Omega Healthcare Investors

Name

Omega Healthcare Investors

Legal name

Omega Healthcare Investors, Inc.

Website

https://omegahealthcare.com

Company type

Public

Founded year

1992

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Hunt Valley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Infrastructure, Personnel, Others

Revenue model

1. Rental Income: Primary revenue stream from triple-net lease arrangements on owned skilled nursing and assisted living facilities. Leases typically include contractual rent escalations and revenue participation features. Properties span 44 US states plus UK and Canada.
2. Mortgage Interest Income: Interest income from mortgage loans provided to healthcare operators, including participating and convertible participating mortgages with variable interest tied to CPI or revenue increases.
3. Strategic Operating Income (SHOP/RIDEA): Omega is transitioning toward SHOP/RIDEA operational models in senior housing, allowing direct operation of senior living communities to capture operational upside alongside real estate appreciation.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Omega Healthcare Investors is a Real Estate Investment Trust that finances long-term healthcare facilities, primarily skilled nursing and assisted living properties, through triple-net lease arrangements and mortgage loans extended to healthcare operators. The company owns 1,124 properties with approximately 102,180 beds across 44 U.S. states plus the United Kingdom and Canada, operated by 94 healthcare operators, generating rental income and mortgage interest as its primary revenue streams.

Product overview

Omega Healthcare Investors operates as a single-product healthcare REIT offering, structured as a real estate investment trust that invests in the long-term healthcare sector. The company's core portfolio consists of skilled nursing facilities and assisted living properties operated under triple-net lease structures by 94 diverse healthcare operators. The portfolio spans 44 U.S. states and the United Kingdom, with total real estate investments of $11.6 billion as of March 31, 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Omega Healthcare REIT Core Portfolio A real estate investment trust portfolio consisting of 1,124 skilled nursing and assisted living facilities spanning 44 U.S. states and the UK, with approximately 102,180 beds and $11.6 billion in total real estate investments as of Q1 2026, operated by 94 diverse healthcare operators under triple-net lease structures.
• Triple-Net Lease Financing Long-term real estate financing for healthcare operators through triple-net lease arrangements on owned skilled nursing and assisted living facilities, typically including contractual rent escalations and revenue participation features. Properties span 44 U.S. states plus the UK and Canada.
• Mortgage Financing for Healthcare Operators Mortgage loans extended to healthcare operators, including participating and convertible participating mortgages with variable interest tied to CPI or revenue increases, complementing the company's triple-net lease offerings.
• SHOP/RIDEA Senior Housing Operations Strategic operating partnership model (SHOP/RIDEA) through which Omega directly operates senior living communities to capture operational upside alongside real estate appreciation, marking the company's pivot toward operating income in senior housing.
• Dividend Reinvestment and Common Stock Purchase Plan (DRCSP) A direct stock purchase and dividend reinvestment plan administered by Computershare, allowing both existing stockholders and new investors to participate. New investors can make initial investments with a minimum of $250, while current stockholders can purchase additional shares ranging from $50 to $10,000 per month.

Quantifiable outcome

• 9.5% FAD per share growth year-over-year in Q1 2026
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Plated FoodserviceminorStrategic or Co-development Partner · 18 March 2026Omega Healthcare Investors backed Plated Foodservice, which launched a technology-driven foodservice solution for healthcare facilities including skilled nursing and behavioral health centers. The company uses patent-pending individually packaged frozen meals and low-and-slow heating units to help facilities reduce labor costs while maintaining quality dining.
• MedaSyncminorStrategic or Co-development Partner · 27 August 2025Strategic investment announced August 27, 2025, to expand MedaSync's AI-powered reimbursement software for skilled nursing facilities. The investment aims to accelerate market adoption and product development amid MedaSync's significant growth, including over 100% increase in customer acquisition year-over-year.
• Cascala HealthminorStrategic or Co-development Partner · 22 August 2025Omega participated in an $8.6 million seed financing round for Cascala Health in August 2025, bringing total raised to $11.23 million since 2024 launch. Cascala is an AI platform for post-acute care providers, using funds to accelerate product development and expand clinical intelligence capabilities.
• SunboundminorStrategic or Co-development Partner · 13 May 2025Strategic partnership announced May 13, 2025, with Omega taking an equity stake in Sunbound. The partnership provides Omega's operator partners with exclusive benefits and enhanced access to Sunbound's financial solutions for senior living operators in the U.S. and the U.K., signaling shared vision to improve operational efficiency and resident satisfaction.
• Saber Healthcare HoldingscoreStrategic or Co-development Partner · 1 January 2025Omega Healthcare and Saber Healthcare formed a $222.4 million joint venture in 2025. Omega also closed a 9.9% equity interest in Sabra's operating company for $93 million. The Saber relationship is expected to become Omega's largest revenue source by year-end.

Scale indicators17 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Welltower: Largest US healthcare REIT investing in senior housing operating (SHOP/RIDEA), outpatient medical, and post-acute properties. Closest direct comparable to Omega given overlap in senior housing strategy and operator relationships.
• Ventas: Diversified healthcare REIT with material senior housing operating exposure alongside medical office and life science assets. Comparable to Omega in senior housing strategic pivot and demographic-driven thesis.
• Healthpeak Properties: Healthcare REIT with outpatient medical, lab/life science, and CCRC senior housing exposure. Comparable in scale, dividend-oriented structure, and healthcare operator relationships.
• Sabra Health Care REIT: Skilled nursing and senior housing REIT with overlapping tenant base, including a joint equity relationship with Omega via the Saber operating company investment. Most direct SNF-focused competitor.
• CareTrust REIT: Pure-play skilled nursing and seniors housing triple-net REIT. Direct competitor in SNF lease financing with similar operator base and capital structure profile.
• National Health Investors: Healthcare REIT focused on SNF, senior housing, and behavioral health properties. Comparable to Omega in lease structure, operator credit analysis, and dividend-oriented model.
• LTC Properties: Healthcare REIT specializing in SNF and assisted living triple-net leases. Smaller-scale direct competitor with nearly identical property type focus to Omega's core portfolio.
• Diversified Healthcare Trust: Healthcare REIT with significant skilled nursing and senior housing exposure operated via RIDEA structures. Competes for similar operator relationships and capital deployment opportunities.
• American Healthcare REIT: Diversified healthcare REIT with SNF, senior housing operating, and outpatient medical exposure. Increasingly active competitor in Omega's core SNF and senior housing segments.

Emerging players

• Global Medical REIT: Smaller healthcare REIT focused on outpatient medical and net-lease healthcare properties. Partial overlap with Omega's operator-tenant model but focused on MOB rather than SNF/senior housing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Omega Healthcare Investors