Welcome to our dedicated page for National Health Investors news (Ticker: NHI), a resource for investors and traders seeking the latest updates and insights on National Health Investors stock.
National Health Investors, Inc. (NHI) provides essential updates for stakeholders tracking this healthcare-focused REIT. This page aggregates official announcements and strategic developments related to senior housing financing, medical facility transactions, and operational partnerships.
Investors and analysts will find timely updates on earnings reports, property acquisitions, and joint venture formations, along with regulatory filings and dividend declarations. The curated news flow emphasizes NHI's core activities in sale-leaseback transactions and specialty hospital financing.
Bookmark this page to monitor NHI's progress in capitalizing on aging population trends through its diversified portfolio of assisted living communities, memory care facilities, and skilled nursing properties. Check regularly for insights into how the company balances stable rental income with growth-oriented mezzanine financing strategies.
National Health Investors (NYSE:NHI) has announced a change in the timing of its first quarter 2025 earnings conference call and webcast. The event has been rescheduled from 11:00 a.m. to 10:00 a.m. Eastern Time on Tuesday, May 6, 2025. The company will release its earnings report after market close on Monday, May 5, 2025.
Investors can participate in the interactive teleconference by calling (888) 506-0062 with access code 111859. A live broadcast will be available online at www.nhireit.com and through the company's webcasting platform, with an online replay remaining accessible for one year after the event.
National Health Investors (NYSE:NHI) has mailed a letter to stockholders ahead of its May 21, 2025 Annual Meeting, urging them to vote 'FOR' four Board nominees on the WHITE proxy card. The letter highlights NHI's superior shareholder returns, with the company outperforming key REIT indices over 1-year, 3-year, and 5-year periods through December 31, 2024.
The company has significantly refreshed its Board since May 2020, adding six new members and increasing Board diversity from 0% to 37.5%. Notable achievements include reducing average tenure from 21 to 7 years and appointing new committee chairs. A Special Committee of Non-Interested Directors has been formed to oversee lease negotiations with National Healthcare (NHC), which represents 14% of NHI's 2024 NOI.
The letter addresses Land & Buildings' (L&B) proxy contest, which owns 1.3% of shares and nominated candidates to replace two board members. NHI's Board argues that L&B's candidates do not add value to the current Board's skill sets and that L&B has not proposed substantive ideas for improvement.
National Health Investors (NYSE:NHI) has scheduled its first quarter 2025 earnings release and conference call. The company will release its financial results for Q1 2025 (ended March 31) after market close on Monday, May 5, 2025.
A conference call to discuss the results will be held the following day, Tuesday, May 6, 2025, at 11:00 a.m. Eastern Time. Investors can participate in the interactive teleconference by calling (888) 506-0062 with access code 111859. The call will also be broadcast live online at www.nhireit.com, with a replay available for one year.
Land & Buildings Investment Management, a significant stockholder of National Health Investors (NHI), has filed definitive proxy materials and sent a letter to stockholders advocating for boardroom change at the upcoming 2025 Annual Meeting on May 21, 2025.
The activist investor is nominating two independent candidates - Adam Troso and Jim Hoffmann - citing concerns over NHI's corporate governance and conflicts of interest, particularly regarding ongoing lease renewal negotiations with major tenant National Healthcare Corp (NHC).
Key issues highlighted include:
- NHI's significant underperformance: -61% vs peers over 5 years, -19% over 3 years, and -27% over 1 year
- Potential 60% upside in NHC lease renewal, representing approximately $0.55/share or 12% FFO/share increase
- Forecast of $1 billion in senior housing acquisitions over next 12-24 months, potentially increasing FFO/share by 10%
- Board conflicts including multiple directors' significant stock ownership in tenant NHC
National Health Investors (NYSE:NHI) has filed definitive proxy materials for its Annual Meeting scheduled for May 21, 2025. The company is urging stockholders to vote 'FOR' four board nominees amid a challenge from activist hedge fund Land & Buildings (L&B), which owns 1.3% of shares.
NHI reported strong performance in 2024 with a 30.6% total shareholder return (TSR), outperforming the Nareit Healthcare REIT Index. The company achieved $235 million in investments at an 8.6% average yield and has already closed $136.4 million in investments in 2025.
Key highlights include: board refreshment with four new members in four years, commitment to remove classified board structure, creation of a Special Committee for NHC lease negotiations, and improved financial metrics including a 32% increase in Senior Housing Operating Portfolio NOI. The company raised approximately $278.4 million in equity proceeds, with $68.9 million remaining available as of March 2025.
National Health Investors (NYSE:NHI) has invested $63.5 million to acquire a portfolio of six memory care communities in Nebraska, operated by Agemark Senior Living under the CountryHouse brand. The acquisition includes 205 units and features a master lease with a 15-year maturity and two five-year renewal options at an initial yield of 8.0% plus annual fixed escalators.
The CountryHouse communities, established in 1997, specialize in providing personalized memory care services. Both companies expressed enthusiasm about the partnership, with NHI's CEO Eric Mendelsohn highlighting Agemark's leadership in memory care, while Agemark's Managing Partner Michael Pittore emphasized the strategic alignment between both organizations.
National Health Investors (NYSE:NHI) has appointed Robert W. Chapin, Jr. to its Board of Directors, effective immediately. Chapin will serve on the Board's special committee of disinterested directors to negotiate potential lease agreements with NHC and explore alternatives.
Chapin brings over three decades of experience in private equity and real estate investment. He currently serves as executive chairman of Channel Marker Advisors and is a voting member of Bridge Investment Group's senior housing funds investment committee. His previous roles include founder and CEO of Bridge Seniors Housing Fund Manager (2013-2023) and founding member of CNL Retirement Properties.
He serves on the board of Apollo Diversified Real Estate Funds and various healthcare and senior housing industry organizations. Chapin holds a BBA from Appalachian State University and completed MBA coursework at Crummer Graduate School of Business, Rollins College.
National Health Investors (NYSE:NHI) has announced a $46.3 million investment to acquire Juniper Village at Paramus, a senior housing community in Bergen County, NJ. The property features 98 assisted living units and 22 memory care units, operated by Juniper Communities since February 2021.
The acquisition agreement includes a 15-year lease with two five-year renewal options at an initial yield of 7.95% plus annual fixed escalators. The facility is operated by Juniper Communities, which manages 28 senior housing communities across five states.
National Health Investors (NYSE:NHI) has declared its first quarter dividend for 2025. The company will distribute $0.90 per common share to stockholders of record as of March 31, 2025, with the payment scheduled for May 2, 2025.
National Health Investors (NYSE:NHI) announced the release of an investor update on February 25, 2025. The company has made the update available through their investor relations website under the Presentations and Webcasts section at nhireit.com.
