LTC以6200万美元收购Florida一处117套长者社区：年初至今长者住房收购近9.5亿美元
总部位于加利福尼亚州 Westlake Village 的房地产投资信托 LTC Properties（纽交所代码：LTC）于11月3日宣布，已以6,200万美元收购位于 Florida 的一处长者社区，纳入其长者住房运营组合（SHOP），公司2026年收购指引中值由此被超过，并新增一家平台运营商。
该社区共有117套单元，提供辅助生活与记忆护理服务，建于2016年。运营商 Grace Management 是一家经验丰富的长者社区运营机构，此次首次加入 LTC 的平台，将继续负责该社区的运营管理。公司预计这笔交易第一年的资本化率为6.5%，无杠杆内部收益率预计在百分之十几的低段至中段；收购资金来自公司循环信贷额度与市场售股（ATM）所得。
LTC 表示，年初至今公司已完成近9.5亿美元的 SHOP 收购，超过其2026年9亿美元的收购指引中值。目前 SHOP 组合共有50个社区，平均楼龄9年，由14家运营商管理，其中12家为新合作关系；按全国投资中心（NIC）划分，组合60%位于主要市场，贡献公司备考年化净运营收入（NOI）的45%。
首席投资官 Dave Boitano 表示，超过2026年收购指引中值，反映了公司 SHOP 策略的实力、所建立的合作关系以及团队扎实的执行力；公司对 SHOP 继续扩大规模与多元化的势头与机会感到振奋，Grace 是一家很好的新伙伴，公司期待与其共同成长。
LTC 是一家专注于长者住房与医疗保健物业的房地产投资信托，主要通过 SHOP、三净租赁与合资方式投资；其组合在全美拥有近170处物业，按房地产投资总额计，约80%为长者住房社区，其余为专业护理中心。
（来源：LTC Properties）
LTC Buys 117-Unit Florida Seniors Community for $62 Million: Year-to-Date SHOP Deals Near $950 Million
LTC Properties, Inc. (NYSE: LTC), a real estate investment trust based in Westlake Village, California, announced on November 3 the $62 million acquisition of a seniors community in Florida for its seniors housing operating portfolio (SHOP), surpassing its $900 million 2026 mid-point acquisition guidance and adding a new operator to the platform.
The community has 117 units offering assisted living and memory care and was built in 2016. Grace Management, Inc., a tenured operator new to LTC, will continue to manage the community. LTC expects a year-one cap rate of 6.5% and an anticipated unlevered internal rate of return in the low- to mid-teens. The purchase was funded with proceeds from the company's revolving line of credit and at-the-market (ATM) stock sales.
Year-to-date, LTC has completed nearly $950 million in SHOP acquisitions, surpassing its $900 million mid-point 2026 investment guidance. The SHOP portfolio now comprises 50 communities with an average age of nine years, managed by 14 operators, including 12 new relationships; 60% of the portfolio is located in primary markets as designated by NIC, and the segment contributes 45% of the company's pro forma annualized net operating income.
Chief Investment Officer Dave Boitano said surpassing the mid-point of the 2026 acquisition guidance reflects the strength of the SHOP strategy, the relationships the company has built, and the team's solid execution; he added that LTC remains excited about the momentum and opportunities to further scale and diversify SHOP, that Grace is a great addition to the platform, and that LTC looks forward to growing with them.
LTC is a real estate investment trust focused on seniors housing and health care properties, investing principally through SHOP as well as triple-net leases and joint ventures. Its portfolio includes nearly 170 properties across the United States; based on gross real estate investments, about 80% of its assets are seniors housing communities, with the remainder skilled nursing centers.
(Source: LTC Properties)
来源：LTC Properties
发布：GSM·美国（发布链接）
图片来源：图：长者居住社区建筑外景（资料图，非本次收购标的）。Corey Coyle 摄，CC BY 3.0，经 Wikimedia Commons。 / Photo: A senior living community building (file photo, not the acquired property). Photo by Corey Coyle, CC BY 3.0, via Wikimedia Commons.
GSM Global · 本篇英文版 English edition of this story
