Accelerated asset dispositions, portfolio rationalization, and corporate wind-downs

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Companies across healthcare REITs, senior housing, transportation, and media accelerated dispositions and wind-downs, signaling a broad portfolio rationalization cycle. ARI announced dissolution and liquidation following an $8.6B asset sale, BKD is recycling $147M in community sales, CNDT exited Transportation for $248M, FIP sold Long Ridge Energy, and NHI completed the NHC portfolio sale. These moves free capital for redeployment but also reflect pressure on underperforming assets as financing costs have risen.

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