MRT - Omega Has Returned 33% Year To Date And I'm Sleeping Well At Night
There’s little argument that skilled nursing has been a challenging sub-sector in healthcare, but by carefully analyzing the catalysts, investors can become better informed and hopefully “sleep well at night”.
To analyze the factors that have been driving operator performance in recent years, its important to evaluate these factors prospectively with the intention of estimating future operator performance.
Starting with demographics, the primary catalyst for skilled nursing facilities is demand, specifically in terms of age utilization between 75 and 87 years old. To get a proxy of the headwind, take a look at