OAK INVESTMENT TRUST II: Skilled Nursing Ownership Information

   Summary Information about OAK INVESTMENT TRUST II

OAK INVESTMENT TRUST II is associated with 14 skilled nursing facilities in the NursingHomeDatabase skilled nursing home owner and operators database.

The average overall rating for skilled nursing homes associated with OAK INVESTMENT TRUST II is 4.21 stars; there were are total of 367 deficiencies associated with these nursing homes and a total of $180,159.

OAK INVESTMENT TRUST II owns or operates skilled nursing facilities in 10 states: Arizona, Connecticut, Florida, Illinois, Maryland, New Jersey, Tennessee, Washington, California, and Texas. The address is 4555 EAST MAYO BLVD, PHOENIX, AZ 85050.

No skilled nursing homes owned or operated by OAK INVESTMENT TRUST II have been identified by CMS as being involved with possible abuse on date of this data. There may be other homes that the owner is not associated with that are no longer associated with the owner or manager.

Below is a table showing how the overall 5-star ratings for nursing homes currently associated with OAK INVESTMENT TRUST II are distributed.

Number of Stars	Count
5:	8
4:	3
3:	1
2:	2
1:	0

   About the NursingHomeDatabase Skilled Nursing Owners Database

Our database of information about owners, managers, and directors of skilled nursing homes is based primarily on data provided by the Centers for Medicare & Medicaid ("CMS"). CMS updates this information eleven times a year, typically at the end of each calendar month except for December. We pull the data as soon as it is available, run through a series of data checks and calculations and make the new data available right away.

The ownership data is typically just over 155,000 records covering over 45,000 individuals and companies that either own or are managing skilled nursing homes. The number of nursing homes in the NursingHomeDatabase skilled nursing home database is just over 15,000 which suggests that most homes will have more than one owner or operator and that many individuals and companies are involved with more than one nursing home. There are nine unique roles that are reported on:

• 5% OR GREATER DIRECT OWNERSHIP INTEREST
• 5% OR GREATER INDIRECT OWNERSHIP INTEREST
• 5% OR GREATER MORTGAGE INTEREST
• 5% OR GREATER SECURITY INTEREST
• DIRECTOR
• MANAGING EMPLOYEE
• OFFICER
• OPERATIONAL/MANAGERIAL CONTROL
• PARTNERSHIP INTEREST

The data is based upon records submitted to CMS by the individual nursing homes. There is often a lag time between the reporting of a change and its appearance in our database.

CMS recently announced that they will be releasing more information on the owners of nursing homes (See new release.)

   Nursing Homes Affiliated with OAK INVESTMENT TRUST II

Table below shows each skilled nursing home that OAK INVESTMENT TRUST II is associated with, the nursing home's overall 5-star quality rating and provides a link to a comparison on the home to its local competition.

The Centers for Medicare and Medicaid uses nine categories to indicate how owners and managers are affiliated with skilled nursing facilities: 5% Or Greater Direct Ownership Interest, 5% Or Greater Indirect Ownership Interest, 5% Or Greater Mortgage Interest, 5% Or Greater Security Interest, Director, Managing Employee, Officer, Operational/managerial Control, and Partnership Interest. These categories are shown in the table below.

NursingHomeDatabase offers data exports as Excel spreadsheets or APIs for companies or individuals that need ownership information for more than one facility. Prices vary; use the Data Request page to inquire.

Skilled Nursing Facility	Description
Acacia Health Center Role: 5% or greater indirect ownership interest	No. of Beds: 78 PHOENIX, AZ Ranking: #2 out of 71 (Ranking List)
Arbol Residences of Santa Rosa Role: 5% or greater indirect ownership interest	No. of Beds: 45 SANTA ROSA, CA Ranking: #10 out of 24 (Ranking List)
The Arbor at Laurel Circle Role: 5% or greater indirect ownership interest	No. of Beds: 64 BRIDGEWATER, NJ Ranking: #106 out of 165 (Ranking List)
Autumn Leaves Role: 5% or greater indirect ownership interest	No. of Beds: 75 DALLAS, TX Ranking: #70 out of 141 (Ranking List)
Avalon Health Care Center at Stoneridge Role: 5% or greater indirect ownership interest	No. of Beds: 40 MYSTIC, CT Ranking: #1 out of 39 (Ranking List)
Briarwood at Timber Ridge Role: 5% or greater indirect ownership interest	No. of Beds: 45 ISSAQUAH, WA Ranking: #5 out of 74 (Ranking List)
Chatsworth at Pga National Role: 5% or greater indirect ownership interest	No. of Beds: 62 PALM BEACH GARDENS, FL Ranking: #6 out of 41 (Ranking List)
Chestnut Grn Hlth Ctr Blakehur Role: 5% or greater indirect ownership interest	No. of Beds: 37 TOWSON, MD Ranking: #2 out of 109 (Ranking List)
Oakton Place Health and Rehabilitation at The Arli Role: 5% or greater indirect ownership interest	No. of Beds: 44 NAPLES, FL Ranking: #6 out of 14 (Ranking List)
Parkwood Healthcare Community Role: 5% or greater indirect ownership interest	No. of Beds: 107 BEDFORD, TX Ranking: #54 out of 163 (Ranking List)
Signature Pointe Role: 5% or greater indirect ownership interest	No. of Beds: 195 DALLAS, TX Ranking: #46 out of 150 (Ranking List)
Somerfield at The Heritage Role: 5% or greater indirect ownership interest	No. of Beds: 66 BRENTWOOD, TN Ranking: #2 out of 39 (Ranking List)
Terraces at The Clare Role: 5% or greater indirect ownership interest	No. of Beds: 50 CHICAGO, IL Ranking: #2 out of 240 (Ranking List)
Walnut Place Role: 5% or greater indirect ownership interest	No. of Beds: 208 DALLAS, TX Ranking: #33 out of 150 (Ranking List)

Skilled nursing homes with the red icon () are homes where CMS had indicated that abuse has actually occurred or is likely to have occurred.

   Other Skilled Nursing Facilities Previously Associated with OAK INVESTMENT TRUST II

Table below shows each skilled nursing home that OAK INVESTMENT TRUST II was previously associated with, the nursing home's overall 5-star quality rating and provides a link to a comparison on the home to its local competition.

Skilled Nursing Facility	Description
Hale Ola Kino Most Recent Record: 08/01/2023 Role: 5% or greater indirect ownership interest	No. of Beds: 32 HONOLULU, HI Ranking: #2 out of 27 (Ranking List)

Skilled nursing homes with the red icon () are homes where CMS had indicated that abuse has actually occurred or is likely to have occurred.