Key Highlights

  • A USD 845.7 million Mortgage Loan covering 48 U.K. care homes, priced at 8.72% and booked in November 2026, sits alongside a raised 2026 Adjusted FFO range of USD 3.28 to 3.30 per diluted share at Omega Healthcare Investors (NYSE:OHI).
  • Operator-run seniors housing communities supplied 63.4% of LTC Properties (NYSE:LTC) nine-month 2026 revenue, and that portfolio counted 46 properties and 4,097 units at September 30.
  • Between October 1 and October 30, 2026, SLR Investment (NASDAQ:SLRC) retired 884,002 shares at an average of USD 11.31, spending USD 10.0 million including commissions.
  • Sixth Street Specialty Lending (NYSE:TSLX) reported first-lien Debt at 86.9% of its portfolio on September 30, 2026, and about 97.6% of its debt investments paid floating rates.

Omega Healthcare Investors (NYSE:OHI): Care Home Lending Lifts the Adjusted FFO Range

Omega Healthcare Investors (NYSE:OHI) delivered third quarter 2026 numbers on November 3, 2026. Adjusted FFO totaled USD 262 million, or USD 0.82 per diluted share, compared with USD 0.79 a year earlier. Per-share growth trailed dollar growth because weighted-average shares climbed to 321 million from 308 million. This healthcare REIT holds skilled nursing and senior housing Assets and rents them out to operators. About USD 1.5 billion of deals closed in 2026, including a USD 845.7 million loan backed by 48 care homes in the U.K. That loan bears 8.72% interest, which steps up to 8.94% in year two, and it matures in November 2031. Handing 32 Florida nursing homes to a new operator on October 1, 2026 raised contractual rent by USD 26.1 million a year, although the company paid a USD 90.0 million termination fee to get there. Borrowings totaled USD 4.1 billion, carrying a 4.2% weighted average interest rate. The USD 0.68 Dividend equals about 87% of the USD 0.78 per share available for distribution, by simple arithmetic on two reported numbers. Downside factors include a USD 11.4 million Impairment tied to one property, and a large U.K. loan concentrated with a single operator affiliate.

LTC Properties (NYSE:LTC): Operator-Run Communities Now Carry Most Revenue

The LTC Properties (NYSE:LTC) filing dated November 3, 2026 covers activity through September 30, 2026. Gross investments sit near USD 2.80 billion across 164 properties in the portfolio table. The seniors housing operating portfolio, known as SHOP, brought in USD 176.3 million of rental income and resident fees over the first nine months. That amount equals 63.4% of total revenues, even though SHOP holds only 49.0% of gross investments. Triple-net properties, 58 in number, contributed USD 51.9 million, or 18.7%. Starting in the second quarter of 2025, the company adopted the RIDEA structure, which allows a REIT to share directly in a property's Operating Cash Flow rather than simply collecting fixed rent. As a result, SHOP income moves with occupancy, resident fees and operating expenses, while triple-net rent is contractual. Fresh Capital comes from cash on hand, property sales, the unsecured revolver and at-the-market stock sales. Per-share Earnings and funds from operations are absent from the extract, and the material cites no share price move.

SLR Investment (NASDAQ:SLRC): Repurchases, New Notes and a Bigger Credit Line

The SLR Investment (NASDAQ:SLRC) quarterly filing for the period through September 30, 2026 appeared on November 3, 2026. As an externally managed business development company, it primarily extends credit to privately owned U.S. midsize companies. Between October 1 and October 30, the firm retired 884,002 shares at USD 11.31, spending USD 10.0 million. An October 28, 2026 commitment covers a private sale of USD 135 million in unsecured notes maturing in 2030, carrying a fixed 6.76% coupon and slated to close December 10, 2026. Amendment No. 5 raised the credit Facility ceiling to USD 950 million from USD 900 million. Directors approved a USD 0.31 quarterly payout per share, due December 28, 2026. Multiplying four such payouts gives USD 1.24, about 11% of the repurchase price, a simple arithmetic figure rather than a Yield forecast, and the distribution carries no guarantee. In the third quarter the company deployed roughly USD 194.6 million against USD 251.7 million of repayments, a net shrinkage of about USD 57.1 million by own arithmetic. Net asset value and net investment income do not appear in the extract.

Sixth Street Specialty Lending (NYSE:TSLX): Floating-Rate Loans With Floors Dominate the Book

Sixth Street Specialty Lending (NYSE:TSLX) disclosed portfolio figures on November 3, 2026 for the three months to September 30. What the material contains is a business overview and portfolio statistics, whereas income, net investment income and net asset value are missing, leaving earnings unreportable here. The company lends chiefly to U.S. middle-market businesses, and first-lien debt makes up 86.9% of the portfolio. Roughly 97.6% of debt investments carry floating rates, and each of those loans includes an Interest Rate floor that sets a minimum coupon when benchmark rates drop. Call protection applies to 66.7% of debt investments, so borrowers who refinance early pay a premium. The largest single position accounts for 2.4% of the portfolio, and the biggest industry weight is 17.9%. The debt is typically unrated and would likely sit below investment grade, which makes credit losses the core risk. The filing also flags inflation, elevated interest rates and tariffs, and it notes reliance on an external adviser. Non-accrual, dividend and share price data were not included in the extract.

Where Things Stand

Omega Healthcare Investors (NYSE:OHI) can earn 8.72% because it lent USD 845.7 million against 48 U.K. care homes, a rate that compares with a weighted average cost of debt of 4.2%. The higher yield comes with concentration, since the loan goes to a single operator affiliate. LTC Properties (NYSE:LTC) depends on operator-run SHOP communities whose income follows occupancy and resident fees. SLR Investment (NASDAQ:SLRC) shrank its book on net repayments while repurchasing shares and arranging new notes. Sixth Street Specialty Lending (NYSE:TSLX) holds a first-lien, mostly floating-rate book, but its material carried no earnings or net asset value. The four differ in structure more than in direction. Watch the SLR note closing on December 10, the Florida rent step-up at Omega, LTC's funding mix and Sixth Street's next earnings release.