20. Segment Information

We use the management approach in determining the reportable operating segments. The management approach considers the internal organization and reporting used by our CODM for making operating decisions, allocating resources and assessing performance as the source for determining our reportable segments. In making this determination, we:

i.determine our CODM;
ii.identify and analyze potential business components;
iii.identify our operating segments; and
iv.determine whether there are multiple operating segments requiring presentation as reportable segment.

During the years ended December 31, 2025, 2024 and 2023, the CODM has been collectively identified as our Executive Chairman and Co-CEOs, who share the responsibility for allocating resources and assessing segment performance.

During the second quarter of 2025, we began utilizing the RIDEA structure and established our SHOP segment. Accordingly, we conduct and manage our business as two operating segments: Real Estate Investments and SHOP. Therefore, our CODM evaluated the performance of our investments based on net operating income (“NOI”). The following tables provide information by reportable segment for the years ended December 31, 2025, 2024 and 2023 (in thousands):

Year Ended December 31, 2025

Real estate

Non-segment

  ​ ​ ​

investment portfolio

  ​ ​ ​

SHOP

  ​ ​ ​

/corporate (1)

  ​ ​ ​

Total

Revenues:

Rental income

$

116,171

$

$

$

116,171

Resident fees and services

72,116

72,116

Interest income from financing receivables

28,315

28,315

Interest income from mortgage loans

39,023

39,023

Interest and other income

5,294

1,935

7,229

Total revenues

188,803

72,116

1,935

262,854

Income from unconsolidated joint ventures

6,757

6,757

Property level expenses

(10,795)

(54,088)

(64,883)

NOI

184,765

18,028

1,935

204,728

Interest expense

(35,306)

Depreciation and amortization

(37,874)

Write-off of effective interest receivable

(41,455)

Provision for credit losses

(4,515)

Transaction costs

(8,221)

General and administrative expenses

(31,120)

Gain on sale of real estate, net

77,822

Income tax provision

(179)

Net income

$

123,880

(1)The non-segment/corporate category includes income from temporary investments and other corporate-level income not attributable to a reportable segment.

Year Ended December 31, 2024

Real estate

Non-segment

  ​ ​ ​

investment portfolio

  ​ ​ ​

SHOP

  ​ ​ ​

/corporate (1)

  ​ ​ ​

Total

Revenues:

Rental income

$

132,278

$

$

$

132,278

Resident fees and services

Interest income from financing receivables

21,663

21,663

Interest income from mortgage loans

45,216

45,216

Interest and other income

5,267

5,423

10,690

Total revenues

204,424

5,423

209,847

Income from unconsolidated joint ventures

2,442

2,442

Property level expenses

(12,930)

(12,930)

NOI

193,936

5,423

199,359

Expenses:

Interest Expense

(40,336)

Depreciation and Amortization

(36,367)

Impairment Loss

(6,953)

Transaction costs

(819)

Provision for credit losses

(741)

General and administrative expenses

(27,243)

Gain on sale of real estate, net

7,979

Net income

$

94,879

(1)The non-segment/corporate category includes income from temporary investments and other corporate-level income not attributable to a reportable segment.

Year Ended December 31, 2023

Real estate

Non-segment

  ​ ​ ​

investment portfolio

  ​ ​ ​

SHOP

  ​ ​ ​

/corporate (1)

  ​ ​ ​

Total

Revenues:

Rental income

$

127,350

$

$

$

127,350

Resident fees and services

Interest income from financing receivables

15,243

15,243

Interest income from mortgage loans

47,725

47,725

Interest and other income

6,207

719

6,926

Total revenues

196,525

719

197,244

Income from unconsolidated joint ventures

1,504

1,504

Property level expenses

(13,269)

(13,269)

NOI

184,760

719

185,479

Expenses:

Interest Expense

(47,014)

Depreciation and Amortization

(37,416)

Impairment Loss

(15,775)

Transaction costs

(1,144)

Provision for credit losses

(5,678)

General and administrative expenses

(24,286)

Gain on sale of real estate, net

37,296

Net income

$

91,462

(1)The non-segment/corporate category includes income from temporary investments and other corporate-level income not attributable to a reportable segment.

Total assets by reportable business segment and segment-level significant expense categories are not listed as our CODM do not review such information to evaluate business performance and allocate resources.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 24, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.