National Health Investors: This 5.7% Healthcare REIT Is A Hold

National Health Investors is rated 'Hold' as portfolio shifts and recent asset sales pressure near-term earnings and dividend growth. NHI's SHOP segment expansion is a key strategic focus, but same-store NOI declined, raising concerns about execution as SHOP grows to 40–50% of the portfolio. Following the $560M NHC sale, NHI's balance sheet is robust with pro forma net debt/EBITDA at 2.5x and no significant maturities until 2028.

Seeking Alpha • Oct 17, 2026

National Health Investors: Down 28% Since February, But Bear Case Now Looks Weak

National Health Investors trades at a discount after a perceived unfavorable lease resolution and SHOP segment underperformance, creating an attractive entry point. NHI's $560M sale of skilled nursing assets to NHC is being redeployed into higher growth, newer SHOP properties. Market concerns about SHOP underperformance are overstated; recent acquisitions differ materially from legacy assets and are poised for stronger growth.

Seeking Alpha • Oct 17, 2026

DRH or NHI: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either DiamondRock Hospitality (DRH) or National Health Investors (NHI). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Oct 15, 2026

These 5 REITs Own Something America Is Running Short Of: Senior Housing

The oldest baby boomers turn 80 this year, and the gap between senior housing demand and new supply is growing faster than most investors realize.

24/7 Wall Street • Oct 14, 2026

The More REITs Drop, The More I Buy

REITs are selling off on renewed rate fears. Higher rates may worsen the future supply shortage. Strong REITs could rebound as rent growth accelerates.

Seeking Alpha • Oct 10, 2026

NHI Announces Third Quarter 2026 Earnings Release and Conference Call Dates

MURFREESBORO, Tenn., Oct. 7, 2026 /PRNewswire/ -- National Health Investors, Inc. (NYSE:NHI) announced details for the release of its results for the third quarter ended September 30, 2026.

PRNewsWire • Oct 7, 2026

NHI Announces $107.7 Million SHOP Investment

MURFREESBORO, Tenn., Oct. 1, 2026  /PRNewswire/ -- National Health Investors, Inc. (NYSE:NHI) announced today that it invested $107.7 million, including transaction costs, for the acquisition of six properties with 443 units in Kentucky, Michigan and Tennessee.

PRNewsWire • Oct 1, 2026

The Senior Housing Boom Is Here. These 5 REITs Are Paying Investors to Ride It

Five senior housing REITs all raised their dividends in 2026, but the cash flow cushions behind those payouts vary wildly, and at least one carries a tenant whose survival is already in question.

24/7 Wall Street • Sep 30, 2026

BXP vs. NHI: Which Stock Is the Better Value Option?

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Boston Properties (BXP) and National Health Investors (NHI). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Sep 24, 2026

Very Bad News For REITs, But I Am Buying The Dip

The Fed's first hike in years has hit REITs hard. Higher rates may actually create a silver lining. Some well-capitalized REITs could benefit from this selloff.

Seeking Alpha • Sep 21, 2026