Michael Goldsmith

Coverage

Companies whose earnings calls Michael Goldsmith asked questions on (from Lician's transcripts).

• OHIOMEGA HEALTHCARE INVESTORS INC
• DOCHEALTHPEAK PROPERTIES, INC.
• SBRASabra Health Care REIT, Inc.
• BNLBroadstone Net Lease, Inc.
• FCPTFour Corners Property Trust, Inc.

Questions on earnings calls

1. OHI earnings call · OMEGA HEALTHCARE INVESTORS INCNov 4, 2026 · 1 question
   • 23:59

     “Now with Runwood, you have a very large platform. In the UK. And so just wondering, you know, does that make it more attractive to continue to to be acquiring in that market? Or, you know, it does sound like you're. Blind is kind of split somewhat evenly. So just trying to get…”

2. DOC earnings call · HEALTHPEAK PROPERTIES, INC.Nov 3, 2026 · 1 question
   • 26:24

     “Scott, you mentioned AIAT. Your robotics uses as an emerging source of demand. Can you give us a sense of how meaningful that is within the current pipeline? And is that truly incremental demand for space that would otherwise compete with traditional users? Or is it primarily…”

3. SBRA earnings call · Sabra Health Care REIT, Inc.Nov 3, 2026 · 1 question
   • 42:46

     “We used to come in value-add shop investments that you've already closed. Can you give us an update on how those assets are actually tracking relative to the original underwriting? You're still comfortable with that one to two-year stabilization timeline and roughly 9%…”

4. BNL earnings call · Broadstone Net Lease, Inc.Oct 29, 2026 · 1 question
   • 35:12

     “You lowered the full year bad debt assumption again to 25 basis points, but you also had this $2.9 million net write-off of accrued rental income this quarter. Can you walk us through what drove that write-off, whether it was concentrated with one tenant and whether there's…”

5. FCPT earnings call · Four Corners Property Trust, Inc.Oct 29, 2026 · 1 question
   • 22:30

     “Maybe we can dive a little bit deeper into just how you use what capital you do have. We're talking about share repurchases. You mentioned buying down debt. And then also it sounds like some deals were killed. So it seems like you were also willing to transaction the market. So…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

UBS rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Michael Goldsmith. We do not use licensed rating databases.