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Heartland Dental

The largest dental support organization (DSO) in the United States — 1,850+ supported offices across 38–39 states, majority-owned by KKR. Heartland is the tenant in two of the four properties: the Ankeny IA two-tenant medical asset and the Lafayette LA single-tenant absolute-NNN asset (a "top 1% location systemwide"). Despite its scale and PE backing, its credit is sub-investment grade, which independent research flags as the most important fact omitted from the OMs.

Key Facts

  • Credit: Moody's B2 / S&P B (upgraded from B- in May 2026) — speculative grade, highly leveraged.
  • Revenue grew 7.3% in 2025; 11.5M patient visits; 75 de novo openings; 3,100 supported doctors.
  • Industry headwinds: patient deferral, insurance-network tension, tariff-driven CapEx, PE refinancing costs.
  • Pricing concern: HD properties offered at 6.00–6.25% caps vs. DSO market of 7.00–8.50%.

Sources

Recap Email · Deep Research · Ankeny OM · Lafayette OM