Luka 🦉's avatar
$104.1m follower assets
Yesterday $OHI had a bad day, down 4.6% after announcing that it “expects both EBITDA and FAD to decline from 4Q22 to 1Q23”. Skilled nurse REITs were under a lot of pressure due to the COVID outbreak almost three years ago, but the situation is far from good even if we check back to the last ten years' occupancy trend.

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My portfolio is exposed to 2 similar REITs in this industry: $OHI and $NHI, which are underperforming my portfolio average.

I still feel that such an industry will be a winner in the long run, but of course, the situation is a bit alarming, and I am starting to consider that I can suffer some dividend cuts 😔

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