Financial PerformanceFunds available for distribution per share exceeded expectations due to deferred items, indicating stronger cash generation than analysts anticipated.
Growth StrategyAccretive acquisitions and productive lease negotiations with a major operator present a clear path for NHI to expand cash flow and deliver upside to future earnings.
Market FundamentalsAbove-trend senior housing growth driven by favorable supply and demand supports continued occupancy and rent improvement across the portfolio, boosting revenue outlook.