OHI

Most REIT income hits a brokerage account as ordinary income. A REIT distribution counts as qualified dividend income only to the extent the trust designates it in a written notice to shareholders (26 U.S.C.

Nearly 70 million boomers are turning 80 while new senior housing construction crawls near record lows.

Omega Healthcare Investors, Inc. ( OHI ) Q3 2026 Earnings Call November 4, 2026 10:00 AM EST Company Participants Michele Reber - Senior Director of Asset Management Matthew Gourmand - CEO, President & Director Vikas Gupta - Chief Investment Officer Neal Ballew - Chief Financial Officer Megan Krull - Senior Vice President of Data, Intelligence & Government Relations Conference Call Participants Seth Bergey - Citigroup Inc., Research Division Michael Goldsmith - UBS Investment Bank, Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Nicholas Yulico - Scotiabank Global Banking and Markets, Research Division David Rodgers - Raymond James & Associates, Inc., Research Division Juan Sanabria - BMO Capital Markets Equity Research Michael Carroll - RBC Capital Markets, Research Division Michael Stroyeck - Green Street Advisors, LLC, Research Division Andrew Reale - BofA Securities, Research Division Presentation Michele Reber Senior Director of Asset Management Thank you, and good morning. With me today is Omega's CEO, Matthew Gourmand; CFO, Neal Ballew; CIO, Vikas Gupta; and Megan Krull, Senior Vice President, Data, Intelligence and Government Relations.

Omega Healthcare Investors, Inc. delivered a steady Q3, reinforcing its strong industry positioning and execution amid secular tailwinds. OHI's occupancy rate reached 82.7%, EBITDAR coverage improved to 1.67x, and leverage dropped to a historic low of 3.1x. The company executed a significant $845 million UK mortgage loan at 8.72%, signaling attractive international diversification and future optionality.

HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a cash dividend of $0.68 per share on its common stock. The dividend is payable Monday, November 16, 2026, to common stockholders of record as of the close of business on Thursday, November 5, 2026. Omega is a real estate investment trust (“REIT”) that invests in the long-term healthcare industry, primarily in skilled nursing, assisted living, and care ho.

A 16% yield sounds like a retirement dream until you look at what is quietly happening to the principal underneath it. Five popular income stocks are flashing warning signs that most investors only notice after the cut.

With Treasury yields north of 5%, the bar for dividend stocks has never been higher, yet five companies are clearing it with cash-covered payouts and decades of consecutive raises behind them.

Five income stocks sitting just below the radar are paying yields that dwarf the market average, but each one carries a catch that could change everything before the next distribution hits your account.

With the 10-year Treasury yielding above 5%, most dividend stocks no longer clear the bar, but five names spanning pipelines, tobacco, private credit, and senior care still do and have the cash flow records to prove it.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or Omega Healthcare Investors (OHI). But which of these two stocks presents investors with the better value opportunity right now?