by Steve Monroe | Nov 7, 2025 4:25 pm | Acquisitions
According to recent media reports, real estate investor The Blackstone Group has sold and is in the process of selling about $1.8 billion in seniors housing assets. It wants to completely exit the seniors housing business which they claim has been a disaster for them.... Read More »
by Steve Monroe | Nov 7, 2025 4:24 pm | Uncategorized
The big question is, why did this not happen earlier? We are talking about Brookdale Senior Living’s occupancy recovery, and why the previous leadership seemed unable to move the needle, but as soon as they were gone, everything has been on an upward trend.... Read More »
by Steve Monroe | Nov 5, 2025 8:16 am | Acquisitions
Sonida Senior Living just announced what can only be described as a transformational acquisition. Since new management came in, CEO Brandon Ribar and CFO Kevin Detz, Sonida has been on an upward path of improved operations and a balance sheet that has grown stronger.... Read More »
by Steve Monroe | Oct 29, 2025 9:29 am | Uncategorized
Welltower has been a growth and M&A machine under the leadership of Shankh Mitra. As of October 27, the REIT has closed or has under contract close to $14 billion of pro rata gross investments across the U.S., Canada and the United Kingdom this year. These include... Read More »
by Steve Monroe | Sep 23, 2025 3:35 pm | 60 Seconds
Five years ago, at the onset of the COVID pandemic, I wrote a long white paper on the future of seniors housing based on what was happening in the Spring of 2020. The future was questionable. Now, five years later, it seems as if nothing has changed, and everything... Read More »