OHI Q3 2026 Call: UK Expansion and Florida Operator Transitions Drive Accretive Growth
Omega Healthcare management used the Q3 call to detail a massive $1.5 billion year-to-date investment push, headlined by the $846 million Runwood UK mortgage loan and a highly accretive Florida operator transition. While sequential AFFO was flat due to Q2 dispositions, the 'active portfolio management' strategy—specifically the Pax transition yielding a 29% effective yield—and the resolution of the Genesis bankruptcy with NewGen provide a clear path to the raised FY26 guidance. Management signaled a strategic pi...
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