Omega Healthcare Investors: A High-Yield Play On The Silver Tsunami With RIDEA Upside

Omega Healthcare Investors is rated Buy, with strong long-term potential and a valuation reflecting elevated risk. OHI delivered a solid Q1, raised 2026 AFFO guidance to $3.19–$3.25 per share, and advanced its SHOP/RIDEA operational pivot. Risks include macro headwinds from the Iran conflict, higher rates, tenant pressures, and increased operational exposure from the SHOP model.