Added to YB: 2026-02-03
Pitch date: 2026-01-31
NHI [bullish]
National Health Investors, Inc.
-16.76%
current return
Author Info
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Company Info
National Health Investors, Inc. is a self-managed real estate investment trust (REIT). The Company owns, leases, operates and finances the development of high-quality real estate properties in the United States, focusing on senior housing communities and medical facilities.
Market Cap
$3.2B
Pitch Price
$78.89
Price Target
N/A
Dividend
5.73%
EV/EBITDA
15.59
P/E
18.94
EV/Sales
10.30
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.
Read full article (5 min)