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Subject:  Re: SBRA Date:  12/6/2021  10:21 AM
Author:  mainelefty Number:  86823 of 87058

SBRA and OHI are similar to my untrained eye. I have owned both for a number of years, they seem pretty steady. SBRA wrote off some rent due recently attributed to covid disruption and had an accounting disruption caused by converting a lessee from accrual to cash basis (after the rent write off and an evaluation of future financial strength.)

Both companies are in the elder care space, both have retrenched (in share price)during the pandemic. Their reports recently say their tenants are slowly improving operations and are encountering labor shortages, especially in low wage areas like Florida.

SBRA is usually around $18-$22, OHI is usually $30-$35. FFO and AFFO cover the yield payouts.
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