NHI Files Q2 2024 10-Q: Financials and Operations Update

Ticker: NHI · Form: 10-Q · Filed: Aug 6, 2024 · CIK: 877860

Sentiment: neutral

Topics: 10-Q, REIT, financials

TL;DR

NHI's Q2 2024 10-Q is in: financials updated, operations detailed. RE covering.

AI Summary

National Health Investors Inc. (NHI) filed its 10-Q for the period ending June 30, 2024. The company reported its financial performance for the second quarter and the first half of 2024, detailing its real estate investment trust operations. Key financial figures and operational updates were disclosed, reflecting the company's ongoing business activities and financial position.

Why It Matters

This filing provides investors with a detailed look at NHI's financial health and operational performance for the second quarter of 2024, crucial for understanding its real estate investment trust strategy.

Risk Assessment

Risk Level: medium — As a real estate investment trust, NHI is subject to market fluctuations, interest rate changes, and tenant-specific risks that can impact its financial performance.

Key Numbers

Key Players & Entities

FAQ

What is the primary business of National Health Investors Inc.?

National Health Investors Inc. is a real estate investment trust (REIT) operating in the real estate sector, as indicated by its SIC code [6798].

For what period is this 10-Q filing reporting?

This 10-Q filing is for the period of report ending June 30, 2024.

When was this 10-Q filing submitted to the SEC?

The filing was submitted on August 6, 2024.

What is the company's fiscal year end?

The company's fiscal year ends on December 31.

Where is National Health Investors Inc. headquartered?

The company's business and mailing address is 222 Robert Rose Drive, Murfreesboro, TN 37129.

Filing Stats: 4,671 words · 19 min read · ~16 pages · Grade level 15.8 · Accepted 2024-08-06 16:10:49

Key Financial Figures

Filing Documents

Financial Information

Part I. Financial Information

Financial Statements

Item 1. Financial Statements 3

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations. 32

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk. 57

Controls and Procedures

Item 4. Controls and Procedures. 58

Other Information

Part II. Other Information

Legal Proceedings

Item 1. Legal Proceedings 59

Risk Factors

Item 1A. Risk Factors 59

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 59

Other Information

Item 5. Other Information 59

Exhibits

Item 6. Exhibits 60

Signatures

Signatures 61 2 Table of Contents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements NATIONAL HEALTH INVESTORS, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (in thousands, except share and per share amounts) June 30, 2024 December 31, 2023 (unaudited) Assets: Real estate properties: Land $ 181,173 $ 180,749 Buildings and improvements 2,622,633 2,593,696 Construction in progress 8,347 5,913 2,812,153 2,780,358 Less accumulated depreciation ( 705,829 ) ( 673,276 ) Real estate properties, net 2,106,324 2,107,082 Mortgage and other notes receivable, net of reserve of $ 15,921 and $ 15,476 , respectively 240,850 245,271 Cash and cash equivalents 14,766 22,347 Straight-line rent receivable 85,321 84,713 Assets held for sale, net 5,669 5,004 Other assets, net 23,982 24,063 Total Assets (a) $ 2,476,912 $ 2,488,480 Liabilities and Stockholders' Equity: Debt $ 1,136,035 $ 1,135,051 Accounts payable and accrued expenses 33,200 34,304 Dividends payable 39,098 39,069 Deferred income 5,107 6,009 Total Liabilities (a) 1,213,440 1,214,433 Commitments and contingencies Redeemable noncontrolling interest 9,169 9,656 National Health Investors, Inc. Stockholders' Equity: Common stock, $ 0.01 par value per share, 100,000,000 shares authorized; 43,442,849 and 43,409,841 shares issued and outstanding, respectively 434 434 Capital in excess of par value 1,606,199 1,603,757 Retained earnings 2,533,047 2,466,844 Cumulative dividends ( 2,895,263 ) ( 2,817,083 ) Total National Health Investors, Inc. Stockholders' Equity 1,244,417 1,253,952 Noncontrolling interests 9,886 10,439 Total Equity 1,254,303 1,264,391 Total Liabilities and Equity $ 2,476,912 $ 2,488,480 (a) The condensed consolidated balance sheets include the following amounts related to our consolidated Variable Interest Entities ("VIE"s): $ 507.9 million and $ 513.2 million of Real estate properties, net; $ 8.3 million and $ 10.9 million of Cash and cash equivalents; $ 9.8 million and $ 9.7 million of Straight-line rent receivable; $ 9.3

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