National Health Investors

NHI

Market cap $3.8B

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI). But which of these two companies is the best option for those looking for undervalued stocks?

MURFREESBORO, TN / ACCESS Newswire / December 18, 2025 / National Health Investors, Inc. (NYSE:NHI) announced today that it has invested $89.2 million, including transaction costs, in four separate transactions at an average initial yield of 8.20%. The investments include the following: $52.1 million, including transaction costs, for the acquisition of a 107-unit assisted living and memory care community in Jamison, PA operated by Priority Life Care ("PLC") which is a new relationship for NHI.

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI). But which of these two stocks is more attractive to value investors?

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Sunstone Hotel Investors (SHO) or National Health Investors (NHI). But which of these two stocks presents investors with the better value opportunity right now?

National Health Investors (NHI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

National Health Investors, Inc. is rated a Buy for income-focused investors seeking exposure to senior housing REITs. NHI boasts a 4.7% dividend yield, strong Q3 results, conservative debt management, and over $1 billion in liquidity supporting dividend safety and growth. NHI's total return has outperformed the real estate sector over the past decade, with demographic trends and raised guidance pointing to continued growth.

REITs are attractive now as inflation stabilizes and interest rates are expected to fall, boosting sector appeal and yield spreads. A rigorous screen identifies 37 equity REITs yielding 4.75%-plus and at least 20% undervalued. The list is then narrowed by forward revenue growth, dividend safety, and balance sheet quality to identify 13 Buried Treasures.

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI). But which of these two stocks offers value investors a better bang for their buck right now?

The market has flipped from greed to extreme fear within a month, as investors flee for safety over AI bubble fears, labor market woes, and the ongoing government shutdown. The S&P 500 reached extreme historical valuation levels when compared to both 5-year and 10-year averages. Recent volatility indicates a market rotation could be underway. REITs offer a potential stable source of income for investors when markets are volatile. REITs are required by law to disburse high dividends and are backed by tangible, inflation-resistant assets.