Analysts See 12% Gains Ahead For The Holdings of DFAR
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2025
0mins
Should l Buy NHI?
Source: NASDAQ.COM
ETF Analysis: The Dimensional US Real Estate ETF (DFAR) has an implied analyst target price of $26.55 per unit, indicating an 11.79% upside from its current trading price of $23.75.
Individual Holdings Performance: Notable underlying holdings such as Hudson Pacific Properties Inc (HPP), CareTrust REIT Inc (CTRE), and National Health Investors, Inc. (NHI) show significant potential upside based on analyst targets, raising questions about the accuracy and optimism of these projections.
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Analyst Views on NHI
Wall Street analysts forecast NHI stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 73.900
Low
77.00
Averages
85.43
High
90.00
Current: 73.900
Low
77.00
Averages
85.43
High
90.00
About NHI
National Health Investors, Inc. is a real estate investment trust. The Company specializes in sales, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. It operates through two segments: Real Estate Investments and Senior Housing Operating Portfolio (SHOP). The Real Estate Investments segment consists of real estate investments, leases, and mortgage and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities and a hospital. It has over 176 healthcare real estate properties located in 32 states and leased primarily pursuant to triple-net leases to 31 tenants. The SHOP segment consists of two ventures that own the operations of independent living facilities. This segment has over 26 senior housing communities located in 13 states with a combined 3,009 units.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
National Health Investors Q1 2026 Earnings Call Highlights
- Strong Financial Performance: National Health Investors (NHI) reported Q1 net income of $0.82 per share, with NAREIT FFO and normalized FFO increasing by 7.9% and 7% to $1.23 per share, indicating robust investment returns despite facing near-term earnings pressure.
- Capital Recycling Strategy: NHI announced the sale of the NHC portfolio for $560 million, which is expected to enhance the company's concentration in private pay senior housing and improve its balance sheet, although the timing of the transaction may create short-term earnings pressure.
- Investment Expansion: The company acquired seven properties in Colorado for $107 million, with an expected initial NOI yield of approximately 8.3%, increasing SHOP investments to 24% of the total portfolio, further driving growth.
- Outlook Adjustment: Management adjusted the 2026 same-store SHOP NOI growth expectations to a range of 1% to 3%, primarily due to underperformance of legacy Holiday assets, although the overall strategy remains focused on expanding private pay senior housing.
See More
National Health Investors Issues Investor Update
- Company Overview: National Health Investors, Inc. (NHI), established in 1991, is a self-managed real estate investment trust (REIT) focusing on high-quality senior housing communities and medical facilities, encompassing a diverse range of property types including independent living and skilled nursing facilities.
- Portfolio Diversity: NHI's investment portfolio includes independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and hospitals, demonstrating its extensive footprint and adaptability in the senior care market.
- Forward-Looking Statements: The press release includes forward-looking statements regarding the company's expected future financial positions, operational results, cash flows, and dividend plans, urging investors to consider potential risks and uncertainties that may affect actual outcomes.
- Risk Factors Disclosure: NHI provides detailed risk factors in its annual and quarterly reports, emphasizing that many risks are beyond the control of management, thereby advising investors to carefully review relevant information before making investment decisions.
See More
National Health Investors Announces Q2 Dividend Payment
- Dividend Announcement: National Health Investors has declared a second-quarter dividend of $0.92 per share, payable on August 7, 2026, to shareholders of record as of June 30, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Overview: Established in 1991, National Health Investors is a self-managed real estate investment trust (REIT) focusing on high-quality senior housing communities and medical facilities, showcasing its expertise and market position in the health real estate sector.
- Diverse Investment Portfolio: The company invests in various property types, including independent living facilities, assisted living facilities, and hospitals, indicating a strategic approach to meet the diverse needs of the aging population.
- Future Outlook: The forward-looking statements included in the announcement suggest that despite facing market risks and uncertainties, National Health Investors remains committed to improving financial performance and shareholder value, reflecting confidence in future growth opportunities.
See More
National Health Investors Exceeds Q1 2026 Expectations with Strong Growth Metrics
- Performance Exceeds Expectations: National Health Investors (NHI) reported that its NAREIT FFO, Normalized FFO, and FAD for Q1 2026 surpassed internal expectations, indicating strong market performance that is likely to boost shareholder confidence.
- Portfolio Expansion: The company achieved $742.5 million in invested capital during the first quarter, a 106% year-over-year increase, reflecting its aggressive expansion strategy in the Senior Housing Operating Portfolio (SHOP), which is expected to enhance future revenue streams.
- New Asset Acquisition: NHI announced the acquisition of a seven-property senior housing portfolio for $106.9 million, which is anticipated to positively impact the company's future financial performance and further support its growth strategy.
- Increased Financial Flexibility: Following the pending sale of the NHC portfolio, the company expects its leverage to decline below its target range, enhancing financial flexibility and providing greater room for future investment opportunities.
See More
National Health Investors Acquires Seven Properties for $106.9 Million
- Acquisition Scale: National Health Investors, Inc. announced the acquisition of seven properties in Colorado for $106.9 million, including transaction costs, indicating the company's ongoing expansion strategy in the healthcare real estate sector.
- Future Investment Plans: NHI expects to invest an additional $3.6 million in the first year post-acquisition to enhance operational efficiency and service quality, thereby strengthening its competitive position in the market.
- Yield Expectations: The properties are projected to generate an NOI yield of approximately 7.8% after routine capital expenditures, with an initial yield of 8.3%, providing stable cash flow support for the company's financial performance.
- Business Integration Strategy: This acquisition will be included in NHI's Senior Housing Operating Portfolio (SHOP) and managed by existing partner Generations, LLC, further solidifying NHI's position in the senior housing market.
See More
National Health Investors to Announce Q1 Earnings on May 4th
- Earnings Announcement: National Health Investors (NHI) is set to release its Q1 2023 earnings report on May 4th after market close, with consensus estimates predicting a Funds From Operations (FFO) of $1.21 and revenue of $105.35 million, indicating strong market interest in the company's performance.
- Performance Beat Record: Over the past year, NHI has surpassed earnings per share (EPS) estimates 75% of the time and revenue estimates 75% of the time, reflecting a degree of stability and confidence in the company's financial performance.
- Estimate Revisions: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced three upward revisions and no downward changes, showcasing analysts' optimistic outlook on the company's future performance.
- Asset Sale Plan: NHI plans to sell its healthcare property portfolio to NHC for $560 million, a move that could impact the company's asset structure and future revenue-generating capabilities.
See More
National Health Investors Q1 2026 Earnings Call Highlights
- Strong Financial Performance: National Health Investors (NHI) reported Q1 net income of $0.82 per share, with NAREIT FFO and normalized FFO increasing by 7.9% and 7% to $1.23 per share, indicating robust investment returns despite facing near-term earnings pressure.
- Capital Recycling Strategy: NHI announced the sale of the NHC portfolio for $560 million, which is expected to enhance the company's concentration in private pay senior housing and improve its balance sheet, although the timing of the transaction may create short-term earnings pressure.
- Investment Expansion: The company acquired seven properties in Colorado for $107 million, with an expected initial NOI yield of approximately 8.3%, increasing SHOP investments to 24% of the total portfolio, further driving growth.
- Outlook Adjustment: Management adjusted the 2026 same-store SHOP NOI growth expectations to a range of 1% to 3%, primarily due to underperformance of legacy Holiday assets, although the overall strategy remains focused on expanding private pay senior housing.
See More
National Health Investors Issues Investor Update
- Company Overview: National Health Investors, Inc. (NHI), established in 1991, is a self-managed real estate investment trust (REIT) focusing on high-quality senior housing communities and medical facilities, encompassing a diverse range of property types including independent living and skilled nursing facilities.
- Portfolio Diversity: NHI's investment portfolio includes independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and hospitals, demonstrating its extensive footprint and adaptability in the senior care market.
- Forward-Looking Statements: The press release includes forward-looking statements regarding the company's expected future financial positions, operational results, cash flows, and dividend plans, urging investors to consider potential risks and uncertainties that may affect actual outcomes.
- Risk Factors Disclosure: NHI provides detailed risk factors in its annual and quarterly reports, emphasizing that many risks are beyond the control of management, thereby advising investors to carefully review relevant information before making investment decisions.
See More
National Health Investors Announces Q2 Dividend Payment
- Dividend Announcement: National Health Investors has declared a second-quarter dividend of $0.92 per share, payable on August 7, 2026, to shareholders of record as of June 30, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Overview: Established in 1991, National Health Investors is a self-managed real estate investment trust (REIT) focusing on high-quality senior housing communities and medical facilities, showcasing its expertise and market position in the health real estate sector.
- Diverse Investment Portfolio: The company invests in various property types, including independent living facilities, assisted living facilities, and hospitals, indicating a strategic approach to meet the diverse needs of the aging population.
- Future Outlook: The forward-looking statements included in the announcement suggest that despite facing market risks and uncertainties, National Health Investors remains committed to improving financial performance and shareholder value, reflecting confidence in future growth opportunities.
See More
National Health Investors Exceeds Q1 2026 Expectations with Strong Growth Metrics
- Performance Exceeds Expectations: National Health Investors (NHI) reported that its NAREIT FFO, Normalized FFO, and FAD for Q1 2026 surpassed internal expectations, indicating strong market performance that is likely to boost shareholder confidence.
- Portfolio Expansion: The company achieved $742.5 million in invested capital during the first quarter, a 106% year-over-year increase, reflecting its aggressive expansion strategy in the Senior Housing Operating Portfolio (SHOP), which is expected to enhance future revenue streams.
- New Asset Acquisition: NHI announced the acquisition of a seven-property senior housing portfolio for $106.9 million, which is anticipated to positively impact the company's future financial performance and further support its growth strategy.
- Increased Financial Flexibility: Following the pending sale of the NHC portfolio, the company expects its leverage to decline below its target range, enhancing financial flexibility and providing greater room for future investment opportunities.
See More
National Health Investors Acquires Seven Properties for $106.9 Million
- Acquisition Scale: National Health Investors, Inc. announced the acquisition of seven properties in Colorado for $106.9 million, including transaction costs, indicating the company's ongoing expansion strategy in the healthcare real estate sector.
- Future Investment Plans: NHI expects to invest an additional $3.6 million in the first year post-acquisition to enhance operational efficiency and service quality, thereby strengthening its competitive position in the market.
- Yield Expectations: The properties are projected to generate an NOI yield of approximately 7.8% after routine capital expenditures, with an initial yield of 8.3%, providing stable cash flow support for the company's financial performance.
- Business Integration Strategy: This acquisition will be included in NHI's Senior Housing Operating Portfolio (SHOP) and managed by existing partner Generations, LLC, further solidifying NHI's position in the senior housing market.
See More
National Health Investors to Announce Q1 Earnings on May 4th
- Earnings Announcement: National Health Investors (NHI) is set to release its Q1 2023 earnings report on May 4th after market close, with consensus estimates predicting a Funds From Operations (FFO) of $1.21 and revenue of $105.35 million, indicating strong market interest in the company's performance.
- Performance Beat Record: Over the past year, NHI has surpassed earnings per share (EPS) estimates 75% of the time and revenue estimates 75% of the time, reflecting a degree of stability and confidence in the company's financial performance.
- Estimate Revisions: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced three upward revisions and no downward changes, showcasing analysts' optimistic outlook on the company's future performance.
- Asset Sale Plan: NHI plans to sell its healthcare property portfolio to NHC for $560 million, a move that could impact the company's asset structure and future revenue-generating capabilities.
See More
