Investor update furnished; underlying Q2 substance is not included here.

This filing is only a cover for the investor materials. Item 7.01 says NHI furnished a press release and an investor presentation on August 10, 2026, but their actual contents are not included in the supplied filing text (Item 7.01; Exhibits 99.1–99.2). There is no earnings, guidance, transaction, or operating information to measure against expectations. Without the presentation and press release, the market impact and any beat, miss, or change in outlook cannot be assessed.