Back on November 14th I wrote an article on Omega Healthcare Investors (NYSE:OHI). I wrote that article in the midst of a broad fear that bonds were going to drop off a cliff. REITs, at the time, were being taken down along with bonds.
In that article I acknowledged the fear of higher rates, and what that would mean for investors. However, I concluded that it was a great opportunity to pick up shares of this skilled nursing facility owner because of the demographics coming at it, and its very manageable debt portfolio.
Courtesy of Google Finance. (OHI)