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10-Q Filing

CARETRUST REIT, INC. CIK: 1590717 Q1 2021
Filing Information
Form Type 10-Q
Accession Number 0001628280-21-009294
Period End Date 20210331
Filing Date 20210506
Fiscal Year 2021
Fiscal Period Q1
XBRL Instance ctre-20210331_htm.xml
Filing Contents
Balance Sheet 60 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 $1.58B USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $1.45B 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 $15.15M USD Point-in-time
Preferred stock, issued (shares) PreferredStockSharesIssued 0.00 shares Point-in-time
Other real estate investments, net RealEstateInvestmentsJointVentures $15.00M USD Point-in-time
Preferred stock, issued (shares) PreferredStockSharesIssued 0.00 shares Point-in-time
Preferred stock, outstanding (shares) PreferredStockSharesOutstanding 0.00 shares Point-in-time
Assets held for sale, net AssetsHeldForSaleNotPartOfDisposalGroup - USD Point-in-time
Preferred stock, outstanding (shares) PreferredStockSharesOutstanding 0.00 shares Point-in-time
Assets held for sale, net AssetsHeldForSaleNotPartOfDisposalGroup $7.23M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $18.92M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $30.47M USD Point-in-time
Common stock, par value (in usd per share) CommonStockParOrStatedValuePerShare $0.01 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
Accounts and other receivables, net AccountsReceivableNet $1.82M USD Point-in-time
Accounts and other receivables, net AccountsReceivableNet $1.78M USD Point-in-time
Common stock, authorized (shares) CommonStockSharesAuthorized 500.00M shares Point-in-time
Prepaid expenses and other assets, net PrepaidExpenseAndOtherAssets $7.45M USD Point-in-time
Prepaid expenses and other assets, net PrepaidExpenseAndOtherAssets $10.45M USD Point-in-time
Common stock, issued (shares) CommonStockSharesIssued 95.98M shares Point-in-time
Common stock, issued (shares) CommonStockSharesIssued 95.22M shares Point-in-time
Deferred financing costs, net DeferredFinanceCostsNet $2.04M USD Point-in-time
Deferred financing costs, net DeferredFinanceCostsNet $1.80M USD Point-in-time
Common stock, outstanding (shares) CommonStockSharesOutstanding 95.98M shares Point-in-time
Common stock, outstanding (shares) CommonStockSharesOutstanding 95.22M shares Point-in-time
Total assets Assets $1.63B USD Point-in-time
Total assets Assets $1.50B USD Point-in-time
Senior unsecured notes payable, net UnsecuredLongTermDebt $296.86M USD Point-in-time
Senior unsecured notes payable, net UnsecuredLongTermDebt $296.67M USD Point-in-time
Senior unsecured term loan, net LongTermLoansPayable $198.98M USD Point-in-time
Senior unsecured term loan, net LongTermLoansPayable $198.93M USD Point-in-time
Unsecured revolving credit facility LineOfCredit $50.00M USD Point-in-time
Unsecured revolving credit facility LineOfCredit $170.00M USD Point-in-time
Accounts payable and accrued liabilities AccountsPayableAndOtherAccruedLiabilities $16.90M USD Point-in-time
Accounts payable and accrued liabilities AccountsPayableAndOtherAccruedLiabilities $19.57M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $25.92M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $24.25M USD Point-in-time
Total liabilities Liabilities $589.42M USD Point-in-time
Total liabilities Liabilities $708.66M 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, 2021 and December 31, 2020 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, 2021 and December 31, 2020 PreferredStockValue - USD Point-in-time
Common stock, $0.01 par value; 500,000,000 shares authorized, 95,981,062 and 95,215,797 shares issued and outstanding as of March 31, 2021 and December 31, 2020, respectively CommonStockValue $952.00K USD Point-in-time
Common stock, $0.01 par value; 500,000,000 shares authorized, 95,981,062 and 95,215,797 shares issued and outstanding as of March 31, 2021 and December 31, 2020, respectively CommonStockValue $960.00K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $1.16B USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $1.18B USD Point-in-time
Cumulative distributions in excess of earnings AccumulatedDistributionsInExcessOfNetIncome $251.21M USD Point-in-time
Cumulative distributions in excess of earnings AccumulatedDistributionsInExcessOfNetIncome $256.36M USD Point-in-time
Total equity StockholdersEquity $921.79M USD Point-in-time
Total equity StockholdersEquity $927.59M USD Point-in-time
Total equity StockholdersEquity $914.14M USD Point-in-time
Total equity StockholdersEquity $925.44M USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $1.50B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $1.63B USD Point-in-time
Income Statement 32 line items
Line Item Tag Value Unit Period
Rental income OperatingLeaseLeaseIncome $45.25M USD 1 Quarter
Rental income OperatingLeaseLeaseIncome $42.46M USD 1 Quarter
Independent living facilities RevenueFromContractWithCustomerExcludingAssessedTax - USD 1 Quarter
Independent living facilities RevenueFromContractWithCustomerExcludingAssessedTax $625.00K USD 1 Quarter
Interest and other income InterestAndOtherIncome $505.00K USD 1 Quarter
Interest and other income InterestAndOtherIncome $1.25M USD 1 Quarter
Total revenues Revenues $44.34M USD 1 Quarter
Total revenues Revenues $45.75M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $13.47M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $13.16M USD 1 Quarter
Interest expense InterestExpense $5.76M USD 1 Quarter
Interest expense InterestExpense $6.71M USD 1 Quarter
Property taxes RealEstateTaxExpense $696.00K USD 1 Quarter
Property taxes RealEstateTaxExpense $485.00K USD 1 Quarter
Independent living facilities CostOfGoodsAndServicesSold - USD 1 Quarter
Independent living facilities CostOfGoodsAndServicesSold $546.00K USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $5.14M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $4.05M USD 1 Quarter
Total expenses CostsAndExpenses $24.96M USD 1 Quarter
Total expenses CostsAndExpenses $25.07M USD 1 Quarter
Loss on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $-56.00K USD 1 Quarter
Loss on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $-192.00K USD 1 Quarter
Net income NetIncomeLoss $20.49M USD 1 Quarter
Net income NetIncomeLoss $19.32M USD 1 Quarter
Basic (in usd per share) EarningsPerShareBasic $0.20 USD 1 Quarter
Basic (in usd per share) EarningsPerShareBasic $0.21 USD 1 Quarter
Diluted (in usd per share) EarningsPerShareDiluted $0.21 USD 1 Quarter
Diluted (in usd per share) EarningsPerShareDiluted $0.20 USD 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 95.16M shares 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 95.38M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 95.16M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 95.39M shares 1 Quarter
Cash Flow Statement 66 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $20.49M USD 1 Quarter
Net income NetIncomeLoss $19.32M USD 1 Quarter
Depreciation and amortization (including below-market ground leases) DepreciationDepletionAndAmortization $13.18M USD 1 Quarter
Depreciation and amortization (including below-market ground leases) DepreciationDepletionAndAmortization $13.49M USD 1 Quarter
Amortization of deferred financing costs AmortizationOfFinancingCostsAndDiscounts $487.00K USD 1 Quarter
Amortization of deferred financing costs AmortizationOfFinancingCostsAndDiscounts $487.00K USD 1 Quarter
Amortization of stock-based compensation AllocatedShareBasedCompensationExpense $884.00K USD 1 Quarter
Amortization of stock-based compensation AllocatedShareBasedCompensationExpense $1.58M USD 1 Quarter
Straight-line rental income StraightLineRent $12.00K USD 1 Quarter
Straight-line rental income StraightLineRent $26.00K USD 1 Quarter
Loss on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $-56.00K USD 1 Quarter
Loss on sale of real estate GainsLossesOnSalesOfInvestmentRealEstate $-192.00K USD 1 Quarter
Interest income distribution from other real estate investment EquityMethodInvestmentDividendsOrDistributions $1.35M USD 1 Quarter
Interest income distribution from other real estate investment EquityMethodInvestmentDividendsOrDistributions - USD 1 Quarter
Accounts and other receivables, net IncreaseDecreaseInAccountsReceivable $-335.00K USD 1 Quarter
Accounts and other receivables, net IncreaseDecreaseInAccountsReceivable $100.00K USD 1 Quarter
Prepaid expenses and other assets, net IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $-278.00K USD 1 Quarter
Prepaid expenses and other assets, net IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $-454.00K USD 1 Quarter
Accounts payable and accrued liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $-2.45M USD 1 Quarter
Accounts payable and accrued liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $482.00K USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $33.95M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $36.52M USD 1 Quarter
Acquisitions of real estate, net of deposits applied PaymentsToAcquireCommercialRealEstate $138.15M USD 1 Quarter
Acquisitions of real estate, net of deposits applied PaymentsToAcquireCommercialRealEstate $25.91M USD 1 Quarter
Purchases of equipment, furniture and fixtures and improvements to real estate PaymentsToAcquireEquipmentFurnitureAndFixturesAndDevelopRealEstateAssets $1.32M USD 1 Quarter
Purchases of equipment, furniture and fixtures and improvements to real estate PaymentsToAcquireEquipmentFurnitureAndFixturesAndDevelopRealEstateAssets $2.42M USD 1 Quarter
Investment in real estate mortgage and other loans receivable PaymentsToAcquireLoansReceivable $100.00K USD 1 Quarter
Investment in real estate mortgage and other loans receivable PaymentsToAcquireLoansReceivable $700.00K USD 1 Quarter
Principal payments received on real estate mortgage and other loans receivable ProceedsFromCollectionOfLoansReceivable $56.00K USD 1 Quarter
Principal payments received on real estate mortgage and other loans receivable ProceedsFromCollectionOfLoansReceivable $662.00K USD 1 Quarter
Repayment of other real estate investment ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $2.33M USD 1 Quarter
Repayment of other real estate investment ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital - USD 1 Quarter
Escrow deposits for potential acquisitions of real estate PaymentsForDepositsOnRealEstateAcquisitions - USD 1 Quarter
Escrow deposits for potential acquisitions of real estate PaymentsForDepositsOnRealEstateAcquisitions $1.00M USD 1 Quarter
Net proceeds from sales of real estate ProceedsFromSaleOfRealEstateHeldforinvestment $2.13M USD 1 Quarter
Net proceeds from sales of real estate ProceedsFromSaleOfRealEstateHeldforinvestment $6.81M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-24.30M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-133.30M USD 1 Quarter
Proceeds from (costs paid for) the issuance of common stock, net ProceedsFromIssuanceOfCommonStock $16.19M USD 1 Quarter
Proceeds from (costs paid for) the issuance of common stock, net PaymentsOfStockIssuanceCosts $90.00K USD 1 Quarter
Borrowings under unsecured revolving credit facility ProceedsFromLongTermLinesOfCredit $15.00M USD 1 Quarter
Borrowings under unsecured revolving credit facility ProceedsFromLongTermLinesOfCredit $120.00M USD 1 Quarter
Net-settle adjustment on restricted stock PaymentsRelatedToTaxWithholdingForShareBasedCompensation $1.33M USD 1 Quarter
Net-settle adjustment on restricted stock PaymentsRelatedToTaxWithholdingForShareBasedCompensation $1.99M USD 1 Quarter
Dividends paid on common stock PaymentsOfDividendsCommonStock $23.96M USD 1 Quarter
Dividends paid on common stock PaymentsOfDividendsCommonStock $21.53M USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $-8.61M USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $110.90M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $11.55M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $3.61M USD 1 Quarter
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $20.33M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $23.94M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.47M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $18.92M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $20.33M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $23.94M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.47M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $18.92M USD Point-in-time
Interest paid InterestPaidNet $2.29M USD 1 Quarter
Interest paid InterestPaidNet $1.32M USD 1 Quarter
Increase in dividends payable IncreaseDecreaseInDividendsPayable $2.40M USD 1 Quarter
Increase in dividends payable IncreaseDecreaseInDividendsPayable $1.67M USD 1 Quarter
Transfer of pre-acquisition costs to acquired assets TransferOfPreacquisitionCostsToAcquiredAssets $167.00K USD 1 Quarter
Transfer of pre-acquisition costs to acquired assets TransferOfPreacquisitionCostsToAcquiredAssets $358.00K USD 1 Quarter
Sale of real estate settled with note receivable NoncashOrPartNoncashDivestitureAmountOfConsiderationReceived1 $32.40M USD 1 Quarter
Sale of real estate settled with note receivable NoncashOrPartNoncashDivestitureAmountOfConsiderationReceived1 - USD 1 Quarter
Stockholders Equity 20 line items
Line Item Tag Value Unit Period
Common dividends (in usd per share) CommonStockDividendsPerShareDeclared $0.25 USD 1 Quarter
Common dividends (in usd per share) CommonStockDividendsPerShareDeclared $0.27 USD 1 Quarter
Beginning balance StockholdersEquity $921.79M USD Point-in-time
Beginning balance StockholdersEquity $927.59M USD Point-in-time
Beginning balance StockholdersEquity $914.14M USD Point-in-time
Beginning balance StockholdersEquity $925.44M USD Point-in-time
Issuance of common stock, net AdjustmentsToAdditionalPaidInCapitalStockIssuedIssuanceCosts $90.00K USD 1 Quarter
Issuance of common stock, net StockIssuedDuringPeriodValueNewIssues $16.19M USD 1 Quarter
Vesting of restricted common stock, net of shares withheld for employee taxes RestrictedStockValueSharesIssuedNetOfTaxWithholdings $-1.99M USD 1 Quarter
Vesting of restricted common stock, net of shares withheld for employee taxes RestrictedStockValueSharesIssuedNetOfTaxWithholdings $-1.33M USD 1 Quarter
Amortization of stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $1.58M USD 1 Quarter
Amortization of stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $884.00K USD 1 Quarter
Common dividends DividendsCommonStock $25.63M USD 1 Quarter
Common dividends DividendsCommonStock $23.93M USD 1 Quarter
Net income NetIncomeLoss $20.49M USD 1 Quarter
Net income NetIncomeLoss $19.32M USD 1 Quarter
Ending balance StockholdersEquity $921.79M USD Point-in-time
Ending balance StockholdersEquity $927.59M USD Point-in-time
Ending balance StockholdersEquity $914.14M USD Point-in-time
Ending balance StockholdersEquity $925.44M USD Point-in-time

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

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