Omega Healthcare (OHI) - Hoya Hotseat

Hoya Capital

Omega Healthcare (OHI) - Hoya Hotseat In the News All OHI Feb 21 Written By Alex Pettee, CFA Hoya Hotseat Omega Healthcare Investors (NYSE: OHI) is the largest skilled nursing REIT, with a portfolio of 92,284 beds across 42 U.S. states and the UK. OHI specializes in providing long-term, triple-net lease financing to skilled nursing (70% of its portfolio) and senior housing operators (30% of its portfolio), leveraging demographic trends that drive demand for senior care.

President Matthew Gourmand joins the Hotseat to discuss OHI’s strategic vision, the evolution of its extensive portfolio, the advantages of the REIT structure in the healthcare sector, and the key industry tailwinds and challenges shaping the future of skilled nursing and senior housing investments. Continue reading ▶︎ Interviews Press All Hoya Hotseat OHI Alex Pettee, CFA Transcript great thanks for having us um so we're Omega Omega Healthcare investors uh we are a 10 plus billion dollar Equity value re list on the New York Stock Exchange uh we predominantly invest in healthc care assets uh primarily in skilled nursing and assisted facility assets um we like the assisted living facility and skill nursing facilities just given the demographics that are existing um and ultimately we're able to capture fairly favorable yields relative to our cost of capital so our strategy is to allocate Capital to Superior operators and the skill nursing assist living facility space and grow with them a creatively growing fad per share by effectively uh benefiting from the spread between our going in yields and our cost of capital and obviously those yields grow over time with escalators so it's been a a favorable and successful uh strategy for 20 plus years and and it's probably something we will Envision continuing uh to to invest in while also continuing to examine other inv investment opportunities within the healthcare space so uh we became a re in 1992 in March 1992 ...