As baby boomers age, Medicare enrollment rises, and so does the need for more high quality senior care facilities. CareTrust remains bullish on the senior healthcare space.

Press Release

CareTrust REIT, Inc. Announces Tax Treatment of 2017 Dividends


SAN CLEMENTE, Calif., Jan. 23, 2018 (GLOBE NEWSWIRE) -- CareTrust REIT, Inc. (NASDAQ:CTRE) reported today the tax status of its 2017 dividends paid to shareholders.  Details on the classifications of the dividends are included in the table below:


      Box 1a Box 1b Box 2a Box 2b Box 3
        Qualified   Section  
        Dividend   1250 Gain  
Record Payment Distribution Ordinary (Included in Capital (Included in Non-Dividend
Date Date Per Share Dividend Box 1a) Gain Distr. Box 2a) Distributions
03/31/17 04/14/17 $   0.185000     87.1594 % 0.0000 % 0.0000 % 0.0000 % 12.8406 %
06/30/17 07/14/17 $   0.185000   87.1594 % 0.0000 % 0.0000 % 0.0000 % 12.8406 %
09/29/17 10/13/17 $   0.185000   87.1594 % 0.0000 % 0.0000 % 0.0000 % 12.8406 %
12/29/17 01/16/18 $   0.185000   87.1594 % 0.0000 % 0.0000 % 0.0000 % 12.8406 %
Total $   0.740000   87.1594 % 0.0000 % 0.0000 % 0.0000 % 12.8406 %

Shareholders of record of the Company’s common stock will receive an Internal Revenue Service Form 1099-DIV from Broadridge Corporate Issuer Solutions, the Company’s 2017 dividend paying agent.  The form will report the dividends paid and the amounts designated as total ordinary dividends, qualified dividends, total capital gains, unrecaptured section 1250 gains, and non-dividend distributions. If shares were held in “street name” during 2017, the IRS form will be provided by a bank, brokerage firm, or nominee. Because the Company’s tax return has not yet been filed for the year ended December 31, 2017, the dividend income tax allocations presented herein have been calculated using the best available information to date.

The tax treatment of these dividends by state and local authorities varies and may not be the same as the IRS’s treatment. Because federal and state tax laws affect individuals differently, the Company cannot advise shareholders on how dividends should be reported on their tax returns. The Company encourages shareholders to consult with their own tax advisors with respect to the federal, state and local income tax consequences of these dividends.

About CareTrustTM

CareTrust REIT, Inc. is a real estate investment company that is engaged in the ownership, acquisition and leasing of seniors housing and healthcare-related properties. CareTrust is organized and conducts its operations as a REIT for U.S. federal income tax purposes. With 185 net-leased healthcare properties and three operated seniors housing properties in 23 states, CareTrust is pursuing opportunities nationwide to acquire additional properties that will be leased to a diverse group of local, regional and national seniors housing operators, healthcare services providers, and other healthcare-related businesses. More information about CareTrust is available at

CONTACT: CareTrust REIT, Inc.,

(949) 542-3130,




Primary Logo

Source: CareTrust REIT, Inc.

© CareTrust REIT 2017 | All Rights Reserved.

All logos and trademarks are the property of their respective owners.

Privacy Policy