
Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows.
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily skilled nursing and assisted living facilities.
| Revenue (TTM) | $1.26B |
| Gross Profit (TTM) | $1.24B |
| EBITDA | $1.14B |
| Operating Margin | 61.50% |
| Return on Equity | 16.50% |
| Return on Assets | 4.91% |
| Revenue/Share (TTM) | $4.25 |
| Book Value | $18.02 |
| Price-to-Book | 2.60 |
| Price-to-Sales (TTM) | 11.72 |
| EV/Revenue | 14.22 |
| EV/EBITDA | 12.65 |
| Quarterly Earnings Growth (YoY) | 161.30% |
| Quarterly Revenue Growth (YoY) | 11.20% |
| Shares Outstanding | $303.01M |
| Float | $302.06M |
| % Insiders | 0.20% |
| % Institutions | 83.24% |
Volatility is currently contracting

Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows.

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of DiamondRock Hospitality (DRH) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?

HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended September 30, 2026, on Tuesday, November 3, 2026, after market close. In conjunction with its release, Omega will conduct a conference call on Wednesday, November 4, 2026, at 10 a.m. Eastern Time to review its 2026 third quarter results and current developments.Investors and other interested parties may access the conference cal.

Omega Healthcare remains Buy rated, offering a near 6% yield and structural advantages in skilled nursing real estate. OHI's upcoming earnings are expected to be quietly strong, with AFFO/share modeled at $0.81 versus the Street's $0.80. Recent acquisitions and stable rental income support 4% y/y revenue growth, while interest expense and G&A remain contained.

Two million Americans turn 80 in 2026, and the senior housing industry is nowhere near ready for what comes next. Three REITs are quietly capitalizing on a supply gap that took decades to build.

Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun.

Senior Housing REITs are outperforming major indices, driven by a persistent supply-demand imbalance and favorable demographic trends. This article previews 3 Senior Housing REITs that offer high yields and strong balance sheets while trading at attractive FFO multiples. All three REITs present robust internal and external growth potential as occupancy rates climb, with yields well above Treasury rates.

The leading edge of 70 million baby boomers just started turning 80, and new senior housing construction sits at record lows.

SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (NYSE: PACS) announced today that subsidiaries of the Company have entered into definitive agreements to acquire the operations of 32 skilled nursing facilities across Florida. The facilities will be leased from subsidiaries of one of our existing REIT landlords, Omega Healthcare Investors, Inc. (NYSE: OHI).The facilities have a combined 4,049 licensed skilled nursing beds and are deeply integrated into local healthcare networks throughout Florid.

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Gaming and Leisure Properties (GLPI) and Omega Healthcare Investors (OHI). But which of these two stocks presents investors with the better value opportunity right now?
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