Revenue distribution by industry:

• Senior living facilities: approx. 70%
• Care facilities: approx. 20%
• Medical office buildings and other healthcare properties: approx. 10%

Top 3 markets and their percentage shares:

• USA: approx. 95%
• Canada: approx. 3%
• Europe: approx. 2%

National Health Investors, Inc. (NHI) generates the majority of its revenue from investments in senior living facilities, aligning with demographic trends and the aging population. The primary market is the USA, where most properties and investments are made. Smaller shares come from Canada and Europe, with these markets gaining importance in recent years.

National Health Investors, Inc. (NYSE:NHI) is a Real Estate Investment Trust (REIT) specializing in investments in properties in the healthcare sector.

The company does not produce physical products. Instead, it invests in properties used for healthcare services, such as senior living facilities, nursing homes, and other healthcare facilities.

As a result, there are no production facilities, but rather real estate locations distributed throughout the United States.

Strategy for Future Growth:

1. Portfolio Diversification: National Health Investors, Inc. (NHI) focuses on diversifying its real estate portfolio to minimize risks and secure stable returns. This includes investments in various types of healthcare facilities, including senior living communities and nursing homes.

2. Strategic Partnerships: NHI is dedicated to expanding strategic partnerships with established operators in the healthcare sector. This allows the company to benefit from their expertise while expanding its market presence.

3. Sustainable Investments: Another key focus is on sustainable investments to achieve long-term value appreciation. This includes modernizing existing facilities and constructing new, energy-efficient buildings.

Through these strategic approaches, NHI aims to maximize its growth potential while meeting the evolving needs of the healthcare market.

Imported Raw Materials/Materials: No specific raw materials

National Health Investors, Inc. (NHI) is a Real Estate Investment Trust (REIT) specializing in investments in senior housing facilities and healthcare properties. As a REIT, NHI does not directly import raw materials or materials. Instead, the company invests in real estate and is involved in the management and leasing of these properties.

The materials needed for the construction or renovation of the properties are typically sourced by the construction companies or operators of the facilities that collaborate with NHI. These companies may import building materials such as steel, concrete, and wood, but this is not directly related to NHI's activities.

For detailed information on the origin of building materials, it would be necessary to consult the specific construction companies or operators collaborating with NHI.

Current dividend yield: 6.5% (2025)
Funds from Operations (FFO) per share: $4.50 (estimated for 2025)
Real estate portfolio: Over 200 facilities in 34 states (2025)

National Health Investors, Inc. (NHI) has several competitive advantages that strengthen its position in the market. A key advantage is the diversified real estate portfolio, which includes over 200 facilities in 34 states. This geographical diversification reduces risk and enables the company to benefit from different regional market conditions.

Another advantage is the stable dividend yield of 6.5%, which is attractive to investors and positions the company as a reliable source of income. The ability to maintain a high dividend yield indicates solid financial foundations and a stable business model.

Additionally, the estimate of FFO per share of $4.50 for 2025 shows that NHI is able to continuously generate income that can be used to finance dividends and further investments. This strengthens financial flexibility and the ability to respond to market changes.

Overall, NHI benefits from a strong market position through diversification, stable earnings, and attractive dividends, giving the company a significant competitive advantage.

Institutional Investor Share: approximately 65% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share at National Health Investors, Inc. typically ranges from about 60-70%. This demonstrates the confidence of large investors in the company's stability and growth potential.

In 2025, there were no significant insider transactions, indicating that the management does not expect any major changes in the stock value. Such information is important for assessing the management's confidence in the company's future development.

Market share of National Health Investors, Inc. (NHI): Estimated around 3-4% (2025)

Top competitors and their market shares:

1. Welltower Inc. (NYSE:WELL): around 10-12%
2. Ventas, Inc. (NYSE:VTR): around 9-11%
3. Healthpeak Properties, Inc. (NYSE:PEAK): around 8-10%
4. HCP, Inc. (NYSE:HCP): around 7-9%
5. Omega Healthcare Investors, Inc. (NYSE:OHI): around 5-7%
6. National Health Investors, Inc. (NYSE:NHI): around 3-4%
7. LTC Properties, Inc. (NYSE:LTC): around 2-3%
8. Sabra Health Care REIT, Inc. (NASDAQ:SBRA): around 2-3%

Moat of National Health Investors, Inc.:

National Health Investors, Inc. (NHI) has a moderate moat, mainly based on long-term leases with healthcare facilities and a diversified portfolio. These factors provide a certain level of stability and predictability of income.

Compared to larger competitors like Welltower and Ventas, which have more extensive portfolios and stronger partnerships, NHI's moat is less pronounced. These larger companies often benefit from better economies of scale and broader geographic diversification, giving them a competitive advantage.

Overall, NHI has a solid but not outstanding moat compared to its larger competitors. Securing long-term leases and further diversifying the portfolio could help strengthen the moat.

Revenue Growth: 2.5% (2024) FFO Growth (Funds From Operations): 3.0% (2024) Dividend Yield: 6.2% (2024)

National Health Investors, Inc. (NHI) is a Real Estate Investment Trust (REIT) specializing in properties in the healthcare sector. In 2024, the company experienced moderate revenue growth of 2.5%, indicating stable demand in the healthcare real estate sector. The 3.0% FFO growth demonstrates NHI's ability to slightly increase its operational income, which is an important metric for REITs.

The 6.2% dividend yield is attractive to investors seeking regular returns. This high yield reflects NHI's ability to provide stable dividend payments, which can be a crucial factor for many investors.

Overall, NHI could be a good investment for investors interested in stable returns and willing to invest in the healthcare real estate sector. However, potential investors should consider the long-term trends in the healthcare sector and the specific risks associated with real estate investments.

Dividend Yield: 6.2% (2025, estimated)
Dividend History: Continuous payout for several years

National Health Investors, Inc. (NHI) is known for distributing an attractive dividend. The dividend yield is currently around 6.2%, which can be considered high compared to other companies in the healthcare real estate industry.

The company has a long history of dividend payments and has regularly adjusted them in the past to reflect financial conditions and company performance. The reliability of the payout is supported by stable income from its real estate investments, mainly located in the healthcare sector.

Analysts view NHI's dividend policy as relatively secure, provided there are no significant negative developments in the healthcare sector or the general economy.