose obstacles to the ongoing recovery of skilled nursing facilities (SNFs) [Ensign (ENSG), Brookdale (BKD)], not-for-profit Promedica’s HCR Manor Care, which may then pressure their REIT landlords [Omega (OHI), Sabra (SBRA), LTC Properties (LTC), CareTrust(CTRE), National Health (NHI), Ventas (VTR)].
Research, Policy
ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
19 January 2023
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