Omega Healthcare Investors announced its fourth quarter and full-year 2025 results, completing approximately $334 million in fourth quarter investments, which consisted of $52 million in real estate acquisitions, $16 million in real estate loans and $266 million in unconsolidated entities. In 2025 Omega completed $1.1 billion in new investments, with $680 million in real estate acquisitions, $69 million in real estate loans and $342 million in investments in unconsolidated entities.
The Q4:25 real estate transactions totaling $52 million include Omega’s purchase of four seniors housing communities in New Jersey, Wisconsin and Indiana for $36.9 million. They will be operated by two new third-party managers. Omega also purchased a care home in the U.K. for $15.6 million, and leased it to an existing operator. The investment has an initial annual cash yield of 10.0%, and the lease escalates at 2.1% after the first year and increases by 2.5% each year thereafter. Also in the fourth quarter, the company sold four facilities for $18.7 million in cash, recognizing a gain of $6.1 million.
Omega carried its 2025 momentum into the first quarter, acquiring a 9.9% equity interest in Saber Healthcare Group’s operating company for $93 million, and purchasing two assets in separate transactions for a total of $119 million. In one of the real estate acquisitions, the company purchased a seniors housing community in Alabama for $10.3 million. It will be operated by a new third-party manager. In the other, separate real estate acquisition, Omega acquired 13 skilled nursing facilities in Georgia for $108.5 million and leased them to an existing operator. The investment has an initial cash yield of 10.6% with annual escalators of 2.5%. Shares climbed 7.5% the day following the announcement.
