Sabra Health Care: This Silver Tsunami Opportunity Is Just Getting Started

IWA Research 3.59K Followers Follow Summary Sabra Health Care REIT remains a Buy, supported by improving fundamentals and an attractive valuation amid a strategic pivot to managed senior housing. SBRA reported Q2 2026 normalized AFFO of $0.40 per share, a ~5% YoY increase, with occupancy rising to 85.4% and guidance reaffirmed. Significant investments—$599 million YTD at ~7.5% yield—position SBRA for the Silver Tsunami, despite near-term macro and rate headwinds. Net Debt/EBITDA improved to 4.61x, liquidity is robust, and the payout ratio remains manageable at 74.39% of H1 Normalized AFFO. Guido Mieth/DigitalVision via Getty Images Introduction Back when I last covered Sabra Health Care REIT ( SBRA ), I reiterated its Buy rating, highlighting how the company is “Pivoting To Win From An Unstoppable Demographic Tailwind” while the valuation remained attractive. This article was written by IWA Research 3.59K Followers Follow I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SBRA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.