Sabra Health Care REIT, Inc.

Senior housing operator; SBRA previously held a joint venture interest in Enlivant, now under majority ownership by TPG Real Estate with Sabra as continuing landlord · 12.0%

Cogir Management USA

Senior housing operator managing multiple independent living, assisted living, and memory care communities leased from SBRA · 8.0%

The Springs Living

Senior housing operator leasing independent living and assisted living communities across multiple states from SBRA · 6.0%

Merrill Gardens LLC

Senior living operator leasing multiple assisted living and memory care properties from SBRA · 5.0%

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Welltower Inc.

Healthcare Realty Trust Incorporated

Omega Healthcare Investors, Inc.

Ensign Group, Inc.

Welltower Inc.

NYSE:WELL

Largest publicly traded healthcare REIT with significant senior housing and skilled nursing exposure; useful benchmark for Sabra's valuation and operational trends despite larger scale and higher quality bias

Healthcare Realty Trust Incorporated

NYSE:HR

Healthcare REIT focused on medical office and outpatient facilities; provides sector-adjacent comparison though different property type focus

Omega Healthcare Investors, Inc.

NYSE:OHI

Skilled nursing-focused triple-net REIT with similar tenant/operator exposure; closest pure-play skilled nursing proxy to Sabra's largest segment

Ensign Group, Inc.

NASDAQ:ENSG

Sabra's largest tenant; Ensign's operating performance directly correlates with SBRA's rental income health and occupancy trends in the skilled nursing portfolio

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States (multi-state, no single state >15%)

Ensign Group, Inc.

Enlivant (TPG Real Estate)

Cogir Management USA

United States (multi-state, no single state >15%)

Regulatory and reimbursement policy risk across state-level Medicaid programs; regional skilled nursing occupancy trends

Ensign Group, Inc.NASDAQ:ENSGOperates SBRA-leased skilled nursing facilities across multiple states; exposed to state Medicaid reimbursement variability

Enlivant (TPG Real Estate)Operates SBRA-leased senior housing properties; exposed to regional labor shortages and occupancy trends

Cogir Management USAManages senior housing communities leased from SBRA; regional exposure varies by property location

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

High

Top 5 tenants/operators represent an estimated 45-50% of total rental revenue, with Ensign Group alone at approximately 15%; operator distress or bankruptcy could materially impact rental income

Other

High

Skilled nursing facility concentration (54% of revenue) exposes SBRA to Medicaid/Medicare reimbursement policy risk, regulatory changes, and occupancy volatility

Other

Medium

Triple-net lease structure transfers operating risk to tenants, but SBRA retains property re-leasing risk if tenants default or vacate facilities

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Skilled Nursing / Transitional Care Facilities

54.0%

$0.4B

Highest capital allocation segment; drives demand for medical equipment/supply vendors at operator level; concentrated among large skilled nursing operators as tenants

Senior Housing (Independent Living, Assisted Living, Memory Care)

37.0%

$0.3B

Second largest segment; operators require hospitality services, food service, and resident care vendors; more fragmented tenant base with regional operators

Behavioral Health & Other Healthcare Facilities

9.0%

$0.1B

Niche segment; specialized behavioral health operators; lower tenant concentration risk but specialized regulatory requirements

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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Sabra Health Care REIT, Inc.

SBRA 공급망

상류

Healthcare Property Sellers/Developers (private market)

Capital Markets / Debt Financing Partners

Property Maintenance & Renovation Contractors (national/regional)

Medical Equipment & Furniture Suppliers (e.g., Hill-Rom, Stryker)

Food Service & Hospitality Distributors (e.g., Sysco, US Foods)

Healthcare IT & EHR Software Vendors

하류

Ensign Group, Inc.

Enlivant (affiliated with TPG Real Estate)

Cogir Management USA

The Springs Living

Merrill Gardens LLC

Vibra Healthcare

Prestige Healthcare Resources

Onix Group

View More

대체 기업

Welltower Inc.

Healthcare Realty Trust Incorporated

Omega Healthcare Investors, Inc.

Ensign Group, Inc.

지역

United States (multi-state, no single state >15%)

SBRA 공급망

상류

Healthcare Property Sellers/Developers (private market)

Capital Markets / Debt Financing Partners

Property Maintenance & Renovation Contractors (national/regional)

Medical Equipment & Furniture Suppliers (e.g., Hill-Rom, Stryker)

Food Service & Hospitality Distributors (e.g., Sysco, US Foods)

Healthcare IT & EHR Software Vendors

하류

Ensign Group, Inc.

Enlivant (affiliated with TPG Real Estate)

Cogir Management USA

The Springs Living

Merrill Gardens LLC

Vibra Healthcare

Prestige Healthcare Resources

Onix Group

View More

대체 기업

Welltower Inc.

Healthcare Realty Trust Incorporated

Omega Healthcare Investors, Inc.

Ensign Group, Inc.

지역

United States (multi-state, no single state >15%)