$OHI

Welltower (WELL), Ventas (VTR), and Omega (OHI) are REITs benefiting from a growing demand for senior housing. Welltower reported 20.5% NOI growth, Ventas raised its investment target to $4.5B, and Omega faces tenant credit risks. The aging population is driving demand, while supply remains low.

Four REITs are positioned to benefit from the aging baby boomer population. Welltower (WELL) and Ventas (VTR) focus on senior housing, while Omega Healthcare (OHI) and CareTrust (CTRE) specialize in skilled nursing. Key metrics include occupancy rates, dividend coverage, and growth guidance. WELL and VTR show strong occupancy and FFO growth, while OHI and CTRE offer higher yields with varying risks.

Welltower (WELL), Ventas (VTR), and Omega Healthcare (OHI) are REITs benefiting from a demographic wave of aging baby boomers. Welltower reported Q2 2026 revenue of $3.54B, up 40.9% YoY, and raised FFO guidance. Ventas saw 9% YoY FFO growth and shifted focus to SHOP. Omega Healthcare improved AFFO and raised its dividend. All three companies are positioned to capitalize on increased demand for senior housing and skilled nursing facilities.

Omega Healthcare Investors (OHI) discussed its Q2 2026 earnings call, focusing on portfolio resilience in skilled nursing and senior housing and capital allocation. It reported Q1 adjusted FFO of $0.83 per share and FAD of $0.78, flat sequentially due to $563 million asset sales. OHI cited 6.7% cap-rate dispositions, operator EBITDAR coverage of 1.65x (as of Mar 31, 2026), a $16 million DIP paydown, and a $480 million CommuniCare asset exit.

RBC Capital analyst Michael Carroll kept Omega Healthcare (OHI) at Hold with a $51.00 price target; shares closed at $48.69. TipRanks shows a Hold consensus and a $52.91 average target. For Cubesmart (CUBE), RBC analyst Brad Heffern maintained Buy with a $47.00 target; shares closed at $41.95. Barclays also kept Buy at $46.00.

Omega Healthcare Investors (OHI) reported Q2 adjusted funds from operations (AFFO) of $261 million, or $0.83/share, and FAD of $248 million, or $0.78/share. The company completed $377 million in new investments and used about $700 million in asset-sale proceeds and loan repayments to cut revolver borrowings to $6 million. OHI raised 2026 AFFO guidance to $3.22-$3.26/share and expects a temporary earnings headwind from late Q2 closings.

Omega Healthcare Investors (NYSE: OHI) continues to expand its senior housing operating portfolio (SHOP) as the company sees further growth opportunities in senior living. In the second quarter, the Hunt Valley, Maryland-based real estate investment trust (REIT) completed $58 million in senior living investments, made up of $43 million for a three-community portfolio in Rhode Island and a standalone community in Tennessee for $15 million.

OMEGA HEALTHCARE INVESTORS INC (OHI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ​ 303 International Circle P : 410.427.1700 Suite 200 Hunt Valley, MD 21030 ​ PRESS RELEASE – FOR IMMEDIATE RELEASE OMEGA REPORTS SECOND QUARTER 2026 RESULTS AND RECENT DEVELOPMENTS Completed $126 Million in New Investments in Q2 2026 Increased Quarterly Dividend by

Fitch Ratings said four senior housing REITs, CareTrust (CTRE), National Health Investors (NHI), Sabra (SBRA) and Omega (OHI), earned similar “BBB-” credit ratings. Fitch cited differences in liquidity and leverage, noting a trend to reduce skilled nursing exposure and expand managed operating platforms, including RIDEA structures. It also highlighted U.K. exposure and NHI’s positive outlook factor.

UBS analyst Michael Goldsmith said senior housing and skilled nursing REITs should see positive results ahead of summer earnings, citing muted supply growth, demographic tailwinds, near-90% Q2 occupancy (NIC MAP), and accretive acquisitions. UBS has buy ratings and raised price targets for American Healthcare REIT (to $63), and Welltower (to $271), plus maintained targets for CareTrust REIT ($48) and Omega Healthcare Investors ($54).