National Health Investors Management
Management criteria checks 4/4
National Health Investors' CEO is D. Mendelsohn, appointed in Aug 2015, has a tenure of 9.5 years. total yearly compensation is $2.08M, comprised of 24% salary and 76% bonuses, including company stock and options. directly owns 0.2% of the company’s shares, worth $6.10M. The average tenure of the management team and the board of directors is 7.4 years and 4.8 years respectively.
Key information
D. Mendelsohn
Chief executive officer
US$2.1m
Total compensation
| CEO salary percentage | 24.0% |
| CEO tenure | 9.5yrs |
| CEO ownership | 0.2% |
| Management average tenure | 7.4yrs |
| Board average tenure | 4.8yrs |
Recent management updates
Recent updates
National Health Investors: Back To 5% Yield Spells Buying Opportunity
Dec 12National Health Investors: From Struggles To Strength
Sep 29National Health Investors: The Lack Of Upside Seems Obvious To Me Here
May 09National Health: Lots To Love, But Valuation Still On The High Side
Feb 23Catch The Senior Housing Rebound With National Health Investors
Nov 27National Health Investors: 7% Yielding REIT Has Improved On Most Metrics
Nov 13National Health Investors: Enjoy This Solid 7%+ Yield, For Now
Aug 30National Health: What We Got Wrong With This Healthcare REIT
Jun 14National Health Investors GAAP EPS of $0.04 misses by $0.65, revenue of $70.66M misses by $4.97M
Feb 216%-Yielding National Health Investors: No Pain, No Gain
Feb 06National Health Investors: Why This 5.5%-Yielding Rebound Is Worth A Shot
Sep 10CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$127m |
| Jun 30 2024 | n/a | n/a | US$128m |
| Mar 31 2024 | n/a | n/a | US$132m |
| Dec 31 2023 | US$2m | US$500k | US$136m |
| Sep 30 2023 | n/a | n/a | US$105m |
| Jun 30 2023 | n/a | n/a | US$110m |
| Mar 31 2023 | n/a | n/a | US$92m |
| Dec 31 2022 | US$3m | US$418k | US$66m |
| Sep 30 2022 | n/a | n/a | US$71m |
| Jun 30 2022 | n/a | n/a | US$68m |
| Mar 31 2022 | n/a | n/a | US$85m |
| Dec 31 2021 | US$3m | US$398k | US$112m |
| Sep 30 2021 | n/a | n/a | US$142m |
| Jun 30 2021 | n/a | n/a | US$154m |
| Mar 31 2021 | n/a | n/a | US$159m |
| Dec 31 2020 | US$2m | US$386k | US$185m |
| Sep 30 2020 | n/a | n/a | US$190m |
| Jun 30 2020 | n/a | n/a | US$190m |
| Mar 31 2020 | n/a | n/a | US$186m |
| Dec 31 2019 | US$2m | US$375k | US$160m |
| Sep 30 2019 | n/a | n/a | US$155m |
| Jun 30 2019 | n/a | n/a | US$154m |
| Mar 31 2019 | n/a | n/a | US$152m |
| Dec 31 2018 | US$2m | US$350k | US$154m |
Compensation vs Market: D.'s total compensation ($USD2.08M) is below average for companies of similar size in the US market ($USD6.61M).
Compensation vs Earnings: D.'s compensation has been consistent with company performance over the past year.
CEO
D. Mendelsohn (62 yo)
9.5yrs
Tenure
US$2,084,567
Compensation
Mr. D. Eric Mendelsohn has been a Director at National Health Investors, Inc since February 17, 2021. Mr. Mendelsohn serves as the Chief Executive Officer and President at National Health Investors Inc. si...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 9.5yrs | US$2.08m | 0.20% $ 6.1m | |
| Executive VP of Finance | 8.9yrs | US$1.30m | 0.085% $ 2.6m | |
| Executive VP & Chief Investment Officer | 8yrs | US$1.19m | 0.12% $ 3.8m | |
| Senior VP & Chief Accounting Officer | 4.8yrs | US$1.02m | 0.035% $ 1.1m | |
| Senior VP & Chief Transaction Officer | 2yrs | US$1.05m | 0.13% $ 4.0m | |
| Director of Investor Relations | 5.5yrs | no data | no data | |
| Director of Corporate Compliance & Human Resources | 10.1yrs | no data | no data | |
| Senior Vice President of Legal Affairs | no data | no data | no data | |
| Senior Vice President of Investments | 7.4yrs | no data | no data | |
| Corporate Secretary | no data | no data | no data | |
| Real Estate Transaction Manager | 5.5yrs | no data | no data |
7.4yrs
Average Tenure
52yo
Average Age
Experienced Management: NHI's management team is seasoned and experienced (7.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 4yrs | US$2.08m | 0.20% $ 6.1m | |
| Independent Director | 4.8yrs | US$175.86k | 1.21% $ 37.8m | |
| Independent Director | 4.8yrs | US$175.86k | 0.24% $ 7.6m | |
| Independent Director | 24yrs | US$190.86k | 0.075% $ 2.3m | |
| Independent Director | 34.1yrs | US$180.86k | 0.27% $ 8.4m | |
| Independent Director | 2.7yrs | US$175.86k | 0.099% $ 3.1m | |
| Independent Director | 11.8yrs | US$180.86k | 0.064% $ 2.0m | |
| Director | less than a year | no data | no data |
4.8yrs
Average Tenure
68yo
Average Age
Experienced Board: NHI's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/06 23:47 |
| End of Day Share Price | 2025/02/06 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
National Health Investors, Inc. is covered by 21 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Kim | BMO Capital Markets Equity Research |
| Richard Anderson | BMO Capital Markets U.S. (Historical) |
| Joshua Dennerlein | BofA Global Research |