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10-Q Filing

CARETRUST REIT, INC. CIK: 1590717 Q1 2019
Filing Information
Form Type 10-Q
Accession Number 0001628280-19-006046
Period End Date 20190331
Filing Date 20190507
Fiscal Year 2019
Fiscal Period Q1
XBRL Instance ctre-20190331.xml
Filing Contents
Balance Sheet 58 line items
Line Item Tag Value Unit Period
Preferred stock, par value (in usd per share) PreferredStockParOrStatedValuePerShare $0.01 USD Point-in-time
Preferred stock, par value (in usd per share) PreferredStockParOrStatedValuePerShare $0.01 USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $1.26B USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $1.22B USD Point-in-time
Preferred stock, authorized (shares) PreferredStockSharesAuthorized 100.00M shares Point-in-time
Preferred stock, authorized (shares) PreferredStockSharesAuthorized 100.00M shares Point-in-time
Other real estate investments, net RealEstateInvestmentsJointVentures $29.42M USD Point-in-time
Preferred stock, issued (shares) PreferredStockSharesIssued 0.00 shares Point-in-time
Other real estate investments, net RealEstateInvestmentsJointVentures $18.05M USD Point-in-time
Preferred stock, issued (shares) PreferredStockSharesIssued 0.00 shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $214.35M USD Point-in-time
Preferred stock, outstanding (shares) PreferredStockSharesOutstanding 0.00 shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $36.79M USD Point-in-time
Preferred stock, outstanding (shares) PreferredStockSharesOutstanding 0.00 shares Point-in-time
Common stock, par value (in usd per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Accounts and other receivables, net AccountsReceivableNet $11.39M USD Point-in-time
Accounts and other receivables, net AccountsReceivableNet $8.36M USD Point-in-time
Common stock, par value (in usd per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Common stock, authorized (shares) CommonStockSharesAuthorized 500.00M shares Point-in-time
Common stock, authorized (shares) CommonStockSharesAuthorized 500.00M shares Point-in-time
Prepaid expenses and other assets PrepaidExpenseAndOtherAssets $8.76M USD Point-in-time
Prepaid expenses and other assets PrepaidExpenseAndOtherAssets $8.67M USD Point-in-time
Common stock, issued (shares) CommonStockSharesIssued 88.40M shares Point-in-time
Deferred financing costs, net DeferredFinanceCostsNet $3.76M USD Point-in-time
Common stock, issued (shares) CommonStockSharesIssued 85.87M shares Point-in-time
Deferred financing costs, net DeferredFinanceCostsNet $633.00K USD Point-in-time
Common stock, outstanding (shares) CommonStockSharesOutstanding 85.87M shares Point-in-time
Total assets Assets $1.29B USD Point-in-time
Common stock, outstanding (shares) CommonStockSharesOutstanding 88.40M shares Point-in-time
Total assets Assets $1.52B USD Point-in-time
Senior unsecured notes payable, net UnsecuredLongTermDebt $295.34M USD Point-in-time
Senior unsecured notes payable, net UnsecuredLongTermDebt $295.15M USD Point-in-time
Senior unsecured term loan, net LongTermLoansPayable $198.56M USD Point-in-time
Senior unsecured term loan, net LongTermLoansPayable $99.61M USD Point-in-time
Unsecured revolving credit facility LineOfCredit $185.00M USD Point-in-time
Unsecured revolving credit facility LineOfCredit $95.00M USD Point-in-time
Accounts payable and accrued liabilities AccountsPayableAndOtherAccruedLiabilities $15.97M USD Point-in-time
Accounts payable and accrued liabilities AccountsPayableAndOtherAccruedLiabilities $13.97M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $20.09M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $17.78M USD Point-in-time
Total liabilities Liabilities $712.96M USD Point-in-time
Total liabilities Liabilities $523.51M USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Preferred stock, $0.01 par value; 100,000,000 shares authorized, no shares issued and outstanding as of March 31, 2019 and December 31, 2018 PreferredStockValue - USD Point-in-time
Preferred stock, $0.01 par value; 100,000,000 shares authorized, no shares issued and outstanding as of March 31, 2019 and December 31, 2018 PreferredStockValue - USD Point-in-time
Common stock, $0.01 par value; 500,000,000 shares authorized, 88,398,273 and 85,867,044 shares issued and outstanding as of March 31, 2019 and December 31, 2018, respectively CommonStockValue $859.00K USD Point-in-time
Common stock, $0.01 par value; 500,000,000 shares authorized, 88,398,273 and 85,867,044 shares issued and outstanding as of March 31, 2019 and December 31, 2018, respectively CommonStockValue $884.00K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $965.58M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $1.01B USD Point-in-time
Cumulative distributions in excess of earnings AccumulatedDistributionsInExcessOfNetIncome $202.15M USD Point-in-time
Cumulative distributions in excess of earnings AccumulatedDistributionsInExcessOfNetIncome $198.19M USD Point-in-time
Total equity StockholdersEquity $594.62M USD Point-in-time
Total equity StockholdersEquity $768.25M USD Point-in-time
Total equity StockholdersEquity $811.03M USD Point-in-time
Total equity StockholdersEquity $593.89M USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $1.52B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $1.29B USD Point-in-time
Income Statement 33 line items
Line Item Tag Value Unit Period
Rental income OperatingLeaseLeaseIncome $38.35M USD 1 Quarter
Rental income OperatingLeasesIncomeStatementLeaseRevenue $33.82M USD 1 Quarter
Tenant reimbursements TenantReimbursementRevenue $2.97M USD 1 Quarter
Independent living facilities RevenueFromContractWithCustomerExcludingAssessedTax $799.00K USD 1 Quarter
Independent living facilities RevenueFromContractWithCustomerExcludingAssessedTax $860.00K USD 1 Quarter
Interest and other income InterestAndOtherIncome $451.00K USD 1 Quarter
Interest and other income InterestAndOtherIncome $518.00K USD 1 Quarter
Total revenues Revenues $38.10M USD 1 Quarter
Total revenues Revenues $39.66M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $11.58M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $11.90M USD 1 Quarter
Interest expense InterestExpense $6.86M USD 1 Quarter
Interest expense InterestExpense $7.09M USD 1 Quarter
Property taxes RealEstateTaxExpense $826.00K USD 1 Quarter
Property taxes RealEstateTaxExpense $2.97M USD 1 Quarter
Independent living facilities CostOfGoodsAndServicesSold $716.00K USD 1 Quarter
Independent living facilities CostOfGoodsAndServicesSold $707.00K USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $3.19M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $3.31M USD 1 Quarter
Total expenses OperatingExpenses $25.55M USD 1 Quarter
Total expenses OperatingExpenses $23.61M USD 1 Quarter
Gain on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate - USD 1 Quarter
Gain on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $2.05M USD 1 Quarter
Net income NetIncomeLoss $16.05M USD 1 Quarter
Net income NetIncomeLoss $14.61M USD 1 Quarter
Basic (in usd per share) EarningsPerShareBasic $0.18 USD 1 Quarter
Basic (in usd per share) EarningsPerShareBasic $0.19 USD 1 Quarter
Diluted (in usd per share) EarningsPerShareDiluted $0.18 USD 1 Quarter
Diluted (in usd per share) EarningsPerShareDiluted $0.19 USD 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 75.50M shares 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 88.01M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 75.50M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 88.01M shares 1 Quarter
Cash Flow Statement 72 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $16.05M USD 1 Quarter
Net income NetIncomeLoss $14.61M USD 1 Quarter
Depreciation and amortization (including a below-market ground lease) DepreciationDepletionAndAmortization $11.91M USD 1 Quarter
Depreciation and amortization (including a below-market ground lease) DepreciationDepletionAndAmortization $11.58M USD 1 Quarter
Amortization of deferred financing costs AmortizationOfFinancingCostsAndDiscounts $541.00K USD 1 Quarter
Amortization of deferred financing costs AmortizationOfFinancingCostsAndDiscounts $484.00K USD 1 Quarter
Amortization of stock-based compensation AllocatedShareBasedCompensationExpense $904.00K USD 1 Quarter
Amortization of stock-based compensation AllocatedShareBasedCompensationExpense $994.00K USD 1 Quarter
Straight-line rental income StraightLineRent $463.00K USD 1 Quarter
Straight-line rental income StraightLineRent $591.00K USD 1 Quarter
Noncash interest income OtherNoncashIncome $10.00K USD 1 Quarter
Noncash interest income OtherNoncashIncome $106.00K USD 1 Quarter
Gain on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate - USD 1 Quarter
Gain on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $2.05M USD 1 Quarter
Accounts and other receivables, net IncreaseDecreaseInAccountsReceivable $155.00K USD 1 Quarter
Accounts and other receivables, net IncreaseDecreaseInAccountsReceivable $1.22M USD 1 Quarter
Prepaid expenses and other assets IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $36.00K USD 1 Quarter
Prepaid expenses and other assets IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $116.00K USD 1 Quarter
Accounts payable and accrued liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $-2.58M USD 1 Quarter
Accounts payable and accrued liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $2.39M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $22.06M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $30.07M USD 1 Quarter
Acquisitions of real estate PaymentsToAcquireRealEstate $47.10M USD 1 Quarter
Acquisitions of real estate PaymentsToAcquireRealEstate $52.70M USD 1 Quarter
Improvements to real estate PaymentsToDevelopRealEstateAssets $452.00K USD 1 Quarter
Improvements to real estate PaymentsToDevelopRealEstateAssets $11.00K USD 1 Quarter
Purchases of equipment, furniture and fixtures PaymentsToAcquirePropertyPlantAndEquipment $27.00K USD 1 Quarter
Purchases of equipment, furniture and fixtures PaymentsToAcquirePropertyPlantAndEquipment $1.81M USD 1 Quarter
Investment in real estate mortgage and other loans receivable PaymentsToAcquireLoansReceivable $11.39M USD 1 Quarter
Investment in real estate mortgage and other loans receivable PaymentsToAcquireLoansReceivable - USD 1 Quarter
Principal payments received on real estate mortgage and other loans receivable ProceedsFromCollectionOfLoansReceivable $23.00K USD 1 Quarter
Principal payments received on real estate mortgage and other loans receivable ProceedsFromCollectionOfLoansReceivable $411.00K USD 1 Quarter
Escrow deposits for acquisitions of real estate PaymentsForDepositsOnRealEstateAcquisitions $375.00K USD 1 Quarter
Escrow deposits for acquisitions of real estate PaymentsForDepositsOnRealEstateAcquisitions $1.00M USD 1 Quarter
Net proceeds from the sale of real estate ProceedsFromSaleOfRealEstateHeldforinvestment $13.00M USD 1 Quarter
Net proceeds from the sale of real estate ProceedsFromSaleOfRealEstateHeldforinvestment $131.00K USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-35.11M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-66.18M USD 1 Quarter
Proceeds from the issuance of common stock, net ProceedsFromIssuanceOfCommonStock $-10.00K USD 1 Quarter
Proceeds from the issuance of common stock, net ProceedsFromIssuanceOfCommonStock $47.26M USD 1 Quarter
Proceeds from the issuance of senior unsecured term loan ProceedsFromIssuanceOfUnsecuredDebt - USD 1 Quarter
Proceeds from the issuance of senior unsecured term loan ProceedsFromIssuanceOfUnsecuredDebt $200.00M USD 1 Quarter
Borrowings under unsecured revolving credit facility ProceedsFromLongTermLinesOfCredit $185.00M USD 1 Quarter
Borrowings under unsecured revolving credit facility ProceedsFromLongTermLinesOfCredit $60.00M USD 1 Quarter
Payments on senior unsecured term loan RepaymentsOfUnsecuredDebt - USD 1 Quarter
Payments on senior unsecured term loan RepaymentsOfUnsecuredDebt $100.00M USD 1 Quarter
Payments on unsecured revolving credit facility RepaymentsOfLongTermLinesOfCredit $25.00M USD 1 Quarter
Payments on unsecured revolving credit facility RepaymentsOfLongTermLinesOfCredit $95.00M USD 1 Quarter
Payments of deferred financing costs PaymentsOfFinancingCosts - USD 1 Quarter
Payments of deferred financing costs PaymentsOfFinancingCosts $4.39M USD 1 Quarter
Net-settle adjustment on restricted stock PaymentsRelatedToTaxWithholdingForShareBasedCompensation $605.00K USD 1 Quarter
Net-settle adjustment on restricted stock PaymentsRelatedToTaxWithholdingForShareBasedCompensation $1.50M USD 1 Quarter
Dividends paid on common stock PaymentsOfDividendsCommonStock $14.04M USD 1 Quarter
Dividends paid on common stock PaymentsOfDividendsCommonStock $17.71M USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $213.66M USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $20.34M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $177.56M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $7.29M USD 1 Quarter
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $6.91M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $14.20M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $36.79M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $214.35M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $6.91M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $14.20M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $36.79M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $214.35M USD Point-in-time
Interest paid InterestPaidNet $2.67M USD 1 Quarter
Interest paid InterestPaidNet $2.24M USD 1 Quarter
Increase in dividends payable IncreaseDecreaseInDividendsPayable $2.30M USD 1 Quarter
Increase in dividends payable IncreaseDecreaseInDividendsPayable $1.56M USD 1 Quarter
Increase in deferred financing costs payable IncreaseDecreaseInDeferredFinancingCostsPayable $144.00K USD 1 Quarter
Increase in deferred financing costs payable IncreaseDecreaseInDeferredFinancingCostsPayable - USD 1 Quarter
Stockholders Equity 20 line items
Line Item Tag Value Unit Period
Common dividends (in usd per share) CommonStockDividendsPerShareDeclared $0.23 USD 1 Quarter
Common dividends (in usd per share) CommonStockDividendsPerShareDeclared $0.20 USD 1 Quarter
Beginning balance StockholdersEquity $594.62M USD Point-in-time
Beginning balance StockholdersEquity $768.25M USD Point-in-time
Beginning balance StockholdersEquity $811.03M USD Point-in-time
Beginning balance StockholdersEquity $593.89M USD Point-in-time
Issuance of common stock, net StockIssuedDuringPeriodValueNewIssues $47.24M USD 1 Quarter
Issuance of common stock, net StockIssuedDuringPeriodValueNewIssues $-27.00K USD 1 Quarter
Vesting of restricted common stock, net of shares withheld for employee taxes RestrictedStockValueSharesIssuedNetOfTaxWithholdings $-605.00K USD 1 Quarter
Vesting of restricted common stock, net of shares withheld for employee taxes RestrictedStockValueSharesIssuedNetOfTaxWithholdings $-1.50M USD 1 Quarter
Amortization of stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $904.00K USD 1 Quarter
Amortization of stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $994.00K USD 1 Quarter
Common dividends ($0.225 and $0.205 per share for the three months ended 3/31/2019 and 3/31/2018, respectively) (in usd per share) DividendsCommonStock $20.01M USD 1 Quarter
Common dividends ($0.225 and $0.205 per share for the three months ended 3/31/2019 and 3/31/2018, respectively) (in usd per share) DividendsCommonStock $15.61M USD 1 Quarter
Net income NetIncomeLoss $16.05M USD 1 Quarter
Net income NetIncomeLoss $14.61M USD 1 Quarter
Ending balance StockholdersEquity $594.62M USD Point-in-time
Ending balance StockholdersEquity $768.25M USD Point-in-time
Ending balance StockholdersEquity $811.03M USD Point-in-time
Ending balance StockholdersEquity $593.89M USD Point-in-time

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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