Financial GuidanceManagement providing annual AFFO guidance is an incremental positive, as the practice was suspended at the beginning of COVID and signals a stabilization of cashflows.
Operational EfficiencyHigh incremental margins are anticipated, with Inspir operating at full staff, suggesting that new residents will contribute to significant margin expansion.
Property PerformanceMaplewood's Inspir property is showing positive lease-up prospects, which is expected to improve OHI's rent collection as occupancy targets are achieved.