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Posted by
Two Blokes May 4 -
Filed in
Stock
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Omega Healthcare shows progress with Q1 net income up 22% YoY, but faces challenges with rent collections from financially struggling operators. Despite raising AFFO guidance for 2025, OHI's market response was negative, due to concerns over Genesis Healthcare's missed payments and overall operator liquidity issues. OHI's growth strategy includes significant real estate acquisitions and diversifying its portfolio, but potential Medicare/Medicaid changes and high operator concentration pose risks.
