Sabra swings to Q2 loss on $102M loan write-off; accelerates acquisitions to $288M

Filed August 3, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 4, 2025 · ~1 min read

Key Changes

• high

  Recorded $102M provision for loan losses, primarily from settling a $300M Recovery Centers of America mortgage loan for $200M cash. Q2 2026 net loss of $25.2M vs. $65.5M income in Q2 2025.

  MD&A: Loan Losses & Notes: Net Income verify on EDGAR →
• high

  Acquired 10 facilities for $287.6M in H1 2026 (vs. $61.1M in H1 2025), heavily weighted toward Senior Housing - Managed communities. Resident fees revenue grew $89.1M (57%) YoY as portfolio shifts from triple-net leases to direct operations.

  MD&A: Acquisitions & Notes: Real Estate verify on EDGAR →
• high

  Capital expenditure commitments for triple-net properties jumped from $16M to $75M, with $74M expected to be spent over the next 12 months and generate incremental rental income.

  MD&A: Capital Commitments verify on EDGAR →