Omega Healthcare Investors, Inc. (OHI) CEO Taylor Pickett on Q2 2022 Results - Earnings Call Transcript

Omega Healthcare Investors, Inc. (NYSE:OHI) Q2 2022 Results Conference Call August 2, 2022 10:00 AM ET

Company Participants

Michele Reber - Senior Director, Asset Management
Taylor Pickett - Chief Executive Officer
Dan Booth - Chief Operating Officer
Bob Stephenson - Chief Financial Officer
Megan Krull - Senior Vice President, Operations

Conference Call Participants

Connor Siversky - Berenberg
Jonathan Hughes - Raymond James
Dave Rodgers - Baird
Michael Griffin - Citi
Daniel Bernstein - Capital One
Nick Yulico - Scotiabank
Tayo Okusanya - Credit Suisse
Rich Anderson - SMBC
Steven Valiquette - Barclays
Vikram Malhotra - Mizuho
Joshua Dennerlein - Bank of America

Operator

Good morning, and welcome to the Omega Healthcare Investors Second Quarter 2022 Earnings Call. [Operator Instructions] Please note this is being recorded.

I would now like to turn the conference over to Michele Reber. Please go ahead.

Michele Reber

Thank you, and good morning. With me today are Omega's CEO, Taylor Pickett; COO, Dan Booth; CFO, Bob Stephenson; and Megan Krull, Senior Vice President of Operations.

Comments made during this conference call that are not historical facts may be forward-looking statements such as statements regarding our financial projections, dividend policy, portfolio restructurings, rent payments, financial condition or prospects of our operators, contemplated acquisitions, dispositions or transitions and our business and portfolio outlook generally.

These forward-looking statements involve risks and uncertainties, which may cause actual results to differ materially. Please see our press releases and our filings with the Securities and Exchange Commission, including, without limitation, our most recent report on Form 10-K which identify specific factors that may cause actual results or events to differ materially from those described in forward-looking statements.

During the call today, we will refer to some non-GAAP financial measures, such as NAREIT FFO, adjusted FFO, FAD and EBITDA. Reconciliations of these non-GAAP measures to the most comparable