The 45th episode of our podcast, Rethink, is now available.

With the Biden administration looking to possibly clamp down on the role private equity and real estate investment trusts play in the nursing home industry, CareTrust REIT CEO David Sedgwick says the company is poised for continued growth in the sector.

“We never took our foot off the pedal of acquisitions since Covid started,” he said of CareTrust’s growth strategy moving forward.

He is concerned about what could come to pass in the next 9 to 12 months, as relief funds run out while skilled nursing facilities face inflationary pressures, all while occupancy slowly recovers. But if this comes to pass, CareTrust also is prepared to make investments in distressed properties and has a stable of quality operators that the REIT will trust with turnarounds.

In this episode of Rethink, learn:

• Why the skilled nursing industry is "as necessary as ever" as part of the care continuum post-Covid

• How CareTrust operators have distinguished themselves

• Why the next nine to 12 months could bring both a skilled nursing reckoning and also create investment opportunities