Stock Information
symbol line chart

SILASila Realty Trust Inc

Upcoming Earnings

We were not able to find an announced earnings date for this symbol yet. Check back again later

Company Info

CEO

Michael A. Seton

Location

Florida, USA

Exchange

NYSE

Website

https://silarealtytrust.com

Summary

Sila Realty Trust, Inc.

Company Info

CEO

Michael A. Seton

Location

Florida, USA

Exchange

NYSE

Website

https://silarealtytrust.com

Summary

Sila Realty Trust, Inc.

AI Insights for SILA
2 min read

Quick Summary

Sila Realty Trust Inc. is a publicly traded real estate investment trust (REIT) based in Tampa, Florida, focused on acquiring and managing high-quality healthcare properties and data centers across the United States. The company’s primary business involves owning, leasing, and managing an extensive portfolio of real estate, which is leased to tenants operating in the healthcare and technology sectors. Sila’s main customers are institutional healthcare service providers, hospital chains, medical offices, and technology companies who need data centers and specialized facilities. As of September 2025, Sila Realty Trust Inc. owns 140 properties in 67 U.S. markets, boasting a high portfolio lease rate of 99.1%. The properties are strategically located in markets showing growth in healthcare and digital infrastructure demand, positioning Sila as a key provider of mission-critical commercial real estate.

The Bull Case

  • Sila Realty Trust’s main strengths include its highly-focused and diversified portfolio of healthcare properties and data centers, which are sectors experiencing strong long-term demand.
  • The company exhibits impressive portfolio management, as seen by its 99%-plus occupancy rate, indicating high tenant retention.
  • Sila’s disciplined acquisition strategy and steady dividend yield make it attractive to income-seeking investors.
  • Its lean operational structure—with only 48 employees—supports efficient property management and cost control.
  • Additionally, robust financial performance and clear communication with investors, as evidenced by timely share repurchase and dividend announcements, enhance its reputation in the REIT sector.

The Bear Case

  • Sila Realty Trust faces certain vulnerabilities such as dependency on the healthcare sector and a relatively small workforce, which could limit its ability to rapidly scale or respond to market shocks.
  • Its non-traded status historically might affect liquidity and investor reach, although a NYSE listing helps mitigate this.
  • The company’s expansion relies on successful property acquisitions, which could be challenged by competition or high property values.
  • High price-to-earnings and enterprise-value-to-EBITDA ratios suggest the stock may be perceived as expensive relative to peers.
  • Any decline in demand for healthcare real estate or tenant difficulties could also negatively affect cash flows.

Key Risks

  • Among external and internal risks, Sila Realty Trust is exposed to potential changes in healthcare regulation or reimbursement policies, which could impact its tenants' financial stability.
  • Rising interest rates pose a threat by increasing debt service costs and reducing property values, both affecting profitability.
  • Intense competition from larger and more diversified REITs could lead to lower acquisition yields or lost deals.
  • Tenant concentration risk exists if a major client defaults.

What to Watch

UpcomingDuring the most recent quarter (Q3 2025), Sila Realty Trust reported net income of $11.6 million, or $0.21 per share, and achieved cash net operating income (NOI) of $42.8 million.
UpcomingThe company announced and executed the acquisition of four new healthcare properties as well as additional land to support growth.
UpcomingIt declared a quarterly dividend of $0.40 per share and initiated a $75 million stock repurchase program, underscoring its commitment to shareholder return.
ExpectedLooking ahead to the next quarter, Sila Realty Trust is expected to continue its acquisition strategy, targeting additional healthcare and possibly data center properties to boost revenue and diversify its real estate portfolio.

Price Drivers

  • Sila Realty Trust’s stock price is influenced by several key factors, including quarterly earnings performance, dividend announcements, and occupancy rates in its real estate portfolio.
  • Broader macroeconomic trends—such as rising demand for healthcare services, data center usage, and interest rates—also impact investor sentiment.
  • The company’s capacity to acquire new properties, maintain high lease occupancy, and control operational costs are critical to driving profitability and stock performance.
  • Market perceptions around REITs, especially those in the healthcare and technology real estate sectors, can cause shifts in the share price as institutional investors seek stable income streams.

Recent News

  • Recent news highlights that Sila Realty Trust reported strong Q3 2025 earnings, completed four new healthcare property acquisitions, and launched a $75 million stock repurchase initiative.
  • The company continues to emphasize its strategic expansion into healthcare-centric assets, maintaining almost full occupancy across its portfolio.
  • There has been no major controversy or negative development reported.
  • Broader news in the Sila space refers to other companies with the Sila name, including Sila Nanotechnologies and Sila Services, but these are unrelated to Sila Realty Trust and instead concern battery technology and home services.

Market Trends

  • The broader market is marked by growing demand for specialized healthcare real estate fueled by an aging population, rising outpatient care, and technological integration in medical services.
  • Data center real estate is benefiting from the ongoing digital transformation across industries, driving up demand for secure and scalable facilities.
  • The real estate sector is experiencing consolidation and capital inflows as investors seek stable, income-producing assets with defensive characteristics.
  • REITs, particularly those tied to healthcare and technology, are viewed favorably, especially amidst market volatility and economic uncertainty.

AI-generated summary. Not investment advice. DYOR.

Community Research

Research from investors like you

Be the first to share your analysis on SILA

Help fellow investors make informed decisions by sharing your research on fundamentals, catalysts, and outlook.

Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

No more topics to show