restructuring
“Impairment write-downs of certain real estate assets and investments in entities when the impairment is directly attributable to decreases in the value of depreciable real estate held by the entity.”
DEA 10-K
6 names are moving together; 50% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DEA | Easterly Government Properties, | Real Estate | -0.5% | Most structurally connected |
| GNL | Global Net Lease, Inc. | Real Estate | -0.2% | Group member |
| SNY | Sanofi | Healthcare | -1.9% | Group member |
| RTO | Rentokil Initial plc | Industrials | -0.1% | Group member |
| RDNT | RadNet, Inc. | Healthcare | -0.8% | Group member |
| BAX | Baxter International Inc. | Healthcare | -3.5% | Group member |
Cohort
6 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
4/6 membersrestructuring
“Impairment write-downs of certain real estate assets and investments in entities when the impairment is directly attributable to decreases in the value of depreciable real estate held by the entity.”
DEA 10-K
credit / rates
“Material Cash Commitments The following table shows our material cash commitments as of December 31, 2025 : Payments due by period Total 2026 2027 2028 2029 2030 Thereafter Mortgage principal and interest $ 160,337 $ 15,470 $ 138,367 $ 1,169 $ 1,168 $ 1,166 $ 2,997 Revolving credit facility principal and interest 224,811 10,623 10,623 203,565 — — — Term loan facilities principal and interest 337,800 15,570 15,570 306,660 — — — Senior unsecured notes payable principal and interest 1,285,483 45,868 138,561 91,742 173,515 258,042 577,755 Development property obligations (1) 48,952 48,952 — — — — — Total $ 2,057,383 $ 136,483 $ 303,121 $ 603,136 $ 174,683 $ 259,208 $ 580,752 (1) Due to the long-term nature of certain construction and development contracts included in this line, the amounts reported in the table represent our estimate of the timing for the related obligations being paid.”
DEA 10-K
credit / rates affecting interest expense
“Variable rate debt is subject to interest rate risk that could increase our interest expense, increase the cost to refinance and increase the cost of issuing new debt.”
DEA 10-K
Healthcare REITs & Services can stay leader-led if RDNT and the next software names fail to join while DEA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.