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    Joseph Dickstein

    Research Analyst at Jefferies

    Joseph Dickstein is an Equity Analyst at Jefferies, primarily specializing in healthcare sector research with a focus on companies such as Omega Healthcare. He has provided coverage for at least three publicly traded stocks, including issuing ratings and price targets backed by a solid track record, such as maintaining a 100% success rate on tracked calls according to performance aggregation sites. Dickstein's career includes several years at Jefferies, where he is known for his thorough analysis and direct client network, and he previously held analytical roles at other financial institutions before joining Jefferies. He holds FINRA registrations and relevant securities licenses, substantiating his professional qualifications to provide equity research and recommendations.

    Joseph Dickstein's questions to American Healthcare REIT (AHR) leadership

    Joseph Dickstein's questions to American Healthcare REIT (AHR) leadership • Q1 2025

    Question

    Joseph Dickstein of Jefferies sought clarity on the drivers of the recent uptick in move-ins, asking if they were new residents or conversions from skilled nursing, and requested anecdotes from the Operator Summit on Trilogy's role in improving SHOP efficiency.

    Answer

    President and CEO Danny Prosky clarified the sharp move-in trend was most pronounced in the broader SHOP portfolio. CFO Brian Peay provided data that 10% of Trilogy's skilled nursing discharges move to its senior housing, accounting for 40% of new residents. COO Gabe Willhite detailed how Trilogy supports SHOP operators via a new stock incentive plan, sharing its GPO, revenue management platform, and talent acquisition systems.

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    Joseph Dickstein's questions to OMEGA HEALTHCARE INVESTORS (OHI) leadership

    Joseph Dickstein's questions to OMEGA HEALTHCARE INVESTORS (OHI) leadership • Q3 2024

    Question

    Joseph Dickstein of Jefferies requested details about the new skilled nursing facility operator that was added to the sub-1x EBITDAR coverage list, which represents 3.2% of rent.

    Answer

    SVP of Operations Megan Krull explained that the operator is primarily located in Florida and often hovers around the 1.0x coverage mark. She expressed confidence that an upcoming large rate increase in Florida will help this operator's coverage improve and move out of that bucket in coming quarters.

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