Omega Healthcare

OHI

Market cap $13.6B

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Alpine Income (PINE) and Omega Healthcare Investors (OHI). But which of these two stocks presents investors with the better value opportunity right now?

Turkey isn't the only thing making investors tired this Thanksgiving: AI fatigue is setting in as bubble fears rise and tech trades at dot-com era multiples. Record AI spending continues despite skepticism over near-term payoffs and many firms reporting zero measurable returns. AI investment could reach $4 trillion by 2030, while tech leaders acknowledge the risk of irrational spending and the potential for a bubble to burst.

The Dividend Harvesting Portfolio is positioned for long-term growth, benefiting from a lower rate environment and the ongoing A.I. revolution. Despite NVDA's stellar earnings, market volatility persists due to rising unemployment and uncertainty around Fed rate cuts, highlighting recession risks. Weekly additions include GPIQ, AMLP, and STWD, focusing on high-yield, income-generating assets while maintaining sector diversification and risk mitigation.

The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Alpine Income (PINE) and Omega Healthcare Investors (OHI). But which of these two stocks presents investors with the better value opportunity right now?

US equity real estate investment trust indexes dropped during the final week of October. The Dow Jones Equity All REIT index closed the recent week down 3.29%, while the MSCI US REIT (RMZ) index fell 2.88%. The healthcare REIT index was the sole Dow Jones US real estate property sector index to close the week in the black, recording a 1.47% gain.

Omega Healthcare Investors remains a Buy, supported by resilient performance, strong dividend yield, and improving fundamentals. OHI reported robust Q3 results, with AFFO growth, higher occupancy, and raised guidance, reflecting operational strength and also continued acquisitions. Rate cuts and industry recovery could further benefit OHI, while its financial position, profitability, and scale provide competitive advantages and opportunities, especially since they're actively using the stock to develop.

Omega Healthcare Investors, Inc. ( OHI ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Michele Reber - Senior Director of Asset Management C. Pickett - CEO & Director Matthew Gourmand - President Vikas Gupta - Chief Investment Officer Robert O.

Although the revenue and EPS for Omega Healthcare Investors (OHI) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Omega Healthcare Investors (OHI) came out with quarterly funds from operations (FFO) of $0.79 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to FFO of $0.74 per share a year ago.