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- **Acquisition Dominance**: $87M in strategic health care asset purchases drive growth
- **High-Yield Expansions**: $43.5M in capital deployments yielding 150-300bps over cap rates
- **Financial Resilience**: 4.9% cash NOI growth, 75.8% tenant EBITDARM coverage
- **Tenant Stability**: 90% lease renewals, stable credit watch list
- **Capital Flexibility**: $200M+ available for 2026 acquisitions, $476M liquidity

**【CEO Summary Section】**
- **Acquisition Activity**: Secured $87 million in health care assets, including the Southlake portfolio (medical outpatient building & ASC) and Reunion Nobis IRFs in Texas and Arizona. 
- **Capital Deployment**: 
  - $5 million for San Antonio IRF redevelopment (20-year lease)
  - $12.5 million Dover expansion (13k sq ft, 12 beds)
  - $16 million Overland Park expansion (2 floors, 17 beds)
- **Tenant Renewals**: 90% of 2025 expirations renewed, including 58k sq ft in Q3.
- **Strategic Moves**: 
  - Terminated CHS lease at Fayetteville, replacing with Washington Regional (17.5-year lease)
  - Alexandria tenant vacated 15.6k sq ft (0.3% ABR), paid full holdover rent through Oct.
  - Pipeline of $43 million in 2026 acquisitions

**【CFO Financial Commentary】**
- **Cash NOI**: $42.8M (4.9% YoY growth, 1.2% same-store)
- **AFFO**: $0.92 per share (down 0.8% YoY due to interest expense)
- **Balance Sheet**: 
  - $476M liquidity (3.9x net debt/EBITDA)
  - 71% AFFO payout ratio
  - $75M share repurchase program authorized
- **Tenant Credit**: 
  - 75.8% of tenants reporting EBITDARM
  - 6.19x coverage ratio (5.31x excluding outlier)

**【Q&A Highlights】**
- **CHS Termination**: $200k payment expected in Q4
- **Capital Deployment**: $200-220M available for 2026 acquisitions
- **Tenant Credit**: Watch list stable, 2025 rent collection strong
- **Share Buybacks**: Repurchase program and ATM program provide flexibility
- **Development Yields**: 150-300bps over acquisition cap rates

Sila Realty Trust, Inc. (SILA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SILA

SILA fundamentals

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