Omega Healthcare Investors Inc 2024年度报告

2024Annual Report OUR COMMITMENT TO THE ENVIRONMENT Omega Healthcare Investors, Inc. (“Omega”) believes in working to keep our environment cleaner and healthier. Each andevery day, we take steps to preserve the natural beauty of the surroundings that we are privileged to enjoy. In an effort tofurther reduce our carbon footprint, we are asking our investors to enroll in voluntary electronic delivery of our shareholdercommunications. In addition, we are also asking you to vote your shares on line. This not only reduces the costsassociated with printing and mailing, it also supports our corporate sustainability initiatives. Please see the instructionsbelow. VOTE BY INTERNET —WWW.PROXYVOTE.COM ELECTRONIC DELIVERY OF FUTUREPROXY MATERIALS Ifyou would like to reduce the costs incurred by ourcompany in mailing proxy materials, you can consent toreceivingall future proxy statements,proxy cards andannual reports electronically via e-mail or the Internet. Tosign up for electronic delivery, please follow the instructionsaboveto vote using the Internet and,when prompted,indicate that you agree to receive or access proxy materialselectronically in future years. Use the Internet to transmit your voting instructions and forelectronicdelivery of information up until 11:59 P.M.Eastern Time the day before the cut-off date or meetingdate. Have your proxy card in hand when you access theweb site and follow the instructions to obtain your recordsand to create an electronic voting instruction form. Omega’s initiative in reducing its carbon footprint by promoting electronic delivery of shareholder materials has had apositive effect on the environment. Based upon 2024 statistics, voluntary receipt of e-delivery resulted in the followingenvironmental savings: Using approximately 225 fewer tons of wood, or 1,350 fewer trees Using approximately 1,440 million fewer BTUs, or the equivalent amount of energy used to operate1,710 residential refrigerators per year Using approximately 1,010,000 fewer pounds of CO2gases, or the equivalent of 92 automobiles peryear Saving approximately 1,210,000 gallons of water Saving approximately 66,400 pounds of solid waste Reducing hazardous air pollutants by approximately 90 pounds Environmental impact estimates calculated using the Environmental Paper Network Paper CalculatorVersion 4.0. For more information visit www.papercalculator.org. 2025 ANNUAL MEETING OF STOCKHOLDERS Friday, June 6, 2025 Omega Healthcare Investors303 International Circle, Suite 200Hunt Valley, MD 21030 10:00 AM EDT, Virtual Held virtually via live webcast at:virtualshareholdermeeting.com/OHI2025 Scan this QR code to be directed toproxyvote.com, where you can enter your controlnumber, view material and vote. OMEGA HEALTHCARE INVESTORS, INC. We are a self-administered real estate investmenttrust (“REIT”), providing financing and capital tothe long-term healthcare industry with a particularfocuson skilled nursing facilities located in theUnited States and the United Kingdom (“U.K.”).Operating in accordance with federal tax laws andregulations governing REITs, income is distributedto stockholders without federal tax liability to ourcompany. assets held for sale and consolidated joint ventures)consisted of1,026 healthcare facilities containingapproximately 92,284 operating beds in 42 statesand the U.K., operated by 87 third-party healthcareoperating companies. At December 31, 2024, wealsoheld other real estate loans(excludingmortgages) receivable of $485.5 million. The tablebelow sets forth the portion of our total real estateinvestments (including mortgages, direct financingleases,assets held for sale,consolidated jointventures and other real estate loans) represented byfacilities operated by each operator. AtDecember 31,2024,our domestic andinternationalinvestments(including propertiesassociated with mortgages, direct financing leases, TO OUR STOCKHOLDERS Dear Stockholders, 2024marked a successful year for Omega Healthcare Investors.With the industry havingpredominantlyrecovered from the impact of a global pandemic and with increased visibility intooperational metrics, we were able to resume our historical business model of acquisitive, accretive growth. In 2024, we deployed over $1.1 billion in investments at yields well above our cost of capital, leading togrowth in FAD per share. These investments were spread across a broad number ofoperators andgeographies, both in the US and the UK, highlighting the depth of our provider relationships and thepower of our platform. At the same time, with interest rates remaining stubbornly above pre-pandemic levels, we primarilychose to use our strong equity currency to fund these acquisitions, allowing us to de-lever our balance sheetat the same time as increasing our per-share profitability. We ended 2024 with net leverage below 4 timesEBITDA, down from 5 times EBITDA at the beginning of the year. This does not mark a change inphilosophy around our leverage targe