Omega Healthcare (OHI) - Hoya Hotseat
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.