by Steve Monroe | Jan 26, 2022 10:29 am | Opinion |
Welltower has the largest owned portfolio of seniors housing communities among the healthcare REITs (SHOP) and census has been steadily rising since the bottom early last year. But the rate of growth, like many others, has been slowing. Average U.S. occupancy growth... Read More »
by Steve Monroe | Jan 21, 2022 4:57 pm | Opinion |
Ventas has the second largest SHOP portfolio among the healthcare REITs, so it is always a decent barometer for what is actually happening in the seniors housing market. The REIT’s portfolio has performed exceptionally well since the bottom of the market in mid-March... Read More »
by Steve Monroe | Jan 20, 2022 4:15 pm | Opinion |
We have to assume that during the remaining three years of President Biden’s term, there will be more battles between POTUS and SCOTUS. But it is getting increasingly difficult to determine who is winning. Take the recent SCOTUS decision upholding the vaccine mandate... Read More »
by Steve Monroe | Dec 23, 2021 1:13 pm | Acquisitions |
Bon Secours Mercy Health decided to exit the skilled nursing and assisted living business in Virginia, and we learned that they hired Healthcare Transactions Group (HTG) to serve as exclusive M&A advisor. The portfolio includes two nursing facilities located in... Read More »
by Steve Monroe | Dec 22, 2021 9:44 am | 60 Seconds |
I thought about doing my usual year-end, cutesy Christmas poem where I roast a few industry leaders and friends, but somehow I just didn’t think it was appropriate this year. Maybe next year. Even though census and operating performance improved this year compared... Read More »
