Sila Rlty Tr Trust

To deliver attractive returns by becoming the preeminent net-lease healthcare REIT, renowned for its quality and partnerships.

Sila Rlty Tr Trust SWOT Analysis

Updated: October 6, 2025 • 2025-Q4 Analysis

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This analysis for Sila Rlty Tr Trust was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Sila Realty Trust SWOT Analysis reveals a company at a pivotal inflection point. Its core strength lies in a high-quality, stable portfolio and a disciplined balance sheet, providing a solid foundation. However, its non-traded status creates a significant liquidity weakness and caps its potential scale compared to public competitors. The primary opportunity is to ride the powerful demographic wave of an aging population by accelerating acquisitions in a fragmented market. The greatest threat is rising interest rates, which could squeeze acquisition spreads and pressure valuations. The strategic imperative is clear: Sila must aggressively pursue scale through acquisitions while simultaneously charting a clear path to a public listing. This dual focus will unlock shareholder value, enhance its competitive position, and allow it to fully capitalize on the immense long-term opportunity in healthcare real estate. Executing this strategy is the key to achieving its vision of becoming a preeminent healthcare REIT.

Welltower Ventas Healthpeak Properties Physicians Realty Trust Global Medical REIT

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To deliver attractive returns by becoming the preeminent net-lease healthcare REIT, renowned for its quality and partnerships.

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Strengths

PORTFOLIO: 99.5% occupied, high-quality assets provide stable cash flow.
BALANCE SHEET: Low leverage at 4.8x Net Debt/EBITDAre provides flexibility.
LEASES: Long-term net leases (8.4yr WALT) ensure predictable revenue.
DIVERSIFICATION: Geographic (21 states) & property type diversification.
MANAGEMENT: Experienced executive team with deep healthcare sector expertise.

Weaknesses

LIQUIDITY: Non-traded status limits shareholder liquidity and valuation.
SCALE: Smaller AUM ($2.1B) vs public peers limits operating leverage.
GROWTH: Heavily reliant on capital-intensive acquisitions for growth.
CONCENTRATION: Top 10 tenants represent a significant portion of rent.
BRANDING: Limited brand awareness outside the non-traded REIT ecosystem.

Opportunities

DEMOGRAPHICS: Aging US population creates powerful, long-term demand tailwind.
ACQUISITIONS: Fragmented market provides runway for accretive acquisitions.
LISTING: A future public listing could unlock value and broaden investor base.
SUB-SECTORS: Growth in outpatient, behavioral health, and life science RE.
PARTNERSHIPS: Deepen operator relationships to create an off-market pipeline.

Threats

INTEREST RATES: Rising rates increase cost of capital and compress margins.
COMPETITION: Intense bidding for quality assets from larger REITs & PE funds.
REGULATION: Changes in Medicare/Medicaid can pressure tenant profitability.
OPERATOR RISK: Financial distress of a key tenant could impact revenue.
ECONOMY: A recession could reduce healthcare spending and development.

Key Priorities

ACQUISITIONS: Accelerate disciplined acquisitions to build scale and returns.
LIQUIDITY: Execute a strategy to provide shareholder liquidity and access capital.
DIVERSIFICATION: Reduce tenant concentration and expand into growth sub-sectors.
EFFICIENCY: Leverage scale and technology to drive down G&A as a % of AUM.

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Sila Rlty Tr Trust OKR

Updated: October 6, 2025 • 2025-Q4 Analysis

The Sila Realty Trust OKR plan is a focused and potent blueprint for value creation. It correctly identifies the critical priorities from the strategic analysis: growth, liquidity, and scale. The objective to 'ACCELERATE GROWTH' is rightly paired with disciplined metrics, while 'UNLOCK VALUE' directly addresses the core shareholder concern of liquidity by mandating a strategic review. 'ACHIEVE SCALE' tackles the company's primary weakness, aiming for improved efficiency and diversification. Finally, 'OPTIMIZE PLATFORM' introduces a crucial technology and data focus, building the foundation for future AI-driven advantages. This plan is not just a set of goals; it is a clear, interconnected strategy to elevate Sila from a solid niche player into a formidable, public-market-ready institution.

Welltower Ventas Healthpeak Properties Physicians Realty Trust Global Medical REIT

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To deliver attractive returns by becoming the preeminent net-lease healthcare REIT, renowned for its quality and partnerships.

ACCELERATE GROWTH

Systematically expand our high-quality asset base.

PIPELINE: Source and underwrite over $750M in qualified, on-strategy acquisition opportunities this year.
CLOSINGS: Convert our qualified pipeline into $250M of closed, accretive acquisitions meeting our return criteria.
DIVERSIFY: Increase portfolio allocation to medical office buildings (MOBs) by 200 basis points via new acquisitions.
PARTNERSHIPS: Establish 3 new strategic relationships with best-in-class healthcare operators in growth markets.

UNLOCK VALUE

Deliver superior returns and liquidity to our investors.

NAV: Increase Net Asset Value (NAV) per share by 5% through accretive growth and proactive asset management.
LIQUIDITY: Complete a comprehensive analysis of strategic liquidity options, presenting a board recommendation by Q4.
FFO: Grow Normalized Funds From Operations (NFFO) per share by 7% year-over-year to fund the dividend.
COMMUNICATIONS: Launch a new investor relations portal with enhanced reporting to improve shareholder transparency.

ACHIEVE SCALE

Build a more efficient and diversified platform.

AUM: Grow total assets under management to surpass the $2.5 billion threshold by the end of the fiscal year.
CONCENTRATION: Reduce the contribution of the single largest tenant to below 15% of total annualized base rent.
EFFICIENCY: Reduce G&A expenses as a percentage of AUM from 1.1% to below 0.95% through operational leverage.
RATING: Complete readiness assessment and outreach for achieving an investment-grade credit rating in the next 18 months.

OPTIMIZE PLATFORM

Leverage technology for enhanced operational excellence.

DATA: Centralize all key property, tenant, and market data into a single data warehouse by the end of H2.
AUTOMATION: Automate the initial financial spreading of tenant data, reducing underwriting time by 20%.
REPORTING: Reduce the quarterly financial close process from 15 days to 10 days through system improvements.
TENANT NPS: Establish a tenant Net Promoter Score (NPS) baseline by surveying 100% of our operating partners.

METRICS

NFFO Per Share Growth: 7% YoY
NAV Per Share Growth: 5% YoY
Net Debt to EBITDAre: < 5.0x

VALUES

Integrity
Accountability
Excellence
Teamwork
Objectivity

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Sila Rlty Tr Trust Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Welltower Ventas Healthpeak Properties Physicians Realty Trust Global Medical REIT

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To deliver attractive returns by becoming the preeminent net-lease healthcare REIT, renowned for its quality and partnerships.

Toggle Theme

What Went Well

PORTFOLIO: Maintained high occupancy and rent collection rates.
BALANCE SHEET: Successfully executed on financing activities, extending maturities.
ACQUISITIONS: Closed on several high-quality, accretive property acquisitions.
OPERATIONS: G&A expenses remained well-controlled relative to plan.
DISPOSITIONS: Successfully exited non-core assets at attractive pricing.

Not So Well

PIPELINE: Acquisition pipeline velocity was slower than in prior quarters.
SHARE PRICE: NAV per share saw modest growth, below aspirational targets.
COMPETITION: Lost a few competitive deals to more aggressive capital sources.
REPORTING: Time to close quarterly books remains an area for improvement.
INVESTOR RELATIONS: Inbound investor queries on liquidity have increased.

Learnings

MARKET: The market for quality healthcare assets is increasingly competitive.
RELATIONSHIPS: Our direct operator relationships are our biggest differentiator.
CAPITAL: A strong balance sheet is crucial for navigating market uncertainty.
SPEED: The ability to underwrite and close deals quickly is a key advantage.
LIQUIDITY: A clear path to liquidity is a top priority for our investors.

Action Items

SOURCING: Proactively engage top 10 partners for off-market deal flow.
STRATEGY: Accelerate board-level review of strategic liquidity alternatives.
TECHNOLOGY: Evaluate new software to speed up financial reporting cycles.
UNDERWRITING: Refine underwriting model to make faster bid/no-bid decisions.
COMMUNICATIONS: Develop proactive messaging around long-term value creation.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Sila Rlty Tr Trust Market

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Founded: Founded as Carter Validus in 2013, rebranded in 2020.
Market Share: Niche player (<1%) in the large, fragmented healthcare RE market.
Customer Base: Leading national and regional healthcare systems and operators.
Category:
Healthcare REIT
SIC Code: 6798 Real Estate Investment Trusts
NAICS Code: 525990 Other Financial Vehicles
Location: Tampa, Florida
Zip Code: 33602
Congressional District: FL-14 TAMPA
Employees: 75

Competitors

Welltower Request Analysis

Ventas Request Analysis

Healthpeak Properties View Analysis

Physicians Realty Trust Request Analysis

Global Medical REIT Request Analysis

Products & Services

No products or services data available

Distribution Channels

Sila Rlty Tr Trust Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Problem

Operators' capital is trapped in real estate
Limited access to flexible growth capital
Need for a long-term, stable landlord

Solution

Sale-leaseback transactions to unlock capital
Net-lease structures for predictable costs
Professional asset management partnership

Key Metrics

Funds From Operations (FFO) per share
Net Asset Value (NAV) per share
Portfolio Occupancy Rate & WALT
Net Debt to EBITDAre Ratio

Unique

Pure-play focus on high-quality healthcare
Partnership approach with top-tier operators
Disciplined capital allocation & balance sheet

Advantage

Deep, long-standing industry relationships
Experienced management team with cycle history
Access to proprietary deal flow

Channels

Direct relationships with healthcare systems
National and boutique brokerage network
Investment banking and financial advisors

Customer Segments

Publicly-traded healthcare providers
Strong regional health systems
Private equity-backed operators

Costs

Property acquisition costs
General & Administrative (G&A) expenses
Interest expense on debt
Property-level expenses (minimal in NN)

Sila Rlty Tr Trust Product Market Fit Analysis

Updated: October 6, 2025

Sila Realty Trust empowers leading healthcare operators by converting their real estate into growth capital. It provides flexible, long-term financing solutions, allowing providers to expand services and focus on patient care. This partnership approach, backed by a portfolio of high-quality assets, makes Sila the capital partner of choice in the healthcare industry, driving mutual success and innovation.

Unlocking capital from your real estate

Providing capital for strategic growth

Being a flexible, long-term partner

Before State

Operators' capital tied up in real estate
Limited options for growth financing
Fragmented, inconsistent property ownership

After State

Capital unlocked via sale-leaseback
Strategic capital partner for expansion
Professional, long-term property ownership

Negative Impacts

Stifled operational growth and investment
Higher cost of capital from other sources
Distraction from core patient care mission

Positive Outcomes

Accelerated business growth and services
Improved balance sheet and liquidity
Focus on core healthcare operations

Key Metrics

Occupancy Rate

99.5% (Q1 2024)

Weighted Average Lease Term (WALT)

8.4 years

Net Debt to EBITDAre

4.8x

Requirements

A portfolio of desirable healthcare assets
Strong credit and operational history
Desire for a long-term capital partner

Why Sila Rlty Tr Trust

Relationship-driven deal sourcing
Rigorous, data-backed underwriting
Efficient transaction closing process

Sila Rlty Tr Trust Competitive Advantage

Deep expertise in healthcare real estate
Certainty of close and flexible structuring
Long-term partnership approach vs transactional

Proof Points

$2.1B portfolio with top-tier operators
99.5% portfolio occupancy rate
Consistently low leverage balance sheet

Sila Rlty Tr Trust Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Strategic pillars derived from our vision-focused SWOT analysis

PORTFOLIO

Focus exclusively on high-quality net-lease assets.

PARTNERSHIPS

Cultivate deep relations with elite operators.

CAPITAL

Maintain a disciplined, investment-grade balance sheet.

GROWTH

Scale through accretive, relationship-driven acquisitions.

What You Do

Invests in and manages high-quality, net-leased healthcare real estate.

Target Market

Financially sound healthcare operators seeking capital and facility solutions.

Differentiation

Focus on high-quality assets
Strong operator partnerships
Disciplined balance sheet management

Revenue Streams

Long-term rental income from properties
Expense reimbursements under net leases

Sila Rlty Tr Trust Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Company Operations

Organizational Structure: Vertically integrated real estate investment trust.
Supply Chain: Real estate acquisition pipeline from brokers and direct relationships.
Tech Patents: N/A
Website: https://silarealtytrust.com/

Top Clients

Board Members

Sila Rlty Tr Trust Competitive Forces

Threat of New Entry

MODERATE: While capital intensive, new entrants can be formed by experienced teams with access to private equity, increasing competition.

Supplier Power

MODERATE: Sellers of high-quality, stabilized healthcare assets have multiple bidders, giving them pricing power in a competitive market.

Buyer Power

MODERATE: High-credit quality tenants (buyers of lease space) are sought after, giving them leverage in negotiating lease terms and rates.

Threat of Substitution

LOW: Healthcare services require physical locations. Telehealth is a supplement, not a replacement for hospitals, MOBs, and rehab facilities.

Competitive Rivalry

HIGH: Fragmented market with many large, well-capitalized public REITs (Welltower, Ventas) and private equity funds competing for assets.

Analysis of AI Strategy

Updated: October 6, 2025 • 2025-Q4 Analysis

The Sila Realty Trust AI SWOT Analysis highlights a critical strategic imperative: adopt AI or risk being outmaneuvered. Sila's key strength is its proprietary dataset on high-quality healthcare assets, a valuable foundation for training specialized models. However, this is offset by a significant weakness in internal AI talent and potentially outdated data infrastructure. The most compelling opportunity lies in leveraging AI to create a competitive advantage in deal sourcing and tenant risk assessment, finding accretive deals faster and predicting operator distress sooner. The primary threat is not AI itself, but competitors who adopt it more effectively, creating an insurmountable information and speed advantage. Sila must prioritize building a centralized data warehouse and investing in pilot programs for AI-driven sourcing and underwriting. This isn't about replacing judgment, but about augmenting its expert team with data-driven superpowers to win in an increasingly competitive market.

Welltower Ventas Healthpeak Properties Physicians Realty Trust Global Medical REIT

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To deliver attractive returns by becoming the preeminent net-lease healthcare REIT, renowned for its quality and partnerships.

Strengths

DATA: Proprietary historical data on asset/tenant performance for models.
PROCESS: Disciplined underwriting process can be augmented, not replaced.
FOCUS: Niche focus on healthcare allows for specialized AI application.
NETWORK: Existing relationships can provide unique, off-market data sets.
QUALITY: High-quality asset data provides a clean foundation for analysis.

Weaknesses

TALENT: Lack of dedicated in-house AI and data science expertise.
SYSTEMS: Legacy real estate management software may lack API integration.
BUDGET: Limited budget for speculative R&D in AI compared to larger peers.
DATA-STRUCTURE: Data may be siloed across various systems and formats.
CULTURE: Potentially conservative, real estate-focused culture slow to adopt AI.

Opportunities

SOURCING: AI models to scan markets and identify off-market acquisition targets.
UNDERWRITING: AI to automate financial spreading and risk analysis of tenants.
RISK: Predictive analytics on tenant health using public/private data.
ASSET MGMT: AI-driven recommendations for capex to maximize property value.
VALUATION: Real-time, AI-powered portfolio valuation and market benchmarking.

Threats

COMPETITION: Large, tech-forward competitors using AI to win better deals.
DISRUPTION: Proptech startups could disrupt traditional sourcing/underwriting.
SECURITY: Increased cybersecurity risk from centralizing sensitive data for AI.
BIAS: Models trained on biased data could lead to poor investment decisions.
OBSOLESCENCE: Failure to invest in AI leads to a permanent competitive gap.

Key Priorities

SOURCING: Develop an AI-powered platform for deal sourcing and market analysis.
RISK-MODELING: Implement predictive AI for tenant risk and portfolio management.
DATA-INFRA: Build the foundational data warehouse for future AI applications.
AUTOMATION: Automate routine underwriting tasks to increase deal flow capacity.

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Sila Rlty Tr Trust Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Sila Realty Trust, Inc. Official Website (Investor Relations)
Sila Realty Trust Q1 2024 Investor Presentation
Sila Realty Trust SEC Filings (10-K, 10-Q)
Industry reports on Healthcare Real Estate Trends
Competitor analysis of public healthcare REITs (WPC, O, NNN)

Profit: FY 2023 Net Income: $32.4 Million

Market Cap: Estimated Net Asset Value (NAV): ~$1.8 Billion

Stock Performance

Annual Report: Available on company's SEC filings page.

Debt: Total Debt: ~$750 Million as of Q1 2024

ROI Impact: Growth dependent on accretive acquisitions and cap rate spreads.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Challenger

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Sila's Iconic Index reflects a solid company with a significant, societally important mission (Ambition: 85). However, its achievability is constrained by its non-traded status and smaller scale, which also results in a balanced SWOT score. The OKRs are strong and category-shaping. The primary levers for increasing its iconic potential are executing a liquidity event (public listing), accelerating M&A to gain scale, and successfully implementing a foundational AI strategy to create a competitive data advantage.

SWOT Factors

Upside: 69.0 Risk: 72.0

OKR Impact

AI Leverage

Top 3 Strategic Levers

Execute a public listing to unlock liquidity and valuation.

Accelerate accretive acquisitions to achieve critical scale.

Build a data-driven platform for sourcing and risk management.

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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