Fundz

CareTrust REIT Secures $315 Million from Forward Sale Agreements

PUBLIC · CTRENov 13, 2026

Amount Raised

$315 Million

Round Type

Funding Round

San ClementeReal EstateHospitality

Investors

BofA Securities, Inc.Morgan Stanley & Co. LLCBank Of America, N.A.

Description

On November 11 and 12, 2026, CareTrust REIT, Inc. entered into forward sale agreements totaling 19,550,000 shares of its common stock with Bank of America and Morgan Stanley. The equity raised is part of a strategic initiative to strengthen the company's financial position and enhance shareholder value. The Underwriters were granted an option to purchase additional shares, which they fully exercised

Quick answer

CareTrust REIT raised $315 Million in a Funding Round round, dated November 13, 2026. Investors: BofA Securities, Inc., Morgan Stanley & Co. LLC and Bank Of America, N.A. CareTrust REIT is based in San Clemente, California, United States.

How much did CareTrust REIT raise?
CareTrust REIT raised $315 Million in a Funding Round round on November 13, 2026.
Who invested in CareTrust REIT?
BofA Securities, Inc., Morgan Stanley & Co. LLC and Bank Of America, N.A. are named as investors in this round.
What does CareTrust REIT do?
CareTrust REIT, Inc. (NYSE:CTRE) is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development, and leasing of skilled nursing, seniors housing, and other..
Where is CareTrust REIT based and how big is it?
CareTrust REIT is based in San Clemente, California, United States. Fundz records about 48 employees.
Who are the decision-makers at CareTrust REIT?
Fundz holds 2 contacts at CareTrust REIT, including the President & CEO. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Real Estate and Hospitality around the same time

Companies in the same sectors as CareTrust REIT that raised within 45 days of this round, from Fundz verified event records.

  • Gencom raised $303M (Debt Financing) on November 4, 2026.
  • Rently raised $12M (Debt Financing) on October 29, 2026.
  • Cohen Brothers Realty Corporation of Florida raised $400M on October 29, 2026.
  • Greystar raised $50M (Debt Financing) on October 28, 2026.
  • Terra raised $184M (Debt Financing) on October 14, 2026.
  • Wheeler Real Estate Investment Trust raised $1M (Funding Round) on October 13, 2026.

Who to call at CareTrust REIT, and when

A new round usually means CareTrust REIT is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

CareTrust REIT

Location

San Clemente, California, United States

About

CareTrust REIT, Inc. (NYSE:CTRE) is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development, and leasing of skilled nursing, seniors housing, and other healthcare-related properties. With a nationwide portfolio of long-term net-leased properties, and a growing portfolio of quality operators leasing them, CareTrust REIT is pursuing both external and organic growth opportunities across the United States.

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Related People

2 contacts
Verified contactsDave S., President & CEO hiddenSee plans and pricing
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CareTrust REIT raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.