by Steve Monroe | Feb 20, 2025 3:14 pm | Opinion
Brookdale Senior Living released its fourth quarter and full-year earnings results this week, and all we can say is that the improvements, while welcomed, are slow and steady. Management has had a lot on its plate the past 18 months or so in a post-pandemic... Read More »
by Steve Monroe | Feb 13, 2025 2:56 pm | Opinion
The Big Two REITs, Welltower and Ventas, continue to outperform the overall seniors housing market, leading the way in the post-pandemic recovery as the two largest owners of seniors housing properties. Welltower reported its fourth quarter and year-end 2024... Read More »
by Steve Monroe | Feb 11, 2025 3:43 pm | 60 Seconds, Opinion
The Wall Street Journal just came out with a story about the coming seniors housing shortage. Unfortunately, it started with misinformation, when it stated that “seniors housing has been one of the biggest disappointments for commercial real estate investors.” In some... Read More »
by Steve Monroe | Feb 10, 2025 8:55 am | Opinion
It has been a slog for owners of nursing homes, but Omega Healthcare Investors continues to improve from the COVID messes it encountered. Major tenant LaVie, which entered into bankruptcy protection last June, paid its full monthly rent of $3.0 million from June 2014... Read More »
by Steve Monroe | Feb 4, 2025 3:22 pm | 60 Seconds
I became an industry statistic last week, although not intentionally. While returning from the annual ASHA meeting in Phoenix last Wednesday, I developed a slight cough just before takeoff, which turned into a full-blown cough by landing. The next day I went to my PCP... Read More »