REITWAVE.COM Institutional Equity Tear Sheet Generator
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REITWAVE.COM | INSTITUTIONAL REAL ESTATE RESEARCH
AS OF: OCTOBER 24, 2026  |  10Y TREASURY: 4.99%  |  SIC 6798

UNIVERSAL HEALTH REALTY INCOME TRUST ($UHT)

Sector: Healthcare Facilities  •  Exchange / CIK: NYSE / 0000798783  •  Properties: 150 Assets
Trading at a 8.3% discount to NAV
Safety Score: 72/100 (Moderate Risk)  |  Credit: BBB

Live Share Price

$37.67
52W Range: $35.69 - $46.30

Valuation Multiples

14.0x P/AFFO
P/FFO: 12.9x  |  FFO/sh: $2.91

Net Asset Value (NAV)

$41.06
Prem/Disc: -8.3%  |  Cap: 6.54%

Dividend Cash Flow

5.57% Yield
$2.10/yr (Quarterly)  |  Payout: 78.1%
Balance Sheet & Debt Maturity Sentry
Net Debt to EBITDAre stands at 5.6x. Portfolio leased occupancy is 90.0% with a weighted average lease term (WALT) of 6.5 years. Senior credit rating of BBB provides institutional capital markets access for debt refinancing.
Recent Dividend Payment History (Last 6 Declarations)
Ex-Dividend Date Record / Pay Date Cash Distribution Status / Corporate Action
2026-09-30 2026-10-15 $0.5250 Regular Distribution
Representative Commercial Asset Concentrations (From SEC Form 10-K Item 2)
Commercial Asset / Property Name Location Rentable Sq Ft Occupancy Implied Asset Valuation
UNIVERSAL HEALTH REALTY INCOME TRUST Flagship Commercial Portfolio United States Nationwide 18,750,000 sq ft (implied) 90.0% $6,159,000,000
Quantitative Risk & Benchmark Performance (QuantStats • VNQ)
Empirical 252-day trading window compared to Vanguard Real Estate ETF (VNQ) benchmark
METHODOLOGY: QUANTSTATS / CAPM
Beta vs VNQ
0.92
Index Tracking (Market Neutral)
Annualized Alpha (α)
+9.16%
Outperforming VNQ
Sharpe Ratio (vs VNQ)
0.4 vs 0.04
+0.36 Spread
Max Drawdown (1-Yr)
-19.0% vs -11.4%
-7.6% vs VNQ
UHT vs VNQ QuantStats Performance & Underwater Drawdown
Quantitative Risk & Return Metric UHT VNQ (Benchmark) Institutional Delta / Spread
Beta (β) vs VNQ
Covariance sensitivity to US REIT market
 0.92 1.00 -0.08 (Index Tracking (Market Neutral))
Annualized Alpha (α)
Excess CAPM risk-adjusted performance
 +9.16% 0.00% (Baseline) Outperforming VNQ
Sharpe Ratio (Rf = 4.5%)
Annualized excess return per unit of volatility
 0.4 0.04 +0.36
Sortino Ratio
Downside semi-variance risk-adjusted return
 0.38 0.03 +0.35
Annualized Volatility (σ)
Standard deviation of daily price returns × √252
 23.3% 13.9% +9.4% (Higher Volatility)
Maximum Drawdown (1-Year)
Peak-to-trough capital decline over trailing 12M
 -19.0% -11.4% -7.6% vs VNQ
1-Year Trailing Return (CAGR)
Compounded annual growth rate
 11.7% 4.1% +7.6% Spread
R-Squared (R²) & Correlation
Statistical correlation coefficient against VNQ
 R² 0.31 Corr: 0.55 31% variance explained by VNQ
Trading Session Win Rate
Percentage of positive daily closing sessions
 53.2% 51.6% +1.6% vs Benchmark
QuantStats Analytical Synthesis: UHT displays a Beta of 0.92 relative to VNQ with 0.31 R² correlation. Annualized volatility is 23.3% (9.3% higher than VNQ at 13.9%). Trailing 12-month Alpha stands at +9.16% (Outperforming VNQ) with a Sharpe ratio of 0.40 against 0.04 for VNQ, and a maximum drawdown of -19.0%.
SEC CIK: 0000798783  |  Principal Executive Officer: Executive Leadership / UNIVERSAL Corp  |  Total PEO Compensation: Reported in DEF 14A (N/A)
Official SEC Accession: 0000798783-26-000001
CONFIDENTIAL INSTITUTIONAL TEAR SHEET • REITWAVE.COM (v1.0.0) • Data Sources: SEC EDGAR Form 10-K / DEF 14A, PR Newswire, Bloomberg/CBRE Comps. For institutional and accredited investor due diligence. Not a solicitation or investment recommendation.