by Steve Monroe | Nov 5, 2025 8:16 am | Acquisitions
Sonida Senior Living just announced what can only be described as a transformational acquisition. Since new management came in, CEO Brandon Ribar and CFO Kevin Detz, Sonida has been on an upward path of improved operations and a balance sheet that has grown stronger.... Read More »
by Steve Monroe | Oct 29, 2025 9:29 am | Uncategorized
Welltower has been a growth and M&A machine under the leadership of Shankh Mitra. As of October 27, the REIT has closed or has under contract close to $14 billion of pro rata gross investments across the U.S., Canada and the United Kingdom this year. These include... Read More »
by Steve Monroe | Sep 23, 2025 3:35 pm | 60 Seconds
Five years ago, at the onset of the COVID pandemic, I wrote a long white paper on the future of seniors housing based on what was happening in the Spring of 2020. The future was questionable. Now, five years later, it seems as if nothing has changed, and everything... Read More »
by Steve Monroe | Sep 10, 2025 12:32 am | Uncategorized
It is a shame that Brookdale Senior Living did not do two years ago what it has been doing for the past nine months or so. Weighted average occupancy in August 2025 was 81.8%, up 70 basis points sequentially. This was the seventh month in a row the company posted an... Read More »
by Steve Monroe | Aug 21, 2025 3:25 pm | Uncategorized
We just heard the unfortunate news that our friend and colleague Doug Korey passed away last week. He had been battling cancer for a while but always put a brave face on his journey. We have known Doug since he got into the senior care industry more than 25 years ago.... Read More »