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DHC sells senior living units to Brookdale for $135 million

Published 09/30/2024, 06:54 PM
RMR
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NEWTON, Mass. - Diversified Healthcare Trust (NASDAQ:DHC) announced today that it has agreed to sell 18 senior living communities to Brookdale (NYSE:BKD) Senior Living Inc. (NYSE:BKD) for $135 million. The communities, which Brookdale has operated since February 2003, encompass 876 units across 10 states, catering to assisted living and memory care residents.

The transaction, expected to close in the fourth quarter of 2024, is part of DHC's strategy to optimize its portfolio and improve liquidity. Chris Bilotto, President and CEO of DHC, stated the sale price reflects a premium valuation and an in-place cap rate on the lease's annualized income of 7.3%. The proceeds will contribute to reducing DHC's leverage by paying down part of its $941 million senior secured notes due in January 2026.

DHC is a real estate investment trust that owns healthcare properties across the United States. As of June 30, 2024, its portfolio is valued at approximately $7.2 billion, comprising 370 properties in 36 states and Washington, D.C., with more than 27,000 senior living units. The company is managed by The RMR Group (NASDAQ:RMR), an alternative asset management company with over $41 billion in assets under management.

The press release cautions that the forward-looking statements, such as the expected closure of the transaction and the intended use of proceeds, are subject to various risks and uncertainties. These include the possibility that the sale may not be completed as planned or at all, and the intended debt reduction may not be achieved. DHC's future results may differ from current expectations, and the company does not commit to updating any forward-looking statements.

This news article is based on a press release statement from Diversified Healthcare Trust.

In other recent news, The RMR Group has reported a stable fiscal third quarter for 2024. The company presented an adjusted net income per share of $0.37 and distributable earnings per share of $0.45. Its diversified asset portfolio, valued at $41 billion, along with the consistency of its recurring management fees, were highlighted as key strengths. RMR Group also emphasized its strategic plans to expand its residential platform and expects to close the next quarter with approximately $150 million in cash.

Additionally, RMR Group is currently assessing 125 deals in the value-add multifamily sector, primarily in Sunbelt markets. The company also anticipates closing between two and ten multifamily deals, contingent on syndicating equity beforehand. RMR Group also plans to seed a real estate lending fund with two to four loans on their balance sheet.

Despite a decrease in adjusted EBITDA margin to the low 40s, efforts are in progress to return to the 50% range. On a positive note, strong quarterly results were reported from managed equity REITs, including OPI's debt strategies and DHC's performance. These recent developments suggest RMR Group's solid financial base and strategic plan for growth, especially in the multifamily real estate sector.

InvestingPro Insights

To complement the information about Diversified Healthcare Trust's (DHC) sale of senior living communities, let's take a closer look at The RMR Group (RMR), which manages DHC's portfolio. According to InvestingPro data, RMR has a market capitalization of $789.63 million and a P/E ratio of 16.24, suggesting a reasonable valuation relative to its earnings.

RMR's financial health appears robust, as indicated by two key InvestingPro Tips. Firstly, the company "holds more cash than debt on its balance sheet," which is particularly relevant given DHC's strategy to reduce leverage. This strong cash position could provide flexibility in managing its portfolio of assets, including those of DHC. Secondly, RMR's "liquid assets exceed short-term obligations," further underlining its solid financial footing.

Another noteworthy aspect is RMR's dividend policy. The company "pays a significant dividend to shareholders," with a current dividend yield of 7.23%. This high yield could be attractive to income-focused investors, especially in the context of managing real estate assets like those in DHC's portfolio.

For readers interested in a deeper analysis, InvestingPro offers 6 additional tips for RMR, providing a more comprehensive view of the company's financial landscape and potential investment considerations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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