by Steve Monroe | Aug 11, 2020 10:41 pm | 60 Seconds, Opinion |
Brookdale Senior Living and Genesis HealthCare, the two largest providers, were not spared from COVID’s devastation in the second quarter. The two largest providers in their respective sectors, Brookdale Senior Living in seniors housing and Genesis HealthCare in... Read More »
by Steve Monroe | Aug 10, 2020 9:20 am | Opinion |
Second quarter earnings reports are not done yet, but the majority of the companies and REITs have reported. We were obviously not expecting a good quarter, but given the trend lines from March through June, the results could have been worse. In fact, for many... Read More »
by Steve Monroe | Aug 5, 2020 3:51 am | 60 Seconds, Opinion |
In the next 48 hours, six companies will report second quarter earnings. While it won’t be pretty, you have to think long term. Earnings season is here, and I am afraid it will not be very pretty. Unfortunately, it has not been pretty for a while, but we can... Read More »
by Steve Monroe | Aug 3, 2020 3:59 am | Uncategorized |
It is usually the larger REITs that are the first out of the block with their quarterly earnings reports, so it was nice to see LTC Properties be the first one this time. And a week before the others. With a stock market capitalization of just $1.4 billion,... Read More »
by Steve Monroe | Jul 29, 2020 4:46 am | Acquisitions, Financings |
Perhaps the two most powerful women in seniors housing, Debbie Cafaro of Ventas and Cindy Baier of Brookdale Senior Living, had to make some decisions with regard to Brookdale’s under water leases that have a maturity date in 2025. If there can be any silver lining... Read More »
