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Upturn AI SWOT - About
Diversified Healthcare Trust (DHC)

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Upturn Advisory Summary
10/31/2025: DHC (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $4.25
1 Year Target Price $4.25
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 37.11% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.03B USD | Price to earnings Ratio - | 1Y Target Price 4.25 |
Price to earnings Ratio - | 1Y Target Price 4.25 | ||
Volume (30-day avg) 3 | Beta 2.64 | 52 Weeks Range 1.98 - 4.64 | Updated Date 11/2/2025 |
52 Weeks Range 1.98 - 4.64 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 0.96% | Basic EPS (TTM) -1.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-10-29 | When - | Estimate -0.21 | Actual - |
Profitability
Profit Margin -18.83% | Operating Margin (TTM) -1.93% |
Management Effectiveness
Return on Assets (TTM) -0.54% | Return on Equity (TTM) -14.32% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3554550027 | Price to Sales(TTM) 0.68 |
Enterprise Value 3554550027 | Price to Sales(TTM) 0.68 | ||
Enterprise Value to Revenue 2.33 | Enterprise Value to EBITDA 17.21 | Shares Outstanding 241414357 | Shares Floating 186094257 |
Shares Outstanding 241414357 | Shares Floating 186094257 | ||
Percent Insiders 10.21 | Percent Institutions 75.77 |
Upturn AI SWOT
Diversified Healthcare Trust
Company Overview
History and Background
Diversified Healthcare Trust (DHC) was founded in 1988 as Senior Housing Properties Trust. Initially focused on senior housing, it has evolved to include medical office buildings and wellness centers. Significant milestones include strategic acquisitions and portfolio diversification.
Core Business Areas
- Senior Housing Operating Portfolio (SHOP): This segment owns and leases senior living communities, offering independent living, assisted living, and memory care services. Performance depends heavily on occupancy rates and operating expenses.
- Medical Office Buildings (MOBs): This segment leases medical office buildings to healthcare providers. This provides a more stable revenue stream compared to senior housing, being less occupancy dependent.
- Wellness Centers: Owns and leases wellness centers that provide preventive health care services to promote healthy aging
Leadership and Structure
Jennifer Francis is the President and Chief Executive Officer. The company operates as a real estate investment trust (REIT) with a board of trustees overseeing management.
Top Products and Market Share
Key Offerings
- Senior Living Communities: Provides housing and care services for seniors, including independent living, assisted living, and memory care. Market share data varies regionally but it is a top player in this market with ~3% market share. Competitors include Brookdale Senior Living (BKD), Welltower (WELL), Ventas (VTR), LTC Properties (LTC).
- Medical Office Buildings: Leases office space to medical professionals and healthcare providers. This segment provides a relatively stable income stream for DHC. Competitors include Healthcare Trust of America (HTA) before the merger, Physicians Realty Trust (DOC), and Omega Healthcare Investors (OHI).
- Wellness Center: Owns and operates wellness centers. The size of the market varies on the geographic location. Competitors include other private wellness centers, and major gyms (Planet Fitness, YMCA)
Market Dynamics
Industry Overview
The healthcare REIT industry is experiencing growth due to the aging population and increasing demand for healthcare services. However, it is also facing challenges such as rising operating costs, staffing shortages in the senior housing segment, and changing reimbursement models.
Positioning
DHC is a diversified healthcare REIT, focused on senior housing and medical office buildings. The company is looking to reposition to address weaknesses to stabilize performance of the senior housing portfolio and maintain solid performance in the MOB portfolio.
Total Addressable Market (TAM)
The total addressable market for healthcare real estate is estimated to be in the hundreds of billions of dollars. DHC is positioned to capture a portion of this market, but senior housing faces challenges and competitive advantages are needed to grow.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across senior housing and medical office buildings
- Established presence in key markets
- Experienced management team
- Medical Office Building segment provides stable revenue
Weaknesses
- High debt levels
- Underperforming senior housing portfolio
- Occupancy rate concerns in senior housing sector
- Susceptible to fluctuations in interest rates
Opportunities
- Growing demand for senior housing due to aging population
- Strategic acquisitions to expand portfolio
- Partnerships with healthcare providers
- Increasing occupancy in senior housing
Threats
- Rising interest rates
- Increased competition from other healthcare REITs
- Economic downturn affecting occupancy rates
- Regulatory changes impacting healthcare industry
- Staffing shortages in senior housing
Competitors and Market Share
Key Competitors
- Welltower (WELL)
- Ventas (VTR)
- LTC Properties (LTC)
- Omega Healthcare Investors (OHI)
Competitive Landscape
DHC faces stiff competition from larger and more financially stable healthcare REITs. While it has a diversified portfolio, underperformance in senior housing poses a significant challenge. Its MOB portfolio provides stability and potential for growth.
Growth Trajectory and Initiatives
Historical Growth: DHC's historical growth has been inconsistent due to operational challenges, particularly in the senior housing portfolio.
Future Projections: Analysts project modest revenue growth in the coming years, contingent on improving occupancy rates and reducing expenses. Dividend is not expected to be instated.
Recent Initiatives: Recent initiatives include efforts to improve occupancy rates in senior housing, reduce operating expenses, and explore strategic acquisitions.
Summary
Diversified Healthcare Trust faces significant challenges due to its underperforming senior housing portfolio and high debt levels. While its MOB segment provides stability, the company needs to improve occupancy rates and financial performance to improve. DHC must address operational inefficiencies and financial risks to improve shareholder value. Suspending the dividend reflects the financial strain the company is experiencing.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Diversified Healthcare Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2000-02-23 | President, CEO & Managing Trustee Mr. Christopher J. Bilotto | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees - | Website https://www.dhcreit.com |
Full time employees - | Website https://www.dhcreit.com | ||
DHC is a real estate investment trust focused on owning high-quality healthcare properties located throughout the United States. DHC seeks diversification across the health services spectrum by care delivery and practice type, by scientific research disciplines and by property type and location. As of June 30, 2025, DHC's approximately $6.8 billion portfolio included 341 properties in 34 states and Washington, D.C., with more than 26,000 senior living units, approximately 7.4 million square feet of medical office and life science properties and occupied by approximately 450 tenants. DHC is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with approximately $40 billion in assets under management as of June 30, 2025 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. DHC is headquartered in Newton, MA.

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