By LevinPro HC
Oak Investment Trust II: Strategic Ownership Structure
Oak Investment Trust II holds affiliations with 73 facilities, yet does not fully own any. The latest CMS data as of January 2025 reveals that the trust has partial ownership in all its affiliations, with three facilities having an ownership stake between 50% and 100%, and 70 facilities having an ownership stake between 5% and 50%.
Geographic Spread of Facilities
The organization affiliates predominantly in California with 15 facilities, followed by Ohio (10) and Pennsylvania (nine). It maintains a presence across multiple states including Texas, Indiana and Arizona, albeit in smaller numbers.
Sector Dominance in Home Health
Out of the total affiliates, Oak Investment Trust II contributes significantly to the home health sector with 57 facilities, while the rest are in the skilled nursing facility sector.
Implications for Investors and Brokers
For brokers and PE firms, understanding such partial ownership strategies provides insight into the flexibility and adaptability of Oak Investment Trust II in expanding its network while managing risk. The widespread distribution of facilities also indicates strategic positioning in diverse markets, which may appeal to strategic acquirers in various healthcare sectors.
