OMEGA HEALTHCARE WKN: 890454 ISIN: US6819361006 Kürzel: OHI Forum: Aktien Thema: Hauptdiskussion

Hab 292 Stück mit einem Schnitt von 26,91 Euro. Bespare MTL 200 Euro. Hab im Laufe des Jahres einmalig für 5000 Euro gekauft, den Rest bespart. Außerdem läuft noch ein 200 Euro Sparplan bei medical properties trust. Dieser erst seit zwei Monaten

Habe 45

Immer dieser Schw°°°vergleich. Ist doch völlig irrelevant wieviel Anteile man im Depot hat. Hauptsache man ist überhaupt dabei.

OHI ist mittlerweile tatsächlich meine größte Position. Ich halte 550.

Leider nur 50 aber dafür überschaubar😅

Wieviel Stück haltet ihr denn so von ohi? Bin mal neugierig 🙃

Naja die Abrechnung dauert bei mir dann noch einen weiteren Werktag 🤪

Nur die Abrechnungen, Wertstellungen zum 15.08.😃

Du bekommst samstags Dividende überwiesen? 🙃 Du Glücklicher, ich kann froh sein, wenn die ING nach dem Payday es innerhalb von 2 Werktagen schafft.

Die O Dividenden sind heute angekommen, Omega Healthcare, Oneok, OWL Rock😃

Ja, die Divi ist schon da.

Jetzt schon? Toll

So, die Dividende ist nun auch endlich eingebucht worden.

Wird langsam zu teuer für den Sparplan 🥹

Den Aktionären gefällt Omega, Aktie steigt 🚀

Taylor Pickett -- Chief Executive Officer Thanks, Michele. Good morning, and thank you for joining our second quarter 2022 earnings conference call. Today, I will discuss our second quarter financial results, skilled nursing facility industry trends and operator restructurings. Our first quarter adjusted FFO is $0.76 per share and funds available for distribution are $0.71 per share. We have maintained our quarterly dividend of $0.67 per share. dividend payout ratio is 88% of adjusted FFO, and 94% of funds available for distribution. As we discussed last quarter, the ability to put restructuring portfolios back to work improved the FAD payout ratio by 7%. We expect over time to put additional portfolios back to work, further improving our fat payout ratio and liquidity. Turning to skilled nursing facility industry trends. Occupancy continues to trend upward, while staffing availability is slowly improving. Wages for full-time staff are significantly higher than pre-coming wages. We believe this is a permanent shift in cost structure for our facilities. Fortunately, a number of states have announced significant increases in Medicaid rates, reflecting the need to fund these higher costs. Turning to operator restructurings. The strength of our portfolio assets generally allows us to work through operator restructurings with limited long-term cash flow downside. We've completed all of the restructuring work related to Gulf Coast. We are well down the restructuring pathway with the Agemo portfolio, which represents approximately 6% of contractual rent, none of which was recognized in the second quarter. And the other portfolios with liquidity issues have generally committed to pay contractual rent obligations while we work through various asset sales or transitions to new operators. Finally, I again thank our operating partners, and in particular, the frontline caregivers and staff of care for the tens of thousands of residents within our facilities. I will now turn the call over to Bob.