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    The Bull Case For CareTrust REIT (CTRE) Could Change Following Mid-Atlantic Skilled Nursing Expansion - Learn Why

    Simply Wall St·01/08/2026 20:34:40
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    • CareTrust REIT, Inc. recently acquired six skilled nursing facilities in the Mid-Atlantic for approximately US$142 million including transaction costs, adding 532 licensed beds under a long-term triple net lease with inflation-based rent escalators and multiple renewal options.
    • This deal, funded with cash on hand and targeting a stabilized 9% yield, highlights CareTrust’s continuing push to expand its skilled nursing footprint alongside broader portfolio diversification efforts.
    • Now we’ll examine how this Mid-Atlantic skilled nursing acquisition influences CareTrust’s investment narrative and its evolving portfolio mix.

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    CareTrust REIT Investment Narrative Recap

    To own CareTrust REIT, you need to be comfortable with a growing, skilled nursing focused landlord that leans on external acquisitions and new tenants to drive its story. The Mid-Atlantic deal adds scale and a targeted 9% stabilized yield, but it does not fundamentally change the near term focus on integrating a rapidly expanded portfolio while keeping tenant health and reimbursement exposure in check.

    Alongside this acquisition, CareTrust’s recent wave of internal promotions and senior hires across investments, portfolio management and data analytics ties directly into the company’s expansion agenda. Building out this bench may help support more complex transactions and a larger property base, but it also feeds into the existing risk of higher G&A expenses ahead of any clear payoff from the growth initiatives.

    However, investors should also be aware of how greater exposure to skilled nursing heightens sensitivity to potential reimbursement shifts and...

    Read the full narrative on CareTrust REIT (it's free!)

    CareTrust REIT's narrative projects $649.2 million revenue and $460.9 million earnings by 2028. This requires 20.2% yearly revenue growth and about a $241.6 million earnings increase from $219.3 million today.

    Uncover how CareTrust REIT's forecasts yield a $40.64 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    CTRE 1-Year Stock Price Chart
    CTRE 1-Year Stock Price Chart

    Nine Simply Wall St Community fair value estimates span about US$15 to US$58 per share, underlining how far apart individual views on CareTrust can be. Against that backdrop, the latest Mid Atlantic acquisition adds another layer of portfolio growth that could amplify both the benefits and the integration risks readers should weigh for themselves.

    Explore 9 other fair value estimates on CareTrust REIT - why the stock might be worth as much as 56% more than the current price!

    Build Your Own CareTrust REIT Narrative

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

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    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.