On its third quarter of 2026 earnings call, held on Nov. 3, 2026, Sabra Health Care (NASDAQ:SBRA) raised the midpoint of its full-year guidance for normalized funds from operations, a cash flow metric for real estate investment trusts. Expanding direct management of senior housing properties shifts operating risk while unlocking higher income potential for long-term investors. Active rent resets across licensed care facilities provide revenue growth through upcoming lease expirations. Three takeaways from management explain how the strategy is unfolding. Sabra is expanding its senior housing operating portfolio, where it collects net operating income directly rather than receiving fixed tenant rent. Management aims to push this segment to 50% of total assets by late 2027, eclipsing skilled nursing properties for the first time. The company owns skilled nursing facilities that offer 24-hour medical care under long-term leases. Management expects upcoming lease resets through 2031 to generate higher cash rents because current tenant operator earnings far exceed historical lease coverage baselines.
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