LTC SHOP Growth in 2026 Reflecting ‘Dramatic Shift’ From Two Years Ago
LTC Properties (NYSE: LTC) said on its earnings call it is accelerating its senior living operating portfolio (SHOP) strategy. It raised its 2026 SHOP acquisition midpoint to $900 million and expects about $700 million closed by Q3. SHOP should reach 40% of pro forma annualized NOI by Sept and 50% by year-end. 2026 disposition proceeds and loan payoffs are forecast at $730 million. Q2 SHOP NOI was $13.3 million.

