The YouTuber recommends Omega Healthcare Investors, despite recent challenges, due to its 8.7% dividend yield and 17 consecutive years of dividend growth. As the largest skilled nursing facility REIT, it is positioned to benefit from the projected 44% increase in the over-65 population over the next 20 years, suggesting a quick recovery and significant upside potential.
“I think this segment of real estate recovers quickly over the next five years and a return to the pre-pandemic high of 42 dollars a share would be a 52 return on top of the dividend.”