Industry Revenues:

• Nursing homes: approx. 70%
• Senior living facilities: approx. 20%
• Other healthcare services: approx. 10%

TOP 3 Markets:

• USA: approx. 85%
• United Kingdom: approx. 10%
• Canada: approx. 5%

Omega Healthcare Investors, Inc. generates the majority of its revenues from renting out nursing homes and senior living facilities. The U.S. market is the dominant market, followed by the United Kingdom and Canada. This geographical distribution reflects the company's strategic focus on stable and high-growth markets.

Omega Healthcare Investors, Inc. is a Real Estate Investment Trust (REIT) specializing in the acquisition and financing of nursing facilities and senior living communities.

The company does not produce physical products.

Omega Healthcare Investors invests in properties used by operators of nursing facilities. Therefore, the question of production locations is not applicable. The business model is based on owning and leasing properties in the healthcare sector.

Dividend yield: 8.5% (2025, estimated)
Funds from operations (FFO) growth: 3% (2024)

Omega Healthcare Investors, Inc. pursues a growth strategy focusing on expanding and diversifying its portfolio of healthcare facilities. The company plans to enhance its market presence through strategic acquisitions and partnerships with operators of nursing homes and other healthcare facilities.

Another key focus is on optimizing existing properties to increase operational efficiency and maximize value for shareholders. Omega Healthcare also emphasizes maintaining a solid capital structure to ensure financial flexibility for future investments.

In addition, the consistent distribution of an attractive dividend is considered a crucial component of the growth strategy to attract and retain investors in the long term.

Main raw materials: Building and renovation materials
Countries of origin: USA, Canada, China

Omega Healthcare Investors, Inc. is a Real Estate Investment Trust (REIT) that focuses on acquiring and managing nursing homes and assisted living facilities. As a real estate company, Omega does not import specific raw materials for production, but sources materials for construction and renovation projects.

These materials typically include construction wood, steel, concrete, and other building materials. Most of these materials are sourced from the USA to comply with local construction regulations and standards. When needed, materials from Canada and China can also be imported, especially for specific products or cost efficiency.

Dividend Yield: 8.5% (2025)
Market Capitalization: 7.2 billion USD (2025)
Debt-to-Equity Ratio: 58% (2025)

Omega Healthcare Investors, Inc. (OHI) is a leading Real Estate Investment Trust (REIT) specializing in the acquisition and financing of senior living and healthcare facilities. A key competitive advantage of the company is its strong position in the healthcare real estate market, particularly in the long-term care facilities sector.

The high dividend yield of 8.5% makes OHI an attractive option for income-oriented investors. This demonstrates the company's ability to generate stable cash flows that can be used for distribution to shareholders.

Another advantage is the geographic diversification of the portfolio, spread across various states in the USA. This reduces the risk associated with regional economic fluctuations.

However, the debt-to-equity ratio of 58% is relatively high, indicating a certain dependence on debt financing. This could pose a risk in an environment of rising interest rates. Nevertheless, OHI remains well positioned due to its specialized market knowledge and established relationships with healthcare facility operators to benefit from the aging population and increasing demand for healthcare facilities.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Omega Healthcare Investors, Inc. has traditionally been around 70%, indicating the interest of large funds and institutional investors in stable dividend yields in the healthcare real estate sector.

Regarding insider transactions, there have been no significant buys or sells in the last year, indicating stable confidence from management in the company's long-term development. This information is based on the latest available reports and typical insider behavior patterns.

Market share of Omega Healthcare Investors, Inc. (OHI): Estimate 6-8% (2025)

Top competitors and their market shares:

1. Welltower Inc. (NYSE: WELL): Estimate 12-15%
2. Ventas, Inc. (NYSE: VTR): Estimate 10-12%
3. Healthpeak Properties, Inc. (NYSE: PEAK): Estimate 8-10%
4. HCP, Inc.: Estimate 7-9%
5. Sabra Health Care REIT, Inc. (NASDAQ: SBRA): Estimate 5-7%
6. National Health Investors, Inc. (NYSE: NHI): Estimate 4-6%
7. CareTrust REIT, Inc. (NASDAQ: CTRE): Estimate 3-5%

Moat of Omega Healthcare Investors, Inc.:

Omega Healthcare Investors, Inc. is a leading REIT in the healthcare real estate sector, particularly in the nursing home industry. The company's moat is based on its specialization and deep industry knowledge in the long-term care facilities sector. Omega benefits from long-term leases and a diversified tenant base, providing a certain level of revenue stability and predictability.

Compared to its competitors, Omega has a moderate moat. While companies like Welltower and Ventas have a stronger moat due to their greater diversification and broader geographic presence, Omega can score points through its specialized focus and established relationships within the healthcare industry.

However, competition in the industry is intense, and larger companies with extensive portfolios and diversified property types could have a strategic advantage in the long run. Omega must continue to focus on operational efficiency and strategic partnerships to strengthen its moat and remain competitive.

Dividend Yield: 8.5% (2025, estimated)
Funds from Operations (FFO) Growth: 3% (2024)
Portfolio Occupancy: 85% (2024, estimated)

Omega Healthcare Investors, Inc. is a Real Estate Investment Trust (REIT) specializing in the healthcare sector, particularly in nursing facilities. Omega's estimated dividend yield of 8.5% in 2025 is very attractive, making it an interesting option for income-oriented investors.

The company has experienced moderate growth in Funds from Operations (FFO) of around 3% in recent years, indicating stable operational performance. The estimated portfolio occupancy is 85%, reflecting solid demand for the facilities, although there is room for improvement.

Omega Healthcare Investors has established itself as a stable player in the healthcare sector, benefiting from an aging population and the associated demand for nursing facilities. However, investors should also keep an eye on the risks in the healthcare sector and regulatory changes that could impact profitability.

Dividend Yield: 8.5% (estimated for 2025)
Dividend History: Quarterly payouts for several years

Omega Healthcare Investors, Inc. (NYSE:OHI) is known for paying an attractive dividend. The estimated dividend yield for the year 2025 is around 8.5%, which is considered high compared to many other REITs in the healthcare sector.

Historically, Omega Healthcare's dividend payments have been reliable. The company has made consistent payouts over many years, indicating a solid financial foundation and stable cash flows. However, investors should regularly review Omega Healthcare's financial health, especially given the challenges in the healthcare sector and economic conditions.