Key Highlights

  • Investments completed in 2026 reached roughly USD 1.5 billion, made up of USD 182 million in the third quarter and USD 946 million after the quarter closed, according to the company's November 3, 2026 release.
  • Third-quarter Adjusted FFO climbed to USD 262 million, equal to USD 0.82 per diluted share against USD 0.79 last year, while Net Income landed at USD 87 million, or USD 0.27 per diluted share.
  • The full-year Adjusted FFO outlook now runs from USD 3.28 to 3.30 per diluted share, up from USD 3.22 to 3.26, nudging the midpoint higher by five cents to USD 3.29.
  • Funded in November 2026, a USD 845.7 million Mortgage on 48 U.K. care homes bears 8.72% interest, climbing to 8.94% in year two, with Maturity set for November 2031.

Third-Quarter Figures and a Raised Forecast Band

Omega Healthcare Investors (NYSE:OHI) published its third-quarter 2026 report on November 3, 2026. Adjusted FFO reached USD 262 million versus USD 243 million a year earlier, while funds available for distribution hit USD 0.78 per share, up from USD 0.75. Share count growth outpaced dollar gains, as weighted-average shares climbed from 308 million to 321 million after 4.7 million new shares brought in gross proceeds of USD 234 million at an average of USD 49.44 each. The USD 0.68 quarterly payout is scheduled for November 16, 2026, with holders of record as of November 5, 2026.

Mortgage Lending in the U.K. and a Florida Rent Reset

This healthcare property trust holds skilled nursing and senior housing real estate and rents it out to operators. Its largest recent move is a USD 845.7 million mortgage extended to an affiliate of Foundation Partners Asset Management, backed by 48 U.K. care homes along with leasehold stakes in seven others. A purchase option tied to that property is expected to be used, followed by a leaseback at a matching yield. On October 1, 2026, 32 Florida nursing sites changed hands and moved to PACS Group (NYSE:PACS), pushing yearly contractual rent up USD 26.1 million to USD 58.0 million after a USD 90.0 million exit payment to the former operator. Another USD 48.0 million went toward shifting 30 U.K. care homes into RIDEA structures, where the company collects Operating Income in place of fixed rent.

Leverage, the Genesis Payoff and What Guidance Assumes

Debt totaled USD 4.1 billion at a 4.2% average cost, and the company held USD 195.9 million in cash plus USD 2.0 billion of revolver room still available. The Genesis Bankruptcy sale wrapped up in October 2026 and brought in USD 149.5 million of Loan repayments. Downside items include a USD 11.4 million Impairment tied to one Facility and heavy exposure to a single operator affiliate on the U.K. loan, which was partly financed through the revolver. Operator coverage figures are self-reported and unverified. The outlook presumes the Genesis buyer keeps paying USD 13.3 million of rent each quarter, Maplewood pays USD 6.9 million monthly, and rates and currencies stay steady.

Where Things Stand

Several deal types drove the total: triple-net buys, RIDEA operating portfolios, a sizable U.K. mortgage and a Florida Lease handoff, which together added up to around USD 1.5 billion this year. The numbers support the narrative, since AFFO per share improved to USD 0.82 and the outlook was lifted. Dividing USD 0.68 by USD 0.78 in FAD per share gives roughly 87%, a plain calculation from two reported figures. Going forward, the trajectory of Omega Healthcare Investors (NYSE:OHI) hinges on borrowing costs, operator strength and whether the U.K. purchase option gets exercised, which makes Genesis rent, Maplewood payments and fresh Investment announcements the items to track.