Omega Healthcare Investors, Inc. (NYSE:OHI) Q1 2024 Earnings Conference Call May 3, 2024 10:00 AM ET Company Participants Michele Reber - Investor Relations Taylor Pickett - Chief Executive Officer Dan Booth - Chief Operating Officer Bob Stephenson - Chief Financial Officer Megan Krull - Senior Vice President, Operations Conference Call Participants Jonathan Hughes - Raymond James Vikram Malhotra - Mizuho Securities Michael Griffin - Citi Juan Sanabria - BMO Capital Markets Michael Carroll - RBC Capital Mar ...

Table of Contents 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 March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OMEGA HEALTHCARE INVESTORS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

($ in thousands) As of March 31, 2024 No. of Michigan New York Core Portfolio: Operator EBITDARM and EBITDAR Coverage 1) Cash yield for Washington D.C. is 6.0% in year 1, 7.0% in year 2, 8.0% in year 3, and 2.5% escalators for the remainder of the lease 2) Includes land and finance costs 3) Inception to Date Funding multiplied by Initial Cash Yield 4) Current quarter revenue already reflects fundings to date SELECTED CREDIT FACILITY AND UNSECURED NOTE COVENANTS (1) | --- | --- | --- | --- | --- | --- | --- ...

Exhibit 99.1 303 International Circle P: 410.427.1700 Suite 200 F: 410.427.8800 Hunt Valley, MD 21030 PRESS RELEASE – FOR IMMEDIATE RELEASE OMEGA REPORTS FIRST QUARTER 2024 RESULTS AND RECENT DEVELOPMENTS Completed $240 Million in New Investments Year-to-Date Repaid a $400 Million Debt Maturity in April HUNT VALLEY, MARYLAND – May 2, 2024 – Omega Healthcare Investors, Inc. (NYSE: OHI) (the "Company" or "Omega") announced today its results for the quarter ended March 31, 2024. FIRST QUARTER 2024 AND RECENT H ...

Khosrork/iStock via Getty Images OHI stock downgraded to SELL Readers following my writings know that I have been a bull for Omega Healthcare Investors (NYSE:OHI) since 2021 after the COVID-19 interruption. Besides the rebound potential I expect after the pandemic, its dividend was another draw. At the time of my earlier bullish writings, the stock has been yielding around 9% (see the chart below). More recently, in Oct 2023, I wrote an update to downgrade the stock from BUY to HOLD (see the second char ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OMEGA HEALTHCARE INVESTORS, INC. (Exact Name of Registrant as Specified in its Charter) (Omega Healthcare Investors, Inc.) (Omega Healthcare Investors, Inc. ...

| --- | --- | --- | --- | |------------------------------------|---------------------------|----------------------------------------|-----------------------------------| | U NSECURED N OTES Quarter Ending | Debt / Adj. Total Assets | Unencumbered Assets / Unsecured Debt | Secured Debt / Adj. Total Assets | | Requirement | <= 60% | >= 150% | <= 40% | | March 31, 2023 | 50% | 197% | 0% | | June 30, 2023 | 48% | 202% | 0% | | September 30, 2023 | 48% | 202% | 0% | | December 31, 2023 | 48% | 203% | 0% | | Stat ...

Omega Healthcare Investors, Inc. (NYSE:OHI) Q4 2023 Earnings Conference Call February 8, 2024 10:00 AM ET Company Participants Michele Reber - Investor Relations Taylor Pickett - Chief Executive Officer Dan Booth - Chief Operating Officer Bob Stephenson - Chief Financial Officer Megan Krull - Senior Vice President, Operations Conference Call Participants Jonathan Hughes - Raymond James Vikram Malhotra - Mizuho Michael Griffin - Citi Connor Siversky - Wells Fargo Tayo Okusanya - Deutsche Bank John Pawlowski ...

Omega Healthcare Investors, Inc. (NYSE:OHI) Q3 2023 Earnings Conference Call November 3, 2023 10:00 AM ET Company Participants Michele Reber - Senior Director, Asset Management Taylor Pickett - Chief Executive Officer Bob Stephenson - Chief Financial Officer Dan Booth - Chief Operating Officer Megan Krull - Senior Vice President, Operations Conference Call Participants Jonathan Hughes - Raymond James Connor Siversky - Wells Fargo Michael Carroll - RBC Capital Markets Nicholas Yulico - Scotiabank John Pawlow ...

Table of Contents FORM 10-Q (Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 303 International Circle, Suite 200, Hunt Valley, MD 21030 (Address of principal executive offices) (410) 427-1700 (Exact name of registrant as specified in its charter) ...