Does Sila’s New Oklahoma Rehab Facility Deal Alter the Bull Case For Sila Realty Trust (SILA)?

• Sila Realty Trust, Inc. recently completed the US$43.1 million acquisition of a fully leased inpatient rehabilitation facility in Oklahoma City, Oklahoma, which has been expanded to 58 beds and is operated under a long-term absolute-net lease with a corporate guaranty.
• This transaction reinforces Sila Realty Trust’s focus on healthcare real estate anchored by long-duration, necessity-based assets with strong occupancy and limited local competition, aiming to support consistent cash flows.
• Next, we’ll examine how acquiring this long-term leased rehabilitation facility in Oklahoma City may influence Sila Realty Trust’s broader investment narrative.

Outshine the giants: these 24 early-stage AI stocks could fund your retirement.

Sila Realty Trust Investment Narrative Recap

To own Sila Realty Trust, you need to believe in the long-term need for healthcare properties supported by durable, absolute net leases. The Oklahoma City rehabilitation facility fits that thesis by adding a fully leased, necessity-based asset, but it does not materially change the near term focus on managing rising interest costs and tenant credit risk across the broader portfolio.

The most relevant context for this acquisition is Sila’s recent third quarter 2025 earnings, where the company reported results above analyst expectations. Pairing that operational performance with a fully occupied, long-term leased rehabilitation facility highlights how Sila is still leaning into higher utilization healthcare properties as a support for cash flow, even as it balances funding costs and exposure to tenant distress.

Yet, while these long leases can support stability, investors should also be aware that...

Read the full narrative on Sila Realty Trust (it's free!)

Sila Realty Trust's narrative projects $243.6 million revenue and $54.7 million earnings by 2028.

Uncover how Sila Realty Trust's forecasts yield a $29.62 fair value, a 24% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s three fair value estimates for Sila range from US$27.00 to US$62.82, underlining how far apart individual views can be. Against that backdrop, concerns about interest expenses tied to acquisitions and debt refinancing may influence how you weigh those differing opinions and the company’s ability to translate new deals into sustainable returns.

Explore 3 other fair value estimates on Sila Realty Trust - why the stock might be worth over 2x more than the current price!

Build Your Own Sila Realty Trust Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Sila Realty Trust research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Sila Realty Trust research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sila Realty Trust's overall financial health at a glance.

Want Some Alternatives?

Our top stock finds are flying under the radar-for now. Get in early:

• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com