NHI to Participate in the BofA Securities 2026 Global Real Estate Conference; Updates Pipeline

NHI outlines over $600 million in potential senior housing-related investments and plans to use 1031 exchange proceeds to fund a substantial portion.

Rhea-AI Summary

National Health Investors (NHI) will participate in investor meetings at the BofA Securities 2026 Global Real Estate Conference on September 15, 2026, and has updated its investment pipeline.

The company reports approximately $272.0 million of investment opportunities under signed letters of intent and about $51.7 million tied to real estate purchase options. NHI expects to use proceeds from a Section 1031 exchange, initiated by the NHC portfolio sale, to fund a significant portion of these opportunities and to defer recognition of a substantial part of the taxable gain from that sale. Beyond the signed LOIs, NHI is evaluating an additional pipeline of roughly $285 million in potential investments, including SHOP, sale-leasebacks and loans with purchase options, focused mainly on senior housing properties and excluding portfolio deals.

Positive

• $272.0 million of investment opportunities under signed LOIs
• Additional $51.7 million of opportunities via real estate purchase options
• Evaluating a further investment pipeline of about $285 million
• Plans to use Section 1031 exchange proceeds to defer taxable gain from NHC portfolio sale

Negative

• None.

Market Context

Before publication, NHI closed at $70.32, up 0.16%; its Aug 10 results coincided with a 5.66% declin...

Analysis

Before publication, NHI closed at $70.32, up 0.16%; its Aug 10 results coincided with a 5.66% decline and included the NHC sale and Section 1031 exchange plans linked to this pipeline update.

Key Figures

Signed LOI opportunities: $272.0 million Purchase-option opportunities: $51.7 million Evaluated pipeline: $285 million

Signed LOI opportunities

$272.0 million

Investment opportunities under signed Letters of Intent

Purchase-option opportunities

$51.7 million

Investment opportunities pursuant to real estate purchase options

Evaluated pipeline

$285 million

Investments under evaluation, excluding portfolio deals

Historical Context

1 past event · Latest: Aug 10

1 event

1. Aug 10

   Second-quarter results

   24h Move

   -5.7%

   Reported NHC portfolio sale and Section 1031 exchange plans alongside second-quarter results

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

letters of intent, section 1031 exchange, sale-leasebacks

3 terms

letters of intent financial

"under signed Letters of Intent ("LOI")"

A letter of intent is a preliminary written agreement that outlines the main terms and mutual expectations for a planned transaction—such as a sale, merger, partnership, or financing—before the final legal contracts are signed. Think of it as a detailed handshake or a rough recipe: it shows serious intent and sets the roadmap for due diligence and negotiations, but it often leaves key details open and does not guarantee the deal will close, so investors should treat it as a strong signal rather than a certainty.

section 1031 exchange financial

"proceeds from the Section 1031 exchange transaction"

A section 1031 exchange is a U.S. tax rule that lets real estate investors swap one investment property for another and delay paying capital gains tax, as long as certain timing and property-type rules are followed. It matters to investors because it preserves more capital for reinvestment—like trading up to a bigger or better property without cashing out and triggering an immediate tax bill—helping with portfolio growth, diversification, and tax-efficient estate planning.

sale-leasebacks financial

"investments which include SHOP, sale-leasebacks and loans"

A sale-leaseback is a financial move where a company sells an asset it owns—often real estate or equipment—and then rents the same asset from the new owner, like selling your house and signing a long-term lease to keep living there. Investors care because it converts tied-up assets into immediate cash, which can fund growth or pay debt, but it also adds ongoing rental expenses and removes ownership from the balance sheet, affecting future cash flow and risk.

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MURFREESBORO, Tenn., Sept. 14, 2026 /PRNewswire/ -- National Health Investors, Inc. (NYSE: NHI) announced today that management will participate in investor meetings at the BofA Securities 2026 Global Real Estate Conference on September 15, 2026.

In conjunction with the upcoming investor meetings, NHI has updated the status of its recent pipeline developments to include the following:

• The Company currently has approximately $272.0 million of investment opportunities under signed Letters of Intent ("LOI") and approximately $51.7 million pursuant to real estate purchase options. The Company expects to utilize the proceeds from the Section 1031 exchange transaction initiated by the NHC portfolio sale for a significant portion of these opportunities. If completed, these exchanges are expected to defer recognition of a substantial portion of the taxable gain arising from the NHC portfolio sale.
• In addition to the signed LOIs, the Company is currently evaluating a pipeline of approximately $285 million in investments which include SHOP, sale-leasebacks and loans with purchase options primarily for senior housing properties. The pipeline excludes portfolio deals.

About National Health Investors, Inc.
National Health Investors, Inc. (NYSE: NHI), established in 1991 as a Maryland corporation, is a self-managed real estate investment trust ("REIT"). The Company owns, leases, operates and finances the development of high-quality real estate properties, focusing on senior housing communities and medical facilities. The Company operates through two reportable segments: Real Estate Investments and SHOP. The Company's investments in real estate properties include independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities and hospitals. For more information, visit www.nhireit.com.

Forward-Looking Statements

This press release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements regarding the Company's expected future financial positions, results of operations, cash flows, funds from operations, dividend and dividend plans, financing opportunities and plans, capital market transactions, business strategy, budgets, projected costs, operating metrics, capital expenditures, competitive positions, acquisitions, investment opportunities, dispositions, acquisition integration, growth opportunities, expected rental income, continued qualification as a REIT, plans and objectives of management for future operations, continued performance improvements, ability to service and refinance debt obligations, ability to finance growth opportunities, and similar statements including, without limitation, those containing words such as "may", "will", "should", "believes", "anticipates", "expects", "intends", "estimates", "plans", "projects", "target", "likely" and other similar expressions are forward-looking statements. Forward-looking statements involve known and unknown risks and uncertainties that may cause the actual results in future periods to differ materially from those projected or contemplated in the forward-looking statements. Such risks and uncertainties include those risks and uncertainties which are described under the heading "Risk Factors" in Item 1A of the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and the Company's the Quarterly Report on Form 10-Q for the quarter ended June 30, 2026. Many of these factors are beyond the control of the Company and its management. The Company assumes no obligation to update any forward-looking statements, except as required by law, and these statements speak only as of the date on which they are made. Investors are urged to carefully review and consider the various disclosures made by the Company in its periodic reports filed with the Securities and Exchange Commission ("SEC"), including the risk factors and other information in the above referenced Annual Report on Form 10-K and Quarterly Report on Form 10-Q. Copies of these filings are available at no cost on the SEC's website at https://www.sec.gov or on the Company's website at www.nhireit.com.

Contact: Dana Hambly, Senior Vice President, Finance
Phone: (615) 890-9100

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SOURCE National Health Investors, Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What types of assets are included in NHI's additional $285 million investment pipeline?

The roughly $285 million pipeline under evaluation includes SHOP, sale-leasebacks and loans with purchase options, primarily for senior housing properties, and it excludes portfolio deals.

How does NHI plan to manage taxes related to the NHC portfolio sale?

NHI expects to use proceeds from a Section 1031 exchange transaction, initiated by the NHC portfolio sale, to fund a significant portion of the identified investment opportunities, which is expected to defer recognition of a substantial portion of the taxable gain from that sale.