Omega Healthcare Investors(OHI) - 2019 Q2 - Earnings Call Presentation

Portfolio Overview - As of June 30, 2019, Omega Healthcare Investors' portfolio included over 930 properties across 41 states and the UK, operated by 75 different operators[2] - Real estate investments accounted for $8373540000, representing 92% of total investments[13] - Skilled Nursing/Transitional Care facilities comprised $7586504000, or 83% of the investment portfolio[13] - Senior Housing investments totaled $1573072000, accounting for 17% of the portfolio[13] Revenue and Operator Performance - Rental property revenue for the three months ended June 30, 2019, was $191812000, which is 85% of the total revenue[14] - For the six months ended June 30, 2019, rental property revenue was $380016000, also 85% of the total revenue[14] - Skilled Nursing/Transitional Care revenue for the three months ended June 30, 2019, was $183196000, representing 81% of the total revenue[14] - The operator payor mix as of March 31, 2019, showed Medicaid at 537%, Medicare/Insurance at 340%, and Private/Other at 123% of revenue[15] - The EBITDARM coverage for the core portfolio as of March 31, 2019, was 167x, while the EBITDAR coverage was 131x[15] Capital Structure and Debt - As of June 30, 2019, the total debt was $4774545000[30] - The weighted average interest rate on the debt was 430%, with a weighted average years to maturity of 53 years[30] - The adjusted total debt to adjusted book capitalization ratio was 541%, and the adjusted total debt to total market capitalization ratio was 368%[41] Financial Guidance - The company revised its 2019 annual guidance range to be between $144 and $148 of Net Income per diluted share and between $303 and $307 of Adjusted FFO per diluted share[45]