Added to YB: 2026-02-03
Pitch date: 2026-01-31
NHI [bullish]
National Health Investors, Inc.
-5.5%
current return
Author Info
No bio for this author
Company Info
National Health Investors, Inc. is a self-managed real estate investment trust specializing in sale-leaseback, joint venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical facility investments.
Market Cap
$3.6B
Pitch Price
$81.01
Price Target
N/A
Dividend
4.91%
EV/EBITDA
17.17
P/E
24.19
EV/Sales
12.10
Sector
Health Care REITs
Category
special_situation
National Health Investors, Inc. - $NHI
NHI: Healthcare REIT pivoting from triple-net leases to SHOP model to capture 'silver tsunami' demographic shift as baby boomers age and senior housing occupancy recovers post-COVID. Beat/raised all quarters 2025, FFO rising. Activists lost proxy 51-49% over NHC master lease 65% below market. New CiC agreements signal potential sale - CEO gets $17.5M. 2026 NHC lease renegotiation key catalyst.
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