by Steve Monroe | Jul 26, 2024 3:58 pm | Opinion
When quarterly earnings season hits, we have always been nervous about some company reporting unexpected bad news and maybe sending shock waves through the industry. The one exception is The Ensign Group, which rarely, if ever, has had a negative surprise. They did... Read More »
by Steve Monroe | Jul 16, 2024 3:21 pm | 60 Seconds, Opinion
My friend Bob Kramer likes to go on stage and talk about how seniors housing is about to get disrupted in a major way, and that if you don’t change, you will be “disrupted” out of business. Pretty harsh words, but he is most likely talking about the top 10% of the... Read More »
by Steve Monroe | Jul 11, 2024 11:28 am | Opinion
Brookdale Senior Living reported June and second quarter 2024 occupancy, and while census increased, is it enough to carry them through next year’s winter season? Probably not, unless they have a huge July and August, which is possible, but not likely. Weighted... Read More »
by Steve Monroe | Jun 25, 2024 3:55 pm | 60 Seconds, Opinion
We are halfway through the year, and I am already angry. Angry at what, you may ask? All the interference from government, both elected officials and the bureaucrats. From people who think they understand how seniors housing should work. From the unions. From the... Read More »
by Steve Monroe | Jun 21, 2024 3:16 pm | Opinion
Brookdale Senior Living recently held its annual meeting of shareholders, and Beth Mace was voted in as a new member of its Board of Directors. Not only that, but she received more votes than any other nominee (157,658,156), and fewer “against” votes than any other... Read More »