CareTrust REIT (NYSE:CTRE) reported record second-quarter investment activity and raised its full-year 2026 guidance, citing continued deal flow across U.S. skilled nursing, U.K. care homes, senior housing operating properties (SHOP), and strategic real estate loans. That activity included a 16-property U.K. care homes portfolio leased to a new CareTrust operator relationship and a $65 million, two-community addition to its SHOP platform. The company can instead allocate capital among its three growth areas, including skilled nursing and U.K. care homes. On skilled nursing, Sedgwick described the current operating environment as stable from both a regulatory and reimbursement perspective. He said CareTrust views skilled nursing as an important component of the healthcare continuum and continues to see attractive risk-adjusted returns from the sector.