by Steve Monroe | Nov 15, 2024 9:14 am | Acquisitions, Opinion
We have been impressed by Sonida Senior Living management’s ability to get out of its census, cash flow and balance sheet difficulties over the past year. After some acquisitions this year, the company now operates 93 senior living communities, most of them... Read More »
by Steve Monroe | Nov 13, 2024 8:22 am | 60 Seconds, Opinion
So, the 2024 election results are in, and many people were surprised, many shocked, some cried and some cheered, and many who did not vote wished they had. But wherever you are on the political spectrum, if you invest in seniors housing and care, the outlook for you... Read More »
by Steve Monroe | Nov 8, 2024 8:48 am | Opinion, Statistics
Historically, and we are going back more than 12 years, the third quarter has been the best quarter of the year for occupancy increases, and usually cash flow increases based on those census jumps. This was certainly the case for Welltower and Ventas this year, the... Read More »
by Steve Monroe | Nov 8, 2024 8:46 am | Opinion, Statistics
At National Health Investors, it seems to be all about SHOP, SHOP, SHOP. Although it is a small portfolio at just 15 properties, it is becoming mighty. September’s occupancy was 89.1%, compared with 81.2% a year ago, representing a 790-basis point increase. From July... Read More »
by Steve Monroe | Oct 18, 2024 3:40 pm | Opinion
A lot has been made recently of the looming Golden Age of seniors housing. An analyst at Jefferies & Co. came out with a strong recommendation of Brookdale Senior Living and its potential to take advantage of the upcoming age wave. They referred to Brookdale as... Read More »