Community Healthcare Trust (CHCT)


Market Price (11/7/2026): $14.725 | Market Cap: $423.2 MilSector: Real Estate | Industry: Health Care REITs

Community Healthcare Trust (CHCT)


Market Price (11/7/2026): $14.725
Market Cap: $423.2 Mil
Sector: Real Estate
Industry: Health Care REITs

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 18%, Dividend Yield is 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 10%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 48%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 32%

Low stock price volatility
Vol 12M is 29%

Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Sustainable & Green Buildings. Themes include Geriatric Care, and ESG REITs.

Weak multi-year price returns
2Y Excs Rtn is -35%, 3Y Excs Rtn is -110%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 141%

Key risks
CHCT key risks include [1] high leverage with earnings insufficient to cover interest expenses, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 18%, Dividend Yield is 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 10%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 48%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 32%
2 Low stock price volatility
Vol 12M is 29%
3 Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Sustainable & Green Buildings. Themes include Geriatric Care, and ESG REITs.
4 Weak multi-year price returns
2Y Excs Rtn is -35%, 3Y Excs Rtn is -110%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 141%
6 Key risks
CHCT key risks include [1] high leverage with earnings insufficient to cover interest expenses, Show more.

CHCT in ETFs

Weight = CHCT's share of each fund

VTI0.00%
ITOT0.00%
IWM0.01%
USRT0.03%
SCHH0.03%
VNQ0.03%
IWN0.02%
VTWO0.01%
+3 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 11/4/2026

Community Healthcare Trust (CHCT) stock has lost about 20% since 7/31/2026 because of the following key factors:

1. Significant miss in fiscal Q2 2026 earnings and revenue guidance led to a sharp stock decline.

Community Healthcare Trust reported results for fiscal Q2 2026 (ended June 30, 2026) on August 4, 2026, with an EPS of $0.06, missing analysts' consensus estimates of $0.11 by 50%. Quarterly revenue of $30.97 million also fell short of the $31.77 million estimate. This performance caused the stock to plunge 14.26% immediately following the announcement.

2. A substantial dividend cut negatively impacted investor sentiment for the income-oriented REIT.

Concurrent with the fiscal Q2 2026 earnings release on August 4, 2026, the company announced a 31.3% cut in its quarterly common stock dividend, reducing it from $0.48 to $0.33 per share. This strategic decision was made to retain an estimated $25 million to $30 million over two years to fund future acquisitions at projected yields of 9% to 10%.

Show more
Updated on 11/4/2026

Community Healthcare Trust (CHCT) stock has lost about 20% since 7/31/2026 because of the following key factors:

1. Significant miss in fiscal Q2 2026 earnings and revenue guidance led to a sharp stock decline.

Community Healthcare Trust reported results for fiscal Q2 2026 (ended June 30, 2026) on August 4, 2026, with an EPS of $0.06, missing analysts' consensus estimates of $0.11 by 50%. Quarterly revenue of $30.97 million also fell short of the $31.77 million estimate. This performance caused the stock to plunge 14.26% immediately following the announcement.

2. A substantial dividend cut negatively impacted investor sentiment for the income-oriented REIT.

Concurrent with the fiscal Q2 2026 earnings release on August 4, 2026, the company announced a 31.3% cut in its quarterly common stock dividend, reducing it from $0.48 to $0.33 per share. This strategic decision was made to retain an estimated $25 million to $30 million over two years to fund future acquisitions at projected yields of 9% to 10%.

3. Delayed execution of the strategic acquisition pipeline tempered growth expectations.

While fiscal Q3 2026 (ended September 30, 2026) earnings, reported on November 3, 2026, showed positive operational improvements, including a 4.4% year-over-year revenue increase to $32.4 million and an occupancy rise to 90.1%, the timeline for significant external growth appeared to lengthen. The company has definitive agreements for $99 million in property acquisitions, but the expected closing cadence for these properties shifted later than initial Q2 2026 projections, now anticipated from fiscal Q4 2026 through early 2028. This potential delay in realizing returns from new investments may have contributed to sustained investor caution.

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Stock Movement Drivers

Fundamental Drivers

The -17.8% change in CHCT stock from 7/31/2026 to 11/6/2026 was primarily driven by a -77.7% change in the company's P/E Multiple.
(LTM values as of)731202611062026Change
Stock Price ($)17.9014.71-17.8%
Change Contribution By: 
Total Revenues ($ Mil)1231262.9%
Net Income Margin (%)4.9%17.8%259.6%
P/E Multiple79.717.8-77.7%
Shares Outstanding (Mil)2727-0.3%
Cumulative Contribution-17.8%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2026 to 11/6/2026
ReturnCorrelation
CHCT-17.8% 
Market (SPY)-1.6%2.6%
Sector (XLRE)-2.4%46.0%

Fundamental Drivers

The -10.2% change in CHCT stock from 4/30/2026 to 11/6/2026 was primarily driven by a -79.5% change in the company's P/E Multiple.
(LTM values as of)430202611062026Change
Stock Price ($)16.3814.71-10.2%
Change Contribution By: 
Total Revenues ($ Mil)1211264.1%
Net Income Margin (%)4.2%17.8%322.0%
P/E Multiple86.517.8-79.5%
Shares Outstanding (Mil)2727-0.4%
Cumulative Contribution-10.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 11/6/2026
ReturnCorrelation
CHCT-10.2% 
Market (SPY)2.6%-1.8%
Sector (XLRE)-0.0%46.4%

Fundamental Drivers

The 12.2% change in CHCT stock from 10/31/2025 to 11/6/2026 was primarily driven by a 6.8% change in the company's P/S Multiple.
(LTM values as of)1031202511062026Change
Stock Price ($)13.1114.7112.2%
Change Contribution By: 
Total Revenues ($ Mil)1201265.5%
P/S Multiple3.03.26.8%
Shares Outstanding (Mil)2727-0.5%
Cumulative Contribution12.2%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 11/6/2026
ReturnCorrelation
CHCT12.2% 
Market (SPY)8.7%8.0%
Sector (XLRE)10.4%47.3%

Fundamental Drivers

The -30.9% change in CHCT stock from 10/31/2023 to 11/6/2026 was primarily driven by a -72.6% change in the company's P/E Multiple.
(LTM values as of)1031202311062026Change
Stock Price ($)21.2814.71-30.9%
Change Contribution By: 
Total Revenues ($ Mil)10912615.7%
Net Income Margin (%)7.7%17.8%131.1%
P/E Multiple64.717.8-72.6%
Shares Outstanding (Mil)2627-5.7%
Cumulative Contribution-30.9%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2023 to 11/6/2026
ReturnCorrelation
CHCT-30.9% 
Market (SPY)81.9%18.5%
Sector (XLRE)46.1%45.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CHCT Return4%-21%-22%-21%-4%-3%-53%
Peers Return17%-16%11%23%20%23%98%
S&P 500 Return27%-19%24%23%16%12%105%

Monthly Win Rates [3]
CHCT Win Rate50%50%25%33%42%64% 
Peers Win Rate50%38%58%65%58%64% 
S&P 500 Win Rate75%42%67%75%67%45% 

Max Drawdowns [4]
CHCT Max Drawdown-16%-34%-37%-41%-29%-32% 
Peers Max Drawdown-16%-35%-25%-17%-14%-17% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DOC, HR, WELL, VTR, OHI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/6/2026 (YTD)

How Low Can It Go

EventCHCTS&P 500
2025 US Tariff Shock
  % Loss-17.2%-18.8%
  % Gain to Breakeven20.8%23.1%
  Time to Breakeven270 days79 days
2020 COVID-19 Crash
  % Loss-56.4%-33.7%
  % Gain to Breakeven129.2%50.9%
  Time to Breakeven142 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-11.0%-12.2%
  % Gain to Breakeven12.3%13.9%
  Time to Breakeven9 days62 days
2014-2016 Oil Price Collapse
  % Loss-18.9%-6.8%
  % Gain to Breakeven23.2%7.3%
  Time to Breakeven155 days15 days

Compare to DOC, HR, WELL, VTR, OHI

In The Past

Community Healthcare Trust's stock fell -17.2% during the 2025 US Tariff Shock. Such a loss loss requires a 20.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCHCTS&P 500
2020 COVID-19 Crash
  % Loss-56.4%-33.7%
  % Gain to Breakeven129.2%50.9%
  Time to Breakeven142 days140 days

Compare to DOC, HR, WELL, VTR, OHI

In The Past

Community Healthcare Trust's stock fell -17.2% during the 2025 US Tariff Shock. Such a loss loss requires a 20.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Community Healthcare Trust (CHCT)

Community Healthcare Trust (CHCT) is a real estate investment trust (REIT) that specializes in owning and managing income-producing properties. The company's core business revolves around real estate primarily associated with the delivery of outpatient healthcare services. Essentially, CHCT functions as a landlord for the healthcare industry, generating revenue by acquiring and leasing these specialized properties to healthcare providers who deliver medical services outside of traditional hospital settings.

The company's main offering is providing critical real estate infrastructure to the healthcare sector. Its portfolio consists of various facilities such as medical office buildings, diagnostic centers, and urgent care clinics, which are vital for daily medical operations. CHCT's primary customers are healthcare organizations and practitioners across the United States who require these purpose-built spaces to deliver their services. The company strategically targets sub-markets throughout the nation, and as of September 30, 2020, its investments included 131 properties across 33 states, totaling approximately 2.8 million square feet.

AI Analysis | Feedback

Here are a few brief analogies for Community Healthcare Trust (CHCT):
  • Community Healthcare Trust is like Public Storage for doctors' offices and outpatient clinics.
  • Think of Community Healthcare Trust as a Simon Property Group for medical office buildings.
  • Community Healthcare Trust is essentially a Prologis for outpatient healthcare facilities.

AI Analysis | Feedback

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  • Leasing Healthcare Real Estate: Community Healthcare Trust acquires and leases out properties for outpatient healthcare services.
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AI Analysis | Feedback

Community Healthcare Trust (CHCT) operates as a real estate investment trust (REIT) that leases properties primarily to healthcare service providers. CHCT has a highly diversified tenant base, with no single tenant representing more than 4.5% of its annualized contractual rent as of December 31, 2020.

Therefore, specific "major customers" by name, along with their symbols, are not publicly disclosed. Its customer base consists of a variety of healthcare businesses. These tenants primarily fall into the following categories:

  • Physical therapy providers
  • Physician groups
  • Surgical centers
  • Diagnostic centers

AI Analysis | Feedback

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David H. Dupuy, Chief Executive Officer and President

David H. Dupuy was appointed permanent Chief Executive Officer of Community Healthcare Trust in March 2023, after serving as Interim CEO since February 2023. Prior to this, he served as the company's Executive Vice President and Chief Financial Officer, a role he assumed in May 2019. Mr. Dupuy’s career includes serving as Managing Director of the Healthcare Investment Banking Group at SunTrust Robinson Humphrey in Atlanta. He was also Senior Vice President of the Healthcare Group at Bank of America Corporation, where he developed financing, acquisition, and equity strategies for middle-market healthcare companies. Earlier in his career, he was a Vice President and Regional Director for KDA Holdings, leading consulting, financing, and development for outpatient medical facilities. Notably, he was a Chief Financial Officer and Founding Partner of LIFESIGNS Holdings, Inc., a diagnostic healthcare services provider. He began his career in 1991 with NationsBank, a predecessor to Bank of America.

William G. Monroe IV, Executive Vice President and Chief Financial Officer

William G. Monroe IV became Community Healthcare Trust's Chief Financial Officer on June 1, 2023. Before joining CHCT, Mr. Monroe was a Managing Director in the Healthcare Investment Banking Group at Truist Securities, Inc., where he was responsible for buy-and-sell side advisory services, as well as debt and equity capital markets origination for various healthcare services segments, including healthcare REITs. He joined Truist Securities, Inc. in 2011 through its predecessor firm, SunTrust Robinson Humphrey, Inc. His investment banking career started at J.P. Morgan Securities LLC, where he was an Associate in the Syndicated & Leveraged Finance Group from 2006 to 2009. From 2010 to 2011, Mr. Monroe served as Vice President of Private Equity Placement at Fortress Group, Inc., indicating experience with private equity. He also held positions as a Commercial Banking Associate at SunTrust Bank and a Consulting Analyst at Accenture prior to business school.

Leigh Ann Stach, Executive Vice President and Chief Accounting Officer

Leigh Ann Stach was appointed Executive Vice President and Chief Accounting Officer, effective May 1, 2019. She previously served as the company's Vice President—Financial Reporting and Chief Accounting Officer since its formation in March 2014. Ms. Stach's experience includes serving as Vice President—Financial Reporting at Healthcare Realty Trust (HR) from 1994 to 2013, where she oversaw financial reporting, accounting, and internal audit. Before HR, she was a senior accountant in financial reporting and an internal auditor with HCA from 1988 to 1994.

Mark E. Kearns, Senior Vice President of Asset Management

Mark E. Kearns was appointed Senior Vice President of Asset Management in May 2025. He has over 25 years of experience in healthcare real estate. Prior to joining Community Healthcare Trust, Mr. Kearns was Vice President of Leasing at Welltower from 2022 to 2024, responsible for client relationship management, asset strategies, capital deployment, and portfolio occupancy growth. He also served as Senior Director and Director at Healthpeak from 2015 to 2022, where he managed leasing strategies for a national portfolio. He began his career in 1998 in outpatient medical development with DASCO (later Lend Lease).

AI Analysis | Feedback

The key risks for Community Healthcare Trust (CHCT) include its significant exposure to interest rate fluctuations, the financial health and potential bankruptcy of its tenants, and the execution risks associated with its capital recycling strategy for acquisitions.

  1. Interest Rate Risk and Elevated Leverage: Community Healthcare Trust is highly sensitive to changes in interest rates, primarily due to a substantial portion (34%) of its debt being at floating rates. Rising interest rates directly increase the company's borrowing costs, which can negatively impact its cash flow, Funds From Operations (FFO), and its ability to cover dividend payments. The company also operates with an elevated leverage ratio, with debt at approximately 52% of its enterprise value and a net debt to total capitalization of 42.9% as of late 2025. This reliance on debt makes CHCT particularly dependent on favorable financing conditions and continued Fed rate cuts to manage its cost of capital.
  2. Tenant Financial Health and Bankruptcy Risk: A critical risk for CHCT stems from the financial stability of its tenants, as the company's rental revenue is directly tied to their ability to make payments. Instances of tenant bankruptcies or defaults can significantly reduce CHCT's cash flows and overall financial performance. There has been specific concern noted regarding an uncertain recovery for a behavioral health tenant, which has led to credit loss provisions and can pressure the company's financial performance and payout ratio. The broader healthcare industry faces rising operational costs, which can thin tenant margins and subsequently affect their capacity to meet rent obligations. Furthermore, a study highlighted that REIT acquisition of hospitals was associated with a 5.7-fold higher risk of closure or bankruptcy for the acquired hospitals compared to non-REIT acquired hospitals, indicating a systemic risk to tenants within the REIT model.
  3. Capital Recycling and Acquisition Execution Risk: Community Healthcare Trust relies on capital recycling, primarily through asset sales, to fund its new acquisitions, rather than utilizing new equity or additional debt, especially in an environment of elevated interest rates. This strategy carries execution risk, as any delays or discounts encountered during asset sales could directly impede the company's planned portfolio expansion and future earnings growth. Successfully acquiring new properties with attractive yields and effectively managing this capital allocation process is crucial for CHCT's continued growth, particularly given competitive challenges from larger REITs.

AI Analysis | Feedback

The clear emerging threat for Community Healthcare Trust is the accelerating adoption and expanding capabilities of **telehealth and telemedicine** services.

As virtual consultations, remote monitoring, and digital diagnostics become increasingly sophisticated and widely accepted, the traditional demand for physical outpatient healthcare facilities could diminish. This shift directly impacts CHCT's business model, which relies on owning and leasing income-producing real estate properties for outpatient healthcare services, potentially leading to reduced occupancy rates, slower rental growth, or even a decrease in the intrinsic value of its assets.

AI Analysis | Feedback

The addressable market for Community Healthcare Trust's main products and services, which are real estate properties associated with the delivery of outpatient healthcare services, is the U.S. healthcare real estate market. This market was estimated to be approximately $1,324.52 billion USD in 2024. The U.S. healthcare real estate market is projected to grow, with an estimated revenue of approximately $2.27 trillion USD by 2030.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Community Healthcare Trust (CHCT) over the next 2-3 years:

  1. Accretive Acquisitions: Community Healthcare Trust consistently pursues the acquisition of new income-producing healthcare real estate properties. Management has outlined a forward acquisition pipeline of $122.5 million, with anticipated cap rates ranging from 9.1% to 9.75%, expected to close from the first quarter through 2027. For the year 2025, the company acquired three properties, all 100% leased with long-term agreements extending to 2040, expecting returns between 9.3% and 9.5%. This disciplined approach to acquiring high-yield assets is a key driver of revenue expansion.
  2. Capital Recycling and Reinvestment: The company actively engages in capital recycling by selling existing assets and reinvesting the proceeds into new properties with higher return potential. In Q4 2025, CHCT generated approximately $12.1 million in net gains from sales, which were used to fund new growth. An example includes the sale of an inpatient rehabilitation facility at a 7.9% cap rate, with the proceeds reinvested into a new facility for $28.5 million. This strategy allows for strategic portfolio enhancement and efficient allocation of capital without increasing leverage.
  3. Increasing Occupancy Rates and Extended Lease Terms: Growing the occupancy rate of its existing portfolio and securing longer lease agreements contribute to stable and increasing rental income. In Q4 2025, the portfolio occupancy improved to 90.6% from 90.1% in the prior quarter. Furthermore, the weighted average lease term increased from 6.7 years to 7.0 years, enhancing cash flow visibility and reducing rollover risk, which helps ensure long-term revenue stability.
  4. Redevelopment and Renovations of Existing Properties: Investing in the redevelopment and significant renovation of current properties is expected to drive future earnings growth. Three properties are currently undergoing such projects with long-term tenants already in place. The largest of these projects is anticipated to commence rent in the third quarter of 2026 after obtaining necessary licensing, further contributing to revenue.
  5. Strategic Focus on Secondary and Tertiary Markets: Community Healthcare Trust's strategy of concentrating on secondary and tertiary markets is a driver for revenue growth. This approach is noted to support higher occupancy rates and long-term stability for shareholder returns due to strong leasing activity and property demand in these areas. This geographical focus underpins both margin expansion and sustained revenue.

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Share Repurchases

  • No significant share repurchases were reported in 2024 and 2025, with management explicitly stating no shares were issued under the at-the-market (ATM) program during these periods.

Share Issuance

  • Community Healthcare Trust did not issue any shares under its at-the-market (ATM) offering program in Q4 2024 and Q4 2025.
  • Management anticipates funding near-term acquisitions through existing credit facilities and asset sales, rather than issuing new equity.
  • Over the five-year period from 2019 through 2024, the company's outstanding shares increased by 8% annually.

Inbound Investments

  • No information available regarding large strategic investments made in Community Healthcare Trust by third parties during the specified period.

Outbound Investments

  • In Q4 2025, Community Healthcare Trust acquired an inpatient rehabilitation facility for approximately $28.5 million, funded through a like-kind exchange after selling other properties. For the full year 2025, it acquired three properties totaling $64.5 million.
  • During 2024, the company acquired four properties for $34.2 million in Q1 and another property for $23.5 million post-Q1, contributing to annual investments of $58.0 million.
  • Community Healthcare Trust has definitive purchase agreements for five properties with an aggregate expected investment of $122.5 million, anticipated to close throughout 2026 and 2027, with expected returns of 9.1% to 9.75%.

Capital Expenditures

  • The primary focus of capital expenditures for Community Healthcare Trust is the acquisition of income-producing real estate properties.
  • The company aims for annual property acquisitions ranging from $120 million to $150 million.
  • In Q4 2025, the company engaged in capital recycling by selling three properties for approximately $31.6 million and reinvesting $28.5 million into a new inpatient rehabilitation facility, demonstrating a focus on portfolio optimization through acquisitions.

Better Bets vs. Community Healthcare Trust (CHCT)

Peer Outperformance in Health Care REITs

CHCT has trailed 93% of its 14 Health Care REITs peers over 5Y. Health Care REITs ranks 1st of 12 industries in Real Estate by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Health Care REITs constituents that CHCT has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
25%
of 16 industry peers · 11.4% return
3Y
7%
of 15 industry peers · -26.5% return
5Y
7%
of 14 industry peers · -54.5% return
No Health Care REITs peer with a comparable growth profile has beaten CHCT by more than 20pp over 5Y.
Median price return by industry across the Real Estate sector, ranked by 5Y. Health Care REITs is CHCT's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Health Care REITs ← 15 18.5%68.4%70.9% WELL 226% · OHI 137% · CTRE 131%
Retail REITs 23 18.5%40.4%28.1% SKT 122% · SPG 75% · IVT 51%
Other Specialized REITs 11 1.8%26.3%10.3% IRM 170% · LAMR 65% · EPR 58%
Hotel & Resort REITs 16 52.1%47.2%9.3% HST 72% · RHP 64% · APLE 55%
Real Estate Development 6 -3.2%22.3%6.1% JOE 48%
Industrial REITs 11 14.8%34.2%0.3% EGP 13% · CUBE 6% · STAG 6%
Single-Family Residential REITs 4 1.9%5.1%-17.7% AMH -5% · ELS -14% · INVH -21%
Multi-Family Residential REITs 12 -1.8%19.0%-26.4% ESS -3% · VMRK -5% · UDR -19%
Diversified REITs 12 4.6%12.5%-29.8% EPRT 15% · WPC 12%
Office REITs 19 4.3%40.1%-33.8% CDP 43% · HIW -5% · CUZ -6%
Telecom Tower REITs 3 6.1%7.8%-37.0% AMT -20% · CCI -37% · SBAC -40%
Real Estate Services 27 -24.6%-21.7%-38.8% JLL 39% · CBRE 27% · COMP -18%
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CHCTDOCHRWELLVTROHIMedian
NameCommunit.Healthpe.Healthca.WelltowerVentas Omega He. 
Mkt Price14.7220.2819.20245.0188.7648.2034.24
Mkt Cap0.414.06.5177.545.614.614.3
Rev LTM1263,0651,10613,6556,7841,3112,188
Op Inc LTM34512151852907795653
FCF LTM401,2711693,2941,1458551,000
FCF 3Y Avg361,1771852,683890806848
CFO LTM611,2714503,3311,9128551,063
CFO 3Y Avg581,1774682,7281,565806991

Growth & Margins

CHCTDOCHRWELLVTROHIMedian
NameCommunit.Healthpe.Healthca.WelltowerVentas Omega He. 
Rev Chg LTM5.5%9.4%-6.7%40.0%22.1%14.0%11.7%
Rev Chg 3Y Avg5.0%12.6%-6.3%30.0%15.8%15.3%14.0%
Rev Chg Q4.4%16.3%-3.7%40.5%23.0%9.3%12.8%
QoQ Delta Rev Chg LTM1.1%3.9%-1.0%8.5%5.3%2.3%3.1%
Op Inc Chg LTM36.5%-1.7%146.2%-46.1%10.9%10.7%10.8%
Op Inc Chg 3Y Avg13.9%10.7%50.2%8.3%26.3%32.7%20.1%
Op Mgn LTM27.1%16.7%13.7%6.2%13.4%60.6%15.2%
Op Mgn 3Y Avg22.2%17.9%7.6%12.6%12.9%60.6%15.4%
QoQ Delta Op Mgn LTM1.3%-1.1%1.8%1.0%-0.6%-2.4%0.2%
CFO/Rev LTM48.1%41.5%40.7%24.4%28.2%65.2%41.1%
CFO/Rev 3Y Avg48.4%41.9%39.4%27.0%27.3%69.7%40.7%
FCF/Rev LTM31.9%41.5%15.2%24.1%16.9%65.2%28.0%
FCF/Rev 3Y Avg29.9%41.9%15.5%26.5%15.3%69.7%28.2%

Valuation

CHCTDOCHRWELLVTROHIMedian
NameCommunit.Healthpe.Healthca.WelltowerVentas Omega He. 
Mkt Cap0.414.06.5177.545.614.614.3
P/S3.24.65.913.06.711.26.3
P/Op Inc11.727.343.3208.350.318.435.3
P/EBIT7.818.450.3351.754.214.834.4
P/E17.837.0-145.6106.5174.119.228.1
P/CFO6.611.014.553.323.917.115.8
Total Yield18.3%8.7%4.4%2.2%2.7%10.7%6.6%
Dividend Yield12.7%6.0%5.1%1.2%2.1%5.5%5.3%
FCF Yield 3Y Avg8.6%8.3%2.9%2.3%2.6%6.5%4.7%
D/E1.40.70.70.10.30.30.5
Net D/E1.40.70.70.10.30.30.5

Returns

CHCTDOCHRWELLVTROHIMedian
NameCommunit.Healthpe.Healthca.WelltowerVentas Omega He. 
1M Rtn8.4%9.3%13.8%10.8%10.9%11.7%10.8%
3M Rtn-5.0%-3.8%-2.6%3.8%-4.4%0.9%-3.2%
6M Rtn-11.9%6.4%-2.3%15.0%2.9%5.0%4.0%
12M Rtn11.5%23.4%12.8%32.4%21.3%19.7%20.5%
3Y Rtn-26.4%48.6%60.8%203.3%121.6%89.0%74.9%
1M Excs Rtn8.6%11.1%12.7%10.8%9.5%11.7%11.0%
3M Excs Rtn0.4%-0.6%-0.2%5.5%-2.1%4.0%0.1%
6M Excs Rtn-15.8%2.5%-6.3%11.1%-1.0%1.1%0.0%
12M Excs Rtn-1.9%8.1%-0.5%20.3%8.2%5.5%6.8%
3Y Excs Rtn-110.0%-22.6%-19.7%122.7%45.3%-3.5%-11.6%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single segment12111611398 
Other operating interest    3
Rental income    88
Total1211161139891


Price Behavior

Price Behavior
Market Price$14.71 
Market Cap ($ Bil)0.4 
First Trading Date05/21/2015 
Distance from 52W High-20.9% 
   50 Days200 Days
DMA Price$13.93$15.82
DMA Trenddowndown
Distance from DMA5.6%-7.0%
 3M1YR
Volatility31.7%29.3%
Downside Capture42.5919.99
Upside Capture4.0227.83
Correlation (S&P 500)15.3%10.5%
CHCT Betas & Captures as of 10/31/2026

 1M2M3M6M1Y3Y
Beta-0.78-0.31-0.19-0.190.130.38
Up Beta-4.440.16-0.76-0.520.180.27
Down Beta-0.04-0.23-1.31-0.70-0.090.46
Up Capture-162%-78%-45%-17%12%7%
Bmk +ve Days12182862130427
Stock +ve Days8192762137375
Down Capture-33%16%130%49%29%80%
Bmk -ve Days10253664121325
Stock -ve Days14233562110368

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHCT
CHCT11.1%29.3%0.36-
Sector ETF (XLRE)10.4%14.6%0.4447.3%
Equity (SPY)9.5%13.6%0.408.1%
Gold (GLD)1.6%28.7%0.05-8.2%
Commodities (DBC)38.4%21.2%1.42-26.4%
Real Estate (VNQ)11.3%14.2%0.5150.4%
Bitcoin (BTCUSD)-26.9%43.6%-0.601.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHCT
CHCT-14.6%29.1%-0.53-
Sector ETF (XLRE)1.6%19.2%-0.0251.6%
Equity (SPY)11.3%17.3%0.4829.5%
Gold (GLD)17.5%19.1%0.742.7%
Commodities (DBC)8.1%19.6%0.30-1.8%
Real Estate (VNQ)1.3%18.9%-0.0454.4%
Bitcoin (BTCUSD)4.1%51.6%0.2614.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CHCT
CHCT2.2%34.8%0.16-
Sector ETF (XLRE)7.3%20.4%0.3160.0%
Equity (SPY)15.0%18.0%0.7044.2%
Gold (GLD)11.9%16.5%0.595.8%
Commodities (DBC)7.5%18.1%0.3311.1%
Real Estate (VNQ)5.9%20.7%0.2463.8%
Bitcoin (BTCUSD)60.1%66.3%1.0014.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date10152026
Short Interest: Shares Quantity0.8 Mil
Short Interest: % Change Since 9302026-8.0%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest2.2 days
Basic Shares Quantity27.1 Mil
Short % of Basic Shares2.9%

Earnings Returns History

Updated 11/6/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/3/202611.1%  
8/4/2026-13.1%-14.9%-13.9%
5/5/2026-0.7%-0.8%0.7%
2/17/2026-4.3%-4.3%-7.0%
10/28/2025-0.3%1.5%12.5%
7/29/2025-3.1%-4.8%-3.2%
4/29/20255.0%4.6%3.8%
2/18/2025-6.3%-4.5%-3.8%
...
SUMMARY STATS   
# Positive987
# Negative161617
Median Positive3.3%2.1%3.8%
Median Negative-3.0%-3.5%-5.2%
Max Positive11.1%5.8%12.5%
Max Negative-20.9%-30.7%-30.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/3/202611.1%  
8/4/2026-13.1%-14.9%-13.9%
5/5/2026-0.7%-0.8%0.7%
2/17/2026-4.3%-4.3%-7.0%
10/28/2025-0.3%1.5%12.5%
7/29/2025-3.1%-4.8%-3.2%
4/29/20255.0%4.6%3.8%
2/18/2025-6.3%-4.5%-3.8%
10/29/20246.7%5.8%8.5%
7/30/2024-20.9%-30.7%-30.5%
4/30/2024-5.5%-7.3%-11.9%
2/13/20243.3%1.1%-0.1%
10/31/2023-3.2%-6.0%-3.9%
8/1/20233.0%0.7%-3.2%
5/2/2023-0.4%-0.6%-8.1%
2/14/2023-0.2%-1.5%-10.5%
11/1/20222.1%2.6%5.3%
8/2/20222.2%3.2%-5.5%
5/3/20221.6%1.5%2.7%
2/15/20223.4%-1.2%-3.2%
11/2/2021-3.1%-2.3%-8.8%
8/3/2021-2.9%-2.8%0.2%
5/4/2021-1.3%-2.6%-1.4%
2/16/2021-1.4%-4.2%-1.7%
11/3/2020-0.1%-2.4%-5.2%
SUMMARY STATS   
# Positive987
# Negative161617
Median Positive3.3%2.1%3.8%
Median Negative-3.0%-3.5%-5.2%
Max Positive11.1%5.8%12.5%
Max Negative-20.9%-30.7%-30.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202611/03/202610-Q
06/30/202608/04/202610-Q
03/31/202605/05/202610-Q
12/31/202502/17/202610-K
09/30/202510/28/202510-Q
06/30/202507/29/202510-Q
03/31/202504/29/202510-Q
12/31/202402/18/202510-K
09/30/202410/29/202410-Q
06/30/202407/30/202410-Q
03/31/202404/30/202410-Q
12/31/202302/13/202410-K
09/30/202310/31/202310-Q
06/30/202308/01/202310-Q
03/31/202305/02/202310-Q
12/31/202202/14/202310-K
Collapse to Preview
Report DateFiling DateFiling
09/30/202611/03/202610-Q
06/30/202608/04/202610-Q
03/31/202605/05/202610-Q
12/31/202502/17/202610-K
09/30/202510/28/202510-Q
06/30/202507/29/202510-Q
03/31/202504/29/202510-Q
12/31/202402/18/202510-K
09/30/202410/29/202410-Q
06/30/202407/30/202410-Q
03/31/202404/30/202410-Q
12/31/202302/13/202410-K
09/30/202310/31/202310-Q
06/30/202308/01/202310-Q
03/31/202305/02/202310-Q
12/31/202202/14/202310-K
09/30/202211/01/202210-Q
06/30/202208/02/202210-Q
03/31/202205/03/202210-Q
12/31/202102/15/202210-K
09/30/202111/02/202110-Q
06/30/202108/03/202110-Q
03/31/202105/04/202110-Q
12/31/202002/16/202110-K
09/30/202011/03/202010-Q
06/30/202008/04/202010-Q
03/31/202005/05/202010-Q
12/31/201902/25/202010-K

Recent Forward Guidance

Updated 11/4/2026

Latest: Q3 2026 Earnings Reported 11/3/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q4 2026 DividendsReported 0.33    
Q4 2026 Expected Return on InvestmentsReported0.090.090.1   


Prior: Q1 2026 Earnings Reported 5/5/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Expected Purchase PriceReported 99.00 Mil -19.2% LoweredGuidance: 122.50 Mil for 2026
2026 Expected Return on InvestmentsReported0.090.090.100AffirmedGuidance: 0.09 for 2026

Q4 2025 Earnings Reported 2/17/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Expected Purchase PriceReported 122.50 Mil    
2026 Expected ReturnReported0.090.090.1   

Insider Activity

Updated 8/18/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Dupuy, David HCEO and PresidentDirectBuy817202615.1310,000151,3008,431,374Form
2Hensley, Robert ZDirectBuy812202615.218,000121,6801,577,307Form
3Cotman, Cathrine DirectBuy1105202514.664,00058,640551,729Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Dupuy, David HCEO and PresidentDirectBuy817202615.1310,000151,3008,431,374Form
2Hensley, Robert ZDirectBuy812202615.218,000121,6801,577,307Form
3Cotman, Cathrine DirectBuy1105202514.664,00058,640551,729Form
Core Cache Last Updated: 11/6/2026