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Sienna Senior Living (SIA) investor relations material
Sienna Senior Living Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Portfolio overview
Operates 46 retirement residences and 47 long-term care communities, with additional managed properties across Ontario, Saskatchewan, Alberta, and British Columbia.
Adjusted gross book value of $3.4B as of December 31, 2025.
Over 15,000 team members and a BBB credit rating from Morningstar DBRS.
Annual dividend per share is $0.94, with a ~4% dividend yield.
Market fundamentals and demand drivers
Canadian senior population (85+) expected to increase 2.5x from 2026 to 2046, driving demand.
Less than 1% of senior housing inventory under construction, creating a supply-demand gap.
Ontario and British Columbia face significant long-term care waitlists, with Ontario needing over 30,000 new spaces.
1 in 5 seniors over 80 has complex care needs best met in long-term care.
Operational performance
Retirement segment occupancy exceeded 95% since September 2025, with a 180 bps year-over-year increase in Q4 2025.
Long-term care portfolio at full occupancy, with increased revenues from private accommodations and reduced staffing costs.
Q4 2025 retirement same property NOI up 15.4%, long-term care NOI up 5.6%, and total NOI up 10.1% year-over-year.
Full year 2025 revenue surpassed $1.0B for the first time, with AFFO up 25.7% year-over-year.
- High occupancy, strong growth, and a $3.4B portfolio position the company for continued expansion.SIA
Investor presentation20 Feb 2026 - 2025 revenue up 15% to $1.04B, with robust NOI growth and strong 2026 outlook.SIA
Q4 202520 Feb 2026 - Double-digit growth, strong occupancy, and funding drive a positive outlook.SIA
Q2 20241 Feb 2026 - Double-digit growth, record occupancy, and major expansion mark a strong Q3 performance.SIA
Q3 202415 Jan 2026 - Q4 2024 saw double-digit revenue and NOI growth, high occupancy, and major acquisitions.SIA
Q4 202423 Dec 2025 - Q1 2025 saw double-digit revenue growth, margin gains, and major acquisitions amid strong demand.SIA
Q1 202524 Nov 2025 - Q2 2025 saw strong revenue and NOI growth, robust liquidity, and major acquisition activity.SIA
Q2 202523 Nov 2025 - Q3 2025 delivered strong growth in revenue, NOI, and occupancy, fueled by acquisitions and efficiency.SIA
Q3 202515 Nov 2025
Next Sienna Senior Living earnings date
Next Sienna Senior Living earnings date
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