- OHI is trading at an attractive valuation compared to its peer group as it's on the lower end of the price to FFO metric while paying the largest dividend yield.
- Omega Healthcare Investors is working through the non-payment headwinds from some of its operators and restructuring the deals to mitigate its downside.
- OHI has made several new investments and utilized a portion of proceeds from divestitures to buy back $133 million in shares YTD.
- OHI still represents an interesting opportunity as the selloff has pushed its yield past 9% and management is positioning the company for future growth.
For further details see:
Omega Healthcare Investors: The 9%+ Yield Is Still Secure As Headwinds Get Worked Out