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 »
by Steve Monroe | Aug 7, 2025 3:50 pm | Opinion, Statistics
Brookdale Senior Living continues to slap investors and analysts around, missing consensus revenue targets for the fourth quarter in a row. We know, never rely on “consensus” anything, but the company seems to always disappoint, even now when everything should be... Read More »
by Steve Monroe | Aug 5, 2025 3:38 pm | Statistics
With $400 million of new investments now included in its guidance, LTC Properties upped its forecast for the rest of the year. Its SHOP portfolio will more than double in size as the REIT transforms itself from a mostly triple-net lease orientation to a more... Read More »
by Steve Monroe | Jul 31, 2025 2:15 pm | Opinion, Statistics
On the heels of Welltower’s blockbuster second quarter earnings report, Ventas turned in another solid performance as well. Same-community, SHOP occupancy jumped by 240 basis points year over year to 87.6%, NOI margin increased by 130 basis points to 28.4%, cash NOI... Read More »
by Steve Monroe | Jul 22, 2025 4:29 pm | 60 Seconds
In our Second Quarter 2025 investment webinar, moderator Ben Swett asked our audience of a few hundred what they thought about several important topics. Overwhelmingly, 82% of the attendees indicated they would rather buy than build in today’s market, which was... Read More »