UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Commission File Number 001-10822 National Health Investors Inc (Exact name of registrant as specified in its charter) | Maryland | | 62-1470956 | | --- | --- | --- | | (State or other jurisdiction of incorporation or | | | | organization) | | (I.R.S. Employer Identification No.) | | 222 Robert Rose Drive | | | | Murfreesboro | Tennessee | 37129 | | (Address of principal executive offices) | | (Zip Code) | (615) 890-9100 (Registrant's te ...

National Health Investors, Inc. (NYSE:NHI) Q4 2019 Earnings Conference Call February 19, 2020 12:00 PM ET Company Participants Dana Hambly - Director, IR Eric Mendelsohn - President and Chief Executive Officer John Spaid - Chief Financial Officer Kevin Pascoe - Chief Investment Officer Conference Call Participants Seth Canetto - Stifel, Nicolaus & Company Daniel Bernstein - Capital One John Kim - BMO Capital Markets Omotayo Okusanya - Mizuho Securities USA Connor Siversky - Berenberg Jordan Sadler - KeyBanc ...

Portfolio Overview - As of February 18, 2020, National Health Investors (NHI) had a diversified portfolio comprising 238 properties across 36 states, operated by 34 partners [3] - The portfolio consists of 157 senior housing properties, 76 skilled nursing facilities, 3 hospitals, and 2 medical office buildings [3] - Senior Housing Need-Driven properties account for 35%, Senior Housing Discretionary properties account for 34%, and Medical facilities account for 30% of the portfolio [3] Financial Performance (Q4 2019) - Total revenue for Q4 2019 was $82195 thousand [30] - Rental revenue (GAAP) was $75404 thousand, with cash rental revenue at $69574 thousand [30] - Adjusted EBITDA was $76952 thousand [30] - Normalized FFO per diluted common share was $141 [30] - Normalized AFFO per diluted common share was $130 [30] Capitalization - Total debt was $1440465 thousand, with secured debt at $139082 thousand [30] - Net debt to adjusted EBITDA (annualized) was 47x [30] - Net debt as a percentage of market capitalization was 283% [30] Investments - Recent lease activity includes a $134892 thousand joint venture with Life Care Services and a $15100 thousand lease with Bickford Senior Living in Q1 2020 [27] - Recent loan origination includes a $3870 thousand second mortgage to 41 Management in Q4 2019 [27] Lease Maturities - Lease maturities in 2029 represent the largest portion at $69978 thousand, followed by "Thereafter" at $106475 thousand [22] - Lease maturities in 2020 are $2559 thousand [22]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number 001-10822 National Health Investors Inc (Exact name of registrant as specified in its charter) | Maryland | 62-1 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | Commission File Number 001-10822 National Health Investors Inc (Exact name of registrant as specified in its charter) | Maryland | | 62-1470956 | | --- | --- | --- | | (State or othe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number 001-10822 National Health Investors Inc (Exact name of registrant as specified in its charter) | Maryland | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) [ x ] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number 001-10822 National Health Investors, Inc. (Exact name of registrant as specified in its charter) Mary ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) [ x ] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes [ ] No [ x ] Indicate by check mark whether the registrant (1) ...