v3.26.1
Condensed Consolidated Statements of Operations and Comprehensive (Loss) Income - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenues        
Rental revenue (including reimbursable) $ 57,822 $ 45,158 $ 111,849 $ 87,748
Interest income on loans receivable 2,906 3,128 5,941 6,203
Other revenue 556 0 556 245
Total revenues 61,284 48,286 118,346 94,196
Operating expenses        
Property 5,717 4,484 11,121 9,287
General and administrative 5,841 5,475 11,596 10,644
Depreciation and amortization 25,807 21,506 50,270 42,429
Provisions for impairment 4,199 4,422 6,261 8,038
Transaction costs, net 6 73 (54) 120
Total operating expenses 41,570 35,960 79,194 70,518
Other (expense) income        
Interest expense, net (15,554) (12,638) (29,820) (24,098)
Gain on sales of real estate, net 1,662 3,533 1,781 5,608
Loss on debt extinguishment 0 0 0 (46)
Other income (expense), net 567 81 1,001 (124)
Total other expense, net (13,325) (9,024) (27,038) (18,660)
Net income before income taxes 6,389 3,302 12,114 5,018
Income tax expense (78) (13) (92) (29)
Net income 6,311 3,289 12,022 4,989
Less: net income attributable to noncontrolling interests 26 17 50 26
Net income attributable to common stockholders $ 6,285 $ 3,272 $ 11,972 $ 4,963
Amounts available to common stockholders per common share:        
Basic (in dollars per share) $ 0.06 $ 0.04 $ 0.12 $ 0.06
Diluted (in dollars per share) $ 0.06 $ 0.04 $ 0.12 $ 0.06
Weighted average common shares:        
Basic (in shares) 97,354,281 81,895,840 96,454,101 81,770,860
Diluted (in shares) 102,788,997 82,494,129 100,953,305 82,314,021
Change in value on derivatives, net $ 10,307 $ (5,644) $ 17,285 $ (15,508)
Total comprehensive income (loss) 16,618 (2,355) 29,307 (10,519)
Less: comprehensive income (loss) attributable to noncontrolling interests 69 (12) 122 (54)
Comprehensive income (loss) attributable to common stockholders $ 16,549 $ (2,343) $ 29,185 $ (10,465)