by Steve Monroe | Sep 11, 2024 8:58 am | Opinion
Last week, Retirement Unlimited Inc. (RUI), announced that its President, Doris-Ellie Sullivan, had stepped down “to pursue other opportunities.” That is usually a signal that the person did not leave without getting pushed out. Given what we heard about the poor... Read More »
by Steve Monroe | Sep 11, 2024 8:55 am | Opinion, Statistics
While we would hope that seniors housing companies are reporting their highest occupancy levels since the bottom of the COVID market in March 2021, Brookdale Senior Living did it in pretty good fashion. Brookdale finally topped 80% in month-end occupancy for August,... Read More »
by Steve Monroe | Aug 13, 2024 4:05 pm | Opinion
As one of the last companies in our sector to report second quarter earnings results, the wait was worth it. Sonida Senior Living continues to deliver results that top its peers and puts them in an increasingly better position to grow. Where do we start? Perhaps the... Read More »
by Steve Monroe | Aug 9, 2024 3:52 pm | Opinion, Statistics
In a quarter where most providers and REITs are delivering some very good numbers in their seniors housing portfolios, Brookdale Senior Living disappointed investors with a lackluster second quarter. Yes, metrics continue to be on an upswing, but not as up as they... Read More »
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 »