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    John Kolichowski

    Vice President of Equity Research at Wells Fargo & Company

    John Kilichowski is a Vice President of Equity Research at Wells Fargo Securities, specializing in real estate investment trusts (REITs) with a focus on companies such as Omega Healthcare, Essential Properties, Welltower, and W.P. Carey. He maintains coverage on these leading firms in the real estate and healthcare sectors, and his performance track record includes a 46.67% success rate and an average return of -1.8% on rated calls. Kilichowski has built his career at Wells Fargo, progressing into his current Vice President role after gaining experience in equity research, and is recognized as a key contact in industry analyst coverage lists. He holds professional credentials relevant to his position, though specific FINRA registrations and securities licenses are not publicly detailed.

    John Kolichowski's questions to OMEGA HEALTHCARE INVESTORS (OHI) leadership

    John Kolichowski's questions to OMEGA HEALTHCARE INVESTORS (OHI) leadership • Q2 2025

    Question

    John Kolichowski of Wells Fargo & Company asked about the apparent change in balance sheet strategy, questioning the shift to debt issuance over equity. He also sought clarity on the tenants within the sub-1.0x EBITDAR coverage bucket and their prospects for improvement.

    Answer

    CFO Robert Stephenson explained the company opportunistically issued debt to refinance a 2026 maturity in a leverage-neutral transaction but will continue to use its equity currency for accretive acquisitions. CEO C. Taylor Pickett addressed the coverage concerns, stating he expects key tenants in the sub-1.0x bucket to improve and graduate out in the coming quarters based on recent performance trends.

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