So OHI, Omega Healthcare Investors.

They are a REIT that distribute quarterly. Currently at 9% yield, Historically 5-7% yield. Underpriced in current situation.

Underpriced because covid has left some of their tenants with some problems of payment, though from a financial perspective they are not near to any problems at all, can still afford the div payout at 80% affo/share being paid out. Has atleast a 30% upside in the near term once they sort their tenant problem out.

What are their tailwinds? Well It's a stock focused on skilled nursing real estate. The boomer generation is going to die off approximately 5 years from now for about 15 years~. Analysts expect this tailwind that will last 2 decades to come about around 2025.

Further tailwind, LOADS of their tenants revenue comes from Medicaid/care. Government program that is unlikely to be severely cut

All the boomers are going to die, and a big % of them will end up in nursing homes.

https://www.omegahealthcare.com/~/media/Files/O/Omega-HealthCare/2021/Omega%20Healthcare%20-%20New%20Investor%20Presentation%20-%20November%202021.pdf

Here alot of their tailwinds and industry overview is listed.

Has a 9% payout now, 8% div cagr history over 17 years, did not increase dividend going into 2021 due to the covid troubles, likely price lower largely because of that, since it's no longer div growing lots of funds that only do div growth have dropped this stock.

Skilled nursing is very fragmented, there are no huge players in the industry, only 11% is owned by REITS, of which 5% is OHI. OHI plans to atleast double their stake in the next 10 years

I personally have been loading up on this one since mid 2021. Any of you as bullish as I am about this ticker?