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 »
by Steve Monroe | Jul 15, 2025 3:42 pm | 60 Seconds
So, the big vote occurred last week, and shareholders of Brookdale Senior Living have spoken. We are sure that the recent increases in occupancy convinced some shareholders to stick with management and its “plan.” But the nominees from activist shareholder Ortelius... Read More »
by Steve Monroe | Jul 9, 2025 8:19 am | Opinion
Brookdale Senior Living just reported June occupancy, and the increases were much better than we expected for a second quarter, which historically has been a mixed bag for the industry. Let’s just say, we were impressed. June’s same-community weighted average... Read More »
by Steve Monroe | Jun 27, 2025 2:54 pm | Opinion
It seems that hardly a day goes by without yet another SEC filing by Brookdale Senior Living detailing why its slate of Board candidates is far better for shareholders than the slate submitted by activist investor Ortelius Advisors. But how much are they spending on... Read More »