Will Jamison Assisted Living Deal and Q3 Beat Shift National Health Investors' (NHI) Long‑Term Narrative?

• In recent months, National Health Investors completed US$89.2 million of healthcare investments, including a US$52.1 million purchase of a 107‑unit assisted living and memory care community in Jamison, Pennsylvania, while reporting Q3 2025 earnings per share that came in above analyst expectations despite revenue falling short.
• This combination of accretive senior housing expansion and better‑than‑expected profitability has reinforced perceptions of operational resilience in a challenging healthcare real estate backdrop.
• We’ll now examine how the recent assisted living and memory care acquisition might influence National Health Investors’ long‑term investment narrative.

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National Health Investors Investment Narrative Recap

To own National Health Investors, you need to believe senior housing demand can support steady cash flows while the REIT manages occupancy softness, tenant concentration and funding choices. The latest US$89.2 million of investments and better than expected Q3 2025 EPS support the near term profitability story, but do not materially change the key catalyst of stabilizing SHOP occupancy or the main risks around tenant health and integration of new assets.

The most relevant development here is the US$52.1 million acquisition of the 107 unit assisted living and memory care community in Jamison, Pennsylvania, which ties directly into NHI’s SHOP growth focus. This deal adds exposure to private pay senior housing at a time when higher occupancy and RevPOR are central to the bullish narrative, but it also raises the stakes on execution risk around new asset integration and maintaining margins in a tight labor market.

Yet behind this growth push, one risk investors should be aware of is...

Read the full narrative on National Health Investors (it's free!)

National Health Investors' narrative projects $427.5 million revenue and $187.4 million earnings by 2028. This requires 6.8% yearly revenue growth and about a $44.6 million earnings increase from $142.8 million today.

Uncover how National Health Investors' forecasts yield a $86.00 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community span roughly US$66.50 to US$168.95, with views spread across the full range. Against this backdrop of differing opinions, the emphasis on expanding the senior housing operating portfolio highlights how much future returns may hinge on occupancy trends and execution at newly acquired properties.

Explore 5 other fair value estimates on National Health Investors - why the stock might be worth 17% less than the current price!

Build Your Own National Health Investors Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your National Health Investors research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free National Health Investors research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate National Health Investors' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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